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Workplace

Forms: build and share

With Forms (Formulieren) you create an online form for an intake, request, survey or complaint. You build the questions, publish the form, share it with colleagues and view the responses in the workplace. Below is how you start a form, add fields, publish, share and download the responses as CSV.
Status: beta. Building forms, publishing, sharing with colleagues and viewing responses works in the web app.
Open your workplace

Step by step

  1. Open Forms

    Choose Forms (Formulieren) in the workplace menu. You see the list with the columns Name, Status and Modified (Naam, Status, Gewijzigd). At the top you choose a view: All, Unpublished, Published or Responses (Alle, Concepten, Gepubliceerd, Antwoorden). With Search forms (Zoek in formulieren) you search by name or description.

  2. Start a form

    Choose New form (Nieuw formulier). Choose Blank form (Leeg formulier) to build it yourself, question by question, or From a template (Uit een sjabloon) for an intake, satisfaction or request form whose questions you then adjust. The templates show Official and Own template (Officieel, Eigen sjabloon) as type. Give the form a title, for example Intake new client.

  3. Add fields

    Choose New field (Nieuw veld) and give each field a Field label (Veldlabel). You can choose from Text (one line), Text (multiple lines), Number, Date, Dropdown, Choice (radio), Checkbox and File upload. For a dropdown, you fill in the Options for dropdown (Opties voor keuzelijst). With Move field up and Move field down you change the order and with Delete field you remove a field. A field that you mark as required gets the label Required (Verplicht) in the overview.

  4. Show a field only under a condition

    For a field, you can set that it only appears when another field has a certain value. Under Refers to field (Verwijst naar veld) you choose the field, under Operator a comparison (is equal to, is not equal to, is empty, is not empty) and under Value (Waarde) you enter the value. With a Page break (wizard step) (Pagina-einde (wizard-stap)) you split a long form into steps.

  5. Publish the form

    Open the settings of the form. Under Publication (Publicatie) is the status Unpublished or Published (Concept, Gepubliceerd). An unpublished form is only visible to you and your team. Choose Publish (Publiceren) to set the status to Published. If that fails, it says: Publishing failed: check that all fields are valid. With Withdraw publication (Publicatie intrekken) you set it back to unpublished.

  6. Share the link or the form

    After publication, the form shows the public link under Link to fill in (Link om in te vullen), with the button Copy (Kopiëren). Under Public link & embedding (Openbare link & insluiten) are Copy public URL and Copy iframe snippet for embedding on a website. An unpublished form does not have a link yet: the app says you must publish the form first. If you choose Share form (Formulier delen), you give a colleague via Choose a colleague the role Viewer, Editor or Administrator (Bekijker, Bewerker, Beheerder); with Revoke access you remove that again.

  7. View the responses and download them

    Under Responses (Reacties) you see the submissions. You filter with Filter by status (In progress or Handled) and search with Search responses. Open a submission for the full response. With Download CSV you retrieve everything for further processing; in the new overview view the same button is called Export (Exporteren). If it says: You do not have export rights for this form, ask an administrator for rights.

If it does not work

No forms or no unpublished forms yet

An empty view says, for example: No forms yet, No unpublished forms or Nothing published yet (Nog geen formulieren, Geen concepten, Nog niets gepubliceerd). That does not mean something is broken; there is simply nothing in that view. Start with New form.

No one has filled in the form yet

Responses only appear once the form has been published and someone has submitted it. If it is published, share the link as described above.

Download failed

Try the download once more. If it keeps failing, open a support ticket with the name of the form.

Related articles

  • Files for storing the downloaded CSV.
  • Messages to discuss a form with your team.

Processing responses further?

Download the responses as CSV and store the file in Files, so that your team can continue working with it together.
Go to Files →