Form Views

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Form views are one of the view types, allowing you to create shareable and embeddable forms for submitting data online. Each form submission becomes a new row in your worksheet.

Each worksheet can have any number of forms. For example, in a candidates worksheet, you might want to create an application form for accepting new applicants from your public website, as well as an employee referral form for accepting employee referrals internally. Each of these forms can be created by creating different Form views in your candidate worksheet.

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How to create a new form

To create a new form view, navigate to the "+ New view" button in the View menu, or select "Create new Form view" from the View drop-down menu. From there, the new Form view will open and you can customize your form as desired.


When creating a form, each column in your worksheet can be used as a form field. You can choose whether fields are hidden, required, and if they should have a default value. You can also configure column data types within the form designer, and add new columns as needed without switching back to a Sheet view.

Branding your form with a custom logo and background color is also possible, as is adding text blocks for description elements.


Sharing forms

Forms can be easily shared or embedded in any third-party site that supports iframes:

The live form uses a simple responsive design by default, enabling it to work equally well across desktop, tablet, and mobile devices.

Live form in a desktop browser:

Live form in a mobile browser:

You can control what happens when a form is submitted: either show a custom confirmation message or redirect the submitter to a custom URL. In addition, you can optionally enable an email to be sent to one or more email addresses whenever a row is created.

What happens when a form is submitted

When a form is submitted, a new row is created in your worksheet with all of the data captured in form fields automatically populated in the corresponding columns. This works with all data types including attachments, related rows, users, etc.


For more, see our full suite of views, including Kaban views and Gantt charts.