10.5 Form Settings

This form settings page is where you can create forms and manage the settings of the forms that you create. This page has 2 tabs which are Forms and Settings.

Where can I find this page?

This page is located under the Form category in the settings, highlighted in dark blue in the picture below.

form settings

 

Forms

This tab gives an overview of all the forms that you currently have in the system. By default, the system creates the “Fine” form. Every form that you create here will appear under a new category in the menu.

Settings

This tab lets you manage the general settings for the forms as a whole. Once you have done making changes to the setting, click the blue “Save” button, highlighted in orange in the picture below to save the changes.

 

How to add a new form?

Firstly, click the blue “Add Form” button located on the top right of the page, highlighted in orange in the picture below.

Next, fill in the details of the new form category that you are creating. You can hover over the question mark tips to find out more information about the setting. Once you have completed, click the blue “Save” button highlighted in orange in the picture below to save the form category.

 

How do delete a form?

Firstly, click on the form category that you would like to delete. Next, click on the red “Delete” button located on the top right of the page, highlighted in orange in the picture below.

 

Clone Functionality

When you would like to duplicate a form category for instance for internal use, you can click on the “Clone Form” button, highlighted in orange in the picture below. By clicking on that button, it will automatically create a form category that is the exact duplicate of the current one, so that you do not need to change much of the settings.

 

 

Form Settings

When you click on an existing form, you will notice several tabs on the top of the page. These include Edit, Public, Fields, Emails, Contacts, Integrations, Advanced, Webhooks, Files, and Notes, highlighted in orange in the picture below.

 

Edit

This tab lets you manage the basic information about this form. You can hover your mouse over the question mark tips for more information about the specific setting.

Public

This tab lets you manage how the form is perceived by the public and when they complete the form. You can hover your mouse over the question mark tips for more information about the specific setting.

Fields

This tab lets you manage how the form will look like. To learn how you can design the form to suit your company needs, visit this link here.

Emails

This tab lets you manage the email notifications that takes place when a customer completes a form. You can hover your mouse over the question mark tips for more information about the specific setting.

Contacts

This tab lets you manage the integration of the form with the contacts and notes. You can hover your mouse over the question mark tips for more information about the specific setting.

Integrations

This tab lets you manage website integration in the event that you would like to place this form on the website, outside of the system.

Advanced

This tab lets you manage some advanced settings for the forms. These include if you would like to include any terms & conditions, if you would like to generate a report, using an interactive map such as google maps as well as some validations. You can hover your mouse over the question mark tips for more information about the specific setting.

Webhooks

This tab lets you manage the webhooks that you would be using to track this form.

Files

This tab lets you manage the filing system that is integrated with this form.

Notes

This tab lets you manage the note system that is integrated with this form

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