How to Organize Your Inbox With Tabs

February 23, 2024

Jotform Inbox is like an email inbox specifically designed for handling form responses and simplifying the management of your form submissions. This guide shows how to organize your form entries in Jotform Inbox by saving your custom filters into tabs.

To organize your Inbox with tabs

  1. In Jotform Inbox, select Filter next to the search bar in the upper-left corner.
  2. Create and apply your desired filter.
The filter dialog in Jotform Inbox

For more information, see Filtering Submissions in Inbox.

  1. Next, select Create New Tab.
The Create New Tab button in Jotform Inbox
  1. Enter a name for your tab, then select Create Tab.
The Create a New Tab dialog in Jotform Inbox

Your custom filter should appear in a new tab. You can open your tab’s menu to see options.

inbox-custom-tab-menu-min

Here are the available options:

  • Rename — Change the tab’s name.
  • Download All — Download the filtered entries in CSV, Excel, or PDF.
  • Duplicate — Create a new tab with the same filter. 
  • Delete — Remove the tab.
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