Build registration forms

Forms lets you build questionnaires for applicants requesting access through an invite link.

Create a form

1. Open Forms under Configuration and choose New Form.
2. Enter the required Form Name and a Description if needed. The description is shown to applicants.
3. Choose Add Field for each question.
4. Enter the field’s Label and choose its Field Type.
5. For text fields, add a Placeholder if a hint would help applicants. For choice fields, enter Options (one per line).
6. Select Required field for questions that applicants must answer.
7. Review the fields and choose Create Form. Cancel closes the builder without creating the form.

Field types

• Short Text and Long Text
• Email and Phone
• Number and Date
• Dropdown
• Radio (pick one)
• Checkboxes (pick many)

For Dropdown questions, press Enter between options so each option is on its own line.

Use and maintain forms

The Forms tab lists each form’s name, description, and fields. Required questions have an asterisk. Choose Edit on a form to open its builder. The Submissions tab is available to review received submissions.

To use a form during registration, open Invite Links, configure a link with Access Request enabled, and attach the form in the link’s Access Form step. Applicants using that link remain pending until an administrator approves them.