Cognito Forms Support

 

Creating forms

 Build and publish your forms in just minutes.

1. Starting from scratch

2. Starting with a template

3. Previewing forms

4. Copying forms

5. Importing Wufoo forms


Starting from scratch

Only Owners and Administrators of an organization can create forms.

Once logged in to Cognito Forms, you can create an unlimited number of forms for your organization. To create a new form:

  1. Click the New Form button on the My Forms list page, and select the Start from scratch option.
  2. Next, you will be navigated to the Build page for your form. Give the form a title, which will display at the top of your form. You can rename your form at any time; just keep in mind that the form's public Url address will change along with it.
  3. Customize the form by adding as many fields as you like. Add a new field by clicking on one of the placeholders and choosing the field type from the left-hand pane. There is no limit to the number of fields you can add!                                                     
  4. Save your changes by clicking the Save button at the bottom of the page.

Once you save your form, it will display on the forms home page alongside the rest of your forms.

Starting with a template

Only Owners and Administrators of an organization can create forms.

Once logged in to Cognito Forms, users can create an unlimited number of forms for their organization. We have over 50 templates to help you get started. To create a new form using a template:

  1. Click the New Form button on the forms home page, and select Choose a template.
  2. Explore all the available templates from the categories on the right. When you find a template you like, click the corresponding Preview button. This will show you the layout of the form, along with all the included fields. From there, click the Select button to choose the template.
  3. Next, you will be navigated to the Build page for your form. Give the form a title and customize the form for your own purposes, including removing or adding fields.
  4. Save your changes by clicking the Save button at the bottom of the page.

Once the form has been saved, it will display on the forms home page.

Previewing forms

You can preview your form to get an idea of how it works and looks once it's published. To preview your form:

  1. Open your form builder and click the Preview button at the bottom of the page.
  2. The preview window will open, and you can now test your form fields. NOTE: Submitting the Preview form does not create a new entry or process payment (learn more about testing payment). Email confirmations will be sent, but email notifications will not. The Form Validation toggle at the bottom allows you to turn off required fields when navigating through your form. Note: If you have a form collecting payment, credit card validation must be turned off from your payment settings.
  3. When you are finished previewing, click the Close button at the bottom of the window.

Copying forms

You can copy forms within an organization as well as copy forms from one organization to another. Please refer to our FAQ for guidelines concerning what form settings get copied over when you copy a form.

To copy a form:

  1. If you only have one organization, go to your forms home page. If you have more than one organization, go to the forms home page for the organization where you would like to add the copied form.
  2. Click the New Form button, and select Copy an existing form.
  3. Next, you will be taken to a page that displays all the forms for your selected organization. Find the form you wish to copy and click the corresponding Copy link. You can also preview your form before you copy it to make sure that you have chosen the correct form. To copy a form from a different organization, choose that organization from the navigation list to the right.
  4. Now, the copied form will open in the builder. From here, you can name the form and save it into your account. Be sure to review your form and make any necessary changes before publishing.

Importing Wufoo forms

For general questions about about migrating to Cognito Forms, refer to our FAQs for Wufoo users.

  1. To begin, enter your Wufoo account information and subdomain in the importer.
  2. Next, select which forms and entries you want to import. You can also preview what each individual form will look like.
  3. Once you've selected all the forms you want, click Import. After a few seconds, you will be redirected to your new organization's page. 
  4. Clicking the Entries tab will take you to the Entries page, where your imported entries are now listed.

 

 
https://help.cognitoforms.com/creating-forms