Insites Docs Instance FormsForm BuilderCreating a Form

Creating a Form

Last updated on April 30, 2025.

Creating a form using the Form Builder involves the following steps:

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

  4. Fill out the forms on the following tabs:

    We've organized the documentation for creating a form based on these tabs to make learning easier. Please refer to the links above for detailed information about each tab's input requirements and descriptions.

  5. Select CREATE FORM.
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