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How do I add a form?

Describes how to add a new form.

Updated over 7 months ago

You will need the Forms permission to perform this action.

There are two ways you can 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 you choose, a pop up will display:

  • Name - the name of the form

Once you're done, click on the "Create" button to finish. You will 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.

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