Automette docs

Publishing a form

A form isn't live until you publish it. In the builder, click Publish. A message says Form published, the button changes to Published, and the label beside the form name shows the version, such as v1.

Your changes save as you work. After the first publish they are a draft: the label reads Draft · on v1, and people filling in the form still see v1. Click Publish to make the draft the new version, v2.

Versions

Click the label beside the form name to see every published version. From there you can publish or discard the draft, or click Restore on an older version. Restoring publishes that version again as a new version, so no version is ever lost.

Every form has a public link you can share in an email, a message or a QR code. Anyone with the link can open the form and submit it; they don't need an Automette account.

Click Copy link in the message that appears when you publish, or click Live at the top of the builder to open the form.

Embedding

To put the form inside your own website, use the embed version of the URL. It renders the same form without the surrounding page chrome, so it sits cleanly in an <iframe> on your site. Branding from the Design tab carries through.

<iframe src="https://forms.automette.com/abc123/embed"
        style="width:100%;border:0" height="600"></iframe>

Sizing it automatically

A fixed height is a guess: too short and the form scrolls inside your page, leaving two scrollbars; too tall and a short form sits in dead space. Multi-page forms change height as people move through them.

The embed reports its own height to your page, so you can resize the iframe as it changes:

<iframe id="automette-form"
        src="https://forms.automette.com/abc123/embed"
        style="width:100%;border:0" height="600"></iframe>

<script>
  window.addEventListener("message", (event) => {
    if (event.data?.type !== "automette:height") return
    document.getElementById("automette-form").height = event.data.height
  })
</script>

The message fires on load, whenever the form's height changes, and after submission. It carries nothing but the height. If you host several embeds, check event.source against the iframe's contentWindow to tell them apart.

Controlling who can submit

These options live in the Settings tab.

Password protection

Set a password and visitors must enter it before they can see the form. Useful for a form you only want to share with a specific group.

Password protection and embedding are mutually exclusive: while a password is set, the embed URL returns 404, because the gate only exists on the form's own page. Share the public link instead.

Integrations can set one too; see password in the Forms API. It takes effect immediately, with no republish.

Limits

  • Close on date: after this date, the form stops accepting responses.
  • Max responses: once the form has this many responses, it closes automatically.

Options

Under Settings → Options:

  • Spam protection: a check that blocks automated submissions. Most people never see it; now and then someone is asked to tick a box.
  • Show progress bar: on forms with several pages, shows people how far they are.

After a submission

In the After submit tab, choose what people see once they have submitted:

  • Show a page: build a thank-you page from headings, text, images and dividers. Add a Document download block to let them download the document their response produced, and Submit again or Edit and redo buttons if they may need them. You also choose what happens to the form itself: Keep it fillable, Keep it visible, read-only, or Replace it with the page.
  • Send them to a URL: redirect to a page of your own.

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