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On this page
  • Create a New Form
  • Form Customization
  • Form Settings
  • Text Mask
  • Form Stages
  • Customizing Stages
  • Conditional Stages
  • Form Submissions: Submit, View, and Change Stages

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  1. Tutorials
  2. Forms and Applications

Creating Forms

Is it time for you to start creating custom forms for your community? Follow this page for more information!

PreviousForms and ApplicationsNextForm Submissions

Last updated 2 months ago

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Create a New Form

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

Form Customization

Form Editor Explained

(1) Form Title

(2) Form Type

  • New Member Application: Allows pending users (with no ranks) to submit this form type.

  • General Form: Any other form type, requires rank permissions to submit.

(4) Save

(5) Section Header

(7) Question Title

(8) Question Type (Text, select, etc.)

(9) Add Section

(10) Add Question

(11) Question Subtext

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

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

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

Token
Description

#

Numeric

S

Letter, a to z, case insensitive

N

Alphanumeric, case insensitive for letters

A

Letter, transformed to uppercase

a

Letter, transformed to lowercase

X

Alphanumeric, transformed to uppercase for letters

x

Alphanumeric, transformed to lowercase for letters

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

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

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

Form Submissions
(3) Form Settings
(6) Section Conditional
(12) Text Mask
social embeds
social embeds
Create New Form
Form Editor: Diagram
Editor: Lock
Forms: Lock
Available Forms: Locked Form Example
Limits: Total
Limits: Cooldown
Form Permissions
Title Format
Title Variables
Submission Board
Form Editor: Go To Submissions
Submission Board: Add and Edit Stages
Stage Editor: Style
Stage Editor: Actions
Stage Action: Conditional Question
Form Submission: Conditional Question