Meet your workspace
Discover the ins and outs of your Formaloo workspace. navigation, features, and customization options.
39 articles
What is a workspaceFormaloo workspace is where you can conduct surveys, collect data, analyze data, create custom CRM or dashboard and more.
Workspace control panelWorkspace control panel where to search formaloos, import new data from Excel or Google Sheets, upgrade plan and more profile settings.
Workspace planWorkspace plan is the Formaloo subscription that you are using.
Workspace settingsWorkspace settings is where you can view your plan, change your subdomain, and add your logo.You can also delete your workspace here.
How to search in your workspaceLearn how to quickly search for forms or apps in the Formaloo dashboard with this simple step-by-step guide. Find what you need in seconds.
How to create a new workspaceManage workspaces easily from the dashboard sidebar. Create separate workspaces for each team, with its own members, settings, and plan.
How to delete a workspaceManage your workspaces with ease and remove unnecessary ones quickly.
How to create or delete a folder in your workspaceLearn how to create and delete a folder in a workspace.
How to switch your workspaceHow to switch between workspaces to manage forms and team access.
Workspace guestsYou can share your Formaloos and folders with unlimited guest users who have view access only and cannot edit the Formaloos or their data.
How to add team members to the workspaceYou can add your team members and share access to your forms and folders.
How to share a formaloo in your workspaceWhen you share a form within your workspace, those you share it with will have access to it according to the permissions you set.
How to share a folder in your workspaceWhen you share a folder with certain people, they'll all have the same level of access to the Formaloos inside.
Profile settingsEdit workspace details, custom domain, add/invite team members, view billing & API keys - all under your profile picture.
How to add or edit folders in your dashboardOrganize your workspace. Add & Edit folders, change colors, and rename them.
FAQs
Find answers to frequently asked questions about managing Formaloo workspaces.
How to transfer a form/app to another account or workspaceUse the link to submit a request to move your project(s) to another workspace.
How many workspaces can I create?
I created a new workspace and its plan is Free. How can I upgrade its plan?
I forgot my password and can’t reset it, What to doIn case you forgot your password, send our team an email.
What to do if I don't receive a codeDidn't receive a verification code? send us an email.
Data accessible by your workspace ownerWorkspace policy and terms of service, Data access in different plans.
I've added a team member to my workspace, but the team member does not have access to the workspace. What should I do?Team member has no access to the workspace.
How to rename an app?Rename an app in editor mode
How many team members I can have in my workspaceFind available workspace seats on the workspace members page.
Do workspace team members have access to my formaloos and folders?Team members on your workspace don't have access to any formaloo/folder on your workspace unless the access is given.
I can not give access to my team membersHow to solve no access for guest user?
How many Google accounts can I connect to my workspaceEach account can connect to only one Google account.
How to customize the “Thank You” page after form submission in Formaloo
How to edit your pdf templates in formalooLearn how to access and edit your Formaloo PDF templates anytime after creation, plus how to fix extra text appearing in generated PDFs.
How to change your password in formalooLearn how to securely change your Formaloo account password in just a few steps through your profile settings.
How to let users upload multiple documents and images in a Formaloo formLearn how to let users upload multiple files, such as documents and images, through a single Formaloo form using multiple upload fields or one field with multi-file upload enabled.
How to embed a Formaloo form on your websiteDiscover how to embed a Formaloo form directly into your website so customers can fill and submit it without needing an app or leaving your page.
How to change the color of the progress bar in your Formaloo formLearn how to easily change the color of your form’s progress bar in Formaloo by customizing the color palette in the Design settings.
How to show the submit button on your formLearn how to fix the missing submit button on your Formaloo form. This quick guide shows you how to find and disable the “Hide submit button” option so users can…
How uploaded files appear in generated PDFsWhen respondents upload files to your form (images, documents, or any other file type), those files are also available in the generated PDF of each submission. This article explains how…
How to turn Dark Mode on or offLearn how to quickly switch between Dark Mode and Light Mode in Formaloo by clicking the theme toggle icon in the top navigation bar.
What are Form IDs and how to find and use themLearn what Form IDs are in Formaloo, how to find them in project settings, and how to use them to accurately search and connect forms.
How to reconnect a form to a project after it has been disconnectedLearn how to reconnect a form to a Formaloo project after disconnecting it by adding the form again as a data block.
How to change your profile information and detailsLearn how to update your profile information in Formaloo, including your name, phone number, and email, from the top navigation bar.