Forms | Form Fields

Forms are similar to data-sources. you can set up a form and attach it to a channel in order to automate things.

How to Create a Digital Form

Below instructions will show you how to create a simple form

1
Click on the Add Form button located on the top right side of the page.
2
Click Add form button located on the top right side of the page.
3
Select Create new form from the menu that appears.
4
Add a name and description to the form to provide context and information.
5
Click on Add Field to begin adding fields to your form.
6
From the menu that appears, select the desired field type for your form.
7
To add additional fields, repeat steps 4 and 5 as needed.
8
Once you have finished creating the form, click on Save and Close to save your changes.

Pro tip:

Click To learn more about Form Fields

Example: breakfast form

Pro tip:

Notice the form preview on the right side of the screen.

Add fields

Pro tip:

Go to Settings and select Conditional field to show/hide fields according to other field value

Digitize workflows, ditch Excel and manual processes, and enable automation.

Learn how to create a form for collecting data.

Learn how to submit a form and send the collected data.

Learn how to view and analyze the data collected from a form.