Use the Create Public Form action to create and send a new Public Form link.
🗒️ Note: The Create Public Form action requires an Advanced-tier subscription.
You will select which fields you want your Form User to edit and set an expiration date if necessary.
Setup your Create Public Form action with the following details:
Form Id: This is a unique 32-digit identifier assigned to each individual Form. Select from your available Forms using this drop-down menu. Your options in this drop-down are populated based on prior Workflow steps like Form Completed or Public Form Submitted triggers.
Form Id is required for this action.
Public Form Name: Indicates the name for your new Public Form.
Public Form Name is required for this action.
View Type: Select whether your Public Form displays in Form or List View.
View Type is required for this action.
Share PDF After Submission: If you include an editable eSign field, then you are required to share the PDF after submission.
Expiration Time: Determine the number of hours before the Public Form link expires. If you leave this blank, your Public Form link will have no expiration date.
Editable Fields: Create a comma-separated list indicating which Form fields you want editable. If you leave this blank, all Form fields are editable.
Send Method: This indicates how you want your Public Form shared. Send Method is required for this action.
Your available send methods include Email, Text Message, and Link.
Email sends your Public Form using the following details:
Recipient Name (required)
Recipient Email (required)
Email Subject
Email Body
Text Message sends your Public Form using the following details:
Recipient Name (required)
Recipient Phone Number (required)
Note: Phone numbers must be in E.164 format (ex. +18584590381).
Text message
Link creates a web link to your Public Form.
Note: If your Public Form contains an eSign field, you cannot use the Link option to share your Public Form.