Quick Start
Go from zero to a published form in under five minutes.
Note: You need an active account and at least one organization to create forms. If you haven't set up an organization yet, see Creating Organizations.
Step 1 — Create a form
Navigate to the Forms section from the main navigation. Click Create New Form. A dialog will appear asking for:
- Form Name — a descriptive title (e.g. "Customer Feedback Q4")
- Description — optional subtitle shown to respondents
- Category — optional tag for organizing your forms list
Click Create to open the form builder.
Step 2 — Add fields
The form builder shows a Field Palette on the left, a Canvas in the center, and a Properties Panel on the right. To add a field, either drag it from the palette onto the canvas or click the field type to append it at the bottom.
Tip: Start with the fields your respondents will encounter first. You can always reorder fields later by dragging them on the canvas.
Step 3 — Configure fields
Click any field on the canvas to select it and open its properties in the right panel. At a minimum, set a human-readable Label and a unique Name (the data key). The name is auto-generated from the label but you can customize it. For required fields, toggle the Required switch on.
Step 4 — Preview & publish
Click Preview in the top toolbar to see exactly what respondents will see. Use this to test conditional logic, validation messages, and multi-step navigation. When you are satisfied, click Save to save a draft, or Publish to make the form live immediately.
Warning: Publishing a form makes it publicly accessible via its unique URL. Ensure all required fields and validations are correctly configured before publishing.
Step 5 — Share the link
After publishing, the Share dialog provides a direct link, an embed snippet, and a QR code. Copy the link and distribute it to your respondents. Submissions will appear in real time under Form Submissions in the admin panel. For spreadsheet-style analysis, open the Submission Workbook (see Submission Workbook).