Forms

How it works

Forms collect structured input with validation. Define what is needed for the task before asking people to submit data.

Before you start

Define the purpose, field types, required fields, validation rules and who may submit or view responses. Avoid collecting personal or sensitive data unless the workspace has an approved need and retention policy.

What to do

1. Define the intended fields and validation rules using available controls.
2. Use only data needed for the workflow.
3. Review the form with a safe sample before using it.
4. Check submitted values before passing them to another action or exporting.

Verify the result

Validation checks structure, not factual truth or consent. Treat generated form content as a draft and review access and intended recipients.

If it does not work

When validation fails, check required values, field types, option identifiers and duplicate submissions. Test with non-sensitive sample data before sharing the form and inspect the exported structure before using responses in a workflow.