Forms

Build custom forms, share them, and collect and review responses - without writing any code.

Overview

The Forms module lets you create your own forms for anything your business needs to capture - incident reports, onboarding questionnaires, expense requests, feedback, checklists, and more. You can:

• Design forms with a drag-and-drop builder
• Preview them exactly as respondents will see them
• Share them and collect submissions
• Review and export the responses

Creating a Form

1. Give the form a name and description

The Form Builder

The builder is where you design your form:

1. Add fields by choosing the field type you need, for example:

• Short text and long text
• Number and date
• Single choice and multiple choice
• Yes/No
• File upload

1. Reorder fields by dragging them
2. Save your changes as you go

Previewing

Before you share a form, check how it looks and behaves:

1. Open the form

1. Fill it in as a respondent would to confirm the fields, order, and required rules are right

Collecting Submissions

Once your form is ready, share it and start collecting responses. Each completed form becomes a submission attached to the form.

Reviewing Submissions

1. Open the form

1. Browse every response that's been collected
2. Open an individual submission to see the full set of answers

Tips

• Sketch the questions you need before building - it's faster than rearranging later
• Mark only genuinely required fields as required, so forms stay quick to complete
• Always preview a form before sharing it
• Use clear field labels and help text so respondents know exactly what's being asked
• Review submissions regularly and export them where you need a permanent record