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Forms Overview

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A form is where your data comes from. You build one visually in the form builder, add the fields you need, and decide what happens once someone submits it. Nothing here requires writing code.

If you have never built one before, Form Builder walks through creating your first.

What You Can Collect

There are over 15 field types, covering ordinary text and dates as well as the ones that usually need a separate tool:

  • Payment collects money through Stripe, either a fixed amount or a total worked out from other fields.
  • Signature captures a drawn signature and stores it with the submission.
  • File Upload accepts documents and images, with limits on type and size.
  • Calculated works out a value from other numeric fields as the form is filled in.
  • Name and Address drop in a whole block of related fields, like a name and email or a full address, in one go.

Field Types describes each one and its settings.

Making a Form Respond to Answers

Conditional Logic shows and hides fields based on what someone has already answered, so a long form only asks the questions that apply. Use it to skip whole sections, ask follow-up questions, and keep the form as short as each person's situation allows.

Sections break a long form into tabs, each covering one topic, and steer the respondent to anything still missing before the form will submit.

Keeping Answers Clean

Three settings work together to control what a field will accept:

Setting What it does
Required Blocks submission until the field has a value
Input Masks Formats the value as the user types, such as (555) 123-4567
Input Rules Checks the value as it is typed against rules like min:3 or email

Validation covers how these fit together and when to reach for each.

Security

Submissions are encrypted in transit and at rest, and public forms are protected against automated spam without you configuring anything.

Security covers the infrastructure, data protection, and incident response in full.

Managing Your Forms

Your forms list supports searching and filtering, and you can duplicate a form to start from an existing one rather than a blank page. Forms you no longer need can be disabled, either immediately or on a date you set, so they stop accepting submissions without losing anything. Form Tagging groups related forms so you can filter down to one project or department.

Submissions can be shared with other users, either one submission at a time or every submission on the form, and changes to a form are tracked in its history.

Who Can Fill It Out, and Who Sees the Results

Two separate group settings control a form's audience, both in the form's settings panel ( → More Settings):

  • Form Accessible To - the groups whose members see the form on their Forms page and can fill it out.
  • View Submissions Groups - the groups whose members can see the form's submissions.

Keeping them separate is what lets the whole company submit a request while only one team reviews the results.

Collecting From More Than One Person

When an event needs information from several people, a form can hand out related forms to others while the first person is still filling theirs in, pre-filled with the details both forms share. See Sharing Connected Forms.

What Happens After Submission

Submissions arrive in Flow Forms straight away, where you can review them, export them to CSV, and send automatic email notifications and reminders. Who reviews a submission, and in what order, is set on Edit Flow. To move the data somewhere else, send it to a URL of your choice with Webhooks, or connect to over 8,000 apps through Zapier.