Form Builder
Design forms, automate follow-up and work with submissions in Results.
When to use it
Use it to collect structured information and attachments, track status and coordinate follow-up.
Where to find it
Click here: Form Builder
Step-by-step instructions
Click here: Form Builder
Open the form list first
Click a name row (2) to open an existing form; + Create form (1) starts a new one. A Result of 0 means no submissions yet. Sharing status shows Published or Unpublished, not whether data exists.
On this image, 1 is + Create form; 2 marks a row in the form-name column. Click a name to open a form. The creator-field redaction is intentional.Click to enlarge Click here: Form Builder → + Create form → Form name
Name a form in the creation dialog
In Create new form builder, enter Form name (1). API URL is optional, not required for first-time setup. Create form (2) creates the form and continues to design; use Cancel to leave during practice.
On this image, 1 is Form name; 2 is Create form. This dialog names a new form; it is not the field designer.Click to enlarge Click here: Form Builder → select a form name
Design and results are the next level
After opening a form, use Form details to design fields or Results to review submissions; these inner pages are not pictured. Field design locks after the first submission, so check fields and Property names before using the form in a flow.
Click here: Form Builder → select a form name → Form details
Open the form-field designer
This inner page is not pictured. Available field types include Text, Textarea, Number, Dropdown, Upload file, Date format, Date & time and Status. Review Label, Property, Can view and required settings; use snake_case for Property. Input type locks after a field is saved.
Click here: Form Builder → select a form name → Results
Find the submissions workspace
Open a form before choosing Results; submissions are not rows in the overall Form Builder list. Results shows submission times and field values, with search, date and Columns controls for review. If the form’s Result count is 0, there will be no submissions yet. This inner page is not pictured.