Building a form
The form builder has these tabs: Chat (describe changes to the AI), Fields, Design, Logic, After submit (the thank-you page, emails and webhooks), Document (the document made from each response) and Settings. This page covers fields, logic and design. Your changes save as a draft as you work; nothing is public until you publish.
Fields
In the Fields tab, add fields from the list on the left. They are grouped into inputs, choices and advanced.
Inputs
| Field | For |
|---|---|
| Short text | Names, titles, single-line answers |
| Long text | Messages, descriptions, anything multi-line |
| Formatted text | Long text where the writer can use bold and italic. The formatting is kept when the answer fills a Word template, and dropped everywhere else |
| Email addresses, validated on submit | |
| Phone | Phone numbers |
| Link | A web address, such as a website or profile |
| Number | Quantities, amounts, ages |
| Date | A calendar date |
| Time | A time of day |
Choices
| Field | For |
|---|---|
| Dropdown / radio | Pick one option from a list |
| Multi select | Pick several options |
| Checkbox | A single yes/no agreement, such as terms or consent |
| Rating | A star rating |
Advanced
| Field | For |
|---|---|
| File upload | Let people attach a file |
| Image upload | Attach an image. Turn on Accept a link as well as a file to also take a pasted image link, checked on the spot and kept as the link itself |
| Repeating items | A group of fields the respondent can add more than once, such as line items or guests |
| Hidden field | A value taken from the form's link rather than typed, for tracking or pre-filling |
Select any field to edit it in the inspector: its label, help text, placeholder, whether it's required, and the options for choice fields.
Structure
Alongside fields, you can add layout blocks: a Heading to title a section, Text, a Divider to separate groups, columns to place fields side by side, and, on a form that generates a document, a Document preview showing the template with sample values, which opens larger on click. A form created from a template starts with one below its heading; remove it like any other block if you would rather not show it. On longer forms, split questions across several pages, and turn on Show progress bar in Settings.
Logic
The Logic tab controls when a field appears. Add a rule to show or hide a field based on the answer to an earlier one. For example, only show "Which team?" if the person answered "Yes" to "Are you an employee?". People only ever see the questions that apply to them, and hidden fields are excluded from the submission.
Design
The Design tab controls how the form looks:
- Presets: ready-made looks to start from.
- Colors, Background and Buttons: your primary colour, the page background, and the button style.
- Branding: your logo and a cover image at the top of the form.
- Typography, Shape and Layout: the font, corner rounding and width.
The public form and its embed both use these settings, so the form looks like yours wherever it's shared.
Next
- Publishing a form: get a public link or embed it in your site.
- Generating documents from a form: turn each response into a PDF.
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