Forms: Form Builder

• Forms to find forms and open their submissions.
• Builder to create or update forms.
• Submissions to review submitted forms.
• Submissions Table to review submissions in a table.

The tabs shown to you depend on your access. If no Forms tabs are available, contact your administrator.

Key concepts

• Form Builder is the form-building area within Forms.
• Forms lists the forms available to you. A form can have a title, a type, and submissions.
• Builder is where you create and configure a form.
• Submissions contains the information submitted through forms.
• Submissions Table presents submissions in a table so you can search, sort, and filter the information.
• Your administrator can limit which Form Builder forms a role can access. A role can be allowed to access all forms or only selected forms.

How to use Form Builder

1. Open Forms > Form Builder.
2. Select Builder.
3. Create a new form or open an existing form.
4. Add and arrange the fields needed for the information you want to collect.
5. Configure the field labels and choices shown to people completing the form.
6. Save your changes as you work.
7. Use Preview to check the form before making it available.

Keep the form focused on one task. Use clear field labels, make required information obvious, and review the form from the point of view of the person completing it.

How to preview a form

1. Open the form in Builder.
2. Select Preview.
3. Review the form as it will appear to someone completing it.
4. Check the order of the fields, labels, available choices, required information, and any instructions.
5. Return to Builder to make changes, then preview it again.

Complete a test pass before sharing a form. Check that the information entered can be submitted and that the resulting submission contains the details you need.

How to manage Form Builder records

Find a form

1. Open Forms > Form Builder.
2. Select Forms.
3. Search for a form by entering text in Search forms....
4. To narrow the list, use the type filter and select a type or All Types.
5. Use the table controls to move between pages or change the number of forms shown.

The list shows FORM TITLE, TYPE, SUBMISSIONS, and ACTIONS. Select View for a form to open its submissions.

Review submissions

• Open Submissions for the submissions view.
• Open Submissions Table for a table view.
• Use the available search, sorting, and filters to locate a submission.
• In the table, use the # column to identify a submission and Submitted At to review when it was submitted.
• Change the page size when you need to see more or fewer submissions at once. The available page sizes are 10, 20, 30, 50, and 100.

Tips & things to know

• Forms, Builder, Submissions, and Submissions Table may not all be visible for every role.
• If a role is restricted to selected forms, only those forms are available to that role.
• Use Preview after changing fields, labels, choices, or their order.
• Use Search forms... and the type filter together to find a form more quickly.
• Select View from the Forms list to go directly to that form’s submissions.
• If Form Builder is unavailable, select Retry. If the problem continues, contact your administrator.
• If 3PM Command says that Form Builder is not configured for your organization, an administrator must configure access before you can use it.

FAQ