Publishing and sharing
A form does nothing until it is published. Publishing switches its link on; sharing is getting that link to the right people.
Publishing
Publish on a draft's row in the forms list. The status changes to
published, and the Link column gets a copy button.
Publishing locks the form's questions, so every submission stays tied to the
questions it answered. To change a question afterwards, use Back to draft,
which turns the link off until you publish again. See
Editing a published form.
Public or private
Set in the builder under Who can fill this form?, and shown in the Access column of the forms list.
| Access | Forms list says | Who can fill it | Link |
|---|---|---|---|
| Public | Public link | Anyone who has the link. No account needed | /f/<slug> |
| Private | Members only | Signed-in members of the workspace that owns the form | /fill/<formId> |
The <slug> in a public link is a long random code, not the form's title, so
nobody can guess a form's link or find one by trying names. Form pages are
also kept out of search engines.
Who counts as a member
A private form is for the people inside the workspace, so what "member" means depends on the workspace.
| Workspace owning the form | Who can fill its private forms |
|---|---|
| A team | Everyone on the team: owner, admins and members |
| A CivicPort community | The community's members and admins, signed in with their CivicPort accounts |
| A personal workspace | Only you |
Someone who opens a private form while signed out is asked to sign in, and comes back to the form afterwards.
Sharing the link
Three ways, all from a published form's row.
Copy the link
The copy button in the Link column. Paste it into an email, a newsletter, a website or a QR code. Hover over the button to see the link before copying.
Invite people by email
Invite sends the form's link to a list of addresses, one email each, with
the subject "Please fill out: (form title)".
- Paste the recipients, one per line. Either
Name <email>or a plain address works. Commas and semicolons also separate addresses. - If the form has prefilled links, choose whether to send the blank form or one of them. Everyone in the batch gets the same one.
- Press
Send. FormsUI reports how many of the emails went out.
Up to 50 addresses per send.
On a public form, each recipient's link carries their own email address, and their name if you gave one, so those are already filled in when they open it. On a private form the email tells them they will need to sign in first.
Make a prefilled link
Prefill makes a link with some answers already filled in, for sending to
one person or one group. See Prefilled links.
What the person filling it sees
| Part | Detail |
|---|---|
| The top | The form's title and description. A team with branding switched on adds its logo and colour |
| Name and email | On public forms. Optional, and filled in already if they arrived from an invite |
| Questions | All on one page, or one section per step with a progress bar and Back and Next |
| Their progress | Kept on their device as they type, so closing the tab does not lose it. Sensitive answers are the exception and are never kept |
After Submit | A thank-you page |
If the form is a draft or archived, the link shows "This form isn't available" instead.
Being told about submissions
Email me when this form is submitted, in the builder, is on for every new form.
| Setting | Detail |
|---|---|
| Notify | Up to 5 addresses, separated by commas. Leave it empty to email whoever created the form |
| What the email holds | A link to the submission, not the answers themselves |
| Daily limit | A form sends at most 100 of these emails a day, so a busy public form cannot bury your inbox. Submissions past the limit are still recorded; only the email is skipped |
You can change these settings on a published form without unpublishing it.
Taking a form down
| You want to | Do this | The link |
|---|---|---|
| Change its questions | Back to draft, edit, Publish | Off until published again |
| Stop using it for good | Archive. See Archiving | Off until restored |