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Custom form records

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Overview

Once you have created a custom form, it can be used to add records to it. By embedding custom forms into your website, you empower visitors to provide valuable feedback, submit inquiries, or engage with your content in meaningful ways.

Adding a record

To add a record to a custom form follow these steps:

  1. Go to Custom forms.
  2. Locate the form you want to add a record to.
  3. Click "Add record" on the custom form card.
  4. In the appeared pop-up, fill in all required fields.
  5. Click "Submit" when you are done.

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Since you can publish your custom forms, there are other ways to add records to a form. These include:

  • adding records by accessing the form online through the form's URL.
  • adding records to a form embedded in a website.

Check Accessing custom forms (externally) for details.

Editing a record

To edit a custom form record, check the following guidelines:

  1. Go to Custom forms.
  2. Locate the form you want to edit records of and then click on the record count indicator in the upper right corner to go to the records page for that form.
  3. Hover over the record you want to edit.
  4. Click on the appeared button and then on Edit.
  5. As the record editing pop-up appears, edit the required fields.
  6. Click "Submit" to save the changes.

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Deleting a record

Added records can be deleted. To delete records, follow these steps:

  1. Go to Custom form
  2. Locate the form you want to delete records from and then click on the record count indicator in the upper right corner to go to the records page for that form.
  3. Hover over the record you want to delete.
  4. Click on the appeared button and then on  Delete.

Converting a record

You can convert any record to a project, task, issue, or request depending on permissions in your project role or global role. To convert a record, follow these steps:

  1. Go to Custom forms.
  2. Locate the form which you want to convert records for. Click on the record count indicator in the upper right corner to go to the records page for that form.
  3. Hover over the record you want to convert.
  4. Click the "Convert to" button to view the list of four available conversion options.
  5. Select an option, e.g. "Convert to task".
  6. The record will expand to display a mapping editor, where you can map each field of the record to available task fields.
  7. When done, click "Convert to task".

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Note

In Step 6 of the conversion process, the default field mapping will align with the respective conversion rule. However, you have the flexibility to customize this mapping by selecting new options.

Exporting records to CSV

You can export all records added to a form to a CSV file. To do this, follow these guidelines:

  1. Go to Custom forms.
  2. Locate the form which you want to export records from. Click on the record count indicator in the upper right corner to go to the records page for that form.
  3. Click Export to CSV in the header.
  4. A CSV file will be automatically generated and downloaded to your default downloads folder.

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