Forms & Surveys
Build standalone forms and surveys: configure fields, control submissions (anonymous, single, unlisted), embed inside Learn Content, and export responses for follow-up.
10 articles
- Forms & Surveys ModuleUse Forms & Surveys to create forms, define the fields people fill in, review and process incoming responses, and export the results.
- How to create and manage formsCreate a form, add its fields, and edit, duplicate or delete it from Modules > Forms & Surveys > Forms List. Responses are reviewed in the Responses List.
- How to add and configure form fieldsAdd fields to a form from the Form Details page and set their name, description, type and whether they are required. Choice and Likert fields also need their options.
- How to configure close reasons for response statusesClose reasons are the options a reviewer picks when setting a response to Closed. When a form has close reasons, choosing one is mandatory to close a response.
- How to manage responses, status, and notesMove a response through its review statuses, pick a close reason when closing it, and keep internal notes. Status changes cannot be undone.
- How to export form responsesExport the responses of one form from the Dashboard, or the filtered Responses List, as an Excel file. You can also download a single response as a PDF.
- Reference: supported form field typesThe field types you can add to a form, as they appear in the Field type list, and the extra settings some of them need.
- How anonymous and single-submission forms workMake a form anonymous so responses are not shown with the respondent's name, or limit each user to one response. Both are checkboxes in the form settings and can be…
- How unlisted forms and form links workAn unlisted form is hidden from the list of forms people see in the platform, but can still be opened through its direct link. Every form has a direct link…
- How Learn Content-managed forms workA Learn Content-managed form is created by the Form block of a Learn Content and belongs to it. You can see it and manage its fields in Forms & Surveys,…