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Form Settings Overview

Learn how to manage form settings for efficient data capture.

Updated over 4 months ago

From managing notifications to setting up form permissions, this guide covers all aspects of form settings. Explore the links below to delve into specific form settings topics:


What form settings are available?

Form settings allow users to:

  • Modify the title and description of the form

  • Add Tags to the form

  • Pin the form to the Dashboard

  • Set up notifications upon form record* creation and submission

  • Set up custom submission message for records

  • Make a form Internal or External(Public)

  • Manage access permissions to form sharing and records controls.

You can learn more about each of these settings in the Help Articles listed above.

Where are form settings located?

Form settings are accessed while a form is opened in the Form Builder, under the 'Settings' tab.


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