Online forms for surveys
Online forms let you create one or more links that external users – such as customers or suppliers – can fill in directly in their browser, without needing the app. Typical use cases: customer satisfaction surveys, registration forms, damage reports or external checklists.
To create a link, go to the general settings in your template in the form designer (step 2). You can create as many links as you need – for example for different customer groups or locations, each with its own settings.
For each link, completed forms can either be saved in the ‘In work’ folder or sent directly according to the email and export settings (see step 3).
The following options are available in the link settings:
Upload logo: Upload your company logo to be displayed above the form – instead of the Formtastic logo.
Confirmation text: The text shown on the confirmation page after the form is submitted. Default: “Thank you! Your entries have been successfully saved.” Can be customised freely.
Comment: An internal description for your own reference – especially useful when you have multiple links in use for different purposes.
Assignee: Defines which team member the incoming form data will appear for in their folder. Useful in the Team or Enterprise plan when different employees are responsible for different links.
Action: Defines whether completed forms are only saved or also sent directly – according to the settings in step 3.
Enable “Download PDF”: When activated, a download button appears after the form is submitted, allowing the person who filled it in to immediately download the completed form as a PDF.