For an overview of Forms and Fields in GoodCRM, read Working with Forms & Fields. This article is specifically about using the Form Builder to add and edit forms.
You may follow this article as a tutorial, or use it as a reference.
Using the Form Builder
Viewing your forms
You can view the existing forms for a specific data-type, add new form or edit existing ones within Tools & Settings in GoodCRM.
1. Choose Tools & Settings from the top-right menu
2. Navigate to Forms
3. Select the data type from the top-left switcher, for example, if you'd like to see forms for Events, select that here. People will be selected by default.
4. The forms for this data type are then listed
You can set the Default form for this data type, meaning the form which will be used by default when adding or editing data of this type in the CRM.
You can Copy a form, Lock a form, Edit a form and Delete a form from this list.
Clicking on the Lock icon makes the form a System Form. This moves the form to the System Forms list and prevents it from being deleted. System forms are often used in bespoke workflows and are separated to prevent accidental editing or deletion.
Adding and editing forms
To add a new form, click the Add form button, to edit an existing form, click the Edit button.
The Form details panel
Set the Name for your form, this is used internally to identify the form. You may also change the Submit Text this changes the text on the Save button on your form.
Also see the Ignore 'Show for tags' settings article for custom fields.
Adding Elements to your form
Form elements are all of the parts of a form that aren’t form fields. Think headings, instructions, that sort of thing.
Elements can also be blocks of fields, such as Title, First Name, and Last Name fields on one line, or an Address Fields block, complete with Postcode Lookup.
1. Click on the Add element button to see the elements available. For this example, we'll add a Heading element.
The blank heading element appears on your form:
2. Click on the placeholder text and type your heading
3. You can repeat the steps above to add an instructions element and a divider element. Add some instructions for the person filling in your form:
The instructions and divider labels will not show on your form, but you can change the label for your own information if you wish.
Adding Custom Fields to your form
1. Click on the Add field button to add a custom field to your form.
Any available custom fields will be listed here, you can choose one, or click + Add new… to add a brand new custom field:
If you add a new field via + Add new... you'll be taken to the custom field screen to add your field, once you've added it, you'll be returned to the form editor.
2. The custom field you chose or added, will display in the form editor. In our example, we have created a new custom field and labelled it, imaginatively, New field.
Changing custom field settings in the form editor
Let’s change a few settings on our new field.
Change the label from New field to something more useful: Event ID.
Switch on the Required field toggle so the form cannot be submitted without this field
Add some Placeholder text for the field to give people a hint as to what to type
Add some Help text to explain what this field is for exactly
You can learn more about form field settings in All form field settings.
When we make changes to a Custom Field on a form, the settings only apply to this one form. If the same field is used elsewhere, the other form will not be affected.
Changing the order of items on your form
When new items are added to a form, they're added underneath any other items, you may wish to change the order they are displayed from time-to-time.
You can change the order by clicking on the three dots ••• and dragging up or down.
Or use the Reorder fields button, much easier for moving fields across several positions:
