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Creating and managing a form

This guide covers building a form's questions, configuring its settings, and publishing it.

Creating a form​

  1. Go to Admin > Forms.
  2. Click New Form.
  3. Enter a Title. The form's public web address is generated from the title automatically; you can edit it separately if you want a different address.
  4. Optionally add a Description, shown to respondents above the questions.
  5. Add groups and questions (see Building questions below).
  6. Click Save Form.

Form settings​

Public URL Generated from the title as you type. Edit it directly if you want a different address; once you do, it stops following the title automatically. The full address is shown as <your-club-domain>/forms/<url>.

Status A form is either Published or Unpublished. Only published forms are reachable at their public web address; unpublished forms show as not found to everyone except admins with the Manage Forms permission, who see a preview with a banner explaining the form isn't published yet.

Require login? When off, anyone with the link can submit without signing in. Use this for anonymous surveys.

Allow multiple responses? Only applies when login is required. Anonymous forms never de-duplicate.

Opens / Closes Optional start and end date and time. Leave blank for no time restriction. Click the × next to a date field to clear it.

Building questions​

Within the Questions section, add one or more groups, and one or more fields within each group.

  1. Click Add Group and give it a title and optional description.
  2. Click Add Field within a group to add a question. Set its label, description, type, and whether it's required.
  3. Repeat for additional groups and fields.

Drag a group's handle to reorder groups. Drag a field's handle to reorder fields within a group, or drag a field into a different group to move it there.

Field types​

  • Text, a single line of text
  • Paragraph, multiple lines of text
  • Number
  • Date
  • Time
  • Single select, one choice from a list of options
  • Multi select, one or more choices from a list of options
  • Checkbox (Yes/No)
note

Regex validation and file upload fields aren't available yet.

Editing a form​

Click a form's title from the Admin > Forms list to go to its responses, or use the Edit action in the row menu to change its settings and questions.

warning

Changing a field's type or removing a field doesn't change any responses already submitted for it. Existing answers for a removed field remain in exported data but won't show against any question in the builder.

Publishing and unpublishing​

Use the Publish or Unpublish action in a form's row menu on Admin > Forms to change its status without opening the form for editing.

Deleting a form​

Use the Delete action in a form's row menu. Deleting a form doesn't delete its responses; they remain accessible by exporting from the Responses page before deleting, since the Responses page itself is no longer reachable once a form is deleted.