Creating an Internal Form

• Under any app go to Forms
• Click Internal Forms
• Click + Form button, and you will be redirected to the form creation page.
• Choose the list you’d like to create the form for.
• Customize your form.

• You can preview it with the preview button.

• Click save and you’re done.

Form Customization

Form experience

• Form Name: This is the name of the form that will help differentiate it from other forms.
• Form Description: you can add a description to the form to help users filling it know what the form is used for and how to fill it out.
• Message After Fields: filling this field will show a message at the bottom of the form.
• After Submission Message: If you’d like to display a message to users after submitting the form, we recommend a “thank you!” message, or a “we will contact you soon”.

Fields options

Show / Hide

• Show All: to show all fields from the selected list under the form
• You can also show fields by clicking on the hidden field under the Select displayed fields.
• Hide All: to hide all fields from the selected under the form
• Hovering over any field displayed under the form will show you the hide button, click it to hide the field.
• Don’t forget to click save when you’re done.

Rearrange Fields

• Hover over the field you’d like to rearrange.
• Click and hold the drag handler
• Drag the field to its new position, and drop it.
• Repeat the process with other fields until you’re satisfied with the result.

Field Name

• You can change how the field name is displayed in the form
• This will not affect the field name in the list.
• We recommend using this feature to give your fields a more user-friendly name for the person submitting the form.

Field Description

• You can use this field to let the user know what kind of information is expected, or where they can get it from.
• The description will be displayed under the field in the form.

Default Value

• If you want the field to hold a certain value by default in case left empty by the user you can use this option to choose one.
• This will not affect any default value present in the field configuration in the selected list.

Placeholder

• The placeholder is a text that will appear within the field to show an example of the expected data or let the user know what is expected.
• The aim of the placeholder is to make the form experience as intuitive as possible

Required

• Enable this option if you want to make mandatory for submission.
• This will not effect the field configuration in the selected list.

Data Type Specific options

Linked List

• With linked list you can choose a view filter.
• The filter will help limit the options the submitter can choose from.

Boolean

• You can have this field set checked by default

Fields that can’t be displayed in Forms

• Formula
• Auto Number
• Count
• Lookup
• Rollup

Filling the form

• Simply go to forms
• Click Find the form you’re looking for
• Click Open
• Start filling and then submit