Forms
Forms
Collect data from anyone without exposing your workspace.
What are forms?
Forms let you collect data from people outside your workspace. Each form is linked to a board: when someone submits a form, a new record is created in that board.
Use cases:
•Employee leave requests
•Customer intake forms
•Bug reports
•Service requests
•Event registrations
Creating a form
1
Open your board
Navigate to the board where you want submissions to land.
2
Go to Forms
Click the board menu and select "Forms".
3
Create form
Click "Create form". Choose which fields to include, set required fields, and customize the title and description.
4
Share the link
Each active form gets a public link. Anyone with the link can submit, no SAJEL account needed.
Form submissions create regular records in your board. You can use automations with the "Form submitted" trigger to act on new submissions automatically.
Form settings
Each form can be configured with:
•Title and description: shown at the top of the form
•Field selection: choose which board fields appear on the form
•Required fields: mark fields that must be filled out
•Success message: custom message shown after submission
•Active status: turn the form on or off
•Submission limit: optionally cap the total number of submissions