Getting Started with Formstack Forms

So, you’re ready to build your first Formstack form. 

We’re here to help! We’ve created this resource to help you and your team implement new processes as quickly as possible. Our Forms solutions uses a no-code, drag-and-drop builder so you can get your first form or workflow up and running in minutes. 

To begin, login to your Formstack Forms account and click "Create".

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Note: If you do not see this button you may not have permission to create forms. Please contact your account admin so he or she can adjust your permissions settings.

Next, you will have the option to name your form, add a URL, and select a form language. The form URL will automatically populate with the form name. You can edit any of our dozens of templates or choose to start with a blank form.

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Use Formstack’s drag-and-drop builder to pull fields from the menu on the left onto your form. Easily mark fields as required, add sections, conditional logic, and more! 

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Learn More: Check out these tips to build your forms even faster

Customize Your Form with a Theme

You can customize the look and feel of your form by adding your logo and brand colors.

To create your first theme, navigate to the Build tab on the form you’d like to customize. Select Style in the upper left hand corner. You can create a new theme by selecting the Create Theme button.

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In your new theme, start by giving your theme a name. You'll see Quick Styles at the top, which are easy, quick edits. Open up the Advanced Styles tab to unleash all the theme options you can customize.

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Once you’re happy with your Theme, it's time to save! Choose to Save, Save as New, or Save and Activate the theme. Save and Activate will save your new theme and set it as the Active theme on your Form.

One thing to keep in mind is that Themes only apply to forms that are hosted by Formstack. If you're embedding a form on your own website, it will include the styling you applied to your form via your custom Theme, but will not include styling outside of the form box and may be affected by the styling of the web page where you've embedded. In this case, you may need to alter the CSS on your Theme. You can do this in the Advanced Code Editor inside the Theme Builder.

 

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