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How do I add a form?

Describes how to add a new form.

You will need the Full Write Forms permission to perform this action.

There are two ways to add a form. The first is to click on the "New" drop-down menu at the top of any page, and click on "Form."

The other way is to navigate, via the left-hand navigation menu, to the form listing and click on the "Add New" button at the top.

Regardless of the method choosen, a pop up will display:

  • Name - the title of the form

  • Category - this is a way to organize the form.

Once completed, click on the "Save" button to finish and be redirected to the form to start designing.

Helpful Tips

  • The form will be created as "Unlisted." This means the form will not be shown to other users on the form listing screen unless they have the Forms permission.

  • By default, the user who created the form will be notified of any submissions. This can be changed in the form settings, however.

  • The login button can be removed from a form.

  • To stop the same person from submitting more than once, turn on Prevent duplicate submissions under Settings > General once the form is designed. A submission counts as a duplicate when its name and email, or name and phone number, matches a submission already on file, so the form needs to collect a name plus an email or phone number for this option to work.

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