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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. Hover over the form you want to add a record to.
  3. Click the "Add record" icon as it appears on the right of the row.
  4. In a pop-up, fill in all required fields.
  5. Click "Submit" when you are done.

Add record.png

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.

Naming a record

When naming a submitted record, the following rules are used:

  1. The non-empty value of the first occurring single-line field is used as the name of the record.
  2. In the absence of a single-line field, the first occurring non-empty multi-line field is used (all lines are concatenated to form a name).
  3. In the absence of both, the first occurring non-empty field value is used to name the record. 

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 click the record counter.
  3. Hover over the record you want to edit.
  4. Click at the right of the row and select  Edit.
  5. As the record editing pop-up appears, edit the required fields.
  6. Click "Submit" to save the changes.

Records.png

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 row to go to the records page for that form.
  3. Hover over the record you want to delete.
  4. Click at the right of the row and select   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. Find the form from which you want to convert records, and click the record counter (see the picture above).
  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".

Convert.png

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 the record counter 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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