Forms

Collect enquiries, orders and sign-ups with forms for your team or the public. Every answer is stored, and can create a record or run a function.

A form is an ordered list of questions. You publish it and it gets its own page you can link to or embed in your website. Every answer is stored. A form can also create a record from each answer, or run a function.

Forms list showing Live and Draft forms

What you can do

  • Build a form from a template, from a record type's fields, from AI suggestions, or from scratch. Build a form
  • Choose the answer types. Field types
  • Decide where answers go: a new record, a function, or just the response log. Where responses go
  • Publish and share with a link or an embed, open it to the public, and pre-fill answers. Publish and share
  • Read the responses. Responses

Before you start

  • Who can use it: the Forms app on the Roles page. Can view opens a form. Can fill in also submits one. Can read answers adds the Responses log. Full control builds, publishes and deletes forms. A role can be narrowed to individual forms.
  • Forms can be switched off in Settings → Apps. It must be on.
  • Publishing a form for the public needs one more step in Team & Permissions. See Publish and share.
  • If a form creates records, you need permission to create records of that type.

Where to find it

Launcher › Automation › Forms. There is one page, the list. The table shows Name, Key, Status (Live or Draft), Fields, Collects into (the record type, or "Responses only") and Updated. Click a form to open the full-page builder, which has Build, Responses and Share tabs.

Reports can also show a form inside the report. See Analytics.

Key ideas

Term What it means
Form A named list of questions with settings.
Question One field on the form, with an answer type.
Key The form's short web name, such as contact-us. It is in the public link and is what permissions point at.
Draft / Live A draft is not public. A live form accepts answers.
Response One submitted answer set. Always stored.
Target Optional: create a record or run a function for each response.

In this section

  • Build a form — Create a form from a template, from AI suggestions or from scratch, add and order questions, and set what happens after submitting.
  • Field types — The answer types a form question can have, what people see for each, and what a form cannot collect.
  • Publish and share a form — Publish a form, open it to the public, share the link or embed it on your website, pre-fill answers and understand spam protection.
  • Read responses — Open the response log of a form, read every answer, and see which responses created records or failed.
  • Where responses go — Choose whether each response creates a record, runs a function, or is only stored in the response log.