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.Step 1: Choose a Form Type
Select between a Standard Form or an Orbit Flow: Standard Form All questions visible on one page. Best for detailed forms, applications, and when users need context from multiple fields at once. Orbit Flow One question at a time. Best for lead capture, surveys, and when you want higher completion rates with a conversational feel.Step 2: Name Your Form
Give your form a name and optionally a custom slug. The slug determines your form’s URL:The Form Editor
The form editor is where you build and customize your forms. It consists of three main areas:- Field Panel (Left) — Add new fields to your form. Drag and drop to reorder. Click a field to edit its settings.
- Preview (Center) — See a live preview of how your form will look to users. Changes update in real-time.
- Settings Panel (Right) — Configure field properties, form settings, styling, and after-submission behavior.
Saving and Publishing
Your form is automatically saved as you make changes. To make it accessible to users, you need to publish it:Unpublished ChangesIf you make changes to a published form, the live version won’t be affected until you publish again. This lets you test changes before they go live.
Form States
Forms can be in different states:| State | Description |
|---|---|
| Draft | Form is being edited and not yet published |
| Published | Form is live and accepting submissions |
| Closed | Form is no longer accepting new submissions |