Forms
Forms collects answers from people and puts them where you want them: a record, a file, a folder, a spreadsheet, a filled-in Word or PDF document, a signature request, an approval, or a script. You build a form in the browser. People fill it in on any device.
This section is the reference. The Knowledge Base has short task articles for the same features, at foldr.com/kb.
Who does what
Section titled “Who does what”A builder is someone who may create forms. In Settings > Scripting > Forms > Permissions an administrator gives people or groups Create forms, Create public forms and Invite external recipients to forms. See Settings.
A respondent fills a form in. A respondent can be a colleague who signs in, a person outside the organisation who has an emailed private link, or anyone with a public link, depending on how the builder shared it. See Access and deadlines.
An administrator approves the scripts a form may use, and can reassign or delete any form.
The parts of a form
Section titled “The parts of a form”| Part | What it is | Where to read |
|---|---|---|
| Pages and questions | What the respondent sees. | Building a form, Question types |
| Logic | Show, require, validate and compute. | Logic, Expressions |
| Data sources | Choices and actions that come from a script. | Data sources and lookups |
| Where responses go | A record, a file, a folder, a spreadsheet or a document template. | Outputs |
| On submit | Email, a script, a signature, an approval or a disclosure case. | Submit actions |
| Access | Public or named people, deadlines, reminders. | Access and deadlines |
| Stages | One response completed by different people in turn. | Stages |
| Approvals | A reviewer checks a response, and may fill in fields. | Approvals |
| Signing | A response sent for signature. | Signing |
| Languages | The same form in other languages. | Languages |
| Responses | Reading, exporting and following up. | Responses |
Licence and availability
Section titled “Licence and availability”Forms needs the forms feature.
- Foldr Cloud: included in the Business and Enterprise plans.
- Appliance: needs a licence that includes Forms (or the external portal).
Some parts need another feature as well: scripts (lookups and Run an automation) need MaSH, Send for signature needs Sign, Request approval needs Reviews, and Translate needs Grace and AI credits.
Availability is marked on each feature.
| Feature | Foldr Cloud | Appliance |
|---|---|---|
| Questions, logic, outputs, access, deadlines, languages | Now | 11.2 and later |
| Stages, variables and actions, document-template output, approver decision fields, Send for signature after approval, Who signs | Now | From 11.3 |
A form already published keeps working if the licence lapses: the fill page is not behind the licence check, but building and editing are.
What Forms does not do yet
Section titled “What Forms does not do yet”Taking a payment with a form is planned for later. It is not built, and nothing in this section describes it.
Related
Section titled “Related”- Forms, signing and reviews says how a form starts a MaSH script and what the script receives.
- Starting a disclosure case from a form (subject access, freedom of information and tenant information requests) is covered with Disclose. See foldr.com/kb and Submit actions.