Form builder and responses
How to create custom forms and view submitted responses.
The form builder lets you create custom forms for surveys, registrations, or any data collection need. Forms get a public URL where anyone can submit responses, and you manage everything from the admin panel.
What you will learn
- How to create a form
- How to add and configure fields
- How to view and export responses
Creating a form
- Go to Forms in the sidebar
- Click Create
- Enter a form title and slug
- Click Save
The form is accessible at /f/your-slug on your PM One domain.
Adding fields
- Open your form and go to the Fields tab
- Click Add field
- Choose the field type: text, email, textarea, select dropdown, checkbox, radio, or file upload
- Set the label, placeholder text, and whether the field is required
- For select/radio fields, add the available options
- Click Save
Reordering fields
Drag and drop fields to change the order they appear on the form.
Viewing responses
Go to the Responses tab to see all submissions. Each response shows the submitted data, timestamp, and status.
Status management
Update response status to track your workflow (new, reviewed, etc.). You can update individual responses or use bulk actions on selected items.
Exporting responses
Click Export to download all responses as a spreadsheet.
Deleting forms
Delete a form to take it offline. Deleted forms go to the trash for recovery.
Common questions
Q: Can I edit a form after receiving responses?
Yes. Adding or removing fields does not affect existing responses. Existing responses keep their original data.
Q: Is there a submission limit?
No limit on submissions per form.