Creating Forms

This guide walks you through building a form: where it lives, how to add fields and pages, how validation behaves, and how to define the actions that run when a user submits. For what forms are and when to use one, start with Forms.

Forms

Form

An Automation whose first Step opens a data-entry screen, used to collect structured information from colleagues, or from external users via a Portal.

are built under Settings → Operations → Forms. You'll need to be a System admin. Because a form is an Automation

Automation

A rule that automatically runs one or more Steps, such as sending a notification or updating a record, when its Trigger conditions are met.

whose first step opens a form, its editor mirrors the automation editor.