• SHOPIFY SIDEKICK • SETUP GUIDE

How to Find Forms and Applications with Shopify Sidekick

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Search Rivio forms and Shopify B2B applications using form names, statuses, dates, company details, and email.

Before you begin

Open the intended Shopify store and identify the form or application you want help with. Include its exact name or reference in your request. Sidekick can draft, find, suggest, and link; you review and save changes in the app.

Include identifiers and scope

For forms, give a name, status, or template. For applications, narrow by form, status, date range, company, email, or available AI score. Ask for one record's details when you need to review a decision.

Open the result and verify its identity against original answers before approving or rejecting. A company with a similar name is not necessarily the same applicant, and an AI score filter cannot help where scoring has not been enabled.

Additional reference

Example Prompts

  • Find the form named Wholesale application.
  • Show pending retailer applications from the last seven days.
  • Find applications from Example Trading Ltd.
  • Show the details for the application with this reference number.

Replace example form names, companies, and time ranges with values from your own store. These are task examples, not a guarantee that every wording produces the same response.

Set up this workflow

  1. Open Sidekick and state whether you need a form or an application.

  2. Supply the exact form name or a clear identifying term.

  3. Add a status and date range to narrow application results.

  4. If needed, specify applicant company or email.

  5. Open the returned record and verify its identity before reviewing it.

  6. Confirm the details against the original submission before making a decision.

Example

Ask: Find Pending applications for Demo Wholesale Application from the last 7 days. Then request detail for a known test applicant.

Expected result

The opened record matches the requested form, applicant, period, and status.

Limits and important behavior

  • Sidekick does not independently save or approve changes; it provides drafts and links for review.
  • Responses depend on available app data and the account’s access.
  • AI-generated suggestions should be checked against the original fields, records, and your business criteria.

Troubleshooting and verification

If the suggestion concerns the wrong form, repeat the request with its exact name and review the linked app page. If nothing changed, check whether you reviewed and saved the proposed settings; a Sidekick response alone is not a saved change.

Screenshots to add

Screenshot placeholder: Capture the relevant app screen for “How to Find Forms and Applications with Shopify Sidekick” after completing the setup. Show the controls used to open Sidekick and state whether you need a form or an application. Add a second screenshot showing the result of this check: Confirm the details against the original submission before making a decision. Use dummy applicant details and mask any secrets.

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