How to view Forms by Folder?

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Regular Contributor

I see "Create Folder" and can move forms individually into folders. But where can I navigate to the folders themselves?  Or sort forms by folders? Thank you!!

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Regular Advisor | Platinum Partner

Hi @Otterbot 

The forms screen will list your folders along with your forms in the same table. You can sort the form table Name column by clicking on it, which will sort your folders and forms alphabetically within the table. Unfortunately, at the moment, sorting your forms into folders doesn't remove them from the table on the main forms page, but when you click on one of your folders you will see a list of the forms that you have associated with the folder in question.

Effectively, folders on the forms page are just a means of filtering your forms. Hopefully, this will eventually function more like the folders functionality available on the contact lists screen, which is a bit more robust.

There's a similar idea here: https://community.hubspot.com/t5/HubSpot-Ideas/Folders-to-organize-forms/idi-p/288679, which you can upvote. Though really what would be better is folder functionality be standardized across the portal and function more like the contact list folder functionality.

Check out these ideas:
https://community.hubspot.com/t5/HubSpot-Ideas/Unify-and-streamline-folders/idi-p/291062
https://community.hubspot.com/t5/Productivity-Tools/Folder-Structure-capabilities-consistent-across-...

 


Did my post help answer your query? Help the Community by marking it as a solution.

Matthew Shepherd

An Inbound Growth Agency
Platinum HubSpot Partner

View solution in original post

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Regular Advisor | Platinum Partner

Hi @Otterbot 

The forms screen will list your folders along with your forms in the same table. You can sort the form table Name column by clicking on it, which will sort your folders and forms alphabetically within the table. Unfortunately, at the moment, sorting your forms into folders doesn't remove them from the table on the main forms page, but when you click on one of your folders you will see a list of the forms that you have associated with the folder in question.

Effectively, folders on the forms page are just a means of filtering your forms. Hopefully, this will eventually function more like the folders functionality available on the contact lists screen, which is a bit more robust.

There's a similar idea here: https://community.hubspot.com/t5/HubSpot-Ideas/Folders-to-organize-forms/idi-p/288679, which you can upvote. Though really what would be better is folder functionality be standardized across the portal and function more like the contact list folder functionality.

Check out these ideas:
https://community.hubspot.com/t5/HubSpot-Ideas/Unify-and-streamline-folders/idi-p/291062
https://community.hubspot.com/t5/Productivity-Tools/Folder-Structure-capabilities-consistent-across-...

 


Did my post help answer your query? Help the Community by marking it as a solution.

Matthew Shepherd

An Inbound Growth Agency
Platinum HubSpot Partner

View solution in original post

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Regular Contributor

Thanks, Matthew! I agree, better folder functionality would be great. At least I know I'm not crazy though. Thanks again.

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