Form builder
Building a form on your own fields, putting it on your page, and what happens after somebody submits.
Forms
A form is the public front of an entity. Every field in it writes into a field of that entity, and what a visitor submits becomes a record. You build in three columns: the supply on the left, the form in the middle, the properties of whatever is selected on the right.
Read itWhich field is used for what
Parts of the application need to know which of your fields holds the email address. A field role answers that once instead of asking in every place.
Read itWhat happens after submitting
A record is created on every accepted submission. What happens on top is a list on the right of the builder: put into a stage, send a confirmation, notify the team, start a distribution, call another system. Each entry can be switched off on its own.
Read itPublishing a form
A saved form is not public yet. The switch in the top right makes it live, and two lines bring it onto someone else's page. If you have no website, send the address instead.
Read itAsking for something to be added to a record
A phone number came in wrong, a document is missing. An amendment form changes an existing record instead of creating a second one. The visitor arrives through a link from an email, and without that link the form accepts nothing.
Read itFit a form to your own website
An embedded form takes the font and text colour of your website. Accent colour, borders, corners and single pages are styled in your website's stylesheet through fixed names. The form stays shielded, so general rules on your page do not change it by accident.
Read itThe numbers of a form
Views, forms started, submissions and the completion rate. The list shows the last thirty days per form, and clicking the numbers opens the analytics with a period, a comparison and a funnel.
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