Create a new workflow form

Admin users have the ability to create and manage workflow forms. By default, you can create up to 2 workflow forms at once. However, if you find that you need more, contact the Springy Sales Team to increase your limit. :)


Create a new form

  1. Go to Admin > Workflow Forms.
  2. Click on the Create New Form button. The Create New Form window will appear.
  3. Use the Form Name field to give your form a descriptive name. This is only displayed internally and not on the form's public page.
  4. Optionally, you can add a Form Description to provide additional details about this form. This is only displayed internally.
  5. In the Friendly URL field, give your form a unique URL slug. This will serve as the URL of the form's public page and can only contain letters, numbers, and dashes.
  6. In the Page Title field, enter a heading to display on the form's public page.
  7. In the Page Introductory Text box, you can provide optional information or instructions to display on the form's public page.
  8. In the Success Message box, you can customize the message that displays when a user successfully submits a workflow form.
  9. Click the Save button.

Options in the Create New Form window 


Customizing your new form

Once you've created your new form, you'll be taken to its Workflow Forms Setup page where you can customize the:

 

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