# OpenAI Help Center

> Search for answers or browse by topic

## English

### Getting started

- [What is Formaloo?](https://help.formaloo.com/en/articles/11321482-what-is-formaloo.md): No-code, data-driven platform to build powerful forms and surveys, create custom apps and portals, interactive dashboards, and more!
- [Keyboard shortcuts in Formaloo](https://help.formaloo.com/en/articles/15580533-keyboard-shortcuts-in-formaloo.md): A complete reference of every keyboard shortcut in Formaloo — organized by area so you can navigate, build, and manage your forms faster without touching the mouse.
- [What you can build with Formaloo](https://help.formaloo.com/en/articles/16199299-what-you-can-build-with-formaloo.md): A form is just the beginning. Discover what people actually build with Formaloo: intake flows, client portals, automated pipelines, and full operational workflows.
- [How to start building in Formaloo: from a template, with AI, or from scratch](https://help.formaloo.com/en/articles/16441365-how-to-start-building-in-formaloo-from-a-template-with-ai-or-from-scratch.md): Three ways to start building in Formaloo — from templates and AI to a blank canvas — and how to grow a form into an app, portal, or a full automated workflow.
- [Beyond the form: how to add data views, automations, and expand your form into a custom app or portal in Formaloo](https://help.formaloo.com/en/articles/16596571-beyond-the-form-how-to-add-data-views-automations-and-expand-your-form-into-a-custom-app-or-portal-in-formaloo.md): Once you have a form or a project in Formaloo, you can take it in any direction. Here's how to add pages, connect additional forms, set up automations, and share your project as an app or portal.
- [Create your first form, app, or portal in a flash](https://help.formaloo.com/en/articles/11321439-create-your-first-form-app-or-portal-in-a-flash.md): Set up your first project in Formaloo in no time, whether from scratch, or from a ready-to-use template.
- [Customize your form/app layout and design](https://help.formaloo.com/en/articles/11321512-customize-your-form-app-layout-and-design.md): Tailor your project layout, add and customize form fields, tweak the design, and organize pages to fit your needs.
- [Build personalized and time-saving flows with logic, automations, and AI](https://help.formaloo.com/en/articles/11321520-build-personalized-and-time-saving-flows-with-logic-automations-and-ai.md): Set up dynamic workflows with conditional logic, calculations, and automated emails, saving you time and effort.
- [Share your form or app with your team or audience](https://help.formaloo.com/en/articles/8141491-share-your-form-or-app-with-your-team-or-audience.md): Guide on how to share your work created with Formaloo; Public URLs, embeds, & website codes.
- [Collaborate with your team and your audience](https://help.formaloo.com/en/articles/8141494-collaborate-with-your-team-and-your-audience.md): Access management, Access levels, share the workspace with others, Read-only, Full access to responses + Edit & delete apps & forms and more
- [⭐ Need something custom-built? ⭐](https://help.formaloo.com/en/articles/11462512-need-something-custom-built.md): Your idea, built by experts – and delivered to your workspace.
- [🚀 Need some help kicking things off? Request a 1:1 session](https://help.formaloo.com/en/articles/14110719-need-some-help-kicking-things-off-request-a-1-1-session.md): Request a 1:1 onboarding, training, or Q&A session with the Formaloo team to get personalized guidance on your setup and move forward with clarity.

### Meet your workspace

- [What is a workspace](https://help.formaloo.com/en/articles/8141504-what-is-a-workspace.md): Formaloo workspace is where you can conduct surveys, collect data, analyze data, create custom CRM or dashboard and more.
- [Workspace control panel](https://help.formaloo.com/en/articles/8141508-workspace-control-panel.md): Workspace control panel where to search formaloos, import new data from Excel or Google Sheets, upgrade plan and more profile settings.
- [Workspace plan](https://help.formaloo.com/en/articles/8141533-workspace-plan.md): Workspace plan is the Formaloo subscription that you are using.
- [How to find, understand, and manage your Workspace settings](https://help.formaloo.com/en/articles/8141528-how-to-find-understand-and-manage-your-workspace-settings.md): Workspace 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 workspace](https://help.formaloo.com/en/articles/8141531-how-to-search-in-your-workspace.md): Learn 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 workspace](https://help.formaloo.com/en/articles/8141563-how-to-create-a-new-workspace.md): Manage workspaces easily from the dashboard sidebar. Create separate workspaces for each team, with its own members, settings, and plan.
- [How to delete a workspace](https://help.formaloo.com/en/articles/8141573-how-to-delete-a-workspace.md): Manage your workspaces with ease and remove unnecessary ones quickly.
- [How to create or delete a folder in your workspace](https://help.formaloo.com/en/articles/8166345-how-to-create-or-delete-a-folder-in-your-workspace.md): Learn how to create and delete a folder in a workspace.
- [How to switch between workspaces and know which one you're in](https://help.formaloo.com/en/articles/8141567-how-to-switch-between-workspaces-and-know-which-one-you-re-in.md): Your Formaloo account can give you access to multiple workspaces. Here's how to switch between them.
- [How to add team members to your workspace \(or invite them to join\)](https://help.formaloo.com/en/articles/8679698-how-to-add-team-members-to-your-workspace-or-invite-them-to-join.md): 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 each person can see.
- [Profile settings](https://help.formaloo.com/en/articles/8560428-profile-settings.md): Edit 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 Formaloo](https://help.formaloo.com/en/articles/13212363-how-to-move-a-project-from-one-workspace-to-another-in-formaloo.md): Learn 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 timezone](https://help.formaloo.com/en/articles/13819700-how-to-set-a-workspace-timezone.md): Set 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 Formaloo](https://help.formaloo.com/en/articles/15359259-how-to-see-all-your-forms-in-one-place-in-formaloo.md): Learn 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 your forms inline, and access eac...
- [How to find and delete unused forms with Workspace Cleanup](https://help.formaloo.com/en/articles/16011792-how-to-find-and-delete-unused-forms-with-workspace-cleanup.md)
- [How many workspaces can I create?](https://help.formaloo.com/en/articles/8162050-how-many-workspaces-can-i-create.md)
- [I created a new workspace and its plan is Free. How can I upgrade its plan?](https://help.formaloo.com/en/articles/8166880-i-created-a-new-workspace-and-its-plan-is-free-how-can-i-upgrade-its-plan.md)
- [I forgot my password and can’t reset it, What to do](https://help.formaloo.com/en/articles/8301050-i-forgot-my-password-and-can-t-reset-it-what-to-do.md): In case you forgot your password, send our team an email.
- [What to do if I don't receive a code](https://help.formaloo.com/en/articles/8301048-what-to-do-if-i-don-t-receive-a-code.md): Didn't receive a verification code? send us an email.
- [Data accessible by your workspace owner](https://help.formaloo.com/en/articles/8162357-data-accessible-by-your-workspace-owner.md): Workspace policy and terms of service, Data access in different plans.
- [How to rename an app?](https://help.formaloo.com/en/articles/9701116-how-to-rename-an-app.md): Rename an app in editor mode
- [Do workspace team members have access to my formaloos and folders?](https://help.formaloo.com/en/articles/8155803-do-workspace-team-members-have-access-to-my-formaloos-and-folders.md): 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 workspace](https://help.formaloo.com/en/articles/8298425-how-many-google-accounts-can-i-connect-to-my-workspace.md): Each account can connect to only one Google account.
- [How to customize the “Thank You” page after form submission in Formaloo](https://help.formaloo.com/en/articles/12980201-how-to-customize-the-thank-you-page-after-form-submission-in-formaloo.md)
- [How to edit your pdf templates in formaloo](https://help.formaloo.com/en/articles/12992075-how-to-edit-your-pdf-templates-in-formaloo.md): Learn 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 formaloo](https://help.formaloo.com/en/articles/12992119-how-to-change-your-password-in-formaloo.md): Learn 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 form](https://help.formaloo.com/en/articles/13040508-how-to-let-users-upload-multiple-documents-and-images-in-a-formaloo-form.md): Learn 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 website](https://help.formaloo.com/en/articles/13040589-how-to-embed-a-formaloo-form-on-your-website.md): Discover 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 form](https://help.formaloo.com/en/articles/13043392-how-to-change-the-color-of-the-progress-bar-in-your-formaloo-form.md): Learn 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 PDFs](https://help.formaloo.com/en/articles/13127088-how-uploaded-files-appear-in-generated-pdfs.md): When 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 they are sh...
- [How to turn Dark Mode on or off](https://help.formaloo.com/en/articles/13157974-how-to-turn-dark-mode-on-or-off.md): Learn 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 them](https://help.formaloo.com/en/articles/13158122-what-are-form-ids-and-how-to-find-and-use-them.md): Learn 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 disconnected](https://help.formaloo.com/en/articles/13158572-how-to-reconnect-a-form-to-a-project-after-it-has-been-disconnected.md): Learn 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 details](https://help.formaloo.com/en/articles/13158628-how-to-change-your-profile-information-and-details.md): Learn 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 Formaloo](https://help.formaloo.com/en/articles/13229001-how-to-publicly-show-your-submissions-in-formaloo.md): Learn 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 submission](https://help.formaloo.com/en/articles/13229290-how-to-redirect-users-back-to-the-form-after-submission.md): Show 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 Formaloo](https://help.formaloo.com/en/articles/13238337-how-to-center-the-form-title-in-formaloo.md): Learn 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?](https://help.formaloo.com/en/articles/13340995-how-can-i-make-the-layout-2-column.md): 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 Formaloo](https://help.formaloo.com/en/articles/13509377-how-to-remove-the-cover-photo-and-logo-in-formaloo.md): Learn 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 Formaloo](https://help.formaloo.com/en/articles/13509407-how-to-change-the-back-and-continue-button-text-in-formaloo.md): Learn 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 blocks](https://help.formaloo.com/en/articles/13569533-how-to-remove-tables-column-layouts-and-collapsible-blocks.md): Learn 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?](https://help.formaloo.com/en/articles/13751185-is-show-hide-logic-available-on-free-plans.md): 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.

### Forms and databases

- [All field types and supported names for contact import](https://help.formaloo.com/en/articles/13191866-all-field-types-and-supported-names-for-contact-import.md): See the complete list of field types and their names supported for importing contacts in Formaloo. Use this list to correctly format your pasted or uploaded contact data.
- [How to create a form](https://help.formaloo.com/en/articles/8141457-how-to-create-a-form.md): To create a form, build your form from scratch or select from over 200 free-form templates for a quicker start.
- [How to edit forms and form responses](https://help.formaloo.com/en/articles/8925749-how-to-edit-forms-and-form-responses.md): You can easily manage and customize both your forms and the responses you receive, keeping your data organized and up-to-date.
- [How to duplicate a form \(by duplicating a project it's connected to\)](https://help.formaloo.com/en/articles/8142170-how-to-duplicate-a-form-by-duplicating-a-project-it-s-connected-to.md): Duplicating forms and apps replicate form logic, single/multi-step, colors, initial design, & notification settings.
- [How to lookup the submitted data of another form](https://help.formaloo.com/en/articles/8266993-how-to-lookup-the-submitted-data-of-another-form.md): Create dynamic forms by retrieving submitted data from another form using the Lookup field.
- [How to connect forms with automatic data transfer](https://help.formaloo.com/en/articles/9026519-how-to-connect-forms-with-automatic-data-transfer.md): To link forms and databases, you can send data on form redirection, use look-up and linked row fields, or URL parameters to pre-fill forms.
- [How to add a new page to single-step \(classic\) form](https://help.formaloo.com/en/articles/9991740-how-to-add-a-new-page-to-single-step-classic-form.md): Learn how to easily add new pages to single-step forms in Formaloo with this step-by-step guide. Organize your form sections effortlessly!
- [How to reorder fields and shuffle options in your form](https://help.formaloo.com/en/articles/9991786-how-to-reorder-fields-and-shuffle-options-in-your-form.md): Learn how to reorder fields and shuffle fields or choice order in your Formaloo forms with this quick, step-by-step guide.
- [How to auto-save incomplete responses and let users resume later](https://help.formaloo.com/en/articles/8394056-how-to-auto-save-incomplete-responses-and-let-users-resume-later.md): Get any incomplete submissions saved as drafts, and let users save and resume filling out forms later with the 'auto-save responses' feature.
- [What are linked rows and how to use them](https://help.formaloo.com/en/articles/9685584-what-are-linked-rows-and-how-to-use-them.md): Linked rows in Formaloo connect related data across forms, streamlining workflows and enhancing data organization for better insights.
- [How to add Calendly to forms](https://help.formaloo.com/en/articles/9318728-how-to-add-calendly-to-forms.md): Add Calendly to your forms to allow your users to book a meeting with you.
- [How to limit availability with Formaloo's Reservation option](https://help.formaloo.com/en/articles/12041238-how-to-limit-availability-with-formaloo-s-reservation-option.md): Prevent overbooking, avoid overselling, and stay in control of your event registrations or product orders – with Formaloo's Reservation option for dropdown & single-choice fields.
- [What are Memory Forms?](https://help.formaloo.com/en/articles/12058826-what-are-memory-forms.md): No more retyping – store user data in a Profile, link all submissions to it, and auto-fill users' details from Profile across every form!
- [How to create a Memory Form that auto-fills user details](https://help.formaloo.com/en/articles/12042676-how-to-create-a-memory-form-that-auto-fills-user-details.md): Turn any form into a Memory Form and auto‑fill users' data from their Profiles – keep submissions quick, hassle-free, and consistent.
- [How to connect a form to your existing project, or create a new form in it](https://help.formaloo.com/en/articles/14847126-how-to-connect-a-form-to-your-existing-project-or-create-a-new-form-in-it.md): You can add as many forms to your projects, apps, and portals in Formaloo
- [How to add a contact info to your form](https://help.formaloo.com/en/articles/15013603-how-to-add-a-contact-info-to-your-form.md): Add a complete contact info to any form in one click. First name, last name, email address, and phone number, laid out neatly in two rows.
- [How to change a field type in your form](https://help.formaloo.com/en/articles/15110539-how-to-change-a-field-type-in-your-form.md): Learn how to change existing field types in Formaloo without deleting and recreating the field manually.
- [Form settings, and what you can customize there](https://help.formaloo.com/en/articles/8537397-form-settings-and-what-you-can-customize-there.md): Customize form settings. IP restriction, date, redirect URL, auto-save, timer, response limit, payment integration, and custom JavaScript.
- [How to mix one-question-at-a-time and multi-field pages in a form](https://help.formaloo.com/en/articles/14809892-how-to-mix-one-question-at-a-time-and-multi-field-pages-in-a-form.md): Keep your questions one-per-page while grouping some fields onto a single screen.
- [Why am I getting multiple submissions on my embedded form?](https://help.formaloo.com/en/articles/10470908-why-am-i-getting-multiple-submissions-on-my-embedded-form.md): Learn why embedded forms with auto-save might create multiple submissions, and how to manage it properly.
- [How to troubleshoot your custom SMTP settings](https://help.formaloo.com/en/articles/12892478-how-to-troubleshoot-your-custom-smtp-settings.md): Learn how to update your Custom SMTP settings and troubleshoot when the Update button is grayed out.
- [Can I localize my survey or form to French or another language?](https://help.formaloo.com/en/articles/12894030-can-i-localize-my-survey-or-form-to-french-or-another-language.md): Tips on localizing your surveys or forms and their content into other languages, and managing multiple language copies in Formaloo.
- [How to add images to your form](https://help.formaloo.com/en/articles/12995793-how-to-add-images-to-your-form.md): Learn all available ways to add images to your form, including cover images and per-page visuals, and how each option works in different layouts.
- [How to add a title or description to each page or section of your form](https://help.formaloo.com/en/articles/13014920-how-to-add-a-title-or-description-to-each-page-or-section-of-your-form.md): Learn how to add page or section titles, descriptions, and images to multi-page forms using Classic layout and Content or Section Divider fields.
- [Why does a custom placeholder apply to multiple fields at once?](https://help.formaloo.com/en/articles/13015879-why-does-a-custom-placeholder-apply-to-multiple-fields-at-once.md): Why adding a custom placeholder to one field also updates other fields of the same type in your form.
- [How to enhance and polish your forms' content with AI](https://help.formaloo.com/en/articles/12099051-how-to-enhance-and-polish-your-forms-content-with-ai.md): Polish, expand, and refine your forms with AI tools that save time, improve clarity, and help you collect complete, high‑quality data.
- [How to personalize ending pages and email notifications with AI](https://help.formaloo.com/en/articles/12099070-how-to-personalize-ending-pages-and-email-notifications-with-ai.md): Use AI to generate dynamic endings and personalized follow‑up emails so every respondent receives tailored results and next steps.
- [How to view your form responses](https://help.formaloo.com/en/articles/8147788-how-to-view-your-form-responses.md): View and analyze your Formaloo form responses in a table, chart, or Kanban format. Easily access submitted data and visualize your results.
- [How to showcase charts based on form responses](https://help.formaloo.com/en/articles/11061035-how-to-showcase-charts-based-on-form-responses.md): Learn how to showcase form responses with charts in Formaloo, including examples for each field type and chart view.
- [How to edit and delete responses](https://help.formaloo.com/en/articles/8147794-how-to-edit-and-delete-responses.md): Review and update your form submissions! Edit individual responses or delete them directly from the Formaloo response table.
- [How to delete a record](https://help.formaloo.com/en/articles/9718907-how-to-delete-a-record.md): Delete a row or one of your data on your table.
- [How to download form responses into Excel in Formaloo](https://help.formaloo.com/en/articles/8336705-how-to-download-form-responses-into-excel-in-formaloo.md): Learn how to export your Formaloo form responses to Excel, choose filtered or full exports, and handle large datasets directly from your project dashboard.
- [How to print your submissions or save them as PDFs](https://help.formaloo.com/en/articles/8402147-how-to-print-your-submissions-or-save-them-as-pdfs.md): Learn how to save your submissions as PDF files or print them, using either the default printable layout or your own customized PDF templates.
- [How to print or save a signed form or contract as a PDF](https://help.formaloo.com/en/articles/10057118-how-to-print-or-save-a-signed-form-or-contract-as-a-pdf.md): Learn how to print or save your contract signature form as a PDF in Formaloo, including the captured signatures and full response details.
- [How to see the number of views and submissions on your form](https://help.formaloo.com/en/articles/10766686-how-to-see-the-number-of-views-and-submissions-on-your-form.md): Learn how to view the number of views and submissions for your form using Charts & Insights in Formaloo.
- [How to sort and filter your submissions data](https://help.formaloo.com/en/articles/8494576-how-to-sort-and-filter-your-submissions-data.md): Organize your form responses with sorting and filtering, allowing you to focus on the submissions that matter most.
- [How to reset views and responses](https://help.formaloo.com/en/articles/8694808-how-to-reset-views-and-responses.md): Duplicate your form to reset views and responses and start fresh with ease.
- [How to go back to change a response](https://help.formaloo.com/en/articles/9587419-how-to-go-back-to-change-a-response.md): Use navigation arrows to go back and change responses on forms and surveys.
- [How to transfer data between two forms](https://help.formaloo.com/en/articles/8307303-how-to-transfer-data-between-two-forms.md): Set up and link Form1 and Form2, create hidden fields to capture data, and ensure matching field IDs.
- [How to add tracking code to your form](https://help.formaloo.com/en/articles/8489129-how-to-add-tracking-code-to-your-form.md): Go to Settings, and enable 'Show tracking code after form submission.' Each submission will generate a unique code for tracking.
- [How to limit the total number of submissions your form accepts \(Max responses\)](https://help.formaloo.com/en/articles/15563096-how-to-limit-the-total-number-of-submissions-your-form-accepts-max-responses.md): Automatically stop accepting new submissions once your form reaches a specific number of responses. Ideal for registrations, bookings, applications, pre-orders, and any workflow with limited capacity.
- [How to limit submissions and prevent duplicate or irrelevant responses in your forms](https://help.formaloo.com/en/articles/8484814-how-to-limit-submissions-and-prevent-duplicate-or-irrelevant-responses-in-your-forms.md): Learn the different ways to control who can submit your form, prevent duplicate responses, verify respondents, and limit the total number of submissions.
- [I can’t see my form responses- what to do?](https://help.formaloo.com/en/articles/8298412-i-can-t-see-my-form-responses-what-to-do.md): Your form is most likely under review. It's standard procedure and should be resolved within 24 hours.
- [How to duplicate a form with its responses](https://help.formaloo.com/en/articles/8464763-how-to-duplicate-a-form-with-its-responses.md): Export your form's data, create a new form with old data using import, then edit the original form for new submissions.
- [How do I add SEO metadata to your form with a custom domain](https://help.formaloo.com/en/articles/8755959-how-do-i-add-seo-metadata-to-your-form-with-a-custom-domain.md): Add SEO metadata: Generated from the form's title, logo, and description on a custom domain.
- [How to set a favicon on your forms and surveys](https://help.formaloo.com/en/articles/9134081-how-to-set-a-favicon-on-your-forms-and-surveys.md): Add favicons to your forms. Boost brand and user experience with a tiny logo.
- [Will my form title and favicon change when I set up a custom domain?](https://help.formaloo.com/en/articles/8163696-will-my-form-title-and-favicon-change-when-i-set-up-a-custom-domain.md): Form/app title and favicon change to match. Favicon adopts the form's logo. Hide form photo with Custom CSS.
- [Make your forms and surveys stand out with Meta images](https://help.formaloo.com/en/articles/9134183-make-your-forms-and-surveys-stand-out-with-meta-images.md): Stand out in search & social media! Craft perfect meta images for Formaloo forms & surveys. Size tips & design best practices inside.
- [How to send and receive email notifications](https://help.formaloo.com/en/articles/8147752-how-to-send-and-receive-email-notifications.md): Set up automatic email notifications to keep both your submitters and team informed about form submissions in real-time.
- [How to send and receive conditional email notifications](https://help.formaloo.com/en/articles/9973252-how-to-send-and-receive-conditional-email-notifications.md): Set up conditional email notifications, automating personalized follow-ups based on form responses with ease.
- [How to create and send custom email templates](https://help.formaloo.com/en/articles/8147758-how-to-create-and-send-custom-email-templates.md): Create branded, dynamic emails using your forms' data – for team notifications, respondent confirmations, or tailored follow-ups.
- [How to dynamically pull form data into custom emails, PDFs, and AI prompts \(supported variables for answer-piping\)](https://help.formaloo.com/en/articles/8318195-how-to-dynamically-pull-form-data-into-custom-emails-pdfs-and-ai-prompts-supported-variables-for-answer-piping.md): Learn how you can use form data, responses, and variable values to personalize your custom emails, generate tailored PDFs, and power AI-generated messages.
- [How to send an email campaign and collect data with AI agents in Formaloo](https://help.formaloo.com/en/articles/15189594-how-to-send-an-email-campaign-and-collect-data-with-ai-agents-in-formaloo.md): Send emails directly from Formaloo, connect an AI agent to handle replies, and watch your form fill itself. No manual follow-up, no scattered inboxes, just structured data, automatically collected.
- [How to set up custom SMTP for your custom emails](https://help.formaloo.com/en/articles/8147763-how-to-set-up-custom-smtp-for-your-custom-emails.md): Configure custom SMTP to send personalized emails from your address, enhancing brand consistency and deliverability.
- [Verify your email address](https://help.formaloo.com/en/articles/8142350-verify-your-email-address.md): Verify email address when signing up
- [How to email a signed form or contract as a PDF](https://help.formaloo.com/en/articles/10057156-how-to-email-a-signed-form-or-contract-as-a-pdf.md): Learn how to automatically email a PDF copy of the signed form to respondents or your team.
- [The email in the "forward to" section is not saved](https://help.formaloo.com/en/articles/8162925-the-email-in-the-forward-to-section-is-not-saved.md): To save an email in "forward to", add a space after the address and save your formaloo.
- [How can I add multiple SMTP settings?](https://help.formaloo.com/en/articles/8190085-how-can-i-add-multiple-smtp-settings.md): Set up one SMTP setting per account. To add more, request new workspace ownership for each setting from support.
- [How to add your logo to email templates](https://help.formaloo.com/en/articles/8756673-how-to-add-your-logo-to-email-templates.md): Add your logo and personalize the emails your users or team receive after a form submission.
- [How to get email notifications only when a product is selected in your form](https://help.formaloo.com/en/articles/12900955-how-to-get-email-notifications-only-when-a-product-is-selected-in-your-form.md): Learn how to get email notifications only when at least one product field on your form had a selected quantity.
- [How to send email notifications that include only selected products or answered fields](https://help.formaloo.com/en/articles/12901618-how-to-send-email-notifications-that-include-only-selected-products-or-answered-fields.md): Learn how to include submission copies in email notifications that show only the fields users filled in, without blanks for unanswered fields.
- [What is logic in Formaloo](https://help.formaloo.com/en/articles/8167006-what-is-logic-in-formaloo.md): Customize your app and form behavior using conditional logic, logic jumps, and criteria-based actions to create personalized workflows.
- [How to add basic conditional logic](https://help.formaloo.com/en/articles/8147773-how-to-add-basic-conditional-logic.md): Learn how to show or hide fields, skip pages, and personalize your form flow based on user answers using basic conditional logic.
- [How to add advanced logic to your form](https://help.formaloo.com/en/articles/8147776-how-to-add-advanced-logic-to-your-form.md): Use Advanced Logic for complex logic. For clarity, you can adjust conditions and add rules.
- [What is the logic map?](https://help.formaloo.com/en/articles/10511719-what-is-the-logic-map.md): A quick guide to understanding logic maps and how they help visualize your form’s flow and conditions.
- [What is "On Update" logic and how it works](https://help.formaloo.com/en/articles/10750314-what-is-on-update-logic-and-how-it-works.md): "On Update" trigger, allows you to automate actions when a response is updated—not just when it's submitted.
- [What is "On Submit" logic and how it works](https://help.formaloo.com/en/articles/11325559-what-is-on-submit-logic-and-how-it-works.md): "On Submit" trigger, allows you to automate actions when a response is submitted.
- [How to update records across forms using logic in Formaloo](https://help.formaloo.com/en/articles/13608487-how-to-update-records-across-forms-using-logic-in-formaloo.md): Learn how to use update record logic in Formaloo to update existing records across connected forms and build powerful multi-form workflows.
- [How to build form logic from plain English and understand existing logic with Magic Logic](https://help.formaloo.com/en/articles/15819061-how-to-build-form-logic-from-plain-english-and-understand-existing-logic-with-magic-logic.md): Build form logic in Formaloo fast and easy, describe it in plain text and let Magic Logic create show/hide rules, scoring, and routing instantly.
- [How to score a quiz automatically in Formaloo](https://help.formaloo.com/en/articles/16294429-how-to-score-a-quiz-automatically-in-formaloo.md): Learn how to score a quiz automatically in Formaloo. Assign points to each answer and get a ready-to-use score, no logic rules required.
- [How to add and calculate scores using variable fields](https://help.formaloo.com/en/articles/9638705-how-to-add-and-calculate-scores-using-variable-fields.md): You can assign scores to each question and calculate the total score, it can be displayed on the success page after the quiz is submitted.
- [How to auto-grade your quizzes](https://help.formaloo.com/en/articles/9638769-how-to-auto-grade-your-quizzes.md): Create auto-graded quizzes by adding a variable, assigning points with logic, and showing the score using answer piping on the success page.
- [How to calculate multiple scores using variable fields](https://help.formaloo.com/en/articles/8147780-how-to-calculate-multiple-scores-using-variable-fields.md): Learn how to calculate multiple scores, compare them, and display results dynamically using variable fields and logic.
- [How to sum multiple score fields \(0-10\) to get a total score](https://help.formaloo.com/en/articles/8958143-how-to-sum-multiple-score-fields-0-10-to-get-a-total-score.md): Learn how to calculate the total score by summing multiple score fields and display the result using answer piping.
- [How to calculate the additional price in your order form](https://help.formaloo.com/en/articles/8489213-how-to-calculate-the-additional-price-in-your-order-form.md): Calculate product prices, and extra costs like packaging or gift wrapping, and display the total amount before users proceed to payment.
- [How to calculate an estimated quote price with variables and logic](https://help.formaloo.com/en/articles/8478529-how-to-calculate-an-estimated-quote-price-with-variables-and-logic.md): Build a dynamic quote form where the total estimated price is calculated in real-time using logic based on user responses.
- [How to use show/hide logic in classic forms](https://help.formaloo.com/en/articles/8147769-how-to-use-show-hide-logic-in-classic-forms.md): Learn how to add show/hide logic to your single-step form to display fields dynamically based on user selections.
- [How to Add "Go To" Logic in One-Question-at-a-Time Forms](https://help.formaloo.com/en/articles/8147766-how-to-add-go-to-logic-in-one-question-at-a-time-forms.md): Learn how to use 'Go To' logic in Formaloo’s one-question-at-a-time forms to skip or show questions based on answers.
- [How jump logic works with multi-choice questions](https://help.formaloo.com/en/articles/8330314-how-jump-logic-works-with-multi-choice-questions.md): Use multi-choice logic in Formaloo to show or hide form questions based on user answers, using AND/OR conditions.
- [How to Show/Hide multiple fields based on previous answers](https://help.formaloo.com/en/articles/8469038-how-to-show-hide-multiple-fields-based-on-previous-answers.md): Use logic settings to show fields based on options chosen. For each option, add relevant fields to display.
- [How to Show Different Videos Based on Users’ Answers](https://help.formaloo.com/en/articles/8460088-how-to-show-different-videos-based-on-users-answers.md): Learn how to display different videos based on users’ selections using dropdown questions and conditional logic.
- [How to skip a page or section in classic forms using logic in formaloo](https://help.formaloo.com/en/articles/12952538-how-to-skip-a-page-or-section-in-classic-forms-using-logic-in-formaloo.md): Learn how to skip entire pages or sections in your multi-page Formaloo form using show and hide logic. Ideal for appointment forms, surveys, applications, and onboarding flows.
- [How to set up conditional redirection based on responses](https://help.formaloo.com/en/articles/8343680-how-to-set-up-conditional-redirection-based-on-responses.md): Redirect form submitters to different URLs based on their responses using logic.
- [How to redirect users to relevant product fields based on their answers](https://help.formaloo.com/en/articles/8464954-how-to-redirect-users-to-relevant-product-fields-based-on-their-answers.md): Learn how to redirect users to specific product fields based on their answers in your form using conditional logic.
- [How to prevent payment redirection issues in your form submission setup](https://help.formaloo.com/en/articles/8344195-how-to-prevent-payment-redirection-issues-in-your-form-submission-setup.md): Ensure only one field submits. Add final price section. Change "Submit form" logic to jump to last content field for redirection to payment.
- [How to set up multiple ending pages with redirect logic](https://help.formaloo.com/en/articles/8147781-how-to-set-up-multiple-ending-pages-with-redirect-logic.md): Show different ending pages based on user answers. Use logic to redirect each user to the most relevant result.
- [How to redirect users to an external page based on a selected answer \(hard-stop question\)](https://help.formaloo.com/en/articles/13620250-how-to-redirect-users-to-an-external-page-based-on-a-selected-answer-hard-stop-question.md): Set up a “hard stop” in your form: when a respondent selects a specific answer, the form submits immediately and redirects them to a chosen external webpage \(or ending page\) – without continuing to...
- [What are variables, why and how to use them](https://help.formaloo.com/en/articles/8355979-what-are-variables-why-and-how-to-use-them.md): Learn how variables work in forms and how they can help you dynamically calculate and personalize user input.
- [How to use a variable with a formula](https://help.formaloo.com/en/articles/8537068-how-to-use-a-variable-with-a-formula.md): Use formula variables to perform calculations automatically, whether for an area calculator, a donation form, quiz scoring, or a BMI test.
- [How to calculate percentages in a formula variable](https://help.formaloo.com/en/articles/8510439-how-to-calculate-percentages-in-a-formula-variable.md): Dynamically calculate percentages using formula variables for grading quizzes, analyzing survey results, calculating ROI, and more!
- [How to create a personality quiz with tailored ending pages](https://help.formaloo.com/en/articles/8505582-how-to-create-a-personality-quiz-with-tailored-ending-pages.md): Easy guide on how to create a personality quiz using logic & calculations.
- [How to create a BMI calculator using variables and logic](https://help.formaloo.com/en/articles/10502073-how-to-create-a-bmi-calculator-using-variables-and-logic.md): Create a Body Mass Index calculator using variables and logic – calculate and display the BMI value based on user input in your form
- [Visualize your form's flow and troubleshoot logic with the logic map](https://help.formaloo.com/en/articles/10501985-visualize-your-form-s-flow-and-troubleshoot-logic-with-the-logic-map.md): Explore how the logic map can be used to visualize and optimize your form flows, and make logic troubleshooting easier!
- [Debug conditional logic and see why it’s not working as expected](https://help.formaloo.com/en/articles/8330398-debug-conditional-logic-and-see-why-it-s-not-working-as-expected.md): Show/hide logic auto-manages visibility for next questions. Use conditions for each desired show action.
- [Why is the calculated price rounded up](https://help.formaloo.com/en/articles/8340224-why-is-the-calculated-price-rounded-up.md): Variables lacking decimal support round up final prices. Opt for decimal-compatible variable types for accurate pricing.
- [How to use logic & calculation basics in Formaloo](https://help.formaloo.com/en/articles/8167289-how-to-use-logic-calculation-basics-in-formaloo.md): Understanding logic basics: simple edits, advanced for complex cross-field and multi-conditional rules.
- [Why some of the users can't submit my form?](https://help.formaloo.com/en/articles/8401814-why-some-of-the-users-can-t-submit-my-form.md): Users unable to submit forms likely due to incorrect logic settings. Review each question's logic for accuracy to resolve submission issues.
- [How to create an order form with online payment](https://help.formaloo.com/en/articles/8707867-how-to-create-an-order-form-with-online-payment.md): Add products and extras to your form, let Formaloo calculate the total automatically, and connect Stripe, PayPal, RazorPay or Square to send respondents straight to checkout on submission.
- [How to set a fixed payment amount on your form](https://help.formaloo.com/en/articles/8925484-how-to-set-a-fixed-payment-amount-on-your-form.md): Enable "Form with payment" and set a fixed amount in settings. Easy way to collect payments.
- [How to showcase and sell products on your form using the Product field](https://help.formaloo.com/en/articles/8723584-how-to-showcase-and-sell-products-on-your-form-using-the-product-field.md): The product field lets you display products with images, pricing, and a built-in cart directly on your form. Connect a payment gateway to send respondents to checkout, or use the price total in any...
- [How to create a subscription-based payment on your form](https://help.formaloo.com/en/articles/8312766-how-to-create-a-subscription-based-payment-on-your-form.md): Create recurring payments with Stripe. Set a Stripe product, connect it to Formaloo. Add a product field with the subscription ID to form.
- [How to add a currency to the product field](https://help.formaloo.com/en/articles/8330393-how-to-add-a-currency-to-the-product-field.md): Learn how to add a currency to the product field in your form settings. Enable payment features and select your desired currency easily.
- [Supported currencies on Formaloo](https://help.formaloo.com/en/articles/8330006-supported-currencies-on-formaloo.md): Learn about supported currencies on Formaloo and how to select them for payments.
- [How to create a new payment method](https://help.formaloo.com/en/articles/8307656-how-to-create-a-new-payment-method.md): Connect payment gateways to Formaloo. Go to profile settings, and create a payment method. Then enable payments in your form settings.
- [How many payment methods I can add to my form](https://help.formaloo.com/en/articles/8298427-how-many-payment-methods-i-can-add-to-my-form.md): You can add unlimited payment methods to your form.
- [How to connect Stripe to Formaloo](https://help.formaloo.com/en/articles/8307689-how-to-connect-stripe-to-formaloo.md): Connect your Stripe account in 3 steps: create a payment method, enter your keys, and link it to your form.
- [How to connect PayPal to Formaloo](https://help.formaloo.com/en/articles/8307718-how-to-connect-paypal-to-formaloo.md): Get your PayPal API keys and connect them to Formaloo for secure transactions within your forms.
- [How to connect RazorPay to Formaloo](https://help.formaloo.com/en/articles/8312741-how-to-connect-razorpay-to-formaloo.md): Connect your RazorPay account to Formaloo for secure transactions within your forms \(Indian businesses only\).
- [How to customize the page users see after completing a payment on your form](https://help.formaloo.com/en/articles/15304618-how-to-customize-the-page-users-see-after-completing-a-payment-on-your-form.md): Choose where respondents land after completing a payment in your Formaloo payment form. Redirect users to a confirmation page, your website, helpful resources, or any other URL after checkout.
- [How to add URL parameters to the embedded form](https://help.formaloo.com/en/articles/8575341-how-to-add-url-parameters-to-the-embedded-form.md): Populate your forms, add URL parameters to the embedded and shared forms.
- [How to track where your form submissions come from](https://help.formaloo.com/en/articles/12745844-how-to-track-where-your-form-submissions-come-from.md): Track where submissions come from by checking the referred address, or by using personalized links with URL parameters.
- [How to translate or customize the text of the buttons in your form](https://help.formaloo.com/en/articles/8317796-how-to-translate-or-customize-the-text-of-the-buttons-in-your-form.md): Customize the text of buttons like Start, Next, Continue, and Submit to match your preferred language or tone.
- [How to translate the Yes / No field](https://help.formaloo.com/en/articles/8340363-how-to-translate-the-yes-no-field.md): Easily write your options in a single-choice field in your lingo.
- [Form editor and field types](https://help.formaloo.com/en/articles/8147736-form-editor-and-field-types.md): Learn about form editor and its various fields and features in detail for seamless data collection.
- [How to customize text field and long text field](https://help.formaloo.com/en/articles/8861321-how-to-customize-text-field-and-long-text-field.md): These simple fields help you capture short and lengthy responses, ensuring you get all the information you need.
- [How to customize the content field](https://help.formaloo.com/en/articles/8866008-how-to-customize-the-content-field.md): This field allows you to write rich content, including text, images, links, and even code snippets.
- [How to enable multiple file Uploads in your form](https://help.formaloo.com/en/articles/8671123-how-to-enable-multiple-file-uploads-in-your-form.md): Enable multiple file uploads in forms. Add "Upload" field and allow multiple files in settings.
- [How to apply OTP verification in your form](https://help.formaloo.com/en/articles/8638459-how-to-apply-otp-verification-in-your-form.md): OTP \(One-Time Password\) verification is an effective way to protect your forms from unauthorized submissions.
- [How to add a signature field to your forms](https://help.formaloo.com/en/articles/8519410-how-to-add-a-signature-field-to-your-forms.md): Learn how to collect fast, secure digital signatures in any Formaloo form with draw or type options on any device.
- [How to add min and max selectable options in multiple-choice questions](https://help.formaloo.com/en/articles/8340325-how-to-add-min-and-max-selectable-options-in-multiple-choice-questions.md): Control how many options your respondents must select in a multiple-choice field – from a minimum requirement to a maximum cap.
- [File upload limitation](https://help.formaloo.com/en/articles/8340389-file-upload-limitation.md): Set file upload limits in your form editor. Formaloo accepts files up to 100MB.
- [How to use the score 0-10 field](https://help.formaloo.com/en/articles/8723407-how-to-use-the-score-0-10-field.md): Rate score from \(0-10\) for surveys, quizzes & NPS. Customize scale labels & set min/max scores.
- [How to show a logo on top of each page in multi-step forms](https://help.formaloo.com/en/articles/8330309-how-to-show-a-logo-on-top-of-each-page-in-multi-step-forms.md): Display your logo on every page of multi-step forms by adding it as a background or using a 'Content' field in single-step forms.
- [How to set the limitation of text field characters](https://help.formaloo.com/en/articles/8340295-how-to-set-the-limitation-of-text-field-characters.md): Set character limits easily for text fields by adjusting maximum and minimum character counts from the right-side menu.
- [How to add 'Other option' to our questions](https://help.formaloo.com/en/articles/8340301-how-to-add-other-option-to-our-questions.md): Give users more choices! Enable 'Other' option so users can write their answers.
- [How to add a video field to your form](https://help.formaloo.com/en/articles/8723560-how-to-add-a-video-field-to-your-form.md): Add videos to forms for context or instructions. Supports YouTube, Vimeo links. Embed if website allows OEmbed.
- [How to change the file size description on a form](https://help.formaloo.com/en/articles/8438939-how-to-change-the-file-size-description-on-a-form.md): Customize upload file size description on forms for clarity.
- [How to define a dynamic selectable date range in a Date field](https://help.formaloo.com/en/articles/8638217-how-to-define-a-dynamic-selectable-date-range-in-a-date-field.md): Control which dates users can select in Date fields by setting dynamic ranges relative to today – perfect for booking forms, age restrictions, date of birth fields, and limiting selections to past ...
- [How to define a selectable date range in the date field](https://help.formaloo.com/en/articles/8632100-how-to-define-a-selectable-date-range-in-the-date-field.md): Define selectable date ranges in the date field, choosing between fixed or dynamic options for flexibility.
- [How to set a dynamic default value on the date field](https://help.formaloo.com/en/articles/8638213-how-to-set-a-dynamic-default-value-on-the-date-field.md): Set dynamic default values on date fields, based on submission date for automatic date generation.
- [How to set a default value on the date field](https://help.formaloo.com/en/articles/8638210-how-to-set-a-default-value-on-the-date-field.md): Set default values on date fields, choosing between fixed, dynamic, or none options for flexibility.
- [How to create a custom dropdown with more than 150 options](https://help.formaloo.com/en/articles/12752502-how-to-create-a-custom-dropdown-with-more-than-150-options.md): Create a dropdown-style selector with unlimited options by using a Lookup field and a secondary database instead of a standard Dropdown.
- [How to add max and min value descriptions in the score field](https://help.formaloo.com/en/articles/8494500-how-to-add-max-and-min-value-descriptions-in-the-score-field.md): Set min and max score descriptions in edit tab for 0-10 score field, like 'Very dissatisfied' and 'Very satisfied'.
- [How to set customized validation on form fields \(RegEx\)](https://help.formaloo.com/en/articles/8333146-how-to-set-customized-validation-on-form-fields-regex.md): Ensure data accuracy with custom validation rules. Use Regular Expressions \(RegEx\), control input format, character types, and quantity.
- [How to add images to your fields](https://help.formaloo.com/en/articles/8698453-how-to-add-images-to-your-fields.md): You can add images to the advanced description of the fields in your form.
- [How to insert a list of options in the dropdown field](https://help.formaloo.com/en/articles/8340348-how-to-insert-a-list-of-options-in-the-dropdown-field.md): Manually add or bulk insert options, inserting one item per line in the dropdown field.
- [How to use the New page field in Classic forms](https://help.formaloo.com/en/articles/8723546-how-to-use-the-new-page-field-in-classic-forms.md): Learn how to use the Page field in Formaloo classic forms to divide long forms into multiple pages, improve navigation, and simplify user experience.
- [How to let respondents review their answers before submitting in Formaloo](https://help.formaloo.com/en/articles/15683272-how-to-let-respondents-review-their-answers-before-submitting-in-formaloo.md): Learn how to add an answer review step to your Formaloo form so respondents can check and correct their responses before submitting — using the Review field and @review id.
- [How to use the slider field in Formaloo](https://help.formaloo.com/en/articles/15683990-how-to-use-the-slider-field-in-formaloo.md): Learn how to add a slider field to your Formaloo form, configure min/max values, toggle the displayed value, and collect clean numeric scores from respondents.
- [How to let respondents pick multiple options from a searchable dropdown in Formaloo](https://help.formaloo.com/en/articles/15846474-how-to-let-respondents-pick-multiple-options-from-a-searchable-dropdown-in-formaloo.md): Learn how to use the Multi-select Dropdown field in Formaloo to let respondents search and pick multiple options, with min/max limits, chip-based responses, and full answer piping support.
- [How to let respondents rank options by priority in Formaloo](https://help.formaloo.com/en/articles/15868576-how-to-let-respondents-rank-options-by-priority-in-formaloo.md): Learn how to use the Ranking field in Formaloo to let respondents drag options into their preferred order, with position-aware responses, average rank charts, and answer piping.
- [How to generate AI analysis in a field without showing it to form respondents in Formaloo](https://help.formaloo.com/en/articles/15943219-how-to-generate-ai-analysis-in-a-field-without-showing-it-to-form-respondents-in-formaloo.md): Learn how to use Formaloo's AI Analysis field to generate private AI analysis on every submission, stored in the response row and hidden from respondents.
- [How to capture multiple data rows with the Repeating section field](https://help.formaloo.com/en/articles/9558945-how-to-capture-multiple-data-rows-with-the-repeating-section-field.md): See how to add and customize a Repeating section filed to collect flexible, multi-row inputs in one field.
- [How to set the number of decimal places in a number field](https://help.formaloo.com/en/articles/9374844-how-to-set-the-number-of-decimal-places-in-a-number-field.md): Set the max decimal places in a number field by accessing 'Field settings' and entering your desired limit in the provided box.
- [How many characters limit does the short text field have](https://help.formaloo.com/en/articles/8298415-how-many-characters-limit-does-the-short-text-field-have.md): Short text field limit: Default 255 characters; adjustable in the editor.
- [How to delete a collapsible container](https://help.formaloo.com/en/articles/9718945-how-to-delete-a-collapsible-container.md): Delete a collapsible container on a form.
- [How can I make the collapsible content box closed by default](https://help.formaloo.com/en/articles/9448926-how-can-i-make-the-collapsible-content-box-closed-by-default.md): The toggle boxes contain extra information that users can click to show if they want to.
- [What are admin-only fields and how they help](https://help.formaloo.com/en/articles/8866694-what-are-admin-only-fields-and-how-they-help.md): Use the 'Admin-only' feature to protect sensitive data while gathering. Manage the flow of information and maintain data privacy standards.
- [What is the Unique option on the editor](https://help.formaloo.com/en/articles/8936882-what-is-the-unique-option-on-the-editor.md): The "Unique" option ensures that each response for the field is distinct, preventing duplicates.
- [How to change your form’s settings](https://help.formaloo.com/en/articles/8147740-how-to-change-your-form-s-settings.md): Control user submissions, set time limits, and redirect users after completion! Explore these settings and more to customize your forms.
- [How to set up constant redirection to one specific URL](https://help.formaloo.com/en/articles/8147784-how-to-set-up-constant-redirection-to-one-specific-url.md): Redirect all form submitters to a single URL address after submission.
- [How to activate or deactivate your form](https://help.formaloo.com/en/articles/8368325-how-to-activate-or-deactivate-your-form.md): Manage the status of your form and survey with one click.
- [How to set a timer on your forms](https://help.formaloo.com/en/articles/9005695-how-to-set-a-timer-on-your-forms.md): The timer feature allows you to set a time limit for users to complete your form.
- [How to use offline forms](https://help.formaloo.com/en/articles/8954178-how-to-use-offline-forms.md): Use the Formaloo Android app to submit forms offline. Syncing happens automatically when you're online. \(iOS coming soon!\)
- [How to add a warning/disclaimer to your form, or prevent users from moving forward based on their answers](https://help.formaloo.com/en/articles/8194510-how-to-add-a-warning-disclaimer-to-your-form-or-prevent-users-from-moving-forward-based-on-their-answers.md): Create qualification questions in your form that either show a disclaimer message or prevent respondents from moving forward when they select a disqualifying answer.
- [Bot protection in Formaloo forms: built-in protection and adding reCAPTCHA](https://help.formaloo.com/en/articles/8800337-bot-protection-in-formaloo-forms-built-in-protection-and-adding-recaptcha.md): All Formaloo forms include automatic spam and bot protection that works silently in the background, helping prevent automated submissions without adding extra steps for users.
- [How to edit your form](https://help.formaloo.com/en/articles/9991827-how-to-edit-your-form.md): Learn how to enable edit mode and update your form’s layout, fields, and settings in a few simple steps.
- [How to transfer your old forms to the new dashboard](https://help.formaloo.com/en/articles/9767483-how-to-transfer-your-old-forms-to-the-new-dashboard.md): Learn how to seamlessly transfer your old forms to Formaloo's new dashboard with this step-by-step guide. Quick and easy migration!
- [How to recover a deleted form or app](https://help.formaloo.com/en/articles/8298404-how-to-recover-a-deleted-form-or-app.md): Restore the deleted form or app by emailing to verify and request restoration.
- [How to create design themes \(colors, fonts, layout, visuals\) and reuse them across forms](https://help.formaloo.com/en/articles/14303226-how-to-create-design-themes-colors-fonts-layout-visuals-and-reuse-them-across-forms.md): Learn how to create reusable workspace themes \(brand kits\) in Formaloo to keep your forms consistent and avoid repetitive design setup. Edit the theme to instantly update every form using it.
- [Design the look of your form](https://help.formaloo.com/en/articles/8147743-design-the-look-of-your-form.md): Design your perfect form! Customize colors & backgrounds, layout, fonts & more. Explore more options with CSS.
- [How to add a custom CSS code to the form](https://help.formaloo.com/en/articles/8536681-how-to-add-a-custom-css-code-to-the-form.md): Custom css code: where to add them and what are the selectors?
- [Most requested form's custom CSS](https://help.formaloo.com/en/articles/8182777-most-requested-form-s-custom-css.md): Customize appearance: Adjust font sizes, colors, and modify field sizes and spacing.
- [All supported CSS classnames in Formaloo](https://help.formaloo.com/en/articles/12992373-all-supported-css-classnames-in-formaloo.md): Complete reference list of all CSS classnames supported in Formaloo for customizing fields, buttons, and layout styles.
- [How to target any form field with custom CSS & JS \(using field IDs\)](https://help.formaloo.com/en/articles/13617174-how-to-target-any-form-field-with-custom-css-js-using-field-ids.md): Style and control your form fields using Custom CSS and Custom JS. Add your own code when the form loads and reliably target specific fields – even on multi-page forms or one-question-at-a-time forms.
- [How to create a classic \(single-step\) form](https://help.formaloo.com/en/articles/10903312-how-to-create-a-classic-single-step-form.md): Display all your form fields on one page or manually split them into multiple pages.
- [How to create a form with one question per page](https://help.formaloo.com/en/articles/8490327-how-to-create-a-form-with-one-question-per-page.md): Let your users focus on one question at a time by changing your form layout in just a few clicks.
- [How to add individual cover images per page in one‑question‑at‑a‑time forms](https://help.formaloo.com/en/articles/13618862-how-to-add-individual-cover-images-per-page-in-one-question-at-a-time-forms.md): Give every question its own visual context – use individual cover images per page in 1QAT forms to improve clarity, reinforce messaging, and keep respondents guided and engaged as they move through...
- [How to add a individual cover image to each page of a Classic form in Formaloo](https://help.formaloo.com/en/articles/15579844-how-to-add-a-individual-cover-image-to-each-page-of-a-classic-form-in-formaloo.md): Learn how to add a unique cover image to each page of a Classic form in Formaloo — and how page-level covers interact with your form's default cover image.
- [Recommended sizes for the cover image](https://help.formaloo.com/en/articles/10511602-recommended-sizes-for-the-cover-image.md): Adjust your images accordingly to maintain quality and consistency.
- [How to customize the text in your form](https://help.formaloo.com/en/articles/9009571-how-to-customize-the-text-in-your-form.md): Customize key elements of your form, from descriptions and button labels to success messages and content blocks.
- [How to preview your form on mobile](https://help.formaloo.com/en/articles/8486130-how-to-preview-your-form-on-mobile.md): Formaloo forms are fully responsive, so they adapt to any screen size. If you want to check how your form looks and feels on mobile, there are two ways to do it.
- [How to change the alignment of an image on your form \(e.g., center it\)](https://help.formaloo.com/en/articles/9741635-how-to-change-the-alignment-of-an-image-on-your-form-e-g-center-it.md): When you add an image to your form's content, it's easy to adjust how it's aligned — left, center, or right — directly from the editor.
- [Field width in Formaloo: how to create compact and well-structured forms](https://help.formaloo.com/en/articles/13589578-field-width-in-formaloo-how-to-create-compact-and-well-structured-forms.md): Learn how to use field width in Formaloo to place multiple questions in one row, build compact forms, and improve layout, clarity, and completion rates.
- [How to adjust form width and field spacing in Formaloo](https://help.formaloo.com/en/articles/13607913-how-to-adjust-form-width-and-field-spacing-in-formaloo.md): Learn how to adjust form width and field spacing in Formaloo to control layout, improve embedded forms, and create clean, perfectly aligned form designs.
- [Why text may not be visible when typing in a form field](https://help.formaloo.com/en/articles/13630664-why-text-may-not-be-visible-when-typing-in-a-form-field.md): Learn why typed text may not show in a field and how to restore visibility instantly by tweaking Answer background color opacity.
- [How to remove Formaloo branding](https://help.formaloo.com/en/articles/8638486-how-to-remove-formaloo-branding.md): To have fully white-label branding on Formaloo, you can remove our branding and add your own.
- [How to hide the title of from](https://help.formaloo.com/en/articles/8723368-how-to-hide-the-title-of-from.md): Hide form title: disable the "Show form title" button in the "Design" tab.
- [How to add a title, logo, and description to your form](https://help.formaloo.com/en/articles/8723360-how-to-add-a-title-logo-and-description-to-your-form.md): Make your form stand out by adding a custom title, logo, and description. You can also center your content or hide the default title.
- [How to customize Rating/CSAT icon colors with Custom CSS](https://help.formaloo.com/en/articles/13703358-how-to-customize-rating-csat-icon-colors-with-custom-css.md): Learn how to change the colors of rating field icons \(stars, hearts, etc.\) in your form using custom CSS and field IDs. Perfect for matching your brand style or improving visual clarity.
- [How to add Unsplash photos to your forms and apps in Formaloo](https://help.formaloo.com/en/articles/15685433-how-to-add-unsplash-photos-to-your-forms-and-apps-in-formaloo.md): Learn how to search and apply free Unsplash photos to your Formaloo form covers, banners, backgrounds, content fields, and app covers — no downloads needed.
- [How to connect Formaloo to any form design you build](https://help.formaloo.com/en/articles/16596120-how-to-connect-formaloo-to-any-form-design-you-build.md): Learn how to connect a fully custom front end to any Formaloo form using Connect your UI, then hand the copied setup instructions to a developer or AI coding agent.
- [How to use answer piping in Formaloo](https://help.formaloo.com/en/articles/8456320-how-to-use-answer-piping-in-formaloo.md): Answer piping lets you use previous answers in new questions, sections, or success messages. See examples and personalize your forms.
- [How to personalize the success message with user input](https://help.formaloo.com/en/articles/9419081-how-to-personalize-the-success-message-with-user-input.md): Create a more engaging experience by personalizing your form’s success message using information submitted by your users.
- [How to use URL parameters to pre-fill form fields](https://help.formaloo.com/en/articles/8638541-how-to-use-url-parameters-to-pre-fill-form-fields.md): Automatically fill form fields, use alias IDs and URL parameters to set specific field values for discounts, UTM tracking, and more!
- [How to offer discounts with promo codes](https://help.formaloo.com/en/articles/11457867-how-to-offer-discounts-with-promo-codes.md): Let users apply discounts in your forms using promo codes or special links – perfect for running promotions, or offering personalized deals.
- [How to customize the 404 page for inactive or deleted forms](https://help.formaloo.com/en/articles/12313202-how-to-customize-the-404-page-for-inactive-or-deleted-forms.md): Replace the default error page with your own message when your form stops accepting submissions, is deactivated, or deleted.

### PDF builder

- [How to create PDF templates to turn responses into documents](https://help.formaloo.com/en/articles/12035445-how-to-create-pdf-templates-to-turn-responses-into-documents.md): Design PDF templates with dynamic fields and variables to generate proposals, invoices, or certificates from your forms.
- [How to generate custom PDFs using templates](https://help.formaloo.com/en/articles/12035575-how-to-generate-custom-pdfs-using-templates.md): Turn submissions into PDFs using templates – manually, automatically, or conditionally with logic rules.
- [How to send custom PDFs with email notifications](https://help.formaloo.com/en/articles/12035953-how-to-send-custom-pdfs-with-email-notifications.md): Attach custom generated PDFs to default or custom email notifications sent to your team or respondents.
- [Is Formaloo e-Signatures eIDAS Compliant?](https://help.formaloo.com/en/articles/12651720-is-formaloo-e-signatures-eidas-compliant.md): With Formaloo's e-signatures, you meet legal requirements across jurisdictions. Formaloo is compliant with ESIGN, UETA, and eIDAS regulations, giving you peace of mind that your documents are secur...

### Create apps

- [How to create or edit an app](https://help.formaloo.com/en/articles/8141481-how-to-create-or-edit-an-app.md): Create interactive apps and dashboards. Add charts, and Kanban boards, & share it - all in one place.
- [App settings](https://help.formaloo.com/en/articles/8142253-app-settings.md): Learn app settings more in details.
- [How to add videos and images to your app](https://help.formaloo.com/en/articles/9644763-how-to-add-videos-and-images-to-your-app.md): Learn how to add images and videos to your Formaloo app pages with easy steps. Enhance your content quickly and effectively!
- [How to change the name and image of the app in Formaloo 3.0](https://help.formaloo.com/en/articles/9312071-how-to-change-the-name-and-image-of-the-app-in-formaloo-3-0.md): Customize your dashboard by changing the name and the image of your forms/surveys/apps.
- [How to change and customize the colors of your chart](https://help.formaloo.com/en/articles/8708847-how-to-change-and-customize-the-colors-of-your-chart.md): Change and customize the color of charts in your dashboard from the settings.
- [How to embed a link into your app's page](https://help.formaloo.com/en/articles/10371497-how-to-embed-a-link-into-your-app-s-page.md): Learn how to embed websites or videos directly within your app's pages using the Embed block.
- [How to create an embedded page in my app](https://help.formaloo.com/en/articles/11159215-how-to-create-an-embedded-page-in-my-app.md): You can embed your Miro, Notion, or other pages into your app with embedded pages.
- [How to add a live embed page to your project](https://help.formaloo.com/en/articles/11389366-how-to-add-a-live-embed-page-to-your-project.md)
- [How to create a public dashboard to display form submissions](https://help.formaloo.com/en/articles/12812645-how-to-create-a-public-dashboard-to-display-form-submissions.md): Learn how to create a shareable dashboard that displays form submissions. Showcase data publicly while keeping full control over what’s shown – from all responses to filtered views or selectively v...
- [How to automatically assign submissions to the right team member or team, and control what each assignee sees](https://help.formaloo.com/en/articles/15693983-how-to-automatically-assign-submissions-to-the-right-team-member-or-team-and-control-what-each-assignee-sees.md): Route incoming form submissions to the right person or team automatically, set deadlines, track progress by status, and make sure each team member only sees the work assigned to them.
- [What is a database](https://help.formaloo.com/en/articles/8141484-what-is-a-database.md): Learn what a database is and how to use data blocks to create custom forms, reports, and visualizations tailored to your needs.
- [How to add a table data block in Formaloo](https://help.formaloo.com/en/articles/8190429-how-to-add-a-table-data-block-in-formaloo.md): Learn how to add and display a table data block in Formaloo’s dashboard for your form results.
- [How to create a Kanban board](https://help.formaloo.com/en/articles/8889596-how-to-create-a-kanban-board.md): To create a Kanban view, add a choice field and categorize your data in different options.
- [How to enable upvoting on Kanban and Gallery boards](https://help.formaloo.com/en/articles/15030384-how-to-enable-upvoting-on-kanban-and-gallery-boards.md): Learn how to enable upvoting on Kanban and Gallery boards in Formaloo to prioritize cards by votes, for internal teams or external users.
- [How to customize choice fields' label colors in Tables, Kanban boards, and Galleries](https://help.formaloo.com/en/articles/15305948-how-to-customize-choice-fields-label-colors-in-tables-kanban-boards-and-galleries.md): Customize the colors of choice field options' labels in your Tables, Kanban boards, and Galleries to make your data easier to read, organize, and navigate.
- [How to customize table display settings in Formaloo](https://help.formaloo.com/en/articles/16782619-how-to-customize-table-display-settings-in-formaloo.md): Learn how to hide table header options in Formaloo: title, search, filters, sorting, refresh, and new row buttons.
- [How to recover deleted app](https://help.formaloo.com/en/articles/8391292-how-to-recover-deleted-app.md): Contact support team to recover your deleted app
- [How to add more options to the signup form](https://help.formaloo.com/en/articles/8671439-how-to-add-more-options-to-the-signup-form.md): Edit hidden sign-up form fields in the admin portal. Users can't see them at registration but can edit them later in their profile.
- [How to find all bases and forms in an app](https://help.formaloo.com/en/articles/10534918-how-to-find-all-bases-and-forms-in-an-app.md): Formaloo provides a list of all bases and forms used and connected to an app, portal, or dashboard.
- [How to enlarge the data blocks to take 100% of the page](https://help.formaloo.com/en/articles/12385964-how-to-enlarge-the-data-blocks-to-take-100-of-the-page.md): Learn how to make Responses tables, Kanban boards, and other data blocks span the full width of your app page by adjusting the page width \(Standard, Wide, or Narrow\) in the Page options.
- [How to embed a video into your project pages](https://help.formaloo.com/en/articles/12975686-how-to-embed-a-video-into-your-project-pages.md): Embed videos in your Formaloo project pages easily using the /video block. Follow this quick guide to add YouTube or Vimeo videos.

### Create portals

- [How to create a portal and manage users' access](https://help.formaloo.com/en/articles/9374925-how-to-create-a-portal-and-manage-users-access.md): Create a portal that lets users submit, view, and edit their data easily. Customize your portal and manage users' access to the portal's content and data.
- [How to customize portal layout and pages](https://help.formaloo.com/en/articles/10804117-how-to-customize-portal-layout-and-pages.md): Learn how to customize portal pages in Formaloo by editing structure, renaming pages, adding covers, content, and media.
- [How to customize forms and organize data inside your portal](https://help.formaloo.com/en/articles/10805853-how-to-customize-forms-and-organize-data-inside-your-portal.md): Customize forms and data blocks in your portal with Kanban, Table, Gallery, and Chart views for optimal data organization and presentation.
- [How to customize your portal with your brand identity](https://help.formaloo.com/en/articles/10807562-how-to-customize-your-portal-with-your-brand-identity.md): Give your portal a fully on-brand look – add your logo, set a custom domain, adjust layouts, and even apply your own CSS and tracking tools.
- [How to restrict users' access to pages in your portal](https://help.formaloo.com/en/articles/8355940-how-to-restrict-users-access-to-pages-in-your-portal.md): Easily manage who can access what in your portal with Formaloo’s access controls and user role management.
- [How to let users sign up and log in to your portal](https://help.formaloo.com/en/articles/8943026-how-to-let-users-sign-up-and-log-in-to-your-portal.md): Control how people join and access your portal with flexible login, sign-up, and security settings tailored to your needs.
- [How to limit who can sign up to your portal by email domain](https://help.formaloo.com/en/articles/15073265-how-to-limit-who-can-sign-up-to-your-portal-by-email-domain.md): Control who can access your portal by limiting sign-ups to specific users or email domains. Allow only pre-approved users or restrict registrations to people with company email addresses.
- [How to add users manually to your portal User Directory](https://help.formaloo.com/en/articles/8142201-how-to-add-users-manually-to-your-portal-user-directory.md): Manually add new members to your portal for invite-only or controlled user access.
- [How to import users into your portal User Directory](https://help.formaloo.com/en/articles/10807056-how-to-import-users-into-your-portal-user-directory.md): Quickly import users in bulk via an XLSX sheet to populate your portal’s User Directory.
- [How to select or change the user directory in your portal](https://help.formaloo.com/en/articles/8142175-how-to-select-or-change-the-user-directory-in-your-portal.md): Manage your user database efficiently by selecting, modifying, or switching your user directory.
- [How to create and assign user roles in your portal](https://help.formaloo.com/en/articles/8190474-how-to-create-and-assign-user-roles-in-your-portal.md): Easily manage user permissions and tailor who can access different parts of your portal by creating and assigning custom roles.
- [How to let users view and edit their own data in your portal](https://help.formaloo.com/en/articles/11008748-how-to-let-users-view-and-edit-their-own-data-in-your-portal.md): Learn how users can update their profile information and how you can let them view or edit their own submissions in your portal.
- [How to let users edit their submissions only until they are approved](https://help.formaloo.com/en/articles/15345155-how-to-let-users-edit-their-submissions-only-until-they-are-approved.md): Allow portal users to edit their own submissions while they’re in progress, then automatically block further edits once the submission status changes \(e.g., to Approved, or Finalized\).
- [How to edit the User Directory form and add custom fields to the User Profile](https://help.formaloo.com/en/articles/11098876-how-to-edit-the-user-directory-form-and-add-custom-fields-to-the-user-profile.md): Learn how to add custom fields to your portal’s user directory form so users can fill out, update, and reuse their profile data across forms.
- [How to share your portal with your audience \(optionally, under a branded URL\)](https://help.formaloo.com/en/articles/10807327-how-to-share-your-portal-with-your-audience-optionally-under-a-branded-url.md): Learn how to publish your Formaloo portal, share it with your audience, and optionally make it available under your own branded domain for a seamless user experience.
- [What’s the difference between internal and external users in Formaloo?](https://help.formaloo.com/en/articles/12669070-what-s-the-difference-between-internal-and-external-users-in-formaloo.md): Learn the difference between internal and external users in Formaloo. This guide explains access levels, roles, and limits for each user type so you can manage your team securely, collaborate effic...
- [How to combine multiple Formaloo templates into one single app/portal](https://help.formaloo.com/en/articles/14894631-how-to-combine-multiple-formaloo-templates-into-one-single-app-portal.md): Learn how to use multiple templates together by connecting their forms into one app or portal. Consolidate separate templates into a single structured experience without rebuilding anything from sc...
- [Do you have a WP plugin for membership site?](https://help.formaloo.com/en/articles/8698364-do-you-have-a-wp-plugin-for-membership-site.md): Create a membership portal on WP

### Formaloo AI

- [What is Formaloo AI](https://help.formaloo.com/en/articles/9574443-what-is-formaloo-ai.md): Formaloo AI democratizes AI for everyone by to create AI-powered business solutions and applications 🪄✨
- [Build no-code, AI-powered internal tools & generators](https://help.formaloo.com/en/articles/12095517-build-no-code-ai-powered-internal-tools-generators.md): Create your own AI tools – from content or idea generators to project analysis assistants – without writing a single line of code.
- [Create dynamic ending pages with AI Smart Content](https://help.formaloo.com/en/articles/12052979-create-dynamic-ending-pages-with-ai-smart-content.md): Use AI to transform static ending pages into hyper-personalized messages, summaries, or recommendations – all based on users' input.
- [Save ending page AI output for each submission](https://help.formaloo.com/en/articles/12062073-save-ending-page-ai-output-for-each-submission.md): Enable saving of AI-generated content from ending pages to review, track and reuse personalized messages and insights.
- [Generate personalized follow-ups with AI Email Assistant](https://help.formaloo.com/en/articles/12059810-generate-personalized-follow-ups-with-ai-email-assistant.md): Use AI to transform standard confirmation emails into personalized summaries, recommendations, or next steps – tailored to each respondent.
- [Formaloo Al Analyze: the report maker that turns your data into charts and insights](https://help.formaloo.com/en/articles/11530557-formaloo-al-analyze-the-report-maker-that-turns-your-data-into-charts-and-insights.md): Meet the AI Analyze, Formaloo's report maker that turns form submissions into a full AI-generated report with charts and insights, shareable as a public portal.
- [Get AI-powered field suggestions with Magic Question](https://help.formaloo.com/en/articles/12059806-get-ai-powered-field-suggestions-with-magic-question.md): Let AI suggest follow-up fields or questions to complete your form and improve data quality.
- [Enhance your form content and tone with AI Magic Rewrite](https://help.formaloo.com/en/articles/12059809-enhance-your-form-content-and-tone-with-ai-magic-rewrite.md): Quickly refine your form text with AI so your questions are clearer, easier to answer, and matched to the right audience.
- [How to recreate any form \(from a URL\) with Magic Import](https://help.formaloo.com/en/articles/12082583-how-to-recreate-any-form-from-a-url-with-magic-import.md): Instantly bring forms from Google Forms or other platforms into Formaloo.
- [How to use Magic Import with Google Forms](https://help.formaloo.com/en/articles/12082933-how-to-use-magic-import-with-google-forms.md): How to make sure your Google Form is accessible so Formaloo can parse it successfully.
- [How to create any form with AI using Magic Create in Formaloo](https://help.formaloo.com/en/articles/12606936-how-to-create-any-form-with-ai-using-magic-create-in-formaloo.md): Build any form in seconds with Magic Create, Formaloo’s AI form builder that turns plain text into fully designed, functional forms, no manual setup required.
- [How to use CC Formaloo to collect data from email threads](https://help.formaloo.com/en/articles/15009904-how-to-use-cc-formaloo-to-collect-data-from-email-threads.md): CC a unique Formaloo address in any email thread and let the AI agent extract, fill, and follow up on your form data automatically.
- [How to convert a PDF or document into an online form using Magic Create in Formaloo](https://help.formaloo.com/en/articles/15066126-how-to-convert-a-pdf-or-document-into-an-online-form-using-magic-create-in-formaloo.md): Turn any PDF, Word document, or image into a fully editable online form in seconds using Formaloo's Magic Create feature.
- [How to design your form instantly with Magic Design in Formaloo](https://help.formaloo.com/en/articles/15450728-how-to-design-your-form-instantly-with-magic-design-in-formaloo.md): Use AI to instantly generate beautiful form designs based on a simple description.
- [How to enable Magic Voice on your form](https://help.formaloo.com/en/articles/15222989-how-to-enable-magic-voice-on-your-form.md): Enable AI-powered voice form filling in Formaloo and let respondents complete forms faster by speaking naturally instead of typing manually.
- [How to write effective AI prompts](https://help.formaloo.com/en/articles/9797669-how-to-write-effective-ai-prompts.md): Master AI communication! Learn to craft effective AI prompts with these 4 essential components and explore real-world examples.

### Share & collaborate

- [How to find, customize & share your form's public URL](https://help.formaloo.com/en/articles/8410102-how-to-find-customize-share-your-form-s-public-url.md): Find your Formaloo form's public URL, customize the link if needed, optionally use your own branded domain, and share the form with your audience.
- [How to publish an app or portal, and share their URLs](https://help.formaloo.com/en/articles/8141644-how-to-publish-an-app-or-portal-and-share-their-urls.md): Publish and share your app and portal. Find the URL, share it, and manage the publishing status including adding a custom domain.
- [How to set a custom domain for your forms](https://help.formaloo.com/en/articles/8142148-how-to-set-a-custom-domain-for-your-forms.md): Mask formaloos with your own domain/subdomain using Formaloo's custom domain feature. Easily set up with CNAME records.
- [How to set up an app or portal custom domain](https://help.formaloo.com/en/articles/8142149-how-to-set-up-an-app-or-portal-custom-domain.md): Use your domain for Formaloo apps and portals. Add CNAME and set in Workspace or per app.
- [Do I need to get an SSL Certificate for my custom domain/subdomain?](https://help.formaloo.com/en/articles/8163691-do-i-need-to-get-an-ssl-certificate-for-my-custom-domain-subdomain.md): Formaloo auto-provides SSL. Turn off CDN in Cloudflare & set SSL/TLS to 'Full'.
- [I shared my formaloo before adding my custom domain on my form/app. Now I’ve added my custom domain, will the old link still work?](https://help.formaloo.com/en/articles/8163692-i-shared-my-formaloo-before-adding-my-custom-domain-on-my-form-app-now-i-ve-added-my-custom-domain-will-the-old-link-still-work.md): Even after adding a custom domain, previously shared Formaloo links remain functional alongside the new custom URL.
- [Can I use the same subdomain more than once across different Formaloo accounts?](https://help.formaloo.com/en/articles/8163694-can-i-use-the-same-subdomain-more-than-once-across-different-formaloo-accounts.md): Each subdomain can only be connected to one account, resulting in an error message if attempted otherwise.
- [How can I prevent my forms from indexing in Google?](https://help.formaloo.com/en/articles/8790710-how-can-i-prevent-my-forms-from-indexing-in-google.md): Mark webpages as 'no-indexed' and use disable indexing.
- [How to embed a form into your website](https://help.formaloo.com/en/articles/8141645-how-to-embed-a-form-into-your-website.md): This guide helps you embed forms seamlessly into your website, giving you flexible options to fit your audience’s needs.
- [How to embed an app or portal into your website](https://help.formaloo.com/en/articles/8141646-how-to-embed-an-app-or-portal-into-your-website.md): Learn how to easily embed your Formaloo app or portal into your website with this step-by-step guide.
- [How to create a custom chatbot](https://help.formaloo.com/en/articles/9375015-how-to-create-a-custom-chatbot.md): Learn how to embed a chatbot on your website with Formaloo to engage visitors instantly, answer questions automatically, and capture more leads without coding.
- [How to embed your form in a pop-up view](https://help.formaloo.com/en/articles/8808303-how-to-embed-your-form-in-a-pop-up-view.md): Embed your Formaloo form within a website pop-up for a seamless user experience. Customize the pop-up HTML for optimal design.
- [How to prevent auto-scroll when embedding form with iframe](https://help.formaloo.com/en/articles/9449641-how-to-prevent-auto-scroll-when-embedding-form-with-iframe.md): You can choose your website to automatically scroll to your form, or prevent this scroll. Read on to see how it works.
- [When I embed my form, it scrolls inside the form. How can I avoid that?](https://help.formaloo.com/en/articles/8155793-when-i-embed-my-form-it-scrolls-inside-the-form-how-can-i-avoid-that.md): Increase iframe height in code to fit your form.
- [Uploading large files? Increase the File Size Limit](https://help.formaloo.com/en/articles/12891752-uploading-large-files-increase-the-file-size-limit.md)
- [How to share a form's data](https://help.formaloo.com/en/articles/8142153-how-to-share-a-form-s-data.md): Choose method: Teammates, guests \(view only\), public app, membership app, email alerts, or automate with Webhooks/API.
- [How to share app/portal data](https://help.formaloo.com/en/articles/8142159-how-to-share-app-portal-data.md): Explore various methods: guest access, team, membership portals, email notifications, custom automation via integrations, webhooks, and API.
- [How to share folders, projects, or forms with your team \(workspace Members\)](https://help.formaloo.com/en/articles/8142219-how-to-share-folders-projects-or-forms-with-your-team-workspace-members.md): Once your team is invited to your workspace, you decide exactly what each person can see and do. Share a whole folder with everything in it, or just a single project — you're in control.
- [Understanding the "Shared with me" tab: what appears there, what doesn't, and why](https://help.formaloo.com/en/articles/11171310-understanding-the-shared-with-me-tab-what-appears-there-what-doesn-t-and-why.md): Find all projects shared with you directly in the "Shared with me" tab.
- [What is a team in Formaloo and how to manage it](https://help.formaloo.com/en/articles/12679511-what-is-a-team-in-formaloo-and-how-to-manage-it.md): Use teams in Formaloo to organize members, assign tasks efficiently, and manage large projects with streamlined collaboration and clear structure.

### Data & integrations

- [How to use field types in Excel and Google Sheet to import a form into Formaloo](https://help.formaloo.com/en/articles/8142236-how-to-use-field-types-in-excel-and-google-sheet-to-import-a-form-into-formaloo.md): Import data into Formaloo from Excel. Follow simple steps to prepare, upload, and find your imported data.
- [Formaloo and Integrately connection](https://help.formaloo.com/en/articles/8456727-formaloo-and-integrately-connection.md): Easily connect Formaloo with Integrately for seamless automation.
- [Importing your Excel to Formaloo: mistakes to avoid](https://help.formaloo.com/en/articles/8450680-importing-your-excel-to-formaloo-mistakes-to-avoid.md): Learn essential tips to avoid common mistakes when importing Excel to Formaloo.
- [Create Webflow forms with logic and payment](https://help.formaloo.com/en/articles/8478560-create-webflow-forms-with-logic-and-payment.md): Embed custom forms on Webflow using Formaloo. Copy script code, add an embed field, paste the code, and publish your page.
- [How to disconnect your Google account](https://help.formaloo.com/en/articles/8489353-how-to-disconnect-your-google-account.md): Disconnect your Google account in two simple steps: Go to Profile Settings, then press 'Disconnect Google'.
- [How to find your API keys on the dashboard](https://help.formaloo.com/en/articles/9374441-how-to-find-your-api-keys-on-the-dashboard.md): Find and access your API keys on the Formaloo dashboard. Follow these simple steps to locate and copy your API keys quickly.
- [How to add integrations on Formaloo](https://help.formaloo.com/en/articles/9482411-how-to-add-integrations-on-formaloo.md): Learn how to connect your Formaloo forms and apps to other applications using integrations from the Formaloo's App Store.
- [How to send a calendar invite to form submitters through email](https://help.formaloo.com/en/articles/9930709-how-to-send-a-calendar-invite-to-form-submitters-through-email.md): Learn how to integrate Google Calendar, iCal, and Outlook event options into Formaloo’s email notifications.
- [How to Embed a Loom Video in a Form?](https://help.formaloo.com/en/articles/10506689-how-to-embed-a-loom-video-in-a-form.md): Learn how to easily embed a Loom video in your Formaloo form. Add an embed field, insert your Loom URL \(without www.\), and publish your form in minutes.
- [How to connect Formaloo to HubSpot](https://help.formaloo.com/en/articles/10740630-how-to-connect-formaloo-to-hubspot.md): Connect & sync leads, companies, and deals with HubSpot easily.
- [How to set a Meta Description on forms and surveys](https://help.formaloo.com/en/articles/9134309-how-to-set-a-meta-description-on-forms-and-surveys.md): You can set Meta Description from the "Settings" tab in "SEO & meta tags", and write keyword-rich descriptions. Preview for refinement.
- [Calendly integration in Formaloo](https://help.formaloo.com/en/articles/11193587-calendly-integration-in-formaloo.md): Discover how Formaloo’s seamless Calendly integration transforms form submissions into instant meeting bookings.
- [How to automatically enrich B2B leads](https://help.formaloo.com/en/articles/13733959-how-to-automatically-enrich-b2b-leads.md): Learn how to enable B2B lead enrichment in Formaloo, map company data fields, and use enriched information for lead scoring, routing, and automation.
- [How to sync form submissions to NetSuite records in Formaloo](https://help.formaloo.com/en/articles/15887382-how-to-sync-form-submissions-to-netsuite-records-in-formaloo.md): Learn how to sync Formaloo form submissions to NetSuite, auto-create Customer and Vendor records, map fields, and set the required subsidiary.
- [How to automatically anonymize records after form submission in Formaloo](https://help.formaloo.com/en/articles/16162782-how-to-automatically-anonymize-records-after-form-submission-in-formaloo.md): Learn how to automatically anonymize personal data in form submissions after a set number of days in Formaloo, an Enterprise add-on for GDPR-compliant workflows.
- [How to send outbound WhatsApp campaigns and collect replies with AI agents in Formaloo](https://help.formaloo.com/en/articles/16769417-how-to-send-outbound-whatsapp-campaigns-and-collect-replies-with-ai-agents-in-formaloo.md): Learn how to connect a WhatsApp Business number to Formaloo, create an approved message template, and send outbound WhatsApp campaigns where an AI agent handles every reply and fills your form.
- [Update/edit a Webhook](https://help.formaloo.com/en/articles/8568780-update-edit-a-webhook.md): Update a webhook's details using PUT or PATCH method with desired changes.
- [Delete a Webhook](https://help.formaloo.com/en/articles/8568767-delete-a-webhook.md): Delete webhooks easily via DELETE request to specified endpoint.
- [How Formaloo webhook works](https://help.formaloo.com/en/articles/8568748-how-formaloo-webhook-works.md): Create webhooks to automate data reception from Formaloo forms, handle form events easily.
- [What is a webhook](https://help.formaloo.com/en/articles/8568737-what-is-a-webhook.md): A webhook is a way for apps to share real-time information by sending data when an event occurs. Data sharing triggered by events.
- [Webhook Plan](https://help.formaloo.com/en/articles/8568719-webhook-plan.md): Unlock webhooks, API, and SDK access by upgrading to Pro, Team, or Enterprise plans.
- [How to set up a webhook on your forms](https://help.formaloo.com/en/articles/8756399-how-to-set-up-a-webhook-on-your-forms.md): Connect your apps. Integrate Formaloo with webhooks. Send form submission data to external services automatically for real-time updates.
- [How to track custom events in Formaloo using JavaScript](https://help.formaloo.com/en/articles/9948003-how-to-track-custom-events-in-formaloo-using-javascript.md): Learn how to track custom events in Formaloo using JavaScript with this step-by-step guide for better event tracking.
- [How to set up the Meta Pixel and Events on your website](https://help.formaloo.com/en/articles/9984376-how-to-set-up-the-meta-pixel-and-events-on-your-website.md): Set up the Meta Pixel and track events on your website with this step-by-step guide, including installation and advanced matching options.
- [How to track Formaloo form Events with Google Analytics](https://help.formaloo.com/en/articles/9984402-how-to-track-formaloo-form-events-with-google-analytics.md): Track Formaloo form events with Google Tag Manager. Guide on setting up GTM, tracking key events, and optimizing form performance.
- [Best practices for adding custom JavaScript to your Formaloo forms](https://help.formaloo.com/en/articles/9858730-best-practices-for-adding-custom-javascript-to-your-formaloo-forms.md): Learn how to properly add and manage custom JavaScript in your Formaloo forms, including syntax tips and valid code examples.
- [How to use Google Analytics and Google Tag Manager in my forms](https://help.formaloo.com/en/articles/8329957-how-to-use-google-analytics-and-google-tag-manager-in-my-forms.md): Integrate Google Analytics & Tag Manager by pasting their code into Formaloo's "Custom JS" box. Optimize your forms for better results.
- [How to add pixels to my form](https://help.formaloo.com/en/articles/8513294-how-to-add-pixels-to-my-form.md): Add pixels: In the settings tab, go to "Custom JS". Paste tracker code \(Google Analytics, Facebook Pixel, etc.\) there.
- [How to integrate Formaloo into apps using Zapier](https://help.formaloo.com/en/articles/8456737-how-to-integrate-formaloo-into-apps-using-zapier.md): Integrate Formaloo with other apps using Zapier in just a few steps: Connect desired apps, and explore more integrations.
- [Zoho integration](https://help.formaloo.com/en/articles/8583082-zoho-integration.md): Integrate Formaloo with Zoho using Zapier or Make. Search 'Zoho' in integrations, choose the tool, and connect seamlessly.
- [Create a form on Monday.com project management tool](https://help.formaloo.com/en/articles/8478571-create-a-form-on-monday-com-project-management-tool.md): Embed Formaloo forms into Monday boards with this comprehensive guide. Copy form URL, add embed widget, and centralize your data.
- [Connect Formaloo with another app in Pabbly](https://help.formaloo.com/en/articles/8466539-connect-formaloo-with-another-app-in-pabbly.md): Connect Formaloo with 800+ apps via Pabbly Connect in 5 steps: Create workflow, set trigger, setup webhook, test, define actions.
- [Create forms on your Wix website](https://help.formaloo.com/en/articles/8478561-create-forms-on-your-wix-website.md): Easily embed advanced forms into your Wix site. Create form on Formaloo, copy code, paste into Wix HTML block. Engage users, gather data.
- [How to set up two-way sync between Formaloo and Google Sheets](https://help.formaloo.com/en/articles/8456772-how-to-set-up-two-way-sync-between-formaloo-and-google-sheets.md): Edit your form submissions both from your Formaloo dashboard and directly inside Google Sheets, and sync the data both ways.
- [How to export your form responses \(Responses table data\) to Excel](https://help.formaloo.com/en/articles/8298410-how-to-export-your-form-responses-responses-table-data-to-excel.md): Download form data as spreadsheets. Choose "Export All Responses" or "Download latest export".
- [How to disconnect your form from Google Sheet](https://help.formaloo.com/en/articles/8568706-how-to-disconnect-your-form-from-google-sheet.md): Easily disconnect your form from Google Sheets. Follow simple steps to remove integrations for better data control.
- [Why form stop syncing with Google Sheet](https://help.formaloo.com/en/articles/8570200-why-form-stop-syncing-with-google-sheet.md): Check column order and sheet title. Reconnect and resync data easily.
- [I can't connect my Google Sheets / I connected my Google Sheets, but the data doesn't sync](https://help.formaloo.com/en/articles/8194292-i-can-t-connect-my-google-sheets-i-connected-my-google-sheets-but-the-data-doesn-t-sync.md): How to troubleshoot your Google Sheet connections: check ownership, access levels, and connection settings.
- [How to Import data from Excel, Google Sheets, or Google Forms](https://help.formaloo.com/en/articles/8560419-how-to-import-data-from-excel-google-sheets-or-google-forms.md): You can import your Excel sheet or Google Sheets and Google Forms and create your form with your data.
- [How to connect and sync your forms to Google Sheets \(one-way\)](https://help.formaloo.com/en/articles/8451109-how-to-connect-and-sync-your-forms-to-google-sheets-one-way.md): Sync your form with Google Sheets. Connect, enter sheet details, and enjoy automatic response syncing for seamless data management.
- [How to resync, edit, or delete your Google Sheets](https://help.formaloo.com/en/articles/9965657-how-to-resync-edit-or-delete-your-google-sheets.md): Learn how to easily resync, edit, or manage your Google Sheets integration in Formaloo to keep your data up to date with just a few clicks.
- [How to integrate Slack on Formaloo](https://help.formaloo.com/en/articles/8142250-how-to-integrate-slack-on-formaloo.md): Integrate Formaloo with Slack. Open Formaloo, connect to Slack, authorize channels, get notified instantly on submissions.
- [How to create forms in Notion](https://help.formaloo.com/en/articles/8460830-how-to-create-forms-in-notion.md): Easily embed Formaloo forms into Notion pages. Create your page, copy form URL, paste directly or create an embed block.
- [How to integrate Formaloo with ActiveCampaign](https://help.formaloo.com/en/articles/8460843-how-to-integrate-formaloo-with-activecampaign.md): Seamlessly integrate Formaloo with ActiveCampaign. Create a form, connect in ActiveCampaign, map fields, test integration.
- [KonnectzIT Integration](https://help.formaloo.com/en/articles/8456734-konnectzit-integration.md): Integrate Formaloo with KonnectzIT for advanced workflows.
- [Connect Formaloo with other tools using Make](https://help.formaloo.com/en/articles/8466459-connect-formaloo-with-other-tools-using-make.md): Connect Formaloo with your favorite apps via Make. Follow these steps to integrate seamlessly and automate workflows.
- [Why are multiple file upload URLs wrapped in HTML when sent to Make?](https://help.formaloo.com/en/articles/15554727-why-are-multiple-file-upload-urls-wrapped-in-html-when-sent-to-make.md)
- [Create forms on your ClickUp dashboard](https://help.formaloo.com/en/articles/8478567-create-forms-on-your-clickup-dashboard.md): Embed Formaloo forms into ClickUp in 3 simple steps. Organize tasks seamlessly with your customized project management dashboard.
- [Create forms in Coda](https://help.formaloo.com/en/articles/8478563-create-forms-in-coda.md): Create advanced forms in Coda with Formaloo. Collect data, add logic, payments, and sync responses seamlessly.
- [Create forms in Airtable base](https://help.formaloo.com/en/articles/8478573-create-forms-in-airtable-base.md): Embed Formaloo forms into your Airtable base. Customize and share forms seamlessly for efficient data collection.
- [Embed a form on Squarespace](https://help.formaloo.com/en/articles/8478558-embed-a-form-on-squarespace.md): Integrate advanced forms into your Squarespace site. Embed with URL or iframe for dynamic engagement and seamless data collection.
- [Create a WordPress form to improve conversion](https://help.formaloo.com/en/articles/8478568-create-a-wordpress-form-to-improve-conversion.md): Boost your WordPress site's conversion with custom forms. With Formaloo you can create and embed forms in your WordPress websites for higher engagement.

### Settings & privacy

- [Delete your account](https://help.formaloo.com/en/articles/8142294-delete-your-account.md): Request account deletion via email for verification and assistance in deleting your account.
- [Security & privacy](https://help.formaloo.com/en/articles/8142301-security-privacy.md): Formaloo prioritizes data security & privacy. HIPAA compliant, GDPR compliant, & AES-256 encryption ensure your information is protected.
- [GDPR at Formaloo](https://help.formaloo.com/en/articles/8142322-gdpr-at-formaloo.md): To learn about GDPR, Formaloo's Terms and Conditions, Privacy Policy, or to view/sign the DPA, visit our website.
- [Where are Formaloo servers due to the 100% GDPR conformity](https://help.formaloo.com/en/articles/8421214-where-are-formaloo-servers-due-to-the-100-gdpr-conformity.md): Formaloo servers are located within the EU to ensure 100% GDPR compliance.
- [How to view or sign our DPA \(Data Processing Agreement\)](https://help.formaloo.com/en/articles/9243749-how-to-view-or-sign-our-dpa-data-processing-agreement.md)

### Plans & billing

- [Formaloo plans](https://help.formaloo.com/en/articles/8410039-formaloo-plans.md): Formaloo offers flexible plans designed for teams of all sizes, from individuals just getting started to large organizations managing complex workflow.
- [Where to find your invoices](https://help.formaloo.com/en/articles/8143367-where-to-find-your-invoices.md): Access your billing details and past invoices through your Formaloo account.
- [Formaloo for Startups](https://help.formaloo.com/en/articles/8143450-formaloo-for-startups.md): Helping early-stage startups. What are the requirements to get Formaloo for startups?
- [What payment methods does Formaloo offer](https://help.formaloo.com/en/articles/8410163-what-payment-methods-does-formaloo-offer.md): Payment methods that Formaloo accepts are credit cards, PayPal and direct debit \(available in specific countries\)
- [Why do I need to upgrade my plan?](https://help.formaloo.com/en/articles/8410203-why-do-i-need-to-upgrade-my-plan.md): Upgrade your Formaloo plan to have an all-in-one platform.
- [Affiliate program](https://help.formaloo.com/en/articles/8954181-affiliate-program.md): You can join our affiliate program and earn a 25% commission on all your referrals for the whole lifetime of their subscription.
- [How Formaloo’s affiliate program works](https://help.formaloo.com/en/articles/10199731-how-formaloo-s-affiliate-program-works.md): Earn 40% recurring commission with Formaloo's affiliate program. Share your link, track referrals, and help others save 30% on subscriptions
- [Pay only for what you use: Formaloo Add-ons and workspace usage explained](https://help.formaloo.com/en/articles/13744503-pay-only-for-what-you-use-formaloo-add-ons-and-workspace-usage-explained.md): Learn how Formaloo’s workspace usage, feature limits, and modular add-ons work together to give you more visibility and control over your workspace. Pay only for what you're using, expand only when...
- [How prorated billing works / what happens to my current subscription if I upgrade my Formaloo plan?](https://help.formaloo.com/en/articles/15072806-how-prorated-billing-works-what-happens-to-my-current-subscription-if-i-upgrade-my-formaloo-plan.md): Changing plans doesn’t mean losing what you’ve already paid for. Formaloo automatically applies the remaining value of your current subscription toward your new plan.
- [What happens to my data when I downgrade my account plan](https://help.formaloo.com/en/articles/8155825-what-happens-to-my-data-when-i-downgrade-my-account-plan.md): Your data remains secure when downgrading, but respect storage & other limits \(team members, etc.\) to avoid disabled forms.
- [How to sell the forms/apps you create](https://help.formaloo.com/en/articles/8607226-how-to-sell-the-forms-apps-you-create.md): How to sell with Formaloo? steps to create, publish and sell your forms and apps.
- [Access and manage your Formaloo subscription and billing details](https://help.formaloo.com/en/articles/12893694-access-and-manage-your-formaloo-subscription-and-billing-details.md): Learn how to access and manage your Formaloo subscription and billing details by getting to the Billing dashboard from your workspace.
- [How to remove VAT from your Formaloo checkout](https://help.formaloo.com/en/articles/12899433-how-to-remove-vat-from-your-formaloo-checkout.md): Remove VAT during checkout by entering your business VAT ID.

### For Developers

- [API endpoint specifications for fetch choice field](https://help.formaloo.com/en/articles/8143269-api-endpoint-specifications-for-fetch-choice-field.md): Learn about creating fetch choice fields in Formaloo. Simplify form choices dynamically with API endpoints.
- [Endpoint Specifications for Fetch Choice Field \(Beta\)](https://help.formaloo.com/en/articles/8143463-endpoint-specifications-for-fetch-choice-field-beta.md): Learn about creating fetch choice fields in Formaloo. Handle dynamic choices with API endpoints. Ensure proper response for form submissions
- [Dynamic Fetch Choice Field \(For Developers - Beta\)](https://help.formaloo.com/en/articles/8143467-dynamic-fetch-choice-field-for-developers-beta.md): Dynamic Fetch Choice Field in Formaloo. Retrieve choices from a remote API endpoint for dynamic form selection.
- [How to use Formaloo API Keys in Formaloo API](https://help.formaloo.com/en/articles/8143469-how-to-use-formaloo-api-keys-in-formaloo-api.md): Learn to use Formaloo API Keys. Obtain API Key, Secret Key, get Authorization Tokens, and call APIs seamlessly.
- [How to use Formaloo SDK](https://help.formaloo.com/en/articles/8143470-how-to-use-formaloo-sdk.md): Build custom apps using Formaloo's data & APIs. Install 'formaloo-cdp' package, authenticate, and explore functionalities.
- [Which endpoint would I use to post a new record by API?](https://help.formaloo.com/en/articles/8143473-which-endpoint-would-i-use-to-post-a-new-record-by-api.md): To post a new record via API, you would use the following endpoint.
- [Webhook Readable Data](https://help.formaloo.com/en/articles/8143478-webhook-readable-data.md): Webhook readable data; Simplified submission details for easy processing, ideal for spreadsheets.
- [Sample codes for using Formaloo API and SDK](https://help.formaloo.com/en/articles/8143484-sample-codes-for-using-formaloo-api-and-sdk.md): Explore Formaloo's GitHub for API & SDK sample codes. Contribute and fork projects for tailored solutions.
- [Formaloo API documentation](https://help.formaloo.com/en/articles/9310643-formaloo-api-documentation.md): How to access API documentation of Formaloo
- [API update: Submit forms using field aliases](https://help.formaloo.com/en/articles/12765240-api-update-submit-forms-using-field-aliases.md): You can now submit forms to the Formaloo API using field aliases \(IDs\) instead of automatically generated field slugs – making form submissions via API much simpler and more readable.
- [How to add users to your portal's User directory via the Formaloo API](https://help.formaloo.com/en/articles/15971978-how-to-add-users-to-your-portal-s-user-directory-via-the-formaloo-api.md): Skip the manual dashboard work. This guide shows you how to add new users to your portal's user directory via API — so you can automate onboarding and provision users at scale, one request at a time.

### Enterprise admin

- [SAML SSO configuration](https://help.formaloo.com/en/articles/8143457-saml-sso-configuration.md): Enable SAML for secure team access and control. Perfect for managing large teams and revoking access easily.
- [On-premise \(self-hosted\) option](https://help.formaloo.com/en/articles/8143461-on-premise-self-hosted-option.md): Gain full control over your data with Formaloo's on-premise option. Install it on your own servers, manage updates, and ensure security.
- [Formaloo Security & Compliance Overview](https://help.formaloo.com/en/articles/12315940-formaloo-security-compliance-overview.md): See why Formaloo is the best choice for big enterprise who value their security more than anything else.
- [What is the assignee field in Formaloo and how to use it](https://help.formaloo.com/en/articles/12681804-what-is-the-assignee-field-in-formaloo-and-how-to-use-it.md): Use the assignee field in Formaloo to assign records automatically, streamline task ownership, and track responsibilities across your workspace.
- [What is the activity page in Formaloo and how to use it](https://help.formaloo.com/en/articles/12687942-what-is-the-activity-page-in-formaloo-and-how-to-use-it.md): Track all your assigned tasks and records in one place with Formaloo’s Activity Page for organized, real-time team management.
- [How to use the status field in Formaloo](https://help.formaloo.com/en/articles/12741651-how-to-use-the-status-field-in-formaloo.md): Learn how to use the Status Field in Formaloo to track progress, manage tasks, and streamline team workflows with full visibility and control.
- [How to use the due date field in Formaloo](https://help.formaloo.com/en/articles/12750036-how-to-use-the-due-date-field-in-formaloo.md): Learn how to use the Due Date field in Formaloo to set deadlines, organize team workflows, and ensure every project stays on track.
- [How to recover accidental form changes with version history in Formaloo](https://help.formaloo.com/en/articles/16614702-how-to-recover-accidental-form-changes-with-version-history-in-formaloo.md): Learn how Formaloo's version history protects your forms and rows, every change is tracked automatically, and support can restore any accidental edit or deletion.

### Use cases

- [How to build a multi-location incident report intake that routes by severity to regional or corporate teams in Formaloo](https://help.formaloo.com/en/articles/16858973-how-to-build-a-multi-location-incident-report-intake-that-routes-by-severity-to-regional-or-corporate-teams-in-formaloo.md): Learn how to build a multi-location incident report intake in Formaloo that scores severity automatically, generates a private AI triage read, and routes incidents to the site, regional, or corpora...
- [How to build a cross-location equipment maintenance log that flags recurring breakdowns before they become downtime in Formaloo](https://help.formaloo.com/en/articles/16859040-how-to-build-a-cross-location-equipment-maintenance-log-that-flags-recurring-breakdowns-before-they-become-downtime-in-formaloo.md): Learn how to build a cross-location equipment maintenance log in Formaloo that links every fault report to its asset, auto-escalates recurring breakdowns, and uses AI to flag patterns and suggest f...
- [How to build a daily location opening and closing checklist with automatic manager escalation in Formaloo](https://help.formaloo.com/en/articles/16859113-how-to-build-a-daily-location-opening-and-closing-checklist-with-automatic-manager-escalation-in-formaloo.md): Learn how to build a daily opening and closing checklist in Formaloo that auto-escalates failed items to managers, with an AI risk read and trend report.
- [How to build a policy attestation campaign that tracks employee sign-offs and flags outstanding acknowledgments in Formaloo](https://help.formaloo.com/en/articles/16639894-how-to-build-a-policy-attestation-campaign-that-tracks-employee-sign-offs-and-flags-outstanding-acknowledgments-in-formaloo.md): Learn how to build a policy attestation campaign in Formaloo, with e-signed employee sign-offs, automatic reminders for outstanding acknowledgments, and a live completion dashboard by department.
- [How to build an AI-powered control self-assessment \(CSA\) program in Formaloo](https://help.formaloo.com/en/articles/16783811-how-to-build-an-ai-powered-control-self-assessment-csa-program-in-formaloo.md): Learn how to build a recurring control self-assessment program in Formaloo, with per-control risk scoring, AI-generated risk narratives, automatic escalation, and a historical trend report.
- [How to build a safety inspection and walkthrough checklist with photo evidence and automatic exception routing in Formaloo](https://help.formaloo.com/en/articles/16784348-how-to-build-a-safety-inspection-and-walkthrough-checklist-with-photo-evidence-and-automatic-exception-routing-in-formaloo.md): Learn how to build a scored safety inspection checklist in Formaloo, with required photo evidence per item, AI-generated risk summaries, and automatic routing of failed items to whoever needs to fi...
- [How to build an AI governance register that tracks AI system risk assessments and human-review sign-off in Formaloo](https://help.formaloo.com/en/articles/16783478-how-to-build-an-ai-governance-register-that-tracks-ai-system-risk-assessments-and-human-review-sign-off-in-formaloo.md): Learn how to build an AI governance register in Formaloo that scores every AI system's risk automatically, generates a private AI-written risk read, and requires a named human reviewer to sign off ...
- [How to build a corrective action tracking \(CAPA\) workflow that follows nonconformances to closure in Formaloo](https://help.formaloo.com/en/articles/16640001-how-to-build-a-corrective-action-tracking-capa-workflow-that-follows-nonconformances-to-closure-in-formaloo.md): Build a CAPA workflow in Formaloo that captures nonconformances, assigns root cause and corrective action owners, requires verification evidence before closure, and flags overdue items.
- [How to collect SOC 2 and ISO 27001 evidence requests from control owners and track submission status in Formaloo](https://help.formaloo.com/en/articles/16640104-how-to-collect-soc-2-and-iso-27001-evidence-requests-from-control-owners-and-track-submission-status-in-formaloo.md): Learn how to build a Formaloo evidence tracker for SOC 2 and ISO 27001 audits, centralizing evidence requests, letting control owners upload proof, and flagging anything missing.
- [How to build a GDPR-compliant new hire onboarding and document collection workflow in Formaloo](https://help.formaloo.com/en/articles/16431620-how-to-build-a-gdpr-compliant-new-hire-onboarding-and-document-collection-workflow-in-formaloo.md): Learn how to build a GDPR-compliant new hire onboarding workflow in Formaloo, with admin-only I-9, bank, and NDA fields, automatic anonymization, and an HR-only portal.
- [How to build a HIPAA-compliant patient registration and insurance verification intake in Formaloo](https://help.formaloo.com/en/articles/16431756-how-to-build-a-hipaa-compliant-patient-registration-and-insurance-verification-intake-in-formaloo.md): Learn how to build a HIPAA and GDPR-compliant patient registration form in Formaloo, with admin-only PHI fields, automatic anonymization after your retention window, and role-based portal access fo...
- [How to build a secure KYC intake with automatic data redaction for financial services in Formaloo](https://help.formaloo.com/en/articles/16431892-how-to-build-a-secure-kyc-intake-with-automatic-data-redaction-for-financial-services-in-formaloo.md): Learn how to build a secure KYC intake in Formaloo with admin-only account fields, automatic data anonymization, and a role-gated compliance review portal.
- [How to build a secure contractor onboarding workflow with role-gated IT access handoff in Formaloo](https://help.formaloo.com/en/articles/16431679-how-to-build-a-secure-contractor-onboarding-workflow-with-role-gated-it-access-handoff-in-formaloo.md): Learn how to build a secure contractor onboarding workflow in Formaloo, with e-signed NDAs, tax intake, an auditable PDF record, and a role-gated portal handoff to IT.
- [How to build a secure, GDPR-compliant whistleblower and ethics hotline intake in Formaloo](https://help.formaloo.com/en/articles/16523922-how-to-build-a-secure-gdpr-compliant-whistleblower-and-ethics-hotline-intake-in-formaloo.md): Learn how to build a GDPR-compliant whistleblower and ethics hotline intake in Formaloo, with anonymous or identified reporting, admin-only case tracking, and auto-anonymized records.
- [How to build an approval audit trail and compliance dashboard in Formaloo](https://help.formaloo.com/en/articles/16212111-how-to-build-an-approval-audit-trail-and-compliance-dashboard-in-formaloo.md): Learn how to build an approval audit trail and compliance dashboard in Formaloo, with decision logic, an auto-generated PDF record, and a searchable dashboard.
- [How to build an IT equipment and access request intake with approval status tracking in Formaloo](https://help.formaloo.com/en/articles/16131063-how-to-build-an-it-equipment-and-access-request-intake-with-approval-status-tracking-in-formaloo.md): Learn how to build an IT equipment and access request intake in Formaloo: a status-tracked form, automated confirmation and decision emails, a generated PDF record, and a role-based portal for requ...
- [How to build a purchase requisition and PO approval workflow with AI-summarized vendor evidence in Formaloo](https://help.formaloo.com/en/articles/16212022-how-to-build-a-purchase-requisition-and-po-approval-workflow-with-ai-summarized-vendor-evidence-in-formaloo.md): Learn how to build a purchase requisition and PO approval workflow in Formaloo, with AI-summarized vendor evidence, spend-based routing, and a PDF purchase order.
- [How to automatically notify talent managers when a creator submits a new brand partnership request in Formaloo](https://help.formaloo.com/en/articles/16131085-how-to-automatically-notify-talent-managers-when-a-creator-submits-a-new-brand-partnership-request-in-formaloo.md): Learn how to automatically notify a talent manager when a creator submits a new brand partnership request in Formaloo, using a custom email template, a PDF record, and On submit logic.
- [How to build a rental application approval workflow with AI-assisted tenant screening in Formaloo](https://help.formaloo.com/en/articles/16146433-how-to-build-a-rental-application-approval-workflow-with-ai-assisted-tenant-screening-in-formaloo.md): Learn how to build a rental application workflow in Formaloo with a private AI screening summary, multi-stage approval between a leasing agent and property manager, automatic decision emails, and a...
- [How to route academic petitions to the right university office automatically in Formaloo](https://help.formaloo.com/en/articles/16146629-how-to-route-academic-petitions-to-the-right-university-office-automatically-in-formaloo.md): Learn how to automatically route academic petitions to the right university office in Formaloo, using a single petition type field, conditional Send email rules, and a fallback for anything else.
- [How to turn vendor risk exception approvals into audit-ready PDF records in Formaloo](https://help.formaloo.com/en/articles/16131103-how-to-turn-vendor-risk-exception-approvals-into-audit-ready-pdf-records-in-formaloo.md): Learn how to auto-generate a signed, audit-ready PDF the instant a vendor risk exception is approved in Formaloo, then automatically email it to the requester.
- [How to manage employee leave requests and approvals end to end in Formaloo](https://help.formaloo.com/en/articles/16221254-how-to-manage-employee-leave-requests-and-approvals-end-to-end-in-formaloo.md): Learn how to build an employee leave request workflow in Formaloo, with manager-email routing, an AI-flagged coverage check, and automatic approval emails.
- [How to create an NDA form](https://help.formaloo.com/en/articles/9685366-how-to-create-an-nda-form.md): Protect your business’s confidential information with a secure, legally binding NDA form. Build, share, and store signed agreements safely in Formaloo.
- [How to create an ERM dashboard](https://help.formaloo.com/en/articles/9625821-how-to-create-an-erm-dashboard.md): Create an effective ERM dashboard with Formaloo to manage employee data, schedules, logs, department info, and contacts.
- [How to build an employee expense reimbursement workflow in Formaloo](https://help.formaloo.com/en/articles/15724963-how-to-build-an-employee-expense-reimbursement-workflow-in-formaloo.md): Learn how to build an employee expense reimbursement workflow in Formaloo: one form with admin-only manager and finance sections, automated approval routing, three PDF templates, and a role-based p...
- [How to create an employee directory](https://help.formaloo.com/en/articles/9618830-how-to-create-an-employee-directory.md): Create an efficient employee directory with names, titles, departments, and contact info. Simplify collaboration across teams.
- [How to build an employee compensation change approval workflow with automatic calculations in Formaloo](https://help.formaloo.com/en/articles/15835504-how-to-build-an-employee-compensation-change-approval-workflow-with-automatic-calculations-in-formaloo.md): Learn how to build a two-stage compensation change approval workflow in Formaloo, with formula variables that calculate rate changes and an auto-generated PDF change notice.
- [How to create an applicant tracking system \(ATS\)](https://help.formaloo.com/en/articles/9595691-how-to-create-an-applicant-tracking-system-ats.md): Automate recruitment with our Applicant Tracking System \(ATS\) template for efficient resume management and streamlined hiring processes.
- [How to create an employee onboarding survey](https://help.formaloo.com/en/articles/8834394-how-to-create-an-employee-onboarding-survey.md): Learn how to create employee onboarding surveys in Formaloo. Gain valuable insights, improve engagement, and refine your onboarding process.
- [How to create an employee departure survey](https://help.formaloo.com/en/articles/8911555-how-to-create-an-employee-departure-survey.md): After employees depart, exit surveys uncover why they left and guide you to build a better workplace.
- [How to build an approval workflow in Formaloo](https://help.formaloo.com/en/articles/14846440-how-to-build-an-approval-workflow-in-formaloo.md): A step-by-step guide to building a complete approval workflow in Formaloo. No code required.
- [How to create an approval form](https://help.formaloo.com/en/articles/8333191-how-to-create-an-approval-form.md): Build an approval workflow. Create form, add status field, build Kanban board in app, and set up email notifications.
- [How to build a dual-approval request workflow in Formaloo](https://help.formaloo.com/en/articles/15154207-how-to-build-a-dual-approval-request-workflow-in-formaloo.md): Learn how to build a dual-approval employee request workflow in Formaloo, from form creation and approval logic to employee and admin portals.
- [How to build an AI-powered job application pipeline with candidate screening in Formaloo](https://help.formaloo.com/en/articles/15595873-how-to-build-an-ai-powered-job-application-pipeline-with-candidate-screening-in-formaloo.md): Build a job application pipeline in Formaloo with conditional screening logic, AI email templates, a PDF application record, and a two-portal recruiter workflow.
- [How to create an employee suggestion action survey](https://help.formaloo.com/en/articles/9167080-how-to-create-an-employee-suggestion-action-survey.md): A simple Step-by-Step Guide to creating a helpful employee suggestion action survey that improves HR processes.
- [How to create diversity and inclusion in the workplace survey](https://help.formaloo.com/en/articles/8855839-how-to-create-diversity-and-inclusion-in-the-workplace-survey.md): A step-by-step guide on creating a survey to better understand and enhance diversity and inclusion levels in the workplace
- [How to create an employee opinion survey](https://help.formaloo.com/en/articles/8925263-how-to-create-an-employee-opinion-survey.md): A step-by-step guide on creating a survey to better understand and enhance diversity and inclusion levels in the workplace
- [How to create an employee well-being survey](https://help.formaloo.com/en/articles/8958009-how-to-create-an-employee-well-being-survey.md): Guide to crafting employee well-being surveys for a healthier workplace.
- [How to create an employee feedback survey](https://help.formaloo.com/en/articles/8880838-how-to-create-an-employee-feedback-survey.md): Create effective employee feedback surveys in Formaloo. Understand & improve satisfaction, productivity, and workplace culture.
- [How to create an employee satisfaction survey](https://help.formaloo.com/en/articles/8825317-how-to-create-an-employee-satisfaction-survey.md): Step-by-step guide on creating an employee satisfaction survey to create a happier, more productive workplace
- [How to create an employee engagement survey](https://help.formaloo.com/en/articles/8821965-how-to-create-an-employee-engagement-survey.md): Guide to making the ideal employee engagement surveys. Easy steps to design, customize, and share your employee engagement survey questions.
- [How to create an employee retention survey](https://help.formaloo.com/en/articles/8866453-how-to-create-an-employee-retention-survey.md): Step-by-step employee retention survey: to understand and improve employee loyalty. Perfect for HR teams aiming for impactful insights.
- [How to create a benefit satisfaction survey](https://help.formaloo.com/en/articles/8885725-how-to-create-a-benefit-satisfaction-survey.md): HR tool for understanding how your team values their benefits. Highlights areas for improvement, enhancing employee well-being and loyalty.
- [How to build a creative asset request and design approval workflow for marketing teams in Formaloo](https://help.formaloo.com/en/articles/15913104-how-to-build-a-creative-asset-request-and-design-approval-workflow-for-marketing-teams-in-formaloo.md): Learn how to build a creative asset request and design approval workflow in Formaloo, with a Magic Create intake form, manager approval logic, and auto-assigned designers.
- [How to build an AI-powered campaign report generator for agency clients in Formaloo](https://help.formaloo.com/en/articles/16011821-how-to-build-an-ai-powered-campaign-report-generator-for-agency-clients-in-formaloo.md): Learn how to build an AI-powered campaign report generator in Formaloo. Log spend and results once, and turn them into a branded client PDF automatically.
- [How to build a service cost estimator that emails clients a price breakdown in Formaloo](https://help.formaloo.com/en/articles/15325202-how-to-build-a-service-cost-estimator-that-emails-clients-a-price-breakdown-in-formaloo.md): Learn how to build a service cost estimator that collects project details, generates an AI-powered cost estimate instantly, and emails clients a personalized price breakdown on submission, all with...
- [How to build a gated business health scorecard with personalized advice in Formaloo](https://help.formaloo.com/en/articles/16011744-how-to-build-a-gated-business-health-scorecard-with-personalized-advice-in-formaloo.md): Learn how to build a business health scorecard in Formaloo that scores 7 weighted categories, locks personalized advice behind a login, and lets leads download or email their results as a PDF.
- [How to build a multi-service request portal with tiered pricing for field-service businesses in Formaloo](https://help.formaloo.com/en/articles/15922161-how-to-build-a-multi-service-request-portal-with-tiered-pricing-for-field-service-businesses-in-formaloo.md): Build a field-service client portal in Formaloo with a linked equipment database, 13 service types, and auto-calculated stacked fees \(admin + travel + interchange\) before submission.
- [How to build a digital tax document organizer for accounting and tax prep firms in Formaloo](https://help.formaloo.com/en/articles/15955192-how-to-build-a-digital-tax-document-organizer-for-accounting-and-tax-prep-firms-in-formaloo.md): Learn how to build a digital tax document organizer in Formaloo, with logic-gated intake, Memory Form auto-fill, and a PDF summary for tax prep firms.
- [How to turn form responses into proposals and contracts in Formaloo](https://help.formaloo.com/en/articles/15316274-how-to-turn-form-responses-into-proposals-and-contracts-in-formaloo.md): Learn how to turn any form submission into a personalized proposal and send it to your client automatically — no copy-pasting, no manual drafting, no delays.
- [How to build a law firm lead intake and case file portal in Formaloo](https://help.formaloo.com/en/articles/15834787-how-to-build-a-law-firm-lead-intake-and-case-file-portal-in-formaloo.md): Learn how to build a law firm lead intake and case file portal in Formaloo: conflict check and engagement letter guards, client document exchange, deadline reminders, and a role-based portal.
- [How to build a client retainer hours and deliverables tracker for agencies in Formaloo](https://help.formaloo.com/en/articles/15913228-how-to-build-a-client-retainer-hours-and-deliverables-tracker-for-agencies-in-formaloo.md): Learn how to build a client retainer hours and deliverables tracker in Formaloo, with a real-time usage view, automatic limit alerts, and status emails for agencies.
- [How to build a patient intake and consent workflow for healthcare clinics in Formaloo](https://help.formaloo.com/en/articles/15590663-how-to-build-a-patient-intake-and-consent-workflow-for-healthcare-clinics-in-formaloo.md): Learn how to build a digital patient intake and consent system in Formaloo — with a two-page intake form, e-signature consent, automated PDF confirmation email, and a clinic admin pipeline.
- [How to create a CSAT survey](https://help.formaloo.com/en/articles/8894248-how-to-create-a-csat-survey.md): Increase customer loyalty, stay ahead of your competitors, and improve customer satisfaction levels.
- [Automatically route high-value inbound leads](https://help.formaloo.com/en/articles/13736670-automatically-route-high-value-inbound-leads.md): Respond faster to high-value inbound leads by enriching submissions with company data and routing them consistently from your Responses table.
- [How to allow form users to pay an amount in a range](https://help.formaloo.com/en/articles/8329985-how-to-allow-form-users-to-pay-an-amount-in-a-range.md): Limit form payments to a range. Use custom validation and RegEx for amounts between $min & $max.
- [How to create a compensation survey](https://help.formaloo.com/en/articles/8821967-how-to-create-a-compensation-survey.md): Build a strong compensation satisfaction survey with our guide. Improve insights and strengthen organizational competitiveness.
- [How to create a loan pre-qualification form with eligibility scoring](https://help.formaloo.com/en/articles/10032085-how-to-create-a-loan-pre-qualification-form-with-eligibility-scoring.md): Create a loan pre-qualification form with eligibility scoring. Automate loan approvals, streamline workflows, and improve lead management.
- [How to create a NPS survey](https://help.formaloo.com/en/articles/8879714-how-to-create-a-nps-survey.md): A step-by-step guide to creating your own survey that brings insights into your brand and acts as a predictor of growth.
- [How to create a ticketing app](https://help.formaloo.com/en/articles/8675608-how-to-create-a-ticketing-app.md): Create, customize, and publish a ticketing portal for users to submit and manage support requests easily.
- [How can you build a custom CRM](https://help.formaloo.com/en/articles/8330002-how-can-you-build-a-custom-crm.md): Build a custom CRM for your business or any department and teams from the scratch with Formaloo.
- [How to create a subscription-based payment form in Formaloo](https://help.formaloo.com/en/articles/15272714-how-to-create-a-subscription-based-payment-form-in-formaloo.md): Learn how to build a subscription payment form in Formaloo — connect Stripe, automate confirmation and status update emails, and give your team a live kanban view of every subscriber, all without c...
- [How to build a vendor dispatch and job tracking platform for facility management companies in Formaloo](https://help.formaloo.com/en/articles/15913413-how-to-build-a-vendor-dispatch-and-job-tracking-platform-for-facility-management-companies-in-formaloo.md): Learn how to build a vendor dispatch and job tracking platform in Formaloo, with auto-routed repair jobs, a vendor roster, and status tracking for facility management teams.
- [How to build an AI-powered lead qualification system in Formaloo](https://help.formaloo.com/en/articles/15412221-how-to-build-an-ai-powered-lead-qualification-system-in-formaloo.md): Build an AI-powered lead qualification system in Formaloo, automate scoring, segmentation, and follow-ups without writing a single line of code.
- [How to build an insurance application multi-reviewer scoring portal in Formaloo](https://help.formaloo.com/en/articles/15518218-how-to-build-an-insurance-application-multi-reviewer-scoring-portal-in-formaloo.md): Learn how to build a multi-reviewer application scoring portal in Formaloo, with weighted decisions, auto-scoring logic, a Kanban pipeline, and automated applicant emails. No code needed.
- [How to create a career development survey](https://help.formaloo.com/en/articles/8878691-how-to-create-a-career-development-survey.md): Here, we will walk you through the entire process, from crafting relevant questions to customizing the survey's design and settings.
- [How to make a leadership effectiveness survey](https://help.formaloo.com/en/articles/8966230-how-to-make-a-leadership-effectiveness-survey.md): A leadership effectiveness survey is a valuable tool used to assess and measure the performance of leaders within an organization.
- [How to create an employee recruitment effectiveness survey](https://help.formaloo.com/en/articles/8842560-how-to-create-an-employee-recruitment-effectiveness-survey.md): Step-by-step guide to create a powerful employee recruitment effectiveness survey to make your HR strategies more efficient.
- [How to create an employee performance evaluation survey](https://help.formaloo.com/en/articles/8855862-how-to-create-an-employee-performance-evaluation-survey.md): Build an efficient employee performance evaluation survey with our guide. Learn which fields to use that align the best with your HR goals.
- [How to create an employee self-evaluation survey](https://help.formaloo.com/en/articles/8856515-how-to-create-an-employee-self-evaluation-survey.md): A self-evaluation survey identifies strengths and gaps and tailors training for better performance. Here's how you create one.
- [How to create an employee goal-setting survey](https://help.formaloo.com/en/articles/8860272-how-to-create-an-employee-goal-setting-survey.md): This survey is designed to gather valuable insights from employees about their motivation, contribution, skills, and goals in the company.
- [How to build a 360-degree performance review system in Formaloo](https://help.formaloo.com/en/articles/15702615-how-to-build-a-360-degree-performance-review-system-in-formaloo.md): Build a 360-degree performance review system in Formaloo — HR and manager review sections, weighted calc scores, automated emails, PDF summaries, and a role-based portal.
- [How to build a professional development funding approval workflow for schools and associations in Formaloo](https://help.formaloo.com/en/articles/15834901-how-to-build-a-professional-development-funding-approval-workflow-for-schools-and-associations-in-formaloo.md): Build a three-stage PD funding approval workflow in Formaloo: teachers apply with proof attached, school admins sign off with a locked-down role, and associations approve funding and auto-trigger a...
- [How to build a course hub with lessons and multimedia content](https://help.formaloo.com/en/articles/15264898-how-to-build-a-course-hub-with-lessons-and-multimedia-content.md): Learn how to build a course hub in Formaloo with multimedia lessons, student login, quizzes, and completion certificates.
- [How to create a quiz with scoring and logic](https://help.formaloo.com/en/articles/15266281-how-to-create-a-quiz-with-scoring-and-logic.md): Learn how to build a scored quiz with automatic point tracking, conditional results pages, and logic that routes each respondent based on their score.
- [How to build a multi-reviewer rubric scoring portal for certification boards in Formaloo](https://help.formaloo.com/en/articles/16033208-how-to-build-a-multi-reviewer-rubric-scoring-portal-for-certification-boards-in-formaloo.md): Learn how to build a certification review portal in Formaloo with a linked application and scorecard form, blind multi-reviewer rubric scoring, conflict-of-interest logic, and a decision PDF.
- [Scholarship & grant application with scoring and approval workflow](https://help.formaloo.com/en/articles/15579351-scholarship-grant-application-with-scoring-and-approval-workflow.md): Learn how to build a scholarship and grant review system in Formaloo — with a multi-page application form, committee scoring, automated acceptance emails, and a PDF export template.
- [How to create a student management app](https://help.formaloo.com/en/articles/9614940-how-to-create-a-student-management-app.md): Learn how to create a classroom management app. Streamline attendance, assignments, and grades for teachers, students, and administrators.
- [How to build a student submission and teacher review portal in Formaloo](https://help.formaloo.com/en/articles/15239914-how-to-build-a-student-submission-and-teacher-review-portal-in-formaloo.md): A step-by-step guide to building a student assignment portal with role-based access, automated email notifications, and a teacher review pipeline, all in Formaloo, no code required.
- [How to build a score-based learning style quiz with personalized results in Formaloo](https://help.formaloo.com/en/articles/15494293-how-to-build-a-score-based-learning-style-quiz-with-personalized-results-in-formaloo.md): Learn how to build a score-based quiz in Formaloo that automatically scores responses, routes users to personalized result pages, and sends a custom AI-generated results email and PDF.
- [How to make a digital bulletin board](https://help.formaloo.com/en/articles/9026115-how-to-make-a-digital-bulletin-board.md): Create a dynamic digital bulletin board for schools or organizations with step-by-step instructions, featuring news submission & management.
- [How to create a leaderboard app](https://help.formaloo.com/en/articles/8455533-how-to-create-a-leaderboard-app.md): Leaderboard app with the quiz. Easy to create and share for your HR team or students.
- [How to route respondents to different team members' booking calendars based on a qualifying quiz in Formaloo](https://help.formaloo.com/en/articles/16012140-how-to-route-respondents-to-different-team-members-booking-calendars-based-on-a-qualifying-quiz-in-formaloo.md): Learn how to route quiz respondents to different team members' booking calendars in Formaloo using qualifying questions, automatic assignment, and answer-based redirect logic.
- [How to collect event registrations, manage capacity, and send automated confirmations in Formaloo](https://help.formaloo.com/en/articles/15442571-how-to-collect-event-registrations-manage-capacity-and-send-automated-confirmations-in-formaloo.md): Learn how to build a complete event registration system in Formaloo, with ticket capacity limits, automated PDF tickets, and confirmation emails sent on every submission.
- [How to build an alumni association membership portal in Formaloo](https://help.formaloo.com/en/articles/15798856-how-to-build-an-alumni-association-membership-portal-in-formaloo.md): Build an alumni association membership portal in Formaloo — tiered applications, payment logic, a searchable directory, digital member cards, and renewals.
- [How to build an accreditation application and review portal in Formaloo](https://help.formaloo.com/en/articles/15835428-how-to-build-an-accreditation-application-and-review-portal-in-formaloo.md): Build an accreditation application and review portal in Formaloo, from document intake and verification through multi-reviewer committee scoring to an automated decision letter.
- [How to build a matrix-scored clinical assessment tool for therapists in Formaloo](https://help.formaloo.com/en/articles/16033402-how-to-build-a-matrix-scored-clinical-assessment-tool-for-therapists-in-formaloo.md): Learn how to build a scored clinical intake assessment in Formaloo, with Likert-style items, automatic logic-based point scoring, and a clinical summary PDF for therapists.

### Shape Formaloo

- [How to support Formaloo on ProductHunt](https://help.formaloo.com/en/articles/10147246-how-to-support-formaloo-on-producthunt.md): If you’re new to Product Hunt, this guide will show you how to support Formaloo and make our launch a success.

## Français

### Getting started

- [Commencez par un modèle](https://help.formaloo.com/fr/articles/8141488-commencez-par-un-modele.md)
- [Comment créer un formulaire/application vide dans le nouveau tableau de bord](https://help.formaloo.com/fr/articles/8560424-comment-creer-un-formulaire-application-vide-dans-le-nouveau-tableau-de-bord.md): Explorez la facilité de création de formulaires et d'applications à partir de zéro dans le nouveau tableau de bord
- [Qu'est-ce que Formaloo ?](https://help.formaloo.com/fr/articles/8141013-qu-est-ce-que-formaloo.md)
- [Qu'est-ce qu'un bloc de données ?](https://help.formaloo.com/fr/articles/8141477-qu-est-ce-qu-un-bloc-de-donnees.md)
- [Partagez votre travail](https://help.formaloo.com/fr/articles/8141491-partagez-votre-travail.md)
- [Collaborer avec les autres](https://help.formaloo.com/fr/articles/8141494-collaborer-avec-les-autres.md)

### Rencontrez votre espace de travail

- [Paramètres de profil sur le nouveau tableau de bord](https://help.formaloo.com/fr/articles/8560428-parametres-de-profil-sur-le-nouveau-tableau-de-bord.md): Découvrez comment personnaliser votre expérience sur le nouveau tableau de bord avec les paramètres de profil.
- [Comment ajouter/modifier des dossiers dans le nouveau tableau de bord](https://help.formaloo.com/fr/articles/8560366-comment-ajouter-modifier-des-dossiers-dans-le-nouveau-tableau-de-bord.md): Ces étapes simples sont présentées pour faciliter la gestion des dossiers dans l'environnement du nouveau tableau de bord.

### Forms and databases

- [Créez votre premier formaloo](https://help.formaloo.com/fr/articles/8141457-creez-votre-premier-formaloo.md)
- [Comment éditer et afficher des formulaires dans le nouveau tableau de bord](https://help.formaloo.com/fr/articles/8925749-comment-editer-et-afficher-des-formulaires-dans-le-nouveau-tableau-de-bord.md)
- [Comment rechercher les données soumises d'un autre formulaire](https://help.formaloo.com/fr/articles/8266993-comment-rechercher-les-donnees-soumises-d-un-autre-formulaire.md): Vous pouvez utiliser le champ de recherche pour envoyer des données vers un autre formulaire et des options prédéfinies.
- [Comment connecter des formulaires avec transfert automatique des données](https://help.formaloo.com/fr/articles/9026519-comment-connecter-des-formulaires-avec-transfert-automatique-des-donnees.md): Il existe plusieurs méthodes pour lier des formulaires et des bases de données.
- [Est-ce qu'il existe un moyen pour les utilisateurs de commencer un formulaire et d'y revenir plus tard ?](https://help.formaloo.com/fr/articles/8394056-est-ce-qu-il-existe-un-moyen-pour-les-utilisateurs-de-commencer-un-formulaire-et-d-y-revenir-plus-tard.md): Les utilisateurs peuvent enregistrer et reprendre le remplissage des formulaires plus tard grâce à la fonction "Soumission partielle".
- [Comment transférer des données entre deux formulaires](https://help.formaloo.com/fr/articles/8307303-comment-transferer-des-donnees-entre-deux-formulaires.md): Configurez et liez Form1 et Form2, créez des champs masqués pour capturer les données et assurez-vous que les ID de champ correspondent.
- [Comment calculer les pourcentages dans un champ variable](https://help.formaloo.com/fr/articles/8510439-comment-calculer-les-pourcentages-dans-un-champ-variable.md): Vous pouvez calculer un pourcentage dans un champ variable en utilisant le type de formule.
- [Définir un montant de paiement fixe dans le nouveau tableau de bord](https://help.formaloo.com/fr/articles/8925484-definir-un-montant-de-paiement-fixe-dans-le-nouveau-tableau-de-bord.md)
- [Comment personnaliser les champs de texte et les champs de texte long](https://help.formaloo.com/fr/articles/8861321-comment-personnaliser-les-champs-de-texte-et-les-champs-de-texte-long.md): Ces champs vous aident à capturer des réponses courtes et longues, vous garantissant d'obtenir toutes les informations dont vous avez besoin
- [Comment ajouter et personnaliser le champ de contenu](https://help.formaloo.com/fr/articles/8866008-comment-ajouter-et-personnaliser-le-champ-de-contenu.md): Ce champ vous permet de rédiger du contenu enrichi, incluant du texte, des images, des liens et même des extraits de code.
- [Comment appliquer la vérification OTP dans le formulaire](https://help.formaloo.com/fr/articles/8638459-comment-appliquer-la-verification-otp-dans-le-formulaire.md): La vérification par OTP \(mot de passe à usage unique\) est un moyen de protéger vos formulaires contre les soumissions non autorisées.
- [Comment ajouter des images à vos champs](https://help.formaloo.com/fr/articles/8698453-comment-ajouter-des-images-a-vos-champs.md): Vous pouvez ajouter des images à la description avancée des champs dans votre formulaire.
- [Renforcez la confidentialité et le contrôle avec les champs réservés aux administrateurs](https://help.formaloo.com/fr/articles/8866694-renforcez-la-confidentialite-et-le-controle-avec-les-champs-reserves-aux-administrateurs.md): Utilisez la fonction « Réservé aux administrateurs » pour protéger les données sensibles lors de la collecte.
- [Qu'est-ce que l'option "Unique" dans l'éditeur ?](https://help.formaloo.com/fr/articles/8936882-qu-est-ce-que-l-option-unique-dans-l-editeur.md)
- [Comment ajouter une case à cocher à votre formulaire pour accepter les conditions générales](https://help.formaloo.com/fr/articles/8947928-comment-ajouter-une-case-a-cocher-a-votre-formulaire-pour-accepter-les-conditions-generales.md): Ajoutez un champ "à choix multiples" avec une seule option et un champ de section pour les termes et conditions à votre formulaire.
- [Comment définir un minuteur sur vos formulaires](https://help.formaloo.com/fr/articles/9005695-comment-definir-un-minuteur-sur-vos-formulaires.md): La fonction de minuteur vous permet de définir un délai pour que les utilisateurs remplissent votre formulaire.
- [Comment ajouter et personnaliser la description dans le nouveau tableau de bord](https://help.formaloo.com/fr/articles/9009571-comment-ajouter-et-personnaliser-la-description-dans-le-nouveau-tableau-de-bord.md): Personnalisez les éléments clés de votre formulaire, du texte de description aux messages de réussite et aux libellés des boutons d'envoi.

### Créer des applications

- [Créer une application](https://help.formaloo.com/fr/articles/8141481-creer-une-application.md)
- [Comment modifier les couleurs du graphique](https://help.formaloo.com/fr/articles/8708847-comment-modifier-les-couleurs-du-graphique.md): Modifiez et personnalisez la couleur des graphiques dans le nouveau tableau de bord à partir des paramètres.
- [Comment créer un tableau Kanban](https://help.formaloo.com/fr/articles/8889596-comment-creer-un-tableau-kanban.md): Pour créer une vue Kanban, ajoutez un champ à choix et catégorisez vos données en différentes options.

### Créer des portails

- [Comment ajouter de nouveaux utilisateurs à votre portail](https://help.formaloo.com/fr/articles/8142201-comment-ajouter-de-nouveaux-utilisateurs-a-votre-portail.md): Cet article vous explique comment ajouter de nouveaux utilisateurs à votre portail de trois manières différentes.
- [Gérer les rôles des utilisateurs sur votre portail](https://help.formaloo.com/fr/articles/8190474-gerer-les-roles-des-utilisateurs-sur-votre-portail.md)

###  Publiez et collaborez

- [Comment partager l'URL de l'application dans le nouveau tableau de bord](https://help.formaloo.com/fr/articles/8885536-comment-partager-l-url-de-l-application-dans-le-nouveau-tableau-de-bord.md)

### Paramètres et confidentialité

- [Supprimer votre compte](https://help.formaloo.com/fr/articles/8142294-supprimer-votre-compte.md): Voici les étapes pour supprimer votre compte Formaloo.
- [Sécurité et confidentialité](https://help.formaloo.com/fr/articles/8142301-securite-et-confidentialite.md): Sécurité et confidentialité sont notre engagement. Protégez vos données avec notre approche robuste et conforme aux normes élevées.
- [RGPD chez Formaloo](https://help.formaloo.com/fr/articles/8142322-rgpd-chez-formaloo.md): Découvrez comment nous assurons la conformité totale avec le Règlement Général sur la Protection des Données \(RGDP\)
- [Où sont situés les serveurs de Formaloo en raison de la conformité à 100 % avec le RGPD?](https://help.formaloo.com/fr/articles/8421214-ou-sont-situes-les-serveurs-de-formaloo-en-raison-de-la-conformite-a-100-avec-le-rgpd.md): Découvrez la conformité totale au RGPD avec Formaloo.

### Abonnements et tarifs

- [Plans Formaloo](https://help.formaloo.com/fr/articles/8410039-plans-formaloo.md): Découvrez les plans Formaloo pour une gestion optimale! Du Gratuit au Pro, Équipe à Entreprise - sur formaloo.com/en/pricing/
- [Comment recevoir ma facture](https://help.formaloo.com/fr/articles/8143367-comment-recevoir-ma-facture.md): Recevez vos factures en toute simplicité. Facilitez votre gestion financière dès maintenant!
- [Formaloo pour les Start-ups](https://help.formaloo.com/fr/articles/8143450-formaloo-pour-les-start-ups.md): Obtenez un crédit de 1000$ sur Formaloo pour votre Start-ups. Découvrez notre programme dédié aux jeunes entreprises.
- [Quels sont les modes de paiement proposés par Formaloo ?](https://help.formaloo.com/fr/articles/8410163-quels-sont-les-modes-de-paiement-proposes-par-formaloo.md): Formaloo offre divers moyens de paiement, y compris cartes de crédit, PayPal et prélèvement automatique dans certains pays.
- [Pourquoi dois-je mettre à niveau mon plan ?](https://help.formaloo.com/fr/articles/8410203-pourquoi-dois-je-mettre-a-niveau-mon-plan.md): Sécurisez vos données avec Formaloo On-Premise : workflow personnalisé, intégrations sur mesure, gestion d'accès renforcée.
- [Programme d'affiliation](https://help.formaloo.com/fr/articles/8954181-programme-d-affiliation.md): Rejoignez notre programme d'affiliation et gagnez une commission de 25% sur toutes recommandations pour toute la durée de leur abonnement.
- [Que se passe-t-il avec mes données lorsque je rétrograde mon plan?](https://help.formaloo.com/fr/articles/8155825-que-se-passe-t-il-avec-mes-donnees-lorsque-je-retrograde-mon-plan.md): Rétrogradez en toute sécurité avec Formaloo: vos données restent intactes.

### Administrateur d'entreprise

- [Configuration de l'authentification unique SAML](https://help.formaloo.com/fr/articles/8143457-configuration-de-l-authentification-unique-saml.md)
- [Option sur site \(auto-hébergée\)](https://help.formaloo.com/fr/articles/8143461-option-sur-site-auto-hebergee.md)

### Cas d'utilisation

- [Comment créer une enquête sur le bien-être des employés](https://help.formaloo.com/fr/articles/8958009-comment-creer-une-enquete-sur-le-bien-etre-des-employes.md): Guide pour élaborer des enquêtes sur le bien-être des employés pour un lieu de travail plus sain.
- [Comment créer une enquête sur l'engagement des employés](https://help.formaloo.com/fr/articles/8821965-comment-creer-une-enquete-sur-l-engagement-des-employes.md): Des étapes simples pour concevoir, personnaliser et partager vos questions d'enquête sur l'engagement des employés.
- [Comment créer une enquête sur la satisfaction de la rémunération](https://help.formaloo.com/fr/articles/8821967-comment-creer-une-enquete-sur-la-satisfaction-de-la-remuneration.md): Construisez une enquête de satisfaction de la rémunération. Améliorez les informations et renforcez la compétitivité organisationnelle.
- [Comment créer une application de Ticketing](https://help.formaloo.com/fr/articles/8675608-comment-creer-une-application-de-ticketing.md): Une application de Ticketing est utilisée pour gérer et suivre diverses tâches, problèmes ou demandes de manière organisée.
- [Comment créer une application d'apprentissage dans le nouveau tableau de bord](https://help.formaloo.com/fr/articles/8731199-comment-creer-une-application-d-apprentissage-dans-le-nouveau-tableau-de-bord.md): Créez des leçons interactives, des quiz engageants et des portails utilisateur pour suivre les progrès individuels.