Learn & Support · Getting started

Build your first form

A custom cake order form, with a name, a phone number and choices, built in a few minutes.

A 1:56 video; captions under CC. The steps are below too.

1. Create a form

   Open your team and choose UI & Data, where your forms live. Choose Create a new UI/Form, and a new, empty form appears in the list.

2. Name it

   Open the form, choose FormSettings, type its name, Custom Cake Order, and choose Submit to save it.

3. Pick a field type

   Choose Fields. Field types are grouped: Input for typing, Select for choices, and Action, Display and Object for buttons, text, dates and more.

4. Add a name and a phone number

   Choose Input, then name, then phone. Each is added to the form right away, already labeled, and the phone field checks what people type.

5. Add choices

   Choose Select, then options. Open the new field and choose Settings. Type a label, Cake size; under Field options, type each choice and choose Add; then choose Submit. Do the same for the flavor: vanilla, chocolate, lemon and red velvet.

6. Add a text field

   Choose Input, then text, and label it Message on the cake the same way: Settings, Label, Submit.

7. Share it

   Every form has its own link. Close Fields, choose Sharing to set who can see it and fill it in, then Copy Link or Open Link.

8. See it as your customers will

   Choose Open Link, and the form opens on its own page, the way people filling it in will see it: a name, a phone number, a size, a flavor and the message for the cake. Send them the link, or put it on your website.

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