Form Builder

Addon Required

This feature requires the Form Builder addon to be enabled. Go to Settings > Addons to activate it.

The Form Builder allows you to create custom forms with a drag-and-drop interface, share them publicly via unique links, collect submissions, and export the collected data. It includes a granular permission system for controlling access to form management and submission viewing.

Manage Forms

Navigate to Form Builder > Manage Forms to view and manage all forms.

Form List

The form list displays all forms in a DataTable with the following information:

• Name
• Description
• Active (toggle switch to enable/disable the form)
• Visibility (Public or Private badge)
• Submissions Count
• Created By (user avatar and name)
• Created At
• Expires At (if an expiration date is set)

The page also shows summary statistics:

• Total forms
• Active forms
• Public forms
• Total submissions across all forms

Users with the View Own Forms permission (but not the broader View Forms permission) only see forms they created.

Creating a Form

Navigate to Form Builder > Create Form to build a new form.

1. Enter a Form Name (required)
2. Optionally add a Description
3. Add fields to the form using the available field types (see below)
4. Configure each field's properties (label, name, required, placeholder, validation rules, etc.)
5. Optionally set the form as Public to allow access via a shareable link
6. Optionally set an Expiration Date (submissions are rejected after this date)
7. Click Save

Available Field Types

The form builder supports the following field types:

Field Type	Description
Text Input	Single-line text field
Textarea	Multi-line text field
Email	Email address input with validation
Number	Numeric input with optional min/max
Phone	Phone number input
URL	Website URL input with validation
Password	Masked password input
Date	Date picker
Time	Time picker
DateTime	Combined date and time picker
Dropdown/Select	Single selection from a list of options
Radio Buttons	Single choice from radio options
Checkboxes	Multiple choice selections
File Upload	File upload with configurable size and type limits
Range/Slider	Numeric range slider
Color Picker	Color selection tool
Hidden Field	Hidden input for passing values
HTML Content	Static HTML/text displayed in the form
Heading	Section heading for form organization
Divider	Visual separator between form sections
Rating	Star rating selector
Multi-Step	Step marker for multi-step form flow

Each field type has configurable default properties such as placeholder text, validation rules (required, min/max length), and type-specific options.

Editing a Form

1. Click Edit from the actions menu in the form list
2. Modify the form name, description, fields, and settings
3. Click Save

Duplicating a Form

Click Duplicate from the actions menu to create a copy of an existing form. The duplicated form:

• Has "(Copy)" appended to its name
• Is set to Private (even if the original was public)
• Does not carry over the public link or token
• Does not include the original form's submissions

Toggling Form Status

Use the Active toggle switch in the form list to enable or disable a form. Inactive forms do not accept new submissions.

Generating a Public Link

To make a form accessible without authentication:

1. Click the form's action menu
2. Select the option to generate a public link
3. The system creates a unique public token and URL
4. Share the URL with respondents

Public forms can be accessed by anyone with the link, including anonymous (non-authenticated) users. If an authenticated user accesses a public form, they must have the Access Public Forms permission.

Expired forms display a dedicated expiration page instead of the form.

Deleting a Form

Click Delete from the actions menu to remove a form. This also removes all associated submissions.

Submissions

Viewing Submissions

1. Click Submissions from a form's action menu, or navigate to the form detail page
2. The submissions list shows:
   • Submission ID
   • Created At (date and time of submission)
   • User (avatar and name for logged-in users, or "Anonymous" for public submissions)
   • IP Address
   • Data Preview (first three fields summarized)

The submission page also displays statistics:

• Total submissions
• Today's submissions
• This week's submissions
• This month's submissions

Viewing Submission Details

Click View on a submission to see the full submitted data, including:

• All form field values
• File upload details (original file name)
• Submission metadata (IP address, user agent, timestamp)

Exporting Submissions

Click Export to download all submissions for a form as a CSV file. The export includes:

• Submission ID
• Creation timestamp
• Submitting user name
• IP address
• All form field values as separate columns

Deleting Submissions

• Single: Click Delete on an individual submission
• All: Use the Delete All Submissions action to clear all submissions for a form

Form Settings and Automation

When creating or editing a form, you can configure additional settings:

• Notification Emails: Comma-separated email addresses that receive a notification when a new submission is received
• Webhook URL: An external URL that receives a POST request with submission data for integration with other systems
• Auto-Response: When enabled, sends a confirmation email to the submitter's email address (detected from email fields in the form or from the logged-in user's email)
• Redirect URL: A URL to redirect the user to after successful form submission

Permissions

The Form Builder uses granular permissions to control access:

Permission	Description
View Forms	View all forms
View Own Forms	View only forms created by the user
View Form Details	View a form's configuration and settings
Create Forms	Create new forms
Edit Forms	Edit existing forms
Delete Forms	Delete forms
Duplicate Forms	Create copies of forms
Toggle Form Status	Enable or disable forms
Generate Public Links	Create shareable public URLs
View Submissions	View submissions for all forms
View Own Submissions	View submissions only for own forms
View Submission Details	View individual submission data
Delete Submissions	Delete individual submissions
Delete All Submissions	Bulk delete all submissions for a form
Export Submissions	Download submissions as CSV
Access Public Forms	Access public form URLs (for authenticated users)