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Form Builder

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The form builder is where you assemble a form: you add fields from the toolbar, arrange them, and set each one up in its editor. No coding knowledge is needed.

Creating a Form

  1. Go to Admin → Forms.
  2. Click Create Form.
  3. Give the form a name.
  4. Start adding fields.

Adding Fields

Fields are added from the toolbar at the top of the builder: pick a type from the Select Element Type dropdown, type the field's name, and click Add Input (or press Enter). See Field Types for what each type does.

New fields are required by default. Press Shift+Enter instead of Enter to add a field as optional, or change it any time in the field's editor.

Everything else about a field - help text, placeholder, options, rules - is set after adding it: click the field to open its editor, make your changes, and click Save changes.

New fields go to the end of the form unless you say otherwise, which is what the Insert after dropdown is for.

Choosing Where Fields Are Placed

The Insert after dropdown sits in the toolbar and controls where the next field lands:

  • End of form (default) - new fields are added to the bottom of the form.
  • Beginning of form - new fields are placed at the very top.
  • After a specific field - pick any existing field, and new fields go directly after it.

The dropdown is searchable, so on a long form you can type a field's name instead of scrolling to it.

Once you add a field, the insertion point moves forward automatically so the next one lands directly after it. That way you can add several fields in a row to the same place without setting the position each time.

You can also set the insertion point from a field's context menu by choosing Insert after.

The insertion point survives a page refresh, so you can pick up where you left off.

Duplicating a Field

Open a field's context menu and choose Duplicate Element. The copy appears right after the original, unless you have an insertion point set, in which case it goes there instead.

Arranging Fields

To move a field, open its context menu and choose Move: up or down one position, to the beginning or end of the form, or directly after any field you pick. Fields stack vertically in the order they hold.

When the same set of fields has to be filled in an unpredictable number of times, put them in a Group, which repeats them as numbered rows the respondent adds to.

For longer forms, Sections split the fields into tabs so respondents work through one topic at a time.

Undoing a Change

The builder keeps a full history of your changes. Open the menu next to the form's name and choose History to see every change, grouped by day; click any entry to restore the form to that point, and Redo all brings back changes you undid. Nothing you do while building is more than a click from being reversed.

Field Settings

Open a field's editor and you will find, for most types:

  • Name - the label users see.
  • Required - whether the field must be filled in before the form can be submitted.
  • Help Text - instructions shown below the field.
  • Placeholder - example text shown while the field is empty.

Not every setting applies to every type: display-only types like Content have no Required toggle, choice fields like Radio and Select have options instead of a placeholder, and so on. The editor only shows what fits the type; Field Types covers what each one offers.

Form-Wide Settings

The menu next to the form's name holds the settings that apply to the whole form rather than a single field. Click More Settings to open the panel:

  • The user groups that can fill out the form, and the groups that can view its submissions.
  • How the form behaves, including anonymous access and disable dates.
  • Form Tags, which group related forms so you can filter your forms list down to one project or department.

The same menu holds History, the form's edit history, and Manage Short URL for a cleaner share link.

Saving and Sharing

Fields save the moment you add them, and edits save when you click Save changes in a field's editor; the form-wide settings panel has its own Save. There is no final publish step - a form is live at its link as soon as it has fields.

When the form is ready:

  1. Click the form's name (View live form) to open it and fill it in yourself, checking it behaves the way you expect.
  2. Share the form's link or QR code with respondents. Manage Short URL gives you a tidier address to print or read aloud.

Tips

  • Start with the fields you are certain about and add the conditional cases afterwards.
  • Name fields the way a respondent would describe them, not the way your database does.
  • Fill the form in yourself before sharing it, including the paths that only some people see.
  • Group related fields so the form reads as a sequence of topics rather than a list of questions.