Step 1: Set up a new form
Go to Processes
Click “Create New”
A new form will open
Step 2: Update Process Details
Key in the process name
For Internal Processes - Choose the user(s) who will be using the form
For External Processes - Check the box “Open to public access”
Click “Save”
Step 3: Edit or Format the form fields
Choose the required fields (example: Text; Email; Number and etc)
Click on the “Gear” button
Edit the information (example: Label Name; Dropdown Options and etc)
Click on “Design workflow”
Step 4: Design Workflow
Click on “Add Plugins”
Click on “Use” button under Notification
Drag the node on the “User Submits Form” box to the node on the “Notification” box
Double click on Notification box to edit the details and click “Save”
Click “Publish Changes” again
Step 5: Send your form for people to fill out
When you are ready, you can send your form to others and collect their responses.
Step 6: Form submission received
You will receive an email notification and you will be able to view the data here
For video tutorial, please click Forma Form Builder Tutorial - YouTube