Form Editor - Overview

The form editor is where you set up everything about a form: its name, the questions it asks, whether it takes payment, the confirmation email people receive, and what happens automatically when a submission comes in. This article is a tour of each tab. To create a form for the first time, see Building Forms.

To open the editor, go to Forms in the sidebar and click a form, or create a new one with Create a new Form.

Basic Info

Forms are a kind of content type: you define the fields, structure and behaviour, and each time someone fills it in a new submission is created.

• Title — the singular name of a submission, for example Incident Report, Student Enrolment or Job Application.
• Plural — the plural name, for example Incident Reports, Student Enrolments or Job Applications.
• Database Key — the unique key used to identify the form and its submissions. It must be unique within your organisation. We recommend keeping the key that was generated when the form was created.
• Security / Privacy — Public (anyone can view and submit the form) or Secure (only people with permission can view and submit it).

Field Editor

This is where you define the fields and questions. The field editor has three panels:

• The field tree — a tree of every field on the form. Drag and drop to reorder, and duplicate, add or remove fields and field groups. Click a field to select it for editing.
• The preview — a live preview of the form inputs and how they behave, including expressions, so you can try the form as you build it.
• The field edit panel — the settings for the selected field, split into Field Settings and Expressions.

Advanced tools

• Expressions — add dynamic and conditional logic to a field: show or hide it, set a default value, or calculate its value based on what the person has entered in other fields.
• Data Model — click Show Data Model under the preview to see exactly how the data is structured as you fill in the preview.

Field types, widgets, validation and expressions are covered in detail in Advanced Form Building. To show your organisation's custom profile fields on a form, see Including Dynamic Custom Fields in Your Forms.

Payments

Below the field tree, Payment Settings opens the form's payment configuration. Turn on Enable Payments, choose a currency and base amount, add one or more payment methods, and optionally add payment modifiers that change the price based on people's answers. See Payment Basics.

Confirmation

The Confirmation tab sets up confirmation emails sent to the person who submitted the form. For each confirmation email you choose an Email Type (the email template), the sender details (Sender First Name, Sender Last Name, Sender Email Address), a Subject, and optionally rules (If matches rules) so the email is only sent for certain submissions. Merge tags such as the recipient's first name can be used in the subject and email. The form needs an email field so Qik knows where to send the confirmation. See Sending Emails for how email templates work.

Automation

The Automation tab controls what happens automatically when submissions are created, updated or deleted:

• Notifications — alert chosen People on your team. Choose to Send by Email and/or App push notification; everyone notified also sees it in their in-app notifications. Pick when to send (Trigger when) and, optionally, rules a submission must match.
• Actions — run one of your organisation's server actions when a submission is created, updated or deleted.
• Form Submission Workflow — add new submissions to a workflow as cards, optionally only when they match rules, and choose the step they start at.

See Form Requests and Automation and Managing Form Submissions.

Administration

The Administration tab controls how submissions appear in the dashboard: the default sort order, which columns are shown in the submissions list, and the form's Weight (lower numbers are listed first).

Advanced

The Advanced tab holds less common settings, including:

• Link to submitted user profile — when a signed-in person submits and the form has no person fields, link the submission to their own profile. Don't use this if staff submit the form on behalf of other people.
• Render as a multi step form — present the form as separate steps or pages, with Auto advance to move on once every question on a step is answered.
• Dynamic Title Behaviour and Dynamic Title Template — generate each submission's title automatically from its answers.
• Form prerequisites — require someone to have submitted another form first.
• Valid Locations — only accept submissions made from certain locations.

Depending on what's enabled for your organisation, you may also see an Enrichment tab for AI enrichments. See AI Enrichments.