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Public Forms navigation

On the GoFormz web app, navigate to the Public Forms tab to view and manage your Public Forms.

Updated over a week ago

On the GoFormz web app, navigate to the Public Forms tab to view and manage your Public Forms. Here you’ll create, manage, and share your Public Forms. You’ll also add Public Form credits.

The Public Forms landing page varies depending on whether you’ve sent any Public Forms. If you’re new to sending Public Forms, the landing page provides an overview of how to send a Public Form.

Screenshot displaying the Public Forms landing page for new users in the GoFormz web app.

The Public Form dispatch process begins when you click Create in the upper right-hand corner.

Send your Public Forms when you click Create

Public Forms are delivered to your intended recipients using a secure link which you generate during the Public Form creation process. You then distribute the generated Public Form link for your intended recipients to fill out and submit.

When you click Create, a modal will appear where you’ll choose whether to create a Template-based Public Form, or a Form-based Public Form.

Choose a Template to create a Template-based Public Form

If you want somebody from outside of your organization to fill out a Form with no pre-filled information, use a Template-based Public Form. A Template-based Public Form is intended for multi-use situations.

Template-based Public Forms are often used for times when you want to gather survey data, questionnaires, or job applications.

Choose a Form to create a Form-based Public Form

If you want to pre-fill some information on a Form and have your recipient complete the remaining fields, use a Form-based Public Form. Form-based Public Forms are intended for single-use situations.

Use Form-based Public Forms when you need approval on documents like job quotes, or authorizations, and when you only need a signature from somebody.

Search for Public Forms

After you’ve sent at least one Public Form, the Public Forms landing page displays a table containing details about your sent Public Forms. These details include Name, Submissions, Expires, Last Submitted Date, Active, and Actions.

Screenshot displaying the Public Forms landing page with created Public Forms in the GoFormz web app.

In the Received Public Forms table, Name refers to the name of your Public Form. You’ll assign a name when you create your Public Form.

Submissions indicates the number of submissions you’ve received for the corresponding Public Form.

Note: View your received Public Forms in the Forms tab.

The Expires row provides the expiration date you set when creating your Public Form. An expiration date isn’t required for a Public Form. If you didn’t set an expiration date when you created your Public Form, this will be blank.

Last Submitted Date indicates when the most recent submission took place for your Public Form.

Search for specific Public Forms, and filter your search as necessary. Click Enter to submit your search details.

Screenshot displaying the Public Form filter and search options in the Public Forms tab of the GoFormz web app.

Your search results displays in the Public Forms table. Click the row sort icon directly to the right of a column to sort your displayed Public Forms by the corresponding Public Form detail.

Screenshot displaying the location of the row sort icon on the Public Forms page of the GoFormz web app.

Toggle the Active slider to determine whether or not a Public Form’s URL is active. This slider is blue when active, and gray when inactive.

The farthest right column is the Actions menu (. . .).

Share and manage your Public Forms in the Actions menu

As you create Public Forms and receive submissions, you’ll manage them on the Public Forms page using the actions available in each Public Form’s corresponding Actions menu.

Your options within the Actions menu vary based on the type of Public Form used. You won’t find every action listed for every Public Form, but below you’ll find all available actions and indication of when an action is related to a certain Public Form type.

Resend your single-use, Form-based Public Forms sent via email or text message. When you click Resend, your Public Form automatically dispatches to your previous recipient using your previously selected contact method.

If you want to view the submitted Form generated from your sent single-use, Form-based Public Form click Open Form. Your requested Form opens in the Web Form Editor.

For multi-use, Template-based Public Forms you can click View Forms to navigate to the Forms tab with the appropriate filter applied to view only the corresponding Forms.

When you Edit an existing Public Form, you can change the Form’s name, fields to be completed, and expiration date. But you cannot change the Template or Form upon which the Public Form is based.

Note: When you edit your existing Public Form, your Public Form link remains the same.

Click Delete to permanently remove your Public Form. When you delete your Public Form, you’ll maintain any Forms created using the deleted Public Form. But, the Public Form and its corresponding link will be permanently deleted and cannot be reactivated.

Switch the Activation slider to determine whether the corresponding Public Form is active or inactive.

Manage your Public Form credit threshold

Click the cog menu to manage your Credit Threshold.

Screenshot displaying the Credit Threshold menu in the Public Forms section of the GoFormz web app.

Your account administrators will receive an email when your number of Public Form credits reaches this number so you know to purchase additional Public Form credits.

Purchase Public Form credits when you click Add Credits

Public Forms are charged to your GoFormz account on a per-credit basis. Some free credits are included when you sign up with GoFormz. Team and Advanced users can click Add Credits to buy additional credits on the GoFormz web app.

Note: If you have a Basic account, you’ll need to upgrade to Team or Advanced to use Public Forms.

Your account is charged one credit each time somebody submits a Public Form. If somebody creates a Public Form but does not submit it, no credits will be deducted from your account.

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