# Creating Forms {% embed url="" %} ## 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 Submissions * Anyone Can Submit * Rank Restricted [(3) Form Settings](#form-settings) (4) Save (5) Section Header [(6) Section Conditional](#conditional-sections) (7) Question Title (8) Question Type (Text, select, etc.) (9) Add Section (10) Add Question (11) Question Subtext [(12) Text Mask](#text-mask) (13) Clone Field, Remove, and Required

### 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 The form icon/image is displayed in the available forms page and on [social embeds](https://docs.sonoransoftware.com/cms/pricing/pricing-faq/branding-removal#social-page-embeds). #### 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 The form description is displayed at the top of the form when submitting. Additionally, the description will be displayed in [social embeds](https://docs.sonoransoftware.com/cms/pricing/pricing-faq/branding-removal#social-page-embeds) when sharing a link. ### 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 {% content-ref url="form-submissions" %} [form-submissions](https://docs.sonoransoftware.com/cms/tutorials/forms/form-submissions) {% endcontent-ref %}