Forms

All Plans

Create and manage application and data collection forms with conditional logic.

Available in

Resource	Starter	Professional	Business	Enterprise
Custom Fields	10	25	50	Unlimited

The form editor allows creation of customized forms for applications and data collection. Forms can be composed of various field types and support conditional logic for dynamic display.

Creating a Form - Step by Step

How to create a new form:

1. Navigation - Go to Settings → Forms → New Form
2. Basic Settings - Set name, description, and form type (application, contact, event)
3. Create Sections - Divide form into logical sections (e.g., Contact Details, Company Info)
4. Add Fields - Drag and drop desired field types into sections
5. Configure Fields - Set label, required, placeholder, validation
6. Conditional Logic - Optional: Show/hide fields based on other field values
7. Test Preview - Test form functionality in preview mode
8. Activate - Activate form for event or globally

Available Field Types

These field types are available:

Text - Single-line text field for short inputs (name, title)
Textarea - Multi-line text field for longer text (description, notes)
Email - Email field with automatic format validation
Phone - Phone number with optional country code
URL - Web address with format validation
Number - Numeric input with optional min/max limits
Decimal - Decimal number input for precise values
Currency - Amount with currency symbol and decimals
Percentage - Percentage value input
Date - Date selection with calendar picker
Date/Time - Date and time combined
Time - Time selection only
Select (Dropdown) - Single selection from predefined options
Radio - Single selection as visible option list
Checkbox - Yes/No or multiple choice
File Upload - Upload files with type and size restrictions
WYSIWYG - Rich text editor with formatting
Hidden - Hidden field for technical data

Field Configuration

Settings for each field:

Label - Visible name of the field
Required - Must be filled before submission
Placeholder - Help text in empty field
Help Text - Explanation below the field
Default Value - Pre-filled value
Min/Max Length - Character limit for text fields
Min/Max Value - Value range for number fields
Regex Validation - Custom validation with regular expressions
Options - Choices for select/radio/checkbox

Conditional Logic

Dynamic display of fields:

Show When - Field is displayed when condition is met
Hide When - Field is hidden when condition is met
Reference Field - Which field the condition refers to
Comparison Operators - equals, not equals, contains, is empty, is not empty
Multiple Conditions - AND/OR combination of multiple conditions
Nested Logic - Conditional fields can control other conditional fields

Form Sections

Structuring forms:

Create Section - Logical grouping of related fields
Section Title - Heading for the section
Section Description - Explanation text at start of section
Conditional Sections - Entire sections can be conditionally displayed
Order - Drag and drop to sort sections
Column Layout - Arrange fields side by side in columns

Form Settings

Global settings for the form:

Success Message - Text after successful submission
Redirect - URL to redirect after submission
Confirmation Email - Automatic email to submitter
Notification - Email to admin on new submission
Event Assignment - Activate form for specific events
Availability Period - Show form only during specific timeframe

Tips

Keep forms as short as possible for better conversion rates
Use field groups/sections to organize related fields
Use conditional logic to hide irrelevant fields
Always test forms in preview mode before publishing
Use descriptive placeholders as fill-in help
Test validation with intentionally wrong inputs

Notes

Changes to active forms take effect immediately for new submissions
Already submitted data is not affected by form changes
Required fields are marked with an asterisk (*)
File uploads are stored in document management
Custom fields can also be used in forms (from Settings → Custom Fields)

Documents Lists