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.

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 Settings tab and select Default Form Name.

Screenshot displaying the Settings menu opened with the Default Form Name option selected.

The Formula Editor 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. Additionally, you can include metadata variables such as [COMPLETEDDATE] to automatically insert the date the form was completed.

💡 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]

The steps taken to produce this Default Form Name formula 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.||A custom timestamp field (e.g., "Signed At")|Create a dedicated field in your Template and reference it in your Default Form Name formula.|The date/time captured in the custom field when the form is signed.||The date the form was completed|Add the [COMPLETEDDATE] metadata variable to your Default Form Name formula.|The date the form was completed, formatted automatically.|

Troubleshooting Incorrect Dates in Form Titles

If your form titles display incorrect dates, consider the following steps:

Start Fresh Forms: Always create new forms from the template instead of duplicating old drafts.
Correct Device Settings: Ensure the device used to start the form has automatic date/time and timezone settings enabled and correctly configured.
Sync and Clean Up Drafts: Sync the GoFormz app and delete any stale drafts that were started with incorrect dates, after confirming they are no longer needed.
Update Hidden Date Fields: For affected drafts, manually correct the hidden YY-MM-DD field and verify that the form title updates accordingly.

Assign Default Form Names

Troubleshooting Incorrect Dates in Form Titles

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