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Guide

How to build and share a form

Open Forms, create a form, drag in questions from the Add tab, add logic, choose what a submission creates, preview it, publish, and share the public link.

By the ZimraStudio team

Steps

  1. Create the form

    Open Forms and create a new form. Give it a title.

  2. Add questions

    On the Add tab, drag a question type onto the page, or select it and press Enter. There are around 60 types, from short text to currency and dates.

  3. Add logic

    Open the Logic tab to show or hide questions depending on earlier answers.

  4. Set the form options

    In the form settings choose one page or several, a progress bar, whether to offer save and continue later, the submit button text and the thank-you message.

  5. Choose what a submission creates

    Pick nothing, a task, or a record of a type you defined.

  6. Preview and publish

    Use Preview, then Publish changes. Use Share to get the public link.

Good to know

  • Respondents do not need an account.
  • A response explorer, approvals and templates are coming soon.

More about Form Studio.

Last updated . Checked against the product by the ZimraStudio team.

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