Build a form
Create a form, add questions and put them in order.
Create the form
In Custom Forms, with the view selector on Standard, select New Custom Form.
Title it
The title is required, and it's what people see at the top of the form, so make it clear: Request a quote, Report an IT issue.
Add questions
Select Add Field for each question. Choose one of your workspace's form fields (managed in Settings › Custom Form Fields), or Add Custom Form specific field for a question only this form asks.
Order them
Drag questions by their handle into the order people should answer them.
Decide who can fill it in
Turn on Make Public to let anyone with the link submit it. Leave it off for internal forms. See Share a form.
Save
Select Save Custom Form.
custom-forms/builderRequired questions
A field marked Required must be answered before the form can be submitted. Required and default settings for workspace fields are set in Settings › Custom Form Fields. For a form-specific field, set them when you create it.
Choosing question types
| Asking for… | Use |
|---|---|
| A short answer | Small Text |
| A detailed description | Big Text |
| One choice from a list | Single Select |
| Several choices | Multi Select |
| Yes or no | Yes/No |
| A date, or a start and end | Date, Date Range |
| Contact details | Email, Phone, Address |
| A screenshot or document | File |
See Field types for the full reference.
Delete a form
Open the form and select Delete Custom Form. This also deletes its entries.