Work the intake inbox

Find new form submissions in the intake inbox, sort and filter them by status, form, source or assignee, and open one to work on it.

In the sidebar, open Intake, then Inbox. The page address is /intake/inbox. Every form a customer submits through one of your intake forms lands here as a submission, whichever page or website it came from.

Before you start

• Your role needs permission to read the intake inbox. Without it the page says it is blocked by a feature or permission.
• If your organization uses branches, the Branch scope card tells you whether you are seeing one branch or the whole organization. That scope applies even before you add a filter.

Steps

1. Look at the list. The newest submission is at the top; Sort and Direction above the list change that, for example Status changed with Oldest first to find the ones that have waited longest.
2. To find one submission, type in the search box. It matches the submission number, the person who sent it, the summary, the form and the publication.
3. To narrow the list, press Filters. The useful ones day to day are Workflow (for example Received, Triage, In review, Waiting on submitter, Qualified, Converted, Closed), Assignment (Assigned only or Unassigned only), Form, Assignee and Branch. Moderation and Security show what Nova's spam and file checks decided.
4. Use Date from and Date to to look at a period, or Submitter email to find everything one person sent.
5. Click a row to open the submission. See Update an intake submission for what you can do there.
6. Press Reset filters in the filter panel when you want the full list back.

What you see

• Each row shows the Submission number and summary, its Workflow status with moderation and security chips, the Source it came from, the Form and version, the Assignee (or Unassigned) and when it was Received.
• The cards at the top count the submissions in the current view, show the Branch scope, the Volume quota on your plan and the Active view.
• Saved views let you keep a filter set you use every day, such as unassigned submissions for your branch.

If something looks different

• The list is empty but customers say they submitted a form: check Moderation for Suspected spam or Confirmed spam, and Security for Quarantined or Blocked, then clear the filters. Also check that the form is live; see Publish an intake form.
• A row shows Spam or Blocked under Workflow: Nova held it back. Open it to review and change the moderation state if it is genuine.
• Rows for another branch are missing: your branch scope hides them. Ask your admin if you need the whole organization.

Open the intake inbox