Overview

This article will show you how to create a new custom form. These custom forms can be embedded on your website or directly accessed by constituents.

Instructions

1. The first step is to navigate to Management > Forms on the left-hand side
   
   
2. Select Create New
   
   
3. Add the details for the custom form
   
   
   • Form Title: The title of the form
   • Description: A description of the form
   • Team: Select the team you would like the form to be used for
   • Automatic Tags: Add tags to your form
   • Notify Users: Select any users you would like to be notified
   • Allow Anonymous Submissions: Check if you would like to allow anonymous submissions
   • Enable Automatic Service Request: Check to allow a service request to be made immediately upon submission
   • Default Fields: Shows the default fields of the form
     • Required Field: Check if you would like the phone number to be a required field
   • Custom Fields: Allows you to add custom fields to your form
     • View our List of Custom Fields article for more detailed information.
   • Enable Auto-Response: Check to allow an automated email to send to a requester
   • Enable Custom Thank You Message: Check to allow a thank-you message to chow after submission
4. Select Create New Form