What you'll build
By the end of this guide, you'll be able to see every form in a folder in one place, without opening individual projects. You'll have a full list of your forms as tiles, manage them inline with a right-click, and access their responses directly from the same view.
When to use this
You have multiple projects in a folder and need to find a specific form fast
You want to review form responses without opening the form editor
You need to rename, duplicate, or move a form without leaving the folder view
You want to share a direct link to a form's responses table with a teammate
You're auditing all forms in a folder and need them in one place
Step-by-step
Open any folder or tab on homepage: Go to your dashboard and click the folder you want to work in. The folder opens to the Projects view by default. If you don't have a folder set up yet, see how to create a folder in your workspace. To share a folder with your team first, see how to share a folder.
Switch to the Forms view: At the top of the content area, click the Forms tab in the Projects / Forms toggle. The project tiles are replaced with form tiles — one per form inside this folder, across all its projects.
Read your form tiles: Each tile shows the form's title, logo, and stats (total views and total form submissions), so you get a quick read on activity without opening anything.
Manage a form from its tile: Right-click any tile to open the context menu. You can:
Open: Launches the live form in a new tab
Edit: Opens the form editor
Rename: Renames inline without opening the editorDuplicate: Copies the form only, no new project is created
Move: Moves the form to another folder or workspace.
Delete: Deletes the form.
All actions affect the form only, not the project it belongs to.
💡 Note: The Forms tab is only visible to folder Admins. Members see the standard Projects view with no toggle. To understand access levels, see how to manage your team's access to folders and forms. If a teammate needs Admin access, see how to add team members to the workspace.
Viewing form responses
Clicking on a form tile opens the form's responses table directly inside your dashboard. From there you have a few options:
Edit a row: click any record to open the Edit row sidebar and update it
Add a new record: add a form submission manually from the table
Sort, filter, and manage columns: adjust the view to find what you need; you can also import or export data from here
📒You can also collect data directly into your form records via email using CC Formaloo, and set up email notifications to get alerted when new submissions come in.
Share the table
Every form's responses table has its own URL. Copy it from your browser's address bar and send it directly to a teammate, they'll land exactly on that form's responses view. You can also check the Shared with me tab to see what's been shared with you across your dashboard.
Share a specific record
Opening a row in the Edit sidebar generates its own unique URL. Copy it to link a teammate directly to a single response, useful when you need to flag a specific submission for review or follow-up.
Jump to responses from search
If you search for a form by name, the results page shows the project that contains it. At the bottom-right of the results page you'll also see a View responses button — click it to go straight to that form's responses table.
Ready-to-use templates
Not sure where to start? Here are three templates that work well with the Forms view. Each one is ready to use and easy to adapt.
Service cost estimator for agencies
A good fit if you run an agency and want clients to estimate project costs before booking a call. Use the Forms view to track all incoming estimates across your folder and review them from one place.
Subscription payment form
Useful for teams that collect recurring payments or sign-ups. Once you have multiple payment forms across projects, the Forms view lets you monitor submission volumes and manage each form without jumping between projects.
Vendor application form & dashboard
Built for teams that review vendor or supplier applications. Use the Forms view to keep all application forms in one folder, then open their responses table to sort and filter applicants by any field.
👀 Don't have a form yet? Create one in seconds with Magic Create describe what you need and Formaloo builds the form for you.
Ready to build this?
🚀 Use this template Start in minutes with a pre-built version of this workflow.
💬 Get help from our concierge team Our team will help you set this up for your specific use case.
📅 Book a demo for Team/Enterprise setup See how teams use Formaloo at scale with advanced permissions and integrations.