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General Form Settings

General settings are essential for customizing both the appearance and functionality of the form, ensuring that it is suited to the needs of the project and the user experience. These options allow you to define aspects such as the layout, access, visibility and behavior of the form.

Presentation​

The name and logo are the initial elements that users see when accessing the form. They help you quickly identify the purpose of the form and ensure brand consistency.

Click Search to include the logo image.

Availability​

This setting defines where and how the form will be available for responses.

The following options are available: WEB page or Application on mobile devices (Android and iOS). You can choose one of them or both.

You can also customize the display by clicking Personalizar exibição. In this feature, it is possible to customize some of the form's presentation features, such as:

  • Transparency;
  • Alignment (position);
  • Width;
  • Main color (text, buttons, etc.);
  • Background image (images of maximum 2048 x 2048 pixels).

Form Access​

Defines whether the form can be answered by anyone who has the link (public) or whether it can be answered only by authorized collaborators (private).

Important!
  • Be a collaborator with authorized access to the form, and;
  • Have Collect data permission;

Click Gerenciar acessos to manage form access. Learn more...

The header settings apply to both the WEB form and reports generated in PDF format.

Choose whether to display or not display the header and customize it using text. If the text field is not provided, the form name will be displayed as the header.

Question numbering​

This option allows you to configure how questions will be numbered for the user. The following options are available:

  • Hide (do not number);
  • Fixed;
  • Dynamics.

Reply again​

Here you can choose whether or not a "Reply Again" button will be displayed at the end of the form.

Choose between show and don't show.

Follow-up questions​

Follow-up questions are used to document actions and follow-ups after the form has been answered. They are management tools and are not displayed on the form for the common user, as only collaborators with specific permission can fill them out.

Choose to enable or not enable follow-up questions.

Exported attributes​

Exported attributes are fixed values ​​that will be added, during export to external systems, to each data collection from the form, with the purpose of identifying and aggregating these collections.

This functionality is useful for those users who want to identify and group data collections in their legacy systems. Include as many attributes (key and value) as needed by clicking Adicionar item.

See example at: Integration via REST API - Forms