Forms can only be used in Merge workflows. To build a form for your turnsheet, click Table in the turnsheet toolbar and select Form.
Fields
Fields are the places where your respondents fill in their responses when completing the form. Each field is connected to one of the columns in the table. When someone submits your form, a new row will be created in the table with the response to each field inserted in the relevant column, and a suite of documents will be generated from this row.
Fields are made up of 3 parts: question, description, and placeholder.
The question is the prompt that will be displayed to your user. By default, it will be the same as the column heading, but you can change it to make it easier for the user to understand. For example, if your column heading is "[Company Name]", you might change the question to "What is the company's name?".
Each field consists of three parts:
Question – The prompt shown to users.
Default: same as the column heading.
You can edit it to make it clearer.
Example: Column heading
[Company Name]→ Question: “What is the company’s name?”
Description (optional) – Additional guidance.
Example: “This should be the full legal name of the company.”
Placeholder (optional) – Example text displayed in the field.
Example: “Acme Limited”
To make a field required, turn on the toggle on the right side of the field. This ensures that the field is mandatory and the user cannot submit the form without filling in the required field.
Field types
Field types match column types and determine the input format.
To change a field type, open the Edit Column dialog.
Example: Setting the type to Date changes the input to a calendar picker.
Using the right field type helps users complete the form more easily and accurately.
Sections
Sections can make your form easier to read and complete. Each section creates a drop down section in the forms.
Click Add Section.
Name the new section.
To move questions into a section, at the top of a question, click the Drag handle.
Apply to Documents
Whether or not a column is applied to the documents when the form is submitted depends on the Apply to Documents toggle in the field's Edit Column dialog. This is true whether or not the field is hidden.
You can toggle this setting by pressing the settings icon in the right-hand corner of the field and opening the Edit Column dialog. This setting is the same as the underlying column's setting, and any changes made here will apply to the table as well (and vice versa).
Hide and reorder fields
If there are some fields users don't need to fill in, either because the field is automated or because it won't be applied to the documents, you hide the field from your form so users filling it out won't see it. (Note, however, that hiding a field does not determine whether or not it is applied to the documents when the form is submitted.)
To hide a field, drag and drop it into the columns panel to the left of the form. To unhide it, drag it back into the form.
You can also drag and drop fields within the form to reorder them.
Previewing and testing your form
To see how your form will look when it's active, you can toggle between Editing and Viewing modes in the form toolbar. In Viewing mode, you can input sample responses and check the document previews to quickly test your form.