In this article, we’ll cover the process of creating and managing a form view. Visit this support section to learn more about views in general.
Form view provides an easy solution for collecting information. Baserow forms are automatically built from your current table and provide you with the flexibility to customise fields, without creating a form from scratch.
When your recipients submit your forms, you can add fields and rules to automatically produce new rows. You can create a form view on any table on Baserow.
You may customise a form view by clicking the ellipsis next to it and making changes. To choose an action, click the ellipsis
••• at the top of any column:
To add a new form view:
All of your fields are automatically populated based on each field listed in your grid view.
Using the view switcher at the top-left of the table, you can easily switch between views you’ve created.
To delete a form view, click the view menu button (…) and then select ‘Delete view’ at the bottom of the dropdown menu that appears
After you’ve added your form view, you can organise the information you want to display in a variety of ways. You can alter how a field appears to the end user and also choose which fields will appear on your form and in what order.
To change the Submit button text, click on the pencil icon next to the ‘Submit’ button and add the text of your choice.
Formula, created on, last modified, lookup and file fields are incompatible with form view.
Adding a new field to your form is simple. All you have to do is select the required fields on the left sidebar to begin collecting information.
To add a new field, you can either select individual fields or click the ‘add all’ button.
You can add a newly created field that doesn’t currently exist in your table by clicking the ‘+ Create new field’ button that appears in the Fields sidebar.
To remove a field from the form, select the field to display the options the click on the ‘eye’ icon.
Click on the header section to add a title and description to your form.
For all the fields, you can also change the name as it will appear on the form and subtitle to something more descriptive of what the field is for and the information that it holds.
You can also make this field required by using the ‘Required?’ toggle.
After customising your form’s fields, you can further customise the look of your form. To add a logo, click on the ‘Add a logo’ option and upload the desired image.
To upload a cover image, click the grey area at the top of the form where it says ‘Add a cover image’ and then upload the chosen image.
The same can be followed when you want to remove the image or replace it with a new one. Select the fields and the appropriate images.
Click on a field and drag it using its drag handle to reorder the fields on your form.
To reorganise the form layout, select the field you want to remove and then use the
⠿ to move the order of the fields.
### Form conditions
Form conditions allow you to control what happens when specific data is entered in a particular field. Conditional logic can be used to hide and show form fields only if any of the criteria are met. It will show fields in a form based on the provided values for previous fields. Creating conditions for forms works the same as Baserow filters.
You may customize what happens once a form is submitted.
After a form has been submitted, you can customize the message that will be shown in the “Thank You” page by typing it in the ‘Show a message’ box. After users click a form’s ‘Submit button’, they will see a message you have customized.
To redirect a respondent to a specified URL after submission, enter the URL to the web page you want to redirect to in the URL field. The web browser will be redirected to the URL you specify, rather than defaulting to the default Thank You page.
Anyone, including Members, can share a form. To share the link with anyone when you’re done creating your form, click on ‘Share form’ at the top of the screen and proceed to create a private shareable link to the form.
After you create a private shareable link to the form, you will find the link settings in the ‘Share form’ pop-up of your form.
Copy and paste the link to easily share your forms with anyone!
If you want to restrict existing access to a form, you can refresh the URL. By selecting the refresh button next to the URL, you can generate a new form link. This disables the current form share link.
After refreshing, a new URL will be generated and it will not be possible to access the form via the old URL. Everyone that you have shared the URL with, won’t be able to access the form.
This keeps the share link active to respondents who have a password. Click the ‘Restrict access with a password’ toggle to switch it on or off. The public link will only be accessible after entering the password. This password will be saved encrypted. A minimum of 8 characters is required.
You can disable the link to stop accepting new form submissions. To stop sharing the form, click on the Share form button and then the ‘x disable shared link’ to turn off sharing immediately. This disables the form. If you later want to open the form again, simply create a private shareable link.
Whether you are capturing leads, collecting survey results, or registering people for an event, you can get responses directly into your table by using the form view in Baserow. With the pre-filling feature, you can use pre-fill parameters in the URL of the form to pre-fill specific fields making forms even more powerful.
To pre-fill a form,
Before you can share the link to your form, it is advisable that you preview the form. To preview a form, click on the ‘Preview’ button at the top of the screen to open directly to the page with your form in a new tab.
Alternatively, copy the private link by clicking the document icon and pasting it to your browser.
Form data that has been filled and submitted will instantly create a new record in your database.
All submissions entered via a form will appear at the bottom of the grid view, so long as their records are not hidden from view or sorted in a way that would limit what information shows up on submission.
If you’re looking for something else, please feel free to make recommendations or ask us questions in our online community —we’re ready to assist you!