Build a Form

Use the Form builder to organize questions and supporting content into ordered sections. You need owner or edit access to the containing Library folder and an authoring-enabled workspace with available storage. Existing Forms must be active to edit.

Create a Form

1. Open Library and enter the folder where the Form should live.
2. Open Create, select New Form, and enter a Form name.
3. Select Create Form. The editor opens with Section 1.
4. Set the section title and optional description. Use Form settings for the Form's name, cover, and appearance.

You can also import a compatible .form archive. The destination's permissions and workspace allowances still apply.

Add a field or supporting content

1. Select a section in the outline.
2. Select Add field or content.
3. Under Fields, choose Checkbox, Short text, Long text, Number, Date & time, Single choice, Multiple choice, or Upload. Under Content, choose Info text or Display image for supporting instructions.
4. Configure the label, help text, choices, limits, or content. New answer fields start as required; review that choice deliberately.
5. Finish any image operation, then select Done.
6. Wait for saving to finish and resolve any Form issues before testing Preview.

Select an item's preview, edit button, or Edit item menu action to change it later. These open an item dialog; typing into the builder's sample answer controls does not record a response.

Finish or cancel item changes

Item-dialog edits are held until Done succeeds. If you close a changed dialog, choose Save changes, Discard changes, or Keep editing. Cancel can also open this confirmation; it does not silently save edits.

Most new answer fields are added to the saved Form before their settings dialog opens. Canceling that new field must save its removal. Upload fields, Info text, and Display image are added when you finish the dialog.

If Done or cancellation fails, keep the dialog open, read the save error, and retry after resolving it. Closing the app does not reliably cancel a newly added field. After an interruption, inspect the Form for an unfinished field before adding another. Changed item content can be retained in Saved drafts.

Continue building

Use the Section menu to add sections and organize, duplicate, or move items. Choose Quiz mode only if you need automatic scoring.

Select Agent to ask for supported Form edits. Finish dialogs first. Agent updates clear session Undo history, and new answer fields still need review for required status, choices, and grading.

Forms update the current shared content when saved; there is no separate publish step. Review saving and conflicts before editing a Form that others use.

If creation or editing is unavailable, check folder permissions, workspace authoring access, storage, and whether the Form is archived.