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Help centre · Step-by-step manual

Forms

Choose the appropriate workspace and branch. Your plan, enabled modules and team permissions determine which actions are available.

Forms

  1. Create a form definition and add its typed fields. Review the field names and choices before publishing a version.
  2. Open Submissions, choose a published form and fill it inside the signed-in workspace. The saved answers keep their original form version.
  3. A reviewer accepts or rejects the submission. With Automations purchased and enabled, a submission event can create an approved follow-up. This release does not offer anonymous public forms, file uploads or signatures.

Help for this screen

On this screen

Online · Forms

How to use this feature

Online · Forms · 2

ActionAvailable when
Add field*
Remove field*
Publish*
Close submissionsPublished

How to use this feature

Title · Description · Field key · Label · Field type · Required · Choices (one per line)

Online · Submissions

How to use this feature

Customer · Details

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