The Form Manager provides an overview of all your forms along with their associated operations. This includes updating forms, analyzing user submissions, creating reports, and evaluating statistics, among other things.

Accessing the Form Manager

To access the Form Manager, where all your created forms and their associated actions are located, simply click on the "Forms" option in the navigation bar. This will direct you to the Form Manager.

Note: To access the Form Manager click the "Forms" menu in the navigation bar.

If you need additional guidance, please refer to the Form Builder documentation.

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

Note: If the modal window is closed without making a selection, clicking "Save" again will create a new form instead of modifying the existing one.

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.

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".

Note: Updating a form might affect the stored data (submissions and reports), causing inconsistency.

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.

Advanced Form Settings

Tiny Forms also offers a range of advanced settings to enable you to customize your forms for a variety of needs.

1. Form Settings

It is the first tab of the Form Settings and is displayed by default. From here you can set up:

• Form Name: Displayed on the application administration pages and as the title of the form public page.
• Slug: This option allows you to customize your forms URLs. By default, slugs are created based on the name of the Form, but you can edit it here.
• Status: Indicates if the form is being shown. If set to Off, the form is no longer displayed to the user and instead appears a message indicating that the form is disabled and does not accept more submissions.
• Created by: Field available only for administrator users. Used to assign a form to a different advanced user.
• Language: This language will be used to display form messages. For example, validation errors. Note that you can add another language to the application.
• Text Direction: Allows you to set the direction in which the values appear in the form. By default, the text direction is Left to Right (LTR). But, you can change the text direction from Right to Left (RTL) from the dropdown.
• Private: Only logged-in users with the right permissions can access the Form page or Form Widget. If this option is enable, anonymous users will be redirected to the login page and users without permissions will be redirected to the Form Management page.
• Message: Sets the message to be displayed to the user when the form has been disabled (Off).
• Shared With: This feature allows you to share the form with other users. You have three options:
• None: The form will only be visible by its creator (without considering the administrator who can see all the forms).
• Everyone: The form will be visible by all users of the application. Only managers can share forms with everyone.
• Specific users: Allows you to select the users who will be able to see the form. Related permissions: Includes the word "Shared" in his name. For example, viewSharedForms, editSharedForms, deleteSharedForms.

Important! Keep in mind that although a user can share a form with another user, this user must have the permissions to view, edit, delete, etc. required for each action. For example, if you share the form with two users with different roles: Manager and Editor. The Manager user could only have access to view the reports and statistics of shared forms, while the Editor user could only have access to the Form Builder and Form Settings of shared forms.

• Generate Submission Number: This option allows you to set a custom sequential submission numbering for your form. The submission number will be increased by 1 always. Except, if you set a bigger number in form settings (In this case, we are going to use this number). So, only when the number is bigger than the submission number of the previous entry we are going to use it to prevent duplicates. Take into consideration that the Submission Number helps you to identify a Submission in your Form, but a Submission ID helps you to find a Submission in the entire application. Two different forms can have the same Submission Number, but never the same Submission ID.
• Number Width: Set the minimum width of number without a prefix (zeros will be added to the left side). This will change the minimum width of the submission number for new submissions. E.g. set to 5 to have submission number displayed as 00001 instead of 1. Leave empty to disable.
• Number Prefix: Prefix before submission number (optional). This will change the prefixes for new numbers.
• Number Suffix: Suffix after submission number (optional). This will change the suffixes for new numbers.
• Save DB: Indicates if form submissions must be stored in the database or not. In any case, this does not affect each emailing entry.
• Owner Scope: When this option is active, only the Form Managers can manage all the Submissions. The rest of the users who have access to the Submission Manager, will only be able to manage their own submissions.
• Protected Files: When this option is active, only Logged-In users with Form access can access or download the files.
• Time Zone For Submissions: When this option is enabled, the submission date will use this timezone, instead the user account timezone.
• Date Format: When this option is enabled, the submission date will use this date format, instead the application date format.
• Editable: When this option is active, form submissions can be edited by anonymous users by using the Form Widget. So, you will be able to allow your users edit form entries from your own website.
• During: It must be a number, for example: 1. This number defines the amount of time a user can edit a submission.
• Unit of Time: It can be Hours, Days, Weeks, Months or Years. This allows you to define exactly the time you can allow the edition. Eg. 1 hour or 1 day.
• If the Submission meets: Only Form Submissions that pass this condition can be edited. This allows us to enable/disable the edition depending on the value of form fields.
• Limit total number of submission: Specify the maximum number of submissions that the form will accept in a period.
• Action: The action to be executed when a form has reached its limit. It can be: Show error message (By default) and Show error message and Disable Form (This action is only available when "Per Time Period" is "All Time").
• Total Number: Total number of submissions to be accepted.
• Per Time Period: Period in which the number of submission will be counted.
• Limit submissions per User: Sets the maximum number of submissions that the Form can receive from the same user in a period.
• Limit By: There are four options: IP Address, Browser Fingerprint, IP Address or Browser Fingerprint and IP Address and Browser Fingerprint. Use Browser Fingerprint when you disable IP Tracking or when you are running Tiny Forms in an intranet and want to limit the entries.
• Max Number: Maximum number of submissions allowed.
• Per Time Period: Period in which the number of submissions will be counted.
• Schedule Form Activity: Set the start an end date in which the Form must be enabled (ON) Before and after it, the form will be automatically disabled.
• Start Date: Select the date on which the form will be activated.
• End Date: Select the date on which the form will be deactivated.
• Use password: Enable or disable the form protection by using password. If the option has been enabled, you should fill the Password field. Otherwise, the form will not be saved and instead, a validation error will be displayed. By default, this setting is OFF.
• Spam filter: Indicates if the form should use the honeypot technique to filter submissions made by real users from the ones made by bots (spam).
• Authorized URLs: To prevent a third party from embedding your Form on their own website, your form can be restricted to a list of URLs that you authorize.
• URLs: The domain names where the form can be embedded.
• Hide Form: This option let you to hide the form in unauthorized urls.
• Unauthorized Url Message: Enter a custom error message to be displayed when the form widget is embedded in an unauthorized domain.
• No validate: This option allows you to disable the Client-Side validation (by the browser). Take into account that the Server-Side validation won't be disabled. It's recommended to have this option in Off.
• IP Tracking: When this option has been enabled, IP addresses won't be collected by the application. You can enable the Browser Geo-location to collect the Sender information with consent.
• Analytics: Enable/disable monitoring the form by the application. When, IP Tracking has been disabled, Form Stats will be collected with IP anonymization.
• Autocomplete: Enables the browser's autocomplete to forms that have been previously filled. By default, this setting is ON.
• Save & Resume later: When this option has been enabled, the browser automatically will store the information entered by a user on each field to be resumed later, even if the user close the browser.

Note: There are conditionally required fields. For example, if you activate the Schedule Form Activity option, you must enter a Start and End Date. If you leave these fields in blank, you cannot save the Form Settings and instead, an error message appears.

2. Confirmation Settings

This tab allows you to configure four key aspects of the submission confirmation:

1. Inform to the user immediately: Whether using a text message (alone or above the form) or redirect the user to another web page. In the first case, you must type the message to display and in the second, the full URL of the web.
2. If you'd like to make the message more personal, you can insert field variables (placeholders) into a confirmation message or confirmation URL, in similar way as a confirmation message by email. Once the form has been submitted, the placeholder will be replaced with the information placed in that field. For more details, go to the 'Customizing the message' documentation.
3. To Redirect the browser to another page, you can set up 3 additional parameters
4. Show Message and Redirect After: Here you can enter a number of seconds to start the redirection.
5. Append Submission Data to URL: This is useful for small forms when you want to append all the collected data to the URL. Eg. https://www.example.com/thanks.html?text_0=John&email_0=john@doe.com
6. Replace Field Name with Field Alias when it's available: If this option has been enabled, the collected data will be appended using the Field Alias. Eg. https://www.example.com/thanks.html?name=John&email=john@doe.com
7. Conditional Logic With this tool you can customize the way that you handle and process your submissions, giving you more control once a user has submitted your form. A common example of this would be if you wanted to provide your end users the option to download a file. In this scenario you can redirect to the file to start the download process. But, if the user don't want to get the file, we will show the Thank You message.
8. Send confirmation email to the user: If you select this option, each time a user submit a form will receive an email that will thank him.
9. Double Opt-In You can enable the double opt-in feature to confirm your form submission. Then you can use the placeholder: {{optin_link}} to present the link to the Opt-In Confirmation Page. When the end-user clicks this link can be redirected to another web page or see a custom Thank You message.

Note: When the end-user confirms their Opt-In, the following event will be triggered: Email has been verified by double opt-in. This event can be used in different parts of the system, for instance to send email notifications.

3. Notification Settings

In this tab you can configure how Form Submissions will be sent to your email (All data, only a link to the data or a custom message). Additionally, you can set the email subject, email addresses and more.

Four things to keep in mind:

1. If the form has fields of "Email" type, you can select them as Send To and/or Reply To email address.
2. If the form has fields of "File" type, you can attach uploaded files to emails.
3. If you choose only Plain Text, a default message with all the submitted data will be sent in plain text.

You can choose the event when the email notification will be sent:

• Email is verified by double opt-in
• Form is submitted (New Entry)
• Form is submitted (Edit Entry)
• Submission is created
• Submission is updated

Note: You can insert placeholders (field variables) into a notification email. For more details, go to the 'Confirmation Settings' documentation.

4. UI Settings

UI = User Interface.

From here you can modify the form appearance: The design by using themes, and the functionality by using an external JavaScript file.

1. Javascript UI Widgets: Select a UI Widget or Enter the full URL of the JavaScript file that will be loaded with your form. By default, the jQuery library is available for you to make use of it when interacting with the form.
2. Select a Theme: You can select the theme that best fits your form or one you have created yourself. When you select a theme from the list, the form will be automatically displayed with the design chosen theme. You can change the themes over and over again to see differences.

Note: To save all the changes you make on any tab, click the "Save" button.

Enhancing Forms with Add-Ons

With the flexibility of Tiny Forms, your forms functionality can be further extended by leveraging the diverse range of add-ons available. These add-ons offer you the opportunity to add extra features and productivity improvements to your forms.

Using Add-Ons with Forms

You can easily integrate add-ons into your forms to enhance their functionality. If a user has permission to access add-ons, the 'Add-Ons' option will be visible in the Form Manager (via Forms > Actions > Add-Ons). Here you can configure the add-ons that are both active and appropriate for each form.

By enabling add-ons, you can perform a wider range of actions on your forms, making for a much more tailored and efficient user experience. Whether you need advanced analytics, improved data handling, or simple design enhancements, there's likely an add-on that suits your needs.

Form Maintenance and Management

To maintain prime functionality and organize your operations better, Tiny Forms supports different management practices. These include resetting form statistics, copying a form, and deleting a form.

Resetting Form Stats

There might be instances where you want to reset the statistics of your form. To do this:

1. Go to the Form Manager.
2. Click the “Actions” button for the particular form.
3. Select the “Reset Stats” option.
4. A popup will appear asking you to confirm your decision.

Resetting the statistics will wipe out the accumulated data and bring your form back to square one.

Copying a Form

Sometimes, you may want to create a similar form without having to start from scratch. Here's how you can copy a form:

1. Go to the Form Manager.
2. Find the form you want to duplicate and click on the "Actions" button next to it.
3. Click "Copy". A popup form will appear, defaulted to the original form name with "- Copy" added to it.
4. Modify the form name if necessary.
5. Select the settings you want to carry over to the new form.
6. Click "Copy".

The Form Manager will then update and display the copied form at the top of the list.

Deleting a Form

If you need to remove a form for any reason, you can do so as follows:

1. Go to the Form Manager.
2. Click the "Actions" button beside the form you want to delete.
3. Select "Delete".
4. A confirmation popup will appear.

Important! Deleting a form is a permanent action and cannot be undone. It not only removes the form but also deletes all related content including submissions, reports, graphs, settings, and more. So, use this option with caution.

Adding Conditional Logic

Tiny Forms offers a robust feature to implement conditional logic to your forms. With this tool, you can dynamically alter the behavior of your forms based on the inputs provided by the user.

How to Add Conditional Logic to a Form

Implementing conditional logic in your form allows you to display or hide fields, enable or disable certain sections, do math, or skip pages based on the information entered by the users. To add conditional logic, use the straightforward Rule Builder tool provided in Tiny Forms:

1. Go to the Form Manager.
2. Click on the name of the form where you'd like to implement conditional logic.
3. Select the "Conditional Rules" button (represented by a Flow Graph icon).

Now, you can specify the rules based on which the form fields will behave. For more details, you can refer to the Rule Builder documentation. With this tool, you gain a higher degree of control over form behavior based on specific user inputs.

Publishing and Sharing Forms

Part of using Tiny Forms' robust functionality includes sharing your forms with others. In addition to publishing, Tiny Forms also provides various ways to distribute your forms, ensuring your reach extends far.

To publish and share your form, follow these steps:

1. Navigate to the Form Manager.
2. Click on the name of the form you would like to share.
3. Select "Publish and Share" option, symbolized by a green arrow icon on the page.
4. You can now see the embed code to insert on your website. You can also copy the permanent form link to share it via email or social networks directly.

Note: Remember to update your theme background image, if necessary, especially when sharing your form with a friendly URL.

Using the PopUp Designer

With Tiny Forms, you can incorporate your form within a popup and design its appearance without requiring any coding knowledge. Explore the PopUp Designer by following these steps:

1. In the Form Manager, click on the form name.
2. Click on the "Publish and Share" button.
3. Choose the "Embed Pop-Up Form" option from the menu.

In this section, you can customize your pop-up with your preferred colors, borders, backgrounds, button placements, and more. Once done, click on the "Generate code" button to get the HTML code to embed it on your web page.

Sharing Forms by Email

Tiny Forms also allows you to send a form directly to your users' email:

1. Navigate to Form Manager and click on the name of your form.
2. Choose the "Publish and Share" button and select "Send By Email" from the menu.
3. Specify the recipients' email addresses, sender name, Reply-To email address, email subject, and body.

Downloading QR Codes

You can also generate QR codes for your forms and share them with your users. To do this:

1. Go to Form Manager and select your form.
2. Click on the "Publish and Share" button and select "Download QR Code" from the menu.
3. The QR Code for your form will appear, click the "Download" button.

Form's Backend Endpoint / Downloading the HTML

Tiny Forms offers the capability of generating form endpoints to craft fully customizable forms. You can download the HTML code of your form and use the form's backend endpoint to collect data:

1. From Form Manager, select your form.
2. Click on the "Publish and Share" button.
3. Choose "Download the HTML" from the menu. Now, you can download the HTML code and integrate it on your web page.

The Form Endpoints allow you to replace your form’s ACTION URL or direct a Webhook to the URL for collecting data. Keep in mind to match the alias of each field to your form's field name.

Customizing Form Appearance

Tiny Forms offers numerous options to customize the appearance of your forms and create a more engaging user experience. This includes applying themes to your forms and modifying form page settings.

Applying a Theme to a Form

To further enhance your form’s appearance, Tiny Forms allows you to apply themes. Here's how:

1. Go to the Form Manager.
2. Choose the form you want to modify and click on the "Actions" button.
3. Select "Settings."
4. Click the "UI Settings" tab.
5. Choose a theme from the dropdown menu.
6. Click "Save."

Your form will now reflect the design that you've chosen.

Customizing Form Page Settings

Tiny Forms also lets you customize the landing page where your form is displayed within the application:

1. Go to the Form Manager.
2. Click on the name of the form that you want to share.
3. Click on the "Publish and Share" button.
4. Choose the "Share Form Link" option.
5. Click "Go."

You'll now see the Form Page with a "Settings" button on the top left-hand corner. Clicking this button will reveal the configuration options for the form page on the left side. From here, you can customize various elements of the web page including the custom logo, CSS Styles, Meta Title, Meta Description, and Meta Image.

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