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Creating Forms

Creating Forms

Learn how to create new forms with custom fields and integration settings.

Creating a New Form

  1. Navigate to the Forms page from your project dashboard
  2. Click the "New Form" button in the top right
  3. Fill in form details:
    • Form Name: A descriptive name for your reference (e.g., "Contact Us", "Bug Report Form")
    • Description (Optional): Internal notes about the form's purpose
  4. Click "Create Form" or press Enter to open the form builder
  5. The form builder will open where you can add fields and configure settings
  6. Click "Save" to create your form
  7. Your form will appear in the forms list with a unique ID

Form Types and Integrations

Choose from three form types based on your use case:

Contact Form

Standard email submission form for general inquiries, feedback, or support requests. Submissions are sent to the configured email recipient.

  • Email Recipient: Email address where submissions are sent (required)
  • Email Subject: Subject line for submission emails
  • Success Message: Custom message shown after successful submission

Feature Request

Create wish and feature requests that integrate with feedback/wish systems. Use custom field mappings to automatically map form fields to request properties.

  • Title Field: Map a form field to the request title
  • Description Field: Map a form field to the request description
  • Email Field: Map a form field to the submitter's email address
  • Unmapped Fields: Any fields not mapped will be saved as user metadata

Support Ticket

Generate support tickets that integrate with ticket management systems. Similar to feature requests, use custom field mappings for automatic data population.

  • Subject Field: Map a form field to the ticket subject
  • Description Field: Map a form field to the ticket description
  • Email Field: Map a form field to the submitter's email address
  • Name Field: Map a form field to the submitter's name
  • Unmapped Fields: Any fields not mapped will be saved as user metadata

Form Builder Overview

The form builder allows you to create and customize your forms with a drag-and-drop interface:

  • Form Settings: Configure form name, description, email recipient, email subject, success message, and enable/disable status
  • Integration Type: Choose between Contact Form, Feature Request, or Support Ticket
  • Field Mappings: For Feature Request and Support Ticket types, select which form fields map to integration properties
  • Add Fields: Click the "+ Add Field" button to add new fields
  • Field Types: Choose from Text, Email, Textarea, Select, Radio, or Checkbox
  • Field Configuration: For each field, set label, placeholder, required status, validation rules, and options
  • Drag & Drop: Reorder fields by dragging and dropping them
  • Save Form: Click the save button to create or update your form

Form Validation

The form builder includes real-time validation to ensure data quality:

  • Required Fields: All fields marked as required must be filled before submission
  • Email Validation: Email fields are validated against standard email format regex
  • Text Length Validation: Set minimum and maximum character limits for text and textarea fields
  • Pattern Validation: Use regex patterns to enforce specific formats
  • Duplicate Field IDs: Prevents using the same field ID multiple times

Next Steps

  • Add your first fields and configure settings
  • Save your form to make it available in the forms list
  • Set the form status to "Enabled" to make it publicly accessible
  • Share the public form URL or embed it on your website
  • Monitor submissions in the Submissions tab