Product Guide: Formstack Forms

This document walks you through a typical Formstack Forms end-to-end process and configuration, with supporting documentation in 5 sections:

1. Form Setup - building forms, styling a form, rules logic
2. Form Settings – dynamic prefill, Javascript snippets, repeating sections
3. Advanced Form Settings – redirects, sending error messages, validation
4. Integrations – linking a Forms for Salesforce form to other processes
5. Healthcare/HIPAA – best practices and resources

For orientation, the red circle highlights where this content focuses:

The below is intended to be a starting point and not an exhaustive list.

1. Form Setup
   1. Setup: 
      1. Getting Started
      2. Create New Form | Create with AI
      3. Legacy Workflows Form (This feature is only available on legacy plans)
         1. Supplement Legacy Workflows Resources
      4. Import form from another provider
      5. Moving, Merging and Copying between Accounts
      6. Licensing
         1. Account Limits
         2. Trial to Paid Account
      7. General
         1. 1. Troubleshooting and FAQs
   2. Permissions 
      1. FAQs
      2. Users Overview | User Groups
      3. Folders Overview
      4. Custom Domains | Subdomains, Aliases and User-Friendly URLs
   3. Building Your Form:
      1. Form Field Types
      2. Credit Card Field Type
      3. Conditional Logic | Tips | Sections | Add-Items | Date-Time Logic
      4. Undo an Action
      5. Add Image to Form
      6. Add Hyperlink to Form
      7. Multi-Page Forms | Multi-Page Validation
      8. Separate Values
   4. Styling & Themes:
      1. Themes Overview
      2. Add Logo
      3. Edit Header or Footer
      4. Delete a Theme
      5. Multi-Column Form
2. Form Settings
   1. Settings:
      1. General Settings
         1. Form Activation
         2. Changing Form Language
         3. Automatic Deactivation
      2. Emails & Actions
         1. Webhooks
         2. Submit Actions
         3. Notification Emails
         4. Send Notification Via Text
         5. Confirmation Emails
         6. Difference Between Notification and Confirmation Emails
         7. Notification and Confirmation Email Routing Logic
         8. Customize Email Subject Line
         9. Insert IP Address into Email
         10. (10)Private Email Server Settings (SMTP)
      3. Welcome & Submission Message
         1. Welcome & Submission Messages
         2. Send Form Data to Another URL
      4. Security
         1. Sensitive Data Help Guide | Security & Privacy
         2. Data Encryption
         3. Field Security
         4. PGP Email Encryption
         5. reCAPTCHA
         6. Password Protect Your Form | Using SSO to Password Protect a Form
      5. User Access
      6. Approvals
      7. Plugins
         1. Discount Codes
         2. Google Analytics
         3. Confirmation Page
         4. Add Formstack Site Tracking Code to your Website
   2. Conversion Kit (add-on feature)
      1. General Overview
      2. Campaign Tracking
      3. Partial Submissions
      4. Form Analytics
   3. Sharing
      1. Link and Embed
      2. Other Options
   4. Submissions
      1. Overview
      2. Search for Data in Submissions
      3. Create Reports
      4. Export Data | Scheduled Exports
      5. Metadata
      6. Turn Data Storage On/Off
      7. Using Charts
      8. Import Data from CSV
      9. Delete Submissions
   5. Form Extras
      1. Save & Resume
3. Advanced Form Settings
   1. Setup:
      1. Auto-Fill a Form Using the Form URL | Pre-Populate Form Fields
      2. Saved Fields
      3. Smart Lists
      4. Field Prefill (SSO)
   2. Building:
      1. Calculations | Date-Time Calculations
      2. Embed Content
      3. Scrollable Text
   3. Styling & Themes:
      1. Modify Submit Button | Hide Submit Button
      2. Add Images for Checkbox or Radio Buttons
      3. HTML Tags in Field Labels
      4. Change Form Width
      5. Add Table to Form
      6. Using Google Fonts
      7. CSS Resources
   4. Settings:
      1. Using Routing Logic to Display Different Submission Messages
      2. Custom Identifier
      3. Saved Lists
      4. Grant Prefill Mapping Access to Subaccounts
4. Integrations
   1. Formstack Documents
      1. This is the point at which a Formstack Form and Template (or Data Route) in Documents are linked together
      2. If using Suite/Workflows, could be mapped/integrated there, too
   2. Google Spreadsheets
      1. Google Sheets
      2. Commonly Returned Errors
      3. Clearing Errors
   3. Drive
      1. Setup Google Drive Integration with Forms
   4. OneDrive 
      1. Formstack Forms to OneDrive (requires Microsoft PowerAutomate license)
         1. Uploading Large Files
      2. Microsoft OneDrive
      3. Special Note on File Extensions (workaround)
   5. Dropbox
      1. Dropbox
      2. Commonly Returned Errors
   6. Stripe
      1. Stripe
      2. Commonly Returned Errors
      3. Subscription or One-Time Payments
   7. Authorize.net
      1. Authorize.net
      2. Commonly Returned Errors
   8. Mailchimp
      1. Mailchimp
   9. Smartsheet
      1. Smartsheet
   10. PayPal
       1. PayPal Pro Integration
       2. PayPal Pro Commonly Returned Errors
       3. PayPal WPS
       4. Optional WPS Fields
   11. Google Calendar
       1. Google Calendar
       2. Commonly Returned Errors
   12. Box
       1. Box
       2. Commonly Returned Errors
   13. Amazon S3
       1. Amazon S3
   14. HubSpot
       1. HubSpot Integration
       2. Transposing Checkbox Values
       3. Date of Birth Field
   15. PowerAutomate
       1. PowerAutomate with Forms
       2. Dropdown & Checkbox Instructions
       3. File Uploads
       4. Microsoft Dynamics
   16. Catchall for Other Integrations
       1. What is an Integration?
       2. Re-running Integrations
       3. Delay Integrations Until Payment Is Completed
       4. Multiple Integrations
       5. How Can I Bypass the 2GB Upload Limit?

    5. Healthcare / HIPAA (some of these features are add-ons)

1. 1. Healthcare / HIPAA Best Practices & Resources
   2. Healthcare Compatible Integrations
   3. SMTP for Healthcare Accounts

This guide was created in collaboration with the Formstack Partner Team. To learn more about our team, click here.