When a form is pinned, it appears on the Dashboard, allowing your team or clients to quickly create records without having to search through the complete list of forms.
When to Use Pinned Forms
Pinned forms are perfect for high-frequency or time-sensitive workflows, such as:
Daily Checklists – Keep recurring tasks front and centre so they’re never missed.
Ad-Hoc Notes – Capture notes or ideas instantly in busy work environments.
Feedback Forms – Collect regular input from staff, clients, participants or parents to drive improvements.
Incident Reports – Quickly log accidents, equipment issues, or security breaches to ensure proper documentation.
How to Pin a Form
Open the Form Builder and create or edit a form design.
Go to the Settings tab.
In the Form Details panel, tick the Pinned checkbox to pin the form to the Dashboard.
Tip: If the users who need pinned forms are not Administrators, add them to a Group and give them the Create Records permission. This allows them to start records from their Dashboard.
Click Save to apply your changes.
Publish your form design to activate the pinned setting.
Shortcut: Administrators can also pin and unpin forms directly from the Forms page using the star icon.
Frequently Asked Questions (FAQs)
Q. Can I pin more than one form?
A. Yes. You can pin as many forms as you like, but for the best experience, we recommend only pinning the ones your team uses most frequently.
Q. Will pinned forms show for everyone?
A. Pinned forms only appear for users who have permission to create records for that form. If someone doesn’t have access, they won’t see it on their Dashboard.
Tips
Keep it simple – Pin only the forms people use most often to avoid clutter.
Use Groups for access – Group permissions mean new staff automatically inherit access, and leavers no longer see pinned forms.
Review often – Unpin forms that are no longer relevant so the Dashboard stays clean and useful.