Forms: Interacting with a FormΒΆ

Forms keeps a record of all the forms created by users of a team.
A form is a way to collect data from individuals who complete the form.
To learn how to create a form, refer to Creating a New Form.
  1. Click in the ribbon

  2. Click Forms

  3. Click on a form to view details, an audit trail, and comments

  4. Click and Edit Form to edit the form

  5. Click and Get Embed Code to view the embed code of the form

    • Copy the embed code and paste it in your html to embed the form in your website

  6. Click and Delete Form to delete the form

  7. Click Design Form to edit the form fields

  8. Click View Public Form to view the current version of the form in a separate tab

    • You can submit the form and view the response in Performance

  9. Click Automation to view workflows triggered by the submission of the form you are viewing and/or to Create Workflow

  10. Click Performance to view data collected about form submissions