Creating Forms

Create a New Form

In the Forms panel, select the green + button to create a new form.

Form Customization

Form Settings

Form settings allows you to lock and unlock submissions, set submission limits, restrict submission permissions, customize the submission board title format, and add a description.

Locking a Form

You can lock and unlock form submissions in the form settings, or from the main form editor panel. This prevents users from submitting new forms of this type.

Icon or Image

The form icon/image is displayed in the available forms page and on social embeds.

Limits

Total: Restrict the maximum number of submissions per-user in the specified time window.

Cooldown: Specify the wait time between submissions within the specified time window.

Permissions

Easily customize what user ranks have access to submit applications, view submissions, change the form stage, and more.

Submission Title

Customize submission titles on the form submission board with variables.

Click the </> icon to view available variables. Additionally, copy any form question ID (blue copy button on the question) and use that as a {variable} .

Description

The form description is displayed at the top of the form when submitting. Additionally, the description will be displayed in social embeds when sharing a link.

Text Mask

Text masks allow you to force a specific format on form questions.

Ex: Mask (###) ### - #### forces the input to be all numbers, formatted as (123) 456 - 7890

Conditional Sections

Sections can be displayed conditionally, based on the answer or selection of a previous section's question.

Toggle the conditional section on, select the question it will be conditional on, and enter or select the values that must be met.

Form Stages

Form stages allow for automated actions when the form status/stage is changed.

Ex: When changing a user's membership application from Pending to Accepted you can send them an automated message, apply ranks, and more.

Customizing Stages

Stages can be customized in the submission board.

Select the desired form to view the available stages.

Stages can be reordered via drag-and-drop.

A new stage can be added by pressing the green + button at the end of the row.

An existing stage can be customized by hitting the gear icon.

The Actions tab allows you to customize automated actions that will occur when a submission is set to this stage.

Conditional Stages

Form stage actions can be conditional, meaning they will only trigger if a certain question response was selected.

The example action below shows that the email will only be sent if the form submitter selects Yes to the question Would you like us to email you more information?

Form Submissions: Submit, View, and Change Stages