Skip to content

Instance · Forms

Creating a Form

Last updated 2 November 2026

You build a form in the Form Builder, one tab at a time. Every form saves its submissions to a database table, so make sure the table exists before you start: create it under Data, or let Insites AI build the form and its table together (see Building a Form with AI).

  1. Navigate to Forms from the main menu.
  2. Select All Forms.
  3. Select CREATE FORM.

  4. Fill out the tabs:

    • Details: the form name, the database that stores submissions, where to send the visitor afterwards, and spam protection. The Fields, Form Code and Email Notifications tabs open once you choose a database.
    • Settings: how the form behaves.
    • Fields: the fields, form steps and validation rules.
    • Form Code: select GENERATE FORM CODE. You must generate the code before you can save the form.
    • Security: who may submit the form.
    • Email Notifications: autoresponders to the visitor and workflow emails to your team.
  5. Select CREATE FORM.

To put the form on a page, copy the snippets on its Form Code tab. See Managing Forms.