Public form designer

Yeeflow team
Yeeflow team
  • Updated

Whether it’s product feedback, a job application, or new customer requests—there’s important information you need to collect from others that’s essential to your work. With Yeeflow public forms, you can collect information from anyone with a custom form that plugs directly into your data list. 

 

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Pro Tip: You can create multiple public forms to share with different target audiences. 

 

Accessing the Designer

To create a new public form, or edit an existing public form, firstly go access one of the existing data list, and click more operations button from the top-right title bar, and select Public form from the dropdown menu.

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Click New form button to create a new public form. Or, select an existing public form, and form the more operations menu, click Edit form to open in designer.

Public_form_edit.jpg

 

Add controls panel

This opens the Add panel from where you can add controls from the Controls panel 

Public_form_new.jpg

 

There are different type of controls in the controls panel, which are grouped by categories:

  1. Custom List Fields: Here list or the custom fields you created for this content list. Like the employee list includes fields like Employee name, Contract info, Job title, Location etc. 
  2. Default List Fields: The system generated fields of a data list, which includes item ID, created by/time, modified by/time..
  3. General: Includes general form layout related controls, which can be used to create well-designed form styles.
  4. Advanced: Includes advanced style controls, embed control, and submit form button etc. 

Public_form_controls.jpg

 

Page settings

Click Page from the add controls panel to switch to the Page settings tab.

Public_form_page.jpg

 

Background & Container

Set the background color of this form, and the content container style here. Please refer Page Background and Container Styles to learn more details.

 

Appearance

Set the default title-field alignment:

  • Horizontal: Set the title display on the left of the field control by default.
  • Vertical: Set the title display on the top of the field control by default.

approval_form_appearance.jpg

Pro Tip: You can change the title-field alignment for each different field control from the control's properties settings panel. 

 

Custom CSS

Add custom CSS which will be used on this form. Learn more about custom CSS, please refer: Custom CSS

 

Thank you page & Redirect

With your form shared, you’ll start receiving submissions! Stay on top of every new submission by customizing your post-submission form settings—when a form is submitted, you can show a customized message that will be shown once a form has been submitted.

If you check the Redirect to URL after the form is submitted toggle, a text box will appear for you to enter the redirect URL.

 

Public_form_redirect.jpg

Pro Tip: You can configure your internal post-submission activities with the data list's notifications and workflow functions. like send an email, trigger a workflow etc.

 

The bottom navigation bar

The bottom navigation bar shows you the options to open navigator, or preview your design.

Page_Bottom.jpg

 

Navigator

Shows the hierarchy of every element on the page you are currently on. Here, you can visually interact with these elements. Learn more about the Navigator.

 

Preview

Toggles between the preview and design mode of the Designer, allowing you to see how your form will look when published.

 

Public_form_preview.jpg

 

Show / Hide the Controls Panel

When using the editor, the default view pins the controls panel to the left side of the screen. It’s useful for when you’re designing, but not so much when you want to preview how everything looks on the page. 

One way to collapse the panel is to click the arrow along the right edge of it: 

 

Public_form_Hide_the_Controls_Panel.gif

 

The Canvas

The major area in the Designer is the Canvas. It's where you can interact with the form in real-time. You can select elements, move them around, and edit content right on the page. Learn more about the Canvas.

 

The top bar

The top bar provides another set of view settings as well as some useful tools to edit temporary variables, actions, save changes and close this designer.

 

Page indicator

Shows which page you are currently on. 

Public_form_page_name.jpg

 

Share form button

Once you get your public form ready, click the "Share form" button to share this form to public access:

Public_form_share.jpg

 

 Create a shared link and copy the link, or download the QR code. You can also protect the shared link with a password. 

Public_form_shared.jpg

 

Embed this form on your site: Create an embed code to add on your web site.

Click "Disable shared link" to disable this link. You can also set the expiration date to automatically disable this link at the specified date.

 

Open form button

Click this button to open the shared link in a new window.

 

Breakpoints buttons

Located in the middle of the top bar, these icons allow you to switch between different breakpoints to see and edit the design of your form on these breakpoints.

 

Public_form_device.gif

 

Operations

  • Save: Click to save changes of this from.
  • Close: Click the close button to exit from the designer model.

 

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