Creating Forms

Forms can be used to capture information from anyone, directly creating Records in your Gridfox Project.

Creating a new Form

Start by selecting the Forms tab in the top right hand corner of your Project.

Forms Tab

Click the New Form button.

New Form button

Start by giving the Form a name in the left hand panel and then select which Table you would like the Form to create Records in.

New Form and Table

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You can create multiple Forms for the same Table.

All the Fields currently available on the selected Table will now be shown on the Form.

Enter a title for the Form and optionally a description. These will be shown to the people that view your Form.

Form Title and Description

You can save your progress at any time by clicking the Save & Share button.

Save Form button

Configuring Form Fields

By default, all supported Fields currently on the Table will be shown on the Form.

Fields of Type User, Auto Counter and Formula cannot be shown on Forms. You also cannot include linked Fields such as parent link Fields or Many-to-many link Fields.

To hide a Field, drag and drop it into the hidden Fields section on the left. You can also click the Hide Field button for the Field.

Hiding Form Fields

To show a Field again, either drag it back onto the Form or click the plus button to the right of the Field name.

Showing Form Fields

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If you add a new Field to a Table, it will not be shown by default on any existing Forms for that Table.

To reorder the Fields on your Form, drag them up and down the list. Alternatively you can use the up and down arrows within a Field.

Reordering Form Fields

By default, all Fields will have be labelled with the Field name of the Field they relate to. You can change the Field label by clicking into the Field and changing the label text.

Renaming Form Fields

To make a Field required on a Form, use the Required toggle within a Field section. This will make the Field required on the Form only, not on the Table itself.

Renaming Form Fields

Fields that have been set to be required on the Table cannot be made optional on the Form.

You can choose to set default values in Form Fields. To do this, click the settings cog in the bottom section of a Form Field.

Then enter the default value for that Field.

Default Form Value

Setting Form Colour Scheme

You can choose the colour to use for the Form banner.

Click Set Colour in the top right hand corner. You can choose from one of the pre-set Form colours, or choose your own custom colour.

Setting Form Colour

Customising the Form Submission message

You can optionally add a custom message that shows when someone submits a Form response. This could be used to confirm response times to an enquiry, to add a link to your FAQs or website, or to thank them for their response.

NOTE

If you do not specify a Submission Message, then the default Form submission page will be shown.

To specify a Submission Message, either scroll to the bottom of the Form or click the Settings Cog in the Form Settings panel.

Form Settings Button

Enter in the message that you would like to show to people that submit a response to this Form.

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There is a character limit of 1000 characters on this message.

Form submission message

Previewing a Form

To take a look at your Form before you share it, click the Preview button.

Preview Form Button

From the preview you can adjust the colour scheme and also choose to save or share the Form.

To return to the Form configuration screen, click Exit Preview or Back to Editor.

Sharing a Form

To share your Form, hover over the Save & Share button and copy the URL.

Anyone with this link can now submit a Form response.

NOTE

The Form link will remain fixed, even if you change the Form configuration. If you make changes to a Form that has been shared, remember that these changes will show as soon as you save the changes to the Form.

When a Form response is submitted, Records will be created in the appropriate Table in your Project. In the Record History, the Record will show to have been created by a Form submission. Any Workflows that are set to trigger on Records creation will be triggered.

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