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    Create your first form | Forms Help

    3 min read
    Last updated 4 days ago

    Building a form takes three steps: choose a source, configure fields, and publish. Here is the full walkthrough.

    Step 1: Create a new form

    From the dashboard, click New form. Give your form a name. This is internal only and never shown to respondents.

    Step 2: Choose a source

    Every Forms form is tied to a single source: either an Attio object (e.g. People, Companies) or a list (e.g. "Waitlist", "Inbound leads").

    • Object: each submission creates or updates a record on that object.
    • List: each submission creates a record and adds it as an entry to the list.

    Select your source from the dropdown. Forms fetches the schema immediately, including all attributes and their types.

    Step 3: Configure fields

    The builder shows every attribute on your chosen object or list. For each field you can:

    • Toggle visibility: show or hide it from the form entirely.
    • Set required: mark the field mandatory so respondents cannot skip it.
    • Edit the label: override the Attio attribute name with friendlier copy.
    • Add help text: shown below the field input to guide respondents.
    • Set a hidden default: pre-fill the field with a fixed value that is never shown (useful for UTM parameters, source tracking, etc.).

    Drag fields up and down to reorder them.

    Step 4: Preview

    Click Preview in the top-right to see exactly what respondents will see. Preview runs in your browser with full conditional logic active, so you can fill it out to test the experience.

    Step 5: Publish

    When you are happy with the form, click Publish. The form gets a unique URL in the format /f// and is immediately live. Copy the link from the share panel and send it anywhere.

    Plan limits: The number of forms you can create depends on your plan: Free (1 form), Starter (3 forms), Pro and Business (unlimited).

    What happens on submission

    1. Forms validates all fields server-side.
    2. For object sources: a new record is created, or an existing record is matched by email and updated.
    3. For list sources: a record is created and a list entry is added.
    4. The submission is recorded in the Forms dashboard with a timestamp and status.