Assign Default Form Names | GoFormz Knowledge Base

Add a Default Form Name to your Template to assign a custom name to your Forms as they’re filled out.

When you set up default Form naming, your Forms are immediately assigned names based on the criteria you define. This eliminates the process of manually naming Forms, and reduces the opportunity for human error.

Without a Default Form Name, your Forms inherit their names from the Template’s from which they’re created. Every Form created from a Template, then, would have the same name. This makes it difficult to track down and manage Forms and their data.

You’ll set up your Template’s Default Form Name in the web app, when you open a Template in the Template Editor. Here, you’ll open the cog menu and select Default Form Name.

Screenshot displaying the Default Form Name option in the Template Editor's cog menu inside of the web app.

The Calculation Builder will appear, and you’ll enter your Form Name details. In your Form name, you can include both plain text, and data pulled from Form User responses.

💡 As an example,

To produce a Default Form Name where each Form is titled “Completed membership form”, and includes fields named “First name” and “Last name”, the Default Form Name calculation would be:

=”Completed membership form”& “ “& [Last name]& “ “& [First name]

Screenshot displaying the Default Form Name process in the Template Editor's Calculation Builder within the web app.

The steps taken to produce this Default Form Name calculation are:

Enter a quotation mark (") - a second quotation mark is automatically added. Between these quotation marks, enter the text you want included in your Form names

In the example, the text between the quotation marks is Completed membership form

Select the “&” symbol from the Operators list to add more information to your Form names. This’ll follow directly after the preceding quotation mark.

In the example, you’ll find a quotation mark between each part of the Form name.

In the left-hand menu, locate the Fields list - this is a list of all the fields you’ve added to your Template.

In the example, we’ve selected two fields: one named “First name” and one named “Last name”. These fields display as [Last name] and [First name] respectively.

Enter a quotation mark and enter a single space to include a space between two parts of your Form names.

In the example, you’ll find spaces between “Completed membership form”& and [Last name]& as well as between [Last name]& and [First name] .

If a Form User named John Smith completes this Form, the resulted Form name would be:

“Completed membership form Smith John”

The table below indicates the available elements in a Default Form Name, how to include them in your Default Form Name calculation, and how the information will display in your Form name.

If you want to include. . .	Do this:	What’ll display in your Form name is. . .
Information from one of the Template’s data field	Locate and select the field name in the left-hand menu	The information your Form User provides in that field when they fill out a Form
Plain text	Enter a quotation mark (”) - a second quotation mark will automatically appear Enter the text you want included in your Form name between these quotation marks	The text you enter between the quotation marks
Additional information	After you provide either a plain text or data field value, select the ampersand (&) from the left-hand menu’s Operators section Repeat as necessary	Both the information before and after each ampersand
Space between values	Enter a quotation mark (”) - a second quotation mark will automatically appear Click the space bar to enter a space	A space between the values on either side of the quotation marks

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