Basics2 Min.

How to add and manage forms in the studio

You can create an unlimited amount of forms in the studio, but how do you keep these forms organized? Let's find out.


Create new form

After you created your account, you can start a new form in your Workspace. To do so, first let us explain how the organization of forms work.

Manage your forms

In the studio you don't manage your forms in a simple list. We created a tile system that gives you more control over the organization of your forms. There are multiple levels available to arrange your forms.

Workspaces

Workspaces can be seen as pages inside your structure. You can use them to bundle collections and forms that belong together. You can create unlimited amount of workspaces. Your account always has one workspace

To create a new workspace, click the icon on the top right side of a collectionClick Workspace.

Add a new workspace inside our first collection.

Collections

Collections can be used to categorize forms to bundle corresponding forms. The system is so flexible you also can create workspaces inside collections for more levels, depending on the structure you want.

To create a new collection, click the icon on the right side in a workspace.

Add a new collection inside our first workspace.

Forms

Inside a collection we can create an unlimited amount of forms.

To create a new form, click the icon on the top right side of a collectionClick Conversational form.

Add a new form inside our second collection.

Form names

To keep track of your forms, it's recommended to give each form a good name, so you can find it back later on. To set the name of the form use the following options:

  • Open the form in the form builderClick the name of the form in the top left corner (Unnamed by default)Name your form;
  • Open the form in the form builderClick CustomizeClick PropertiesName your form.

Example

Let's suppose we're a survey agency that creates surveys for multiple clients. We're totally free on how to organize this, but a possible structure could be the following:

We can create a workspace for each client. In that way all forms of each client are separated.

In each workspace (the client) we can create collections to organize the forms of that client. Let's say we want to organize all forms per year. So we can create a collection for each year.

Inside each collection (the year) we create the forms of that particular year.

So we end up with something like this:

WorkspaceCollectionForm

Client A2019Form Z

Client A2020Form Y

Client A2020Form X

Client B2020Form W

Client C2018Form V

The workspace of Client A with two collections and three forms.
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