Praxsuite

How to Create a Form

How to Create a Form

Learn how to create and configure forms in Praxsuite, connect them to tables, choose privacy settings, and build structured form layouts using components and advanced submission options.

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Create and Configure a Form

Forms let you collect structured information directly into Praxsuite Tables. This section shows how to create a Form from scratch, link it to a Table, and configure its layout and behavior using the Form builder.

Step-by-step

Step 1: Open the Create New Element menu

From Home, click the + button to open Create New Element.

Step 2: Select Form

In the element picker, choose Form.

Step 3: Complete the Create Form settings

In the Create Form window, configure the basics:

  • Name (required): give your form a clear name.

  • Description (optional): add context for internal users.

  • Privacy: choose who can access the form.

    • Public: accessible via a shareable link.

    • Private: restricted to authorized users.

    • Protected: available with an additional access layer (useful when you need tighter control than Public).

  • Multipage Form (optional): enable if your form needs multiple steps/pages.

  • Show Branding (optional): show Praxsuite branding on the form.

  • Associated Tables (required): select the Table where submissions will be stored.

When ready, click Create Element.

Step 4: Open the Form editor

After creation, the Form opens in the builder. You can switch between:

  • Edit Mode: build and configure the form.

  • View Mode: preview what end users will see.

Use Save All to save changes.

Building the Form layout with components

In the Form editor, open the Components panel. You can drag components into the form layout.

Typical component categories you’ll see:

  • Structure

    • Text: headings, instructions, rich text.

    • Image: logos, banners, visuals.

  • Input components

    • Text Box: text, emails, numbers (general-purpose field).

    • Phone: formatted phone input.

    • Rating: scoring with icons (stars/hearts/faces).

    • Tags: multi-select classification tags.

    • Boolean: true/false or yes/no toggle.

    • Date Picker: select a date.

    • Date Range: select start and end dates.

    • State: workflow state selection (Draft/Active/Archived style states).

  • Advanced / data components

    • File: upload documents, images, videos, attachments.

    • QR Scanner: scan QR codes using a device camera.

    • Table: select and link records from Tables.

    • Multi Record Box: a visual table-style component with custom columns.

Use these components to match the type of information you need to collect and keep submissions consistent.

Form configuration settings

In the Form settings tab (right panel), you can configure:

General

  • Form name and description

  • Submit button text

  • Form columns/layout (for example, number of columns available for placement)

  • Associated table selection (where submissions go)

Appearance

  • Background color

  • Font color

  • Panel/cards color

  • System/feature colors

  • Typography (font family and size)

These settings are useful when the form will be shared externally or used across teams.

Advanced (After Submission behavior)

You can configure what happens after a user submits the form:

  • Enable an After Submission Page

  • Customize the confirmation text (example: “Thank you for your submission!”)

  • Customize the button text (example: “Back to home”)

  • Add an optional redirect URL

  • Enable auto-redirect after a few seconds

This is especially useful for public forms where you want a clear confirmation and a clean next step.

Key reminders

  • Forms always store submissions in an Associated Table.

  • Use View Mode to validate the experience before sharing.

  • Choose Privacy based on who should access the form (Public, Private, or Protected).

  • Save changes using Save All.