Forms can only be used in Merge workflows. To build a form for your turnsheet, click Views in the turnsheet toolbar and select Form.

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?".

Descriptions (optional) can be used to provide additional guidance on how to respond to the field. For example, the description for the field above might be: "This should be the full legal name of the company."

Placeholders (optional) can be used to provide an example response. For example, the placeholder for the field above might be: "Acme Limited."

You can configure other settings by clicking the settings icon in the right-hand corner of the field to open the Edit Column dialog. This is the same dialog you can access from the table, and any changes made here apply to the table as well (and vice versa).

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.

You can change the field type by pressing the settings icon in the right-hand corner of the field and opening the Edit Column dialog. The field type is the same as the column type, and any changes made here will apply to the table as well (and vice versa). Changing the field type will change the response input. For example, setting the type to Date will change the input to a calendar.

Different field types help you capture different kinds of questions and help people complete your form more easily and correctly. For example, a Date field with a calendar is easier to fill than typing dates manually and ensures dates will always be entered in the correct format.

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).

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.

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.