Subforms: The Game Changer

Subforms allow you to have multiple versions of the same web forms for different situations. You can show, hide and reorder fields in your subforms but still have all of the data contained in your master form.

Creating a Subform

To create a subform, first, navigate to your application, then select Web Forms from the left-hand menu. In the web form dashboard, find or create a form that will serve as your original, or master, form.

Creating a Subform

Once you have located your master form, select Create Subform from the arrow menu on the right.

Master Form

After creating your subform, you are now able to give it a name and description by clicking the top of the form. This will allow you to differentiate between forms so there is no confusion.

Below that section, you will find all of the fields and questions from your master form in their original order.  Next, choose whether to make these columns editable, read-only or hidden to the viewers of this subform.  Fields can also be reordered if needed by clicking and dragging the four-arrow ion on the left.

Master Form

You can preview your new subform at any time by clicking the orange Preview button in the upper right.

Subforms can be customized just like master forms. When you are ready to publish your subform, select Publish from the top navigation and activate it.

When you return to your web form dashboard, you will see your subform linked to its master.

SubformsSubforms in Analytics

All of the analytic functions for your subforms can be found under the Analytics tab of the master form since all of the data for subforms also flows into the master form. For more information on analytics, click here.

Subforms in Workflows

You can select subforms individually within any of your workflow automations. Just look for the subform name in the drop-down menu as shown below.


The Bigger Picture

With Subforms, you can make subforms adapt to any situation or use case that you may have. Once a master list is created, you can use questions in unique web forms so that you never have to manually recreate questions again. What are some use cases that this could be helpful with?


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