Creating and Managing Forms

Creating and Managing Forms

Form management is a seamless process with the Tiny Forms application. It offers various features which let you create and manage your forms efficiently.

How to Create a Form

Before creating your first form, it's highly suggested to read the Form Builder documentation.

Steps to create a new form are as follows:

  1. Start from your Dashboard or Form Manager.
  2. Click on the "Create Form" button.
  3. You'll find a placeholder for fields; simply drag and drop as per your needs.
  4. Add buttons where necessary.
  5. After finalizing your form, click the "Save Form" button. This will prompt a modal window which provides you with three options:
  6. Continue editing the form
  7. Go to the Advanced Form Settings
  8. Go to Form Manager
Tiny Form Creating Form

Viewing Form Records

To access a Form Record, follow these steps:

  1. Click on the specific form's name in the Form Manager.
  2. Here, you can view the configuration and all available options for your Form Record.
viewing form records

Updating a Form

Refer to the Form Builder documentation if you need help with updating your form.

To update a form, you can choose one of these ways:

From the Form Manager:

  1. Locate the form you want to update.
  2. Click on the "Actions" button.
  3. From the dropdown menu, select "Update".

From the Form Record:

  1. Click on the name of the form to go to Form Record.
  2. Click the "Update" button (represented by a pencil icon).
  3. Make necessary changes and click "Save Form".
Updating form for TinyForm
Note

Organizing Forms Using Folders

For better organization, Tiny Forms allows users to organize their forms using folders. Further details can be found in folder-management.html.

Saving a Form as a Template

To save a form as a template, follow these steps:

  1. Navigate to the Form Builder.
  2. Click on the Up Arrow located at the right side of "Save" button.
  3. From the dropdown menu, select "Save Form As Template".
  4. You will then be redirected to the Template Manager.
save-form-as-template

Related Help Docs

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