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Learn how to create, configure, and publish forms in OrbitForms.

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Creating a New Form

To create a new form, navigate to the Forms page in your dashboard and click the Create Form button. You’ll be guided through the setup process.

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Step 1: Choose a Form Type

Select between a Standard form or a Flow form: Standard All questions visible on one page. Best for detailed forms, applications, and when users need context from multiple fields at once. Flow One question at a time. Best for lead capture, surveys, and when you want higher completion rates with a conversational feel.
The form type is set at creation and determines which editor you use. It can’t be changed later, but any form — regardless of type — can be viewed in the flow layout by adding /flow to its public URL.

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Step 2: Name Your Form

Give your form a name and optionally a custom slug. The slug determines your form’s URL:
Tip: Use Descriptive SlugsChoose slugs that describe your form’s purpose, like “contact-us” or “demo-request”. This improves SEO and makes links more trustworthy.

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The Form Editor

The form editor is where you build and customize your forms. Standard forms use tabs at the top of the editor:
  • Build — Add new fields to your form. Drag and drop to reorder. Click a field to edit its settings, including conditional logic.
  • Design — Customize colors, fonts, logo, background, and the submit button.
  • After Submission — Configure the thank-you page, redirects, and post-submit routing.
Flow forms have their own editor with Content, After Submission, Settings, and Share tabs. Their After Submission tab also offers a Scheduler option that shows one of your scheduling pages right on the thank-you screen — see Orbit Flows.

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Saving and Publishing

Field edits are saved automatically as you work; use the Save button (or ⌘S) for design and settings changes. To make the form accessible to users, you need to publish it:
1

Click Publish

Click the Publish button in the top right corner of the editor
2

Confirm

Confirm that you’re ready to make the form live
3

Live

Your form is now accessible at its public URL
Editing a Live FormSaved changes to a published form go live immediately. To take a form offline, unpublish it from the Forms page — it stops accepting submissions until you publish it again.

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Form States

Forms can be in different states:

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Next Steps

Form Fields

Learn about all field types

Styling & Branding

Customize your form’s look