PlatoForms User Guide
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  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

Sort and filter submissions

The Submissions table lets you sort rows by the values in a column and narrow the list to a submitted-date range. Both work together with the search bar and the flag filter, so you can combine them freely.

Sort by a column

Every sortable column shows a small sort control (⇅) next to its header.

  1. Click the sort control once to sort ascending (↑), again for descending (↓), and a third time to return to the default order (newest first).

  2. Numbers and dates sort by value, not alphabetically — a rating column sorts 2, 9, 10, and a date column sorts chronologically even when it is displayed in a custom format.

Submissions table headers with sort controls; two columns are part of a combined sort, marked with arrows and priority numbers 1 and 2, and a tooltip explains click to sort and Shift + Click to combine

You can sort by your own form fields as well as system columns such as Submitted Date, Submitter, and Rev. A few field types with no orderable value — like file uploads, images, signatures, and tables — are not sortable, and their columns show no sort control.

Note

Sorting is available for submissions only; the Drafts view keeps its default order.

Combine up to 5 columns

To sort by more than one column, hold Shift and click another column’s sort control. The first column stays the primary sort, and each Shift-clicked column is added as the next level — rows with equal values in the first column are ordered by the second, and so on, up to 5 columns.

  • Each arrow shows a small priority number (1, 2, …) so you can see the sort order at a glance.
  • Shift-click a combined column again to flip its direction, and once more to remove it from the combination.
  • A plain click (without Shift) always starts over with that single column.

Filter by submitted date

Click the Submitted Date column header to open a date-range calendar — the same picker used in the Export dialog.

  1. Select a start and end date, then click Apply. The table now shows only submissions submitted within that range (dates are interpreted in your profile’s timezone).

  2. An active filter appears as a chip above the table showing the selected range. Click its × — or the Clear button in the calendar — to remove the filter.

Submissions table filtered to a date range, with a chip above the table reading Submitted Date: Aug 23, 2026 - Aug 25, 2026 and the Submitted Date header highlighted

The date filter combines with everything else on the page: search results, the flag filter, and any column sorting all apply within the selected range.

For additional related information about submissions, check out the Manage submissions section.

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