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On this page
  • Building
  • Testing
  • Using Form variables
  • Using your form
  • Linking to your form
  • Javascript embed code
  • Coding your form
  • Customizing appearance

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  1. Built-in Tools
  2. Form

Configure

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Last updated 6 months ago

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Building

Use the Form Builder to create your form from scratch. To gather the information you need, you can include headings, plain text, and various input types like text fields, dropdowns, and checkboxes.

Testing

To preview the form, turn your workflow on and select the Form URL link-out icon highlighted below.

Using Form variables

Using your form

Linking to your form

Use the Form URL to link people to your form.

Javascript embed code

You can use the embed code to embed your form anywhere you need it to appear.

Coding your form

You can code your form from scratch using the Advanced Code snippet provided in the Form Builder if you prefer a direct coding approach.

With the Form Builder open, click the Get Code tab and copy the code from the Advanced section.

Customizing appearance

Once the workflow is enabled, complete a form and click submit to see your submission in your workflow's tab.

In later steps, use the selector to insert a variable from your form's submission fields.

For example, if you want to send these form values to , you can select the variables on the right that match the correct column in MESA.

By default, MESA adds wrappers and classes and uses its default styling. When setting up a form, MESA gives you the option to add class names to the form fields should you wish to attach custom styles.

Activity
variable
Google Sheets
Bootstrap
Be sure to enable your workflow before opening the Form URL