How to create a form
The Forms app allows data to be collected from internal or external sources and pushed to a table as a new record. Forms are a helpful way to request, collect, and evaluate data.
To get started, ensure the Forms app is installed to the workspace and that you have either Admin or Write permissions.
To create a form:
Click on the Forms app icon in the app panel on the right-hand side of the workspace
On the Forms home page, click the New Form tile
In the Add Form window, enter a form name and select the table you want the form to populate records to
Click Save
Once created, locate and click into your new form
The Form Builder will open with all table fields appearing to the left under the Fields tab
To add fields to your form, toggle switches to the left of the field name
Select the Design tab to add a form description and/or apply a theme
A check mark will appear next to an applied theme
Click Save
We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.