Forms can be useful for many things - from collecting feedback on a new product launch, to gathering team preferences for office snacks, to building a list of emails for your next party invitation.

With Superhuman Docs forms, responses are automatically documented and stored in a table within a doc. This makes it easy to organize, analyze, and share the information you are collecting.

Once set up, a form can be shared by an external link so that anyone - even someone who is not signed up for Docs - can receive a form and provide their responses.

Create a form

To create a new form and responses table, type /form into the canvas or search for Form in the Insert panel and drag the Forms table into the doc.

You will be prompted to choose a Blank form or Connect to a pre-existing table - select a location based on where you would like for the responses to be stored.

Say you already have a table that you want to convert into a form. You can do just that! Hover over an existing table and click Options in the upper right, then select See all options from the menu. At the top of the right panel, you'll see a list of different display types. Click More (next to the Calendar view option) and select Form.
 

Customize a form

Customizing a form is the next step - it helps ensure you are collecting the right type of data for each question.

To start customizing the layout of your form, hover over your form, click on Options, and select Edit layout.

Form layout and appearance

While editing a layout, you can start with some basic visual customizations, including...

• Title, description, and cover image: In the upper-left of the layout edit view, you can add a title, add a description, and add a cover photo to your form.

• Hide or show columns: In the side panel, you can hide or unhide columns depending on what you want to appear in the form itself.

• Rearrange fields: Click on the dots to the left of a column to drag-and-drop columns and adjust the overall form layout. You can even put fields side-by-side.

Field details and settings

Click any field in the layout editor to edit the details for that field, including the column type and how the field appears in the form.

• Add questions or descriptions: Click directly on the column in the layout editor, and you will see the option to add a question and/or a description for that column. This is a good way to add additional context to a column without needing to change the column name. 
  • Questions - if added - will replace the column name in the form view.
  • Descriptions are shown alongside either the column name or the question.

• Edit column type and settings: When you click on a field in the layout editor, you will see column details open on the right. Here you can change the column type. Different column types will have some different settings in this panel.
• Edit visual style of column: Towards the bottom of the right panel, you'll also see a list of visual settings for the column, including label style and text alignment.

Data validation

When you select a field in the layout editor, you will see settings for that column in the right panel, including a Data validation section. Here you can set rules on individual fields to control what counts as a complete or valid response.

• Required fields: Select a column, then look for the toggle labeled Required in the right panel. When this is toggled on, a user must complete this field in order to submit the form.

• Validation: Add rules and parameters for any response (required or not) by providing a formula. The error message can help guide users who provide invalid answers.

Conditional logic

Build forms that adapt as they're filled out, showing only the fields that are relevant based on what someone selects. Instead of showing every question to every respondent, you can set fields to appear only when an earlier answer meets a condition you define.

To set up conditional logic in your form, follow these steps:

1. Open the layout editor. 
2. Select the column that the rule will be based on.
3. In the right panel, locate the Conditional logic section. Click Add rule.
4. Choose the specific value or state that should trigger this rule. Note that you can use the dropdown to change the criteria from "contains any of" to a variety of other statements, such as "does not contain" or "is empty."
5. Then use the Show dropdown to select which fields should show when the above criteria are met. You will then see the selected field(s) displayed in the form layout editor, with a Conditionally visible label.
   • Note: If a column is grayed out and not selectable, this is likely because this column is already conditionally visible from another rule.
6. You can then use the Add rule button to create additional rules as needed.

To delete a rule, simply click the trash icon near the top of the rule.

Submissions and confirmations

Customize what respondents see when they submit your form, and what happens afterward.

• Submit button: Customize your form's submit button - copy, icon, color, and size - so it fits your form's look and purpose, and matches the wording or language your audience expects. When in the layout editor, select the Submit button towards the bottom of the editor. This will open button settings in the right panel.

• Submit again: This setting is found at the bottom of the right panel while in the layout editor. Toggle this off to let responders submit only one response. When it's toggled on, responders can submit the form more than once.
• Superhuman branding: Toggle this off to remove the "Made with ❤️ using Superhuman Docs" line at the bottom of your form.
• Send responders their response: Turn this on to email each respondent a copy of their submitted answers. Note that responders need to be logged in to have their responses emailed to them.

FAQs

Related resources

• Share a form

• Column basics

• Sharing your doc

• Basics of Superhuman Docs formulas