Forms

You can design, deploy, and manage dynamic forms to collect information from customers and create internal workflows.

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To create a new form in your environment, go to Build > Forms > Create. You can create a new form from scratch or upload a form json file to use an imported one.

To organize your forms

Star forms to find them easily later. Starred forms are individual to each user and are not visible across the entire organization.

Archive old forms that are no longer in use by your organization by clicking the three dots on the far right side of the row. This stores them separately from forms your organization is actively using.