Building my first Form

This is a short tutorial you can follow along with to create a simple Contact Us form. This is a great starting point if you are new to the platform and want to walk through the creation of a simple form and workflow process. 

Step 1

Open the console and click on the Forms menu. 

Step 2

Nice, now we can see our form list. To add a new form to this list, click the red plus + in the bottom right of the screen to create your first Form. 

Step 3

Great, clicking the red plus + button will display a dialogue allowing you to create a new form. Simply enter a form name, and select the authentication type to use. The default authentication value is set to Private. If you prefer to allow anyone to view your form, select the Public Option. Click the save to continue.

Step 4

We can now start building out the form. Note, that you will initially start on the Builder tab, where you will be able to quickly begin creating your form by adding new form elements. Let's start with a heading and some instructions. 

First, click the Add New Element button, and select the element type. For this first element, we will want to select Heading, and for the second select Information. Once you have selected the type, you can name your element. Don't forget to click the save button, so we can preview what we have so far. 

Step 5

Now let's add some elements for our customers to fill out. We can add a Name (text element), Email (email element), Phone (phone number element), and Message (text multi-line element). We will make Email and Message required(*) to submit the form, this is done by clicking the Required switch in the elements details. Click save - and we're done, you have made your first form.

Step 6

Now let's add an Email + PDF submission event, so we can see the form working. To add a submission event, click the Workflow tab. Click the Add Submission Event button, select the Email + PDF type and add an email address and Email Subject Line. Click save - we will now receive an email with a copy of the form and the inputs when the form is submitted. 

Okay let's see it all working.  Now click the Launch button in the top right of the screen. From here you can complete your Contact Us form and begin filling it out. Once it has been filled out you can click the submit button. This data will be stored and an email will be sent to the email you linked in the submission event.

Congratulations, you have just completed your first form and workflow. For more information on each of the sections covered in this tutorial, please check out the rest of our knowledge base.  

Getting Help

If you need any assistance with Forms please reach out through the Report Issue menu or email [email protected].