Meet your workspace
Discover the ins and outs of your Formaloo workspace. navigation, features, and customization options.
41 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.
- How to find, understand, and manage your 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 between workspaces and know which one you're inYour Formaloo account can give you access to multiple workspaces. Here's how to switch between them.
- How to add team members to your workspace (or invite them to join)Invite collaborators to your Formaloo workspace so they can access and work on your projects together. The number of seats you have depends on your plan, and you control what…
- Profile settingsEdit workspace details, custom domain, add/invite team members, view billing & API keys - all under your profile picture.
- How to move a project from one workspace to another in FormalooLearn how to move a project to another workspace in Formaloo without losing data, forms, or workflows, and keep your organization clean and structured.
- How to set a workspace timezoneSet a timezone for your workspace so all system-generated timestamps display correctly for your organization.
- How to see all your forms in one place in FormalooLearn how to see all your forms in one place in Formalo, without opening individual projects. This guide covers how to switch to the Forms view in a folder, manage…
FAQs
Find answers to frequently asked questions about managing Formaloo workspaces.
- 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.
- How to rename an app?Rename an app in editor mode
- 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.
- 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 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.
- How to publicly show Your submissions in FormalooLearn how to publicly show your submissions in Formaloo by publishing your app and sharing a public link. Step-by-step guide for easy submission sharing.
- How to redirect users back to the Form after submissionShow the form again after submission in Formaloo by redirecting users back to the form instead of the ending page. Learn how to enable multiple submissions easily.
- How to center the form title in FormalooLearn how to center your form title in Formaloo using either the Design tab’s built-in alignment option or a simple custom CSS snippet for full control and consistent layout.
- How can I make the layout 2 column?Learn how to create a two column layout in Formaloo forms by adjusting field widths. Use 1/2, 1/3, and 2/3 options to align fields on the same row.
- How to remove the cover photo and logo in FormalooLearn how to remove the cover photo and logo in Formaloo forms. Follow simple steps in the Form Editor to delete images instantly and customize your form layout.
- How to change the Back and Continue button text in FormalooLearn how to change the Back and Continue button labels in Formaloo forms. Customize global and field level button texts directly from the Form Editor.
- How to remove tables, column layouts, and collapsible blocksLearn how to delete tables, column layouts, and collapsible elements in Formaloo content fields, pages, emails, and PDF templates quickly and correctly.
- Is show hide logic available on free plans?Show hide logic is available on Formaloo’s Free plan and all paid plans. Learn how to use conditional logic in survey and classic forms.