Getting Started
This guide walks you through creating a form, adding fields, publishing it, and viewing responses.
Create a new form
- Click Form in the Quick Actions on the platform home, or go to Assets → Forms → + Create form
- Choose a starting point:
- Start from scratch: empty form canvas
- AI Builder: describe your form in plain language and AI generates it
- You'll land on the form builder canvas
The form builder uses the same node-based canvas as TinyWorkflows. Each question is a node, connected in the order respondents will see them.
Add fields
Click + Add question to add a field. Choose from 41 field types across these categories:
Input fields
Short Answer, Long Answer, Email Address, Phone Number, Number, Currency Amount, Date Picker, Time Picker, Zip Code, Address (structured)
Choice fields
Single Choice (radio), Multiple Choice (checkbox), Yes or No, Dropdown, Static Dropdown, Picture Choice, Ranking
Scale & Measurement
Rating (stars, smiles, hearts, thumbs, crowns, cups; configurable), Opinion Scale (NPS-style 1-10), Slider (configurable range)
Rich content
Welcome Screen, Thank You Screen (ending), Statement, Text Block, PDF Viewer, Loading Screen
Advanced
Calculated Field (formulas), Data Table (key-value), Search & Select (autocomplete), Matrix (question grid), Repeating Section, Question Group (multi-question page), Signature, File Upload
Payment
Payment (generic), Stripe Payment, Razorpay Payment
Legal
Terms & Conditions
Use the AI Builder to create forms faster: describe what you need in plain language (e.g., "Create a contact form with name, email, phone, and message") and AI generates the fields automatically.
Configure each field
Click any question node to configure it. Each field has tabs:
| Tab | What you configure |
|---|---|
| Design | Question text, description, placeholder, help text |
| Data | Default value, variable name, data mapping |
| Settings | Required/optional, read-only, hidden |
| Validations | Min/max length, pattern matching, custom rules |
| Image | Attach an image to the question |
Form display modes
Forms can be displayed in three modes:
| Mode | URL | Best for |
|---|---|---|
| Card | Default URL | One question per screen, mobile-friendly |
| Classic | URL + /cl | All questions on one page |
| Chat | URL + /c | Conversational, chat-like interface |
Publish and share
Click Publish to make your form live. Then share via:
- Web URL: direct link (mode-specific)
- QR Code: downloadable as JPG
- Social: share on Facebook, LinkedIn, Twitter/X
- Embed: 6 embed modes:
| Embed mode | Description |
|---|---|
| Full Page | Takes over the entire page |
| Standard | Iframe with configurable width/height |
| Popup | Button that opens a modal |
| Slider | Slides in from the edge of the screen |
| Popover | Floating element |
| Side Tab | Collapsible panel on the side |
Each embed mode has style controls: button text, color, font size, corner radius, position.
Response settings
Before publishing, configure how responses are handled:
| Setting | Description |
|---|---|
| Accept responses | Toggle on/off |
| Closing date | Auto-close form at a specific date/time |
| Response limit | Max submissions before auto-close |
| Cookie consent | GDPR consent banner |
| Redirect URL | Where to send respondents after submission |
| Collect location | City/region level geolocation |
| Collect IP | Log respondent's IP address |
Notifications
| Notification | What it does |
|---|---|
| New Response | Email the form owner on each submission |
| Automated Response | Confirmation email sent to the respondent |
| Response Copy | Respondent receives a copy of their answers |
Tracking
Built-in support for:
- Google Tag Manager: paste your GTM ID
- Google Analytics: paste your GA4 measurement ID
- Meta Pixel: paste your pixel ID
Viewing responses
Go to Monitor → Form Responses in the sidebar. Responses are also mapped to a Google Sheets-style spreadsheet automatically. Use the Response Mapping Table to map question answers to specific columns.
Connecting to workflows
Every form can trigger a workflow when submitted:
- Create a TinyWorkflow with a Form Submission trigger
- Select your published form
- Choose which fields to include as workflow variables
- Build your automation
Forms are built on the same GoJS canvas as workflows. If you're comfortable with the workflow canvas, the form builder will feel familiar. It's the same drag, connect, configure pattern.