Active and Closed survey lists

What these two cards are

Active and Closed are two of the four scroll-snap cards inside the Forms overlay, the same overlay you reach by clicking the hero number, an Explore tile, or a tile in Most recent on the Forms home page. The other two cards, Responses and Templates, are covered in Forms: surveys, audits, and reviews. This article covers Active and Closed on their own, because under the hood they are the exact same table, the exact same columns, and the exact same row-click behavior, just filtered to a different status. Once you understand one, you understand both.

Verinode does not decide what counts as active or closed. It reads the status you (or the survey's own lifecycle) set on each row and sorts accordingly. You send, close, and delete surveys; Verinode just keeps the two lists current.

Where to find it

Open Forms from the sidebar under My Data, at iq.verinode.ai/forms. From the Forms home page:

• Click the Active Explore tile, or the hero number when you're on the Surveys tab, to land on the Active card.
• Click the Closed Explore tile to land on the Closed card.
• Once the overlay is open, swipe or use the arrows to move between Active, Responses, Templates, and Closed. Whichever card is active is preserved in the page's URL, so a link back to Forms can drop you directly on Closed instead of Active.

Both cards use the same underlying component, it is quite literally one table filtered two ways, so a survey never appears on both lists at once.

Which surveys land on each list

• Active shows every survey with status Active or Draft. A draft, one you started building but have not sent, sits here alongside surveys that are actively out and collecting.
• Closed shows every survey with status Closed, meaning it was explicitly closed from its detail panel (see Inside a survey: roster, results, and actions for how closing works).

This split only applies to the Surveys tab vocabulary. If your Forms home page is currently on the Audits or Reviews tab, the same Active/Closed cards filter Audit runs or Review runs instead, using the same active-or-draft versus closed logic.

The shared table

When there is at least one row to show, both cards render the same table with six columns:

• Survey. The survey's title in bold. Underneath, a second line of context: if it's a Lightning survey (a single-question, one-tap format), that line shows the actual lightning question you asked instead of a subject name. Otherwise it shows the subject, the vendor, tool, process, or person the survey is about, when one is on file. A small amber Lightning badge sits next to the title on any lightning survey so you can spot the fast-format ones while scanning.
• Type. A colored pill: Vendor, Tool, Process, or Supply (surveys can also be typed Carrier, TPA, Team, or Work Style elsewhere in the platform; those get their own color too, but the type filter above the table only exposes the four listed above). The label is always the humanized type name, never a raw database value.
• Sent to. The number of people invited to this survey. A draft that hasn't gone out yet, or any survey with zero invites, shows a dash instead of a number.
• Responses. For any survey with at least one invite: the response count, a slash, the invite count, and the response rate as a percentage in parentheses, for example "3/8 (38%)". Zero-invite surveys show a dash here too.
• Status. A pill reading ACTIVE (green), CLOSED (gray), or DRAFT (amber), uppercase, bold, small caps styling.
• Sent on the Active card, Closed on the Closed card. This column header itself changes with the card, since a still-active survey doesn't have a close date yet, and a closed one no longer needs its send date front and center. It shows the formatted date (for example "Jul 9, 2026"), or "Draft" for a survey that hasn't been sent, or a dash if neither date is available.

Every row is clickable. Hovering highlights the row; clicking opens that survey's full detail panel, the same slide-over described in Inside a survey: roster, results, and actions, with its invite roster, its response results, and its close, delete, and export actions. Closing that panel (or completing an action inside it, like closing the survey) drops you back on the list, which refreshes to reflect what you just did, a closed survey immediately disappears from Active and reappears on Closed the next time you open that card.

Filtering the list

A filter bar sits above the table on both cards, with two controls:

• Search. A text box with the placeholder "Search by title, subject, or question…". It matches against the survey's title, its subject name, and, for Lightning surveys, the actual question text, so you can find a survey by any of those without needing to know which field the match is in.
• Type filter. A dropdown scoped to whichever card you're on: All types, Vendors, Tools, Process, Supply, each option showing a live count in parentheses, for example "Vendors (6)". Counts reflect only the surveys already on that list, Active counts never include closed surveys and vice versa, so the same vendor survey can show a different count on each card if some of its runs are still open and others are closed.

Search and the type filter combine: narrowing by type first, then searching within that type, works exactly as you'd expect, both conditions apply together.

Empty states

Three distinct empty states can show up here, depending on why the list is empty:

• Active, nothing sent or drafted yet: "No active or draft surveys right now." Underneath, three prompts: use a template from the Templates tab to send your first, Lightning surveys ask a single question, the fastest path to data, and active surveys collect responses while drafts are saved but not sent.
• Closed, nothing closed yet: "No closed surveys yet." Underneath: closed surveys appear here with their full response history, and you close a survey from its detail panel when you're done collecting.
• Either list, filtered down to zero: "No surveys match these filters." This is the generic case, it fires whenever search text or the type filter narrows a non-empty list down to nothing, on either card. Clear the search box or set the type filter back to "All types" to see the full list again.

The wording tells you which of these you're looking at: if you have surveys but the filters are too narrow, you'll see the "No surveys match these filters" copy, not the first-time empty states. Those only show when the underlying list, before any filtering, is genuinely empty.

Reading the numbers correctly

• Sent to and the invite side of Responses are exact counts pulled from the invite roster, one row per person a survey went out to. There's no estimation or rounding here.
• Responses only counts invites that have a response recorded. A person who received the survey but hasn't answered yet is part of the "Sent to" denominator but not the numerator, which is exactly why the response rate on a freshly sent survey often reads low, most invitees haven't had time to reply yet.
• A Draft survey always shows dashes in the Sent to and Responses columns, because a draft, by definition, has not gone out to anyone. The moment you send it, invites get created and both columns populate.
• The Sent or Closed date is a plain calendar date, not a relative "3 days ago" style, so you can scan a long list and compare timing at a glance.

Best-practice example

Say you want to check on every Tool Feedback survey your team has run this quarter, some still open, some already closed. Open the Active card, set the type filter to Tools, and note the response rates on anything still collecting, anything under about 30% that's been out more than a few days is a candidate for a resend from its detail panel. Then swipe to the Closed card, set the same Tools filter, and scan the Sent (Closed date column there) to line up which tools were reviewed most recently, so you're not about to survey the team about the same tool twice in a short window.

Data sources

Related help

• Forms: surveys, audits, and reviews
• Inside a survey: roster, results, and actions
• Creating a survey
• The Forms Explore tiles
• Quick surveys
• The decision workspace