Step 1: Set up a new form

  • Go to Processes

  • Click “Create New”

  • A new form will open

Step 2: Update Process Details

  • Key in the process name

  • Click “Save & Continue”

Step 3: Edit or Format the form fields ​on Form Builder

  • Choose the required fields (example: Text; Email; Number and etc) ​

  • Click on the “Gear” button ​

  • Edit the information (example: Field Label; Dropdown Options and etc)

Note: You can add as many fields as you require, drag and drop to rearrange their order.

Step 4: Enabling Public Access

  • Click on Share and there will be a pop up for Sharing Options

Make sure to enable the box “Public Access” for forms created for the public and when public URL are needed​

Step 5: Design Workflow

(Optional, Recommended) Get notified every time a user submits the form

  • Click on Design Workflow

  • Click on “Add Plugins”

  • Click on “Use” button under Notification

  • Drag the node on the “User Submits Form” box to the node on the “Notification” box

  • Double click on Notification box to edit the details and click “Save”

Step 6: Publish Changes

Your form is ready for submission

Step 7: Grab the public URL and share

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