In this Article
- Step 1: Create form in the correct folder
- Step 2: Add and edit fields
- Step 3: Configure submit options
- Step 4: Set form to Active
- Step 5: Collect results
This article walks you through the basic steps to creating, distributing, and collecting results on your first form.
Step 1: Create form in the correct folder
To create a new form, click on the green Create Form button in the top-right corner of the module. This will create a new form in the Uncategorized section of Forms.
If you want to utilize the folder structure of Forms, first click on the Forms tab, select the folder you want the form to be saved in, and then click Create Form. You can also move a form to a folder later. Don’t forget to give your form a name!
For full details about folders, go to Organize with folders in Forms.
Step 2: Add and edit fields
Once you have started your form, you can begin adding fields using the library on the right side of the screen. Simply click on a field, or drag and drop it into position, then use the options on the Edit tab to customize the field settings.
Form Fields Counter
By default, a form can have at most 100 fields. Our built-in Form fields counter will help keep you on track as you add fields to each form.
You’ll notice that a reCAPTCHA field appears at the bottom of the form as soon as you add your first field. Click to set whether or not it appears on your form by toggling Never or Always.
If a form doesn't offer the ability to toggle off the reCAPTCHA, it is likely because it is a form that is collecting payments. For security reasons, the reCAPTCHA cannot be turned off of forms with payments attached.
To find out about each type of field and the customization options offered, read our article Form fields.
Note on Deleting Fields
Once a form is active and submissions have been received, be cautious about deleting fields. A choice selection on a field can be removed and the user's original submission will be retained (you can click on their submission to see details). If a question is removed, the user's original submission to that question will be deleted. This data is not recoverable. If it is necessary to delete a field, export your submissions first to maintain accurate records.
Step 3: Configure submit options
There’s a lot more to the Submit button than meets the eye! Once you have saved your form, click on the submit button at the bottom to customize not only what it says and looks like, but also how the form responds when someone clicks on it. The options include whether the form refreshes or redirects to a site page; who receives an admin notification that the form has been submitted; and whether the submitter receives an email confirmation message.
Learn more about what to do with your submit button in the article Customize form Submit options.
Step 4: Set form to Active
Now that you’ve finished adding and configuring fields and your submit button, your form is ready to go live! Click the toggle labeled Inactive to change it to Active to allow users to respond to it.
You may want to distribute your form via the direct link, or by adding it to a Composer page using a Form element. Read Display and share a form to discover more about these options.
Step 5: Collect results
Finally, it’s time to see what your users have to say! You may have checked Include submission details for the admin notification email, which means you’re getting all the results right in your inbox.
To see, filter, and export full results data, though, click on the Submissions tab of the form. Any form that has submissions will also have a View Submissions icon on the Form List page, so you can jump right to it.
More details about accessing and manipulating your form data can be found in the article Collect and manage form results.