Skip to main content

Form

Overview

The Forms section allows users to create and configure forms by adding pages, questions, and different question types. Forms can be configured with various options and rules based on the project requirements.


Access Path

Leftside Bar → Add on→ Forms


Form Configuration

After opening a form, the form configuration screen provides multiple options for managing the form:

  • Draft – Configure and edit the form.
  • Manage – Manage the form configuration.
  • After Form Submission – Configure the behavior after the form is submitted.
  • Form Rules – Configure rules for the form.
  • Draft Preview – Preview the form before making it live.
  • Manage Template – Manage the form template.
  • Make Live – Publish the latest form changes.

Create Form Pages

A form can contain multiple pages.

To add a new page:

  1. Open the required form.
  2. Go to the Draft section.
  3. Click Add New Page.
  4. Configure the page as required.

Each page can contain multiple questions.


Add Questions

Questions can be added to each form page using the Add New Question option.

To add a question:

  1. Select the required page.
  2. Click Add New Question.
  3. Select the required Question Type.
  4. Enter the question details.
  5. Configure the available options.
  6. Save the question.

Different question types can be configured according to the form requirements.


Question Configuration

The question configuration provides various fields and options depending on the selected question type.

For example, a question can include:

  • Question Type
  • Question Title
  • Label
  • Slug
  • Options
  • Reset Label
  • Shuffle
  • First Shuffle
  • Last Shuffle
  • Only Image
  • Grid
  • Width
  • Hide Header
  • Required

The available configuration options may vary depending on the selected question type.


Multiple Choice Questions

For a Multiple Choice question, users can add multiple options.

Each option can be configured with:

  • Option text
  • Option type
  • Image, where applicable

Additional options can be added using the + Option button.

The + Other option can also be enabled when users should be allowed to provide an additional response.


Form Preview

The Draft Preview option allows users to preview the form before publishing it.

Use the preview to verify:

  • Page structure
  • Question placement
  • Question options
  • Form appearance
  • Required fields
  • Overall form behavior

Make Live

Make Live is mandatory after any changes are made to the form.

Whenever you add, remove, or modify any page, question, option, or form configuration, click Make Live to publish the latest changes.

Important: If the form changes are not made live, the latest changes will not be reflected in the live form.

  1. Make the required changes in Draft.
  2. Review the changes using Draft Preview.
  3. Click Make Live.
  4. Verify the updated form.

Form Submission

The After Form Submission section can be used to configure what happens after a user submits the form.

Configure the required post-submission behavior according to the project requirements.


Form Rules

The Form Rules section allows users to configure rules and conditions for the form.

Rules can be used to control form behavior based on the configured requirements.


Form Workflow

The general form configuration workflow is:

  1. Open Forms.
  2. Select the required form.
  3. Create or configure form pages.
  4. Add questions to each page.
  5. Configure question types and options.
  6. Configure Form Rules and After Form Submission, if required.
  7. Review the form using Draft Preview.
  8. Click Make Live.
  9. Verify the changes in the live form.

Note: Always click Make Live after making any changes to ensure the latest form configuration is published.