Form List Overview 


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Forms

The Forms page is the screen you see after logging into FormAssembly. 

From this page, you can create, clone or edit forms, view responses and build workflows. 

It also contains the Form List.


Managing Forms

Sort & Filter

You can sort forms alphabetically, by last modified, by most recent responses, by number of responses, and by tag (previously called categories). You can also use the search bar to find forms based on their title or form ID.

Build

A quick click takes you straight to the form builder.

Configure

Set which dates your forms are active, who gets email notifications, configure connectors and more from the Configure button.   Here's more on configuring your forms.

More

Click View or Clone to open another tab for testing or taking a shortcut to a brand new form, just like the other one. 


Creating New Forms

You have several options for creating form. 

For your first form, dive into one of our templates or *import from Salesforce. Click New Form to create a form from scratch.
* Depending on plan or permissions.

Here's more on creating your first form.

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