Create a form

After you have a good idea of how you want users to interact with your form, it’s time to start building!

Create your form

1. Select the table to use to create your form and go to the Table settings.
2. In the User Interface Column, use the +New button next to forms to create a new form.
   This opens a blank form builder canvas. 

When you create a new form, there is one section and one column on the canvas. 

Add elements to your form

A form element is a field or component. To add a form component:

1. Select Click to add here to add a form element to your canvas.
   This opens the quick add menu with a list of form elements for Table fields and Components. 
2. Browse or search for the form elements you’d like to add and select them from the list. Select one or multiple form elements and click Add selected.

You can reorder elements by dragging and dropping them where you want them to appear on your form. Drag an element into an empty space in a section to create a new column. You can make changes to how your form element displays and behaves in the form element’s settings menu. Open it by clicking anywhere on the form element of your choice.

Organize your form

Group elements together

Grouped elements display horizontally on the same row when column width allows and stay together if you move them. Drag and drop one element on top of another to group them. 

Add columns, sections, and pages

Columns

Columns divide your form elements in each section.

• Click the Add column icon in a section to add another column.
• Adjust the width by dragging the column border. Note: Grouped elements will wrap to the next line when columns are too narrow to display them side by side.
• Change the color of a column and add a column heading in the column settings.

Sections

A section is a visually distinct container for your form’s columns. Sections fill the full width of the form canvas and expand vertically to accommodate the height of the columns they contain.

• Select the Add section button to add a new section to your form.
• Reorder sections in the section settings.
• Add a heading to help users understand what type of data they can find in each section. For example, in an inventory form you might create a section with the header Purchase order details.

Pages

Pages display elements, columns, and sections on different pages that your end users can either tab or step through. For example, you can create a form that separates property overview information like square footage and year of construction from details like that date and time of recent showings. 

Adding two or more pages to your form will activate the form navigation at the top of the page. Click the page tab to jump between pages or scroll down to the page tab you want. You can drag and drop page tabs in the form navigation bar to reorder your pages. Pages can collapse and expand on the canvas to make it easier to build and edit complex forms.

• Select Add page to add a new page to your form.
• In the page settings, you can:
  • Choose to display pages as tabs or numbered steps.
  • Add a color to the page tabs.
  • Reorder pages
  • Add headings to pages

Use the form builder page bar

Manage your form on the fly with the quick actions in the form builder page bar. You can do things like:

• Click the form name to edit it.
• Opens the Form settings.
• Use the Undo and Redo buttons to control your changes.
• Preview your form to see how it will look to end users.
• Customize form rules to control how your form behaves.
  Select Form rules to open the form rules builder. This is where you can create, edit, and view form rules.
• Select the available save options are available on a form. Learn more about save options.

Save your form

Select Create form in the page bar to save the form and return to the forms page. If you’d like to stay in the form builder, click the arrow in the Create form button to expand the save menu and select Save and keep working.

View and edit your new form in your table settings under Forms.

Note: Add lookup and summary fields to your form to display data from related tables and Embed a report in a form to embed a report.