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Learn how to create, configure, and publish forms in Orbit AI.

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:
https://orbitforms.ai/r/your-form-slug
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.

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:
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
Unpublished ChangesIf you make changes to a published form, the live version won’t be affected until you publish again.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:
StateDescription
DraftForm is being edited and not yet published
PublishedForm is live and accepting submissions
ClosedForm is no longer accepting new submissions

Next Steps

Form Fields

Learn about all field types

Styling & Branding

Customize your form’s look