The form builder section offers a range of form types you can create to capture data relevant to your business goals. For example, you can create forms to engage website visitors and gather lead information, or gather vital details when someone books an appointment on your calendar.
Depending on your user permissions, you may not have access to all of the components.
Form List
When you open the builder section under forms, you'll see a list of previously created forms and folders.
Search Forms By Name
If you have a long list of forms, you can search for a particular form by typing its name here.
Name
You can see the name of each form displayed here.
Last updated
This column shows the date and time each form was last updated.
Updated By
This column shows the names of the users who last updated the form.
More Action
The three dots on the right side of a form open the extended action menu.
The available actions are:
- Edit: Click this option to edit the form.
- Preview: This option opens your form in a new window, so you can see what your customers will view.
- View Submission: Use this to access all submissions of the selected form.
- Duplicate: Click "duplicate" to create a copy.
- Share: Use this option to share a form from one location to another. Clicking it will open a small window for you to select the recipient.
- Move To Folder: If you'd like to move a form from your list to a folder, click this button and select the folder.
- Delete: Select "delete" if you wish to delete this form.
📌Note: If you delete a form, it will be permanently deleted.
Form Folder
When you're working with many forms at once, you may find it helpful to organise them into folders. Folders appear inside the regular view alongside your forms and can be identified by the small icon on the left side.
When you click on any folder's name, you can see the forms you've created or moved inside it, organised as described in the Form List section above.
To go back from a folder's results, click Home in the top left corner.
More Action
The three dots on the right side of a folder open the extended action menu.
The options available are:
- Rename: This option lets you change a folder's name.
- Delete: Select "delete" to remove the folder.
📌Note: If you delete a folder, all the forms inside will be permanently deleted as well.
Adding New
You have two options for creating things inside the Forms section.
New Form
When you're ready to build a custom form, click the Add Form button. This starts the process for creating a form tailored to your business needs.
Create Folder
To create a new folder, click the Create Folder button.
Give the folder a name, then click Confirm to save. This keeps your forms neatly organised and easy to manage.
To find out how to create forms, view submissions, and make the most of this part of the system, take a look at the other articles in this section.