Creating Forms

Is it time for you to start creating custom forms for your community? Follow this page for more information!

Create a New Form

In the Forms panel, select the green + button to create a new form.

Create New Form

Form Customization

Form Editor Explained

(1) Form Title

(2) Form Submissions

• Anyone Can Submit

• Rank Restricted

(3) Form Settings

(4) Save

(5) Section Header

(6) Delete Section

(7) Section Conditional

(8) Section Duplicate

(9) Question Title

(10) Question Type (Text, select, etc.)

(11) Add Section

(12) Add Question

(13) Question Subtext

(14) Text Mask

(15) Clone Field

(16) Remove Field

(17) Required Field

Form Settings

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.

Editor: Lock

Forms: Lock

Available Forms: Locked Form Example

Icon or Image

The form icon/image is displayed in the available forms page and on social 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.

Limits: Total

Limits: Cooldown

Permissions

Easily customize what user ranks have access to submit applications, view submissions, change the form stage, and more.

Form Permissions

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} .

Title Format

Title Variables

Submission Board

Description

The form description is displayed at the top of the form when submitting. Additionally, the description will be displayed in social embeds when sharing a link.

Text Mask

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

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.

Duplicatable Sections

Duplicatable Sections

Sections can be marked as duplicatable, allowing the user to add multiple copies of a section to their submission.

Toggle the section duplication at the top inside the form editor.

When the user is submitting the form, they can select the duplicate button at the top of the section to make multiple copies.

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

Customizing Stages

Stages can be customized in the submission board.

Form Editor: Go To Submissions

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.

Submission Board: Add and Edit Stages

Stage Editor: Style

The Actions tab allows you to customize automated actions that will occur when a submission is set to this stage.

Stage Editor: Actions

Conditional Stages

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?

Stage Action: Conditional Question

Form Submission: Conditional Question

Form Submissions: Submit, View, and Change Stages

Form Submissions