Creating forms

Once you've set up a form app, you are ready to add and configure the fields for your form. You need to be an admin of the page or community to create the form. 

After a form is created, users can submit answers. Form submissions always show the user who submitted them, regardless of whether you add a name or email field to your form. Submissions are never anonymous. Additionally, depending on your app's settings, users can be allowed to view submissions.

Create a form

  1. Select Add field
  2. Select a field type that best fits with your form's use case. You can see a table of available types below.
  3. Configure the selected field. All field types have the below four fields to fill out. Additionally, each field type has its own individual configuration settings, which are explained in the table.
    • Name: Enter a descriptive name for the field. The name is displayed when filling in the form and in the form results view. This field is mandatory.
    • Required: Check if you want the field to be required to fill out in the form.
    • Hidden: Check if you want the field to be hidden in the form results view. A hidden value is shown when opening the form submission detail view or exporting the entire list.
    • Description: Provide a description of the field. This description will be displayed above the field as help text to guide users when filling it in. This field is optional.
  4. Repeat the process to add the fields that your form needs. There is no limit to the number of fields your form can have. You can also add the same field type multiple times.

In the Configure fields view, you can reorder your field types by dragging and dropping. You can also edit or delete a field. If you delete a field, all its entries will be deleted as well.

Once a field is added, it is immediately included in the form and visible to users, as long as the app is activated. To see what your form looks like for users, select Back to view the completed form.

form app configure fields.png

Field types for a form

Field type Description Individual configuration options (optional)
Checkbox

Adds a checkbox. Users can check it or leave it unchecked.

Displays or for checked/yes or unchecked/no, respectively.

  • Choose whether the checkbox is preselected or not.
Date Adds a date field. Users see a calendar drop-down and can select a date.
  • Enter a placeholder to indicate what the field should display
File Adds a Select file button. Users can select a file from their file library or upload a new file. Files are stored in the page or community file library.
  • Choose if multiple files can be uploaded. If unchecked, only one file can be uploaded.
Link Adds a link field. Users can paste a valid link starting with http:// or https://
  • Choose if the link is opened in the current window. If unchecked, the link opens in a new window.
  • Enter a placeholder to indicate what the field should display
Number Adds a number field. Users can input only numbers, not text.
  • Define a minimum and maximum value that can be entered.
  • Enter a placeholder to indicate what the field should display
Options Adds a drop-down menu of choices to choose from. Users can select one or many, depending on the configured settings.
  • Choose if multiple options can be selected.
  • Enter all the options that are presented to the user to choose from. You can reorder the options by dragging and dropping.
  • Enter a placeholder to indicate what the field should display
Text Adds a text box. Users can add unformatted text. If no minimum or maximum limit has been set, there is no character limit on the text answer.
  • Define a minimum and maximum length for the entered text.
  • Decide if the text field should display as a larger text box for multiple lines of text. If unchecked, it will be a smaller single-line text box.
  • Enter a placeholder to indicate what the field should display
User Adds a Select users user chooser. Depending on the configured settings, users can select one or many users.
  • Choose if multiple users can be selected. If unchecked, only one user can be selected.

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