Breadcrumbs

Creating a Form

Build a form by giving it a title, dragging components onto the design surface, and saving.

Create the form

  1. On the designer home page, select New Form in the Forms section.

  2. Enter a Title. Users see it at the top of the form, and you use it to find the form later.

  3. Drag components from the toolbox on the left onto the form. Select a component to change its settings.

  4. Select Create Form to save it. After the first save, the button changes to Save Form. You can also press Ctrl+S.

The form builder, with the component toolbox on the left and the form's components on the right
The toolbox on the left, and the components on the form

Single page or wizard

Use Display as to choose between one long page (Form) and a step-by-step Wizard with Next and Previous buttons. Wizards suit long forms. See Wizard Forms.

Let people use the form

By default, only signed-in users can submit a form. To let anyone submit it without signing in:

  1. Save the form, then open its Access tab.

  2. In Create Own Submissions, add the Anonymous role.

  3. Select Save Changes.

The Access tab, with the role list open in Create Own Submissions and Anonymous highlighted
Click in the box to choose a role

See User Permissions for the other permissions.

Naming tips

  • Choose a clear title and name before you share the form. The builder warns you if you rename a form, because links and integrations, such as GlobalCapture mappings and lookups, may use the name.

  • Give components meaningful API keys (on each component's API tab), for example firstName. Keys are used in rules, mappings and SQL, and changing them later breaks those links.