Knowledge Base

If you are using NationBuilder, this article is for you. After providing your subdomain and connecting it to 123FormBuilder, you are prompted to customise the NationBuilder application.

Email opt-in and Mobile opt-in are available when you have a Terms of service field added on the form. Scroll down to your terms of service field and in the Select field dropdown, you can choose from various options. As seen in the below photo, Mobile opt-in and Email opt-in are the first two options.

Mobile & Email opt-in

The Submission Summary feature is an excellent way to provide form respondents with a record of their submissions. This feature allows respondents to download a PDF summary of their completed form immediately after submission. The PDF mirrors the layout of the form, displaying responses within the fields and highlighting selected options in choice fields.

This feature can be used in a variety of cases, such as job application forms for example. When someone applies for a position through an online form, they can download a PDF summarizing their submission. This document can serve as a handy reference for reviewing their answers to essay questions, confirming their chosen job preferences, or preparing for follow-up interviews.


How to set it up

The Submission Summary feature is available on the Thank You page. Therefore, start by selecting Thank You from the left-side panel of the form builder.

Thank you page

Next, on the right-side panel, go to the Options section and enable the Submission Summary toggle. Once enabled, you can edit the Button text to display any message you like.

Submission summary option

After your respondents submit the form, they will see a link-like option on the Thank You page which they can click to trigger the PDF download. It’s worth mentioning that the submission summary link will expire 10 minutes after reaching the Thank You page.

The color of the Submission Summary link is the same as the Submit button color. If you wish to change it, go to Design â†’ Quick Setup → Button color.

Button color

Submission Summary is a premium feature available starting from the Gold plan, like the other features from the Options section. If you are on the free plan, these features are marked by a premium icon prompting you to upgrade your account.

Premium features


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We’re excited to announce a major enhancement to 123FormBuilder: the new inline editing feature! This update streamlines the way you create and edit forms, making it quicker and more intuitive than ever.

Inline editing is available for all new forms and forms duplicated starting from November 11, 2024. Forms created before this date will keep the original side-panel menu for editing field labels and instructions.

With inline editing, you can now make modifications directly within the form itself by clicking any form field in the editor. No more searching through side menus for each field. Your changes happen directly on the form, making the process straightforward.


Inline editing options

The inline editing feature also brings you more customization options for your labels and instructions directly in the form editor. Let’s go through each of these options below:

First, you’ll notice that when you click on a form field the inline menu bar will display at the top of the field. The inline menu bar is slightly different for the Text content field compared to all other fields. This allows you to choose the Text size (Normal or different Heading sizes), Font, and Font size.

Inline editor text content

The following inline editing options are the same for all of the other form fields and instructions:

1. Text formatting options such as BoldItalic, or Underlined:

Text format options

2. Text color:

Text color

3. Transparency – adjust the color opacity:

Transparency

4. Add URL – you can link relevant content directly to your form fields or instructions:

Add URL

5. Add Numbered & Bullet Lists – clicking the bullet list icon once adds a bullet point to the current line or selected text. On the second click, the bullet point is changed to a number. On the third click, the list is removed:

Numbers and bullet lists

6. Alignment â€“ by default, the text is left-aligned. Clicking on the alignment button will cycle through the available alignment options in the following order: center, right, justify, and then back to left:

The changes made inline are saved automatically when you press Enter, click outside the field, or even when you navigate away from the field. Inline editing is responsive and it works on both desktop and mobile devices.

Ready to simplify your form-building process? Try out inline editing on your new forms and let us know what you think!

Have you ever added a field to your form, and spent time customizing it, only to realize that another field type would better suit your question? With our new field-switching feature, you no longer need to recreate fields from scratch and lose your work. The field-switching feature allows you to seamlessly convert field types while retaining shared properties, making form building more flexible and efficient.


How to switch field types

Start by selecting the field that you need to change. It is important to mention that only certain field types are compatible for switching; we will discuss these options in detail later.

Next, select the fields Settings icon to open the right-side panel. When a field can be changed, the first option in the right-side panel will be a dropdown titled Change field type that contains the compatible field types available for switching.

Change field type

Once you select a new field type, the system carries over common properties such as Labels, Instructions, and other options to the new field.


Field compatibility

The field-switching feature supports two main categories:

1. Choice fields

You can switch between Single choice, Multiple choice, and Dropdown fields. This is useful if, for example, you start with a single choice question and later decide a dropdown format fits better within your form’s structure.

Switch choice fields

2. Text fields

Here you can choose between Short answer, Long answer, Email, Phone number, Link, and Number fields. If you initially choose a Short answer but realize that your question might need a more detailed answer, you can easily change the field to a Long answer.

Switch text fields


Important mentions for live forms

If your form is already live and collecting submissions, there is an important consideration when changing field types: all collected data for that field will be lost. This happens because the field-switching action creates a new field, even though common properties remain the same.

Before switching field types on a form that has already gathered submissions, you will receive an alert notifying you about this potential data loss with an option to Duplicate & convert the new field.

Field switching alert

The original field can be hidden using the Hide field option in the right-side panel. This way, the field no longer displays on the form but allows you to keep all the collected data in the Submissions table.

It’s also important to take into consideration that if you convert a field that was part of conditional logic rules (Field Rules, Form Rules, or Email Rules), you will need to update those rules. Remember that converting a field deletes the original, thus causing any logic that references it to break, so you’ll need to reconfigure the rules with the new field.


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Yes, from now on, form respondents can download a PDF right after submitting your forms! The Download PDF option allows you to offer downloadable content, like guides, certificates, or additional instructions, directly from the Thank You page.

With a quick setup, you can give users instant access to important resources, enhancing their experience and reducing follow-up steps.

Start by selecting Thank You from the left-side panel of the form builder.

Thank You section

Now, on the right-side panel, locate the Options section and enable the Download PDF toggle.

Download PDF

Once enabled, you can edit the Button text and upload your PDF file (the maximum allowed size is 5MB). The download button will be displayed on the Thank You page only after you upload your file.

You can always Replace the PDF file or select the Delete icon if you wish to remove it.

Replace/Delete PDF

The Download PDF button has the same color and text color as the Submit button. If you wish to change them, you can do so from Design → Quick Setup → Button color & Button text color.

Button color


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Now you can add a personal touch to your folder system by customizing each folder with unique colors and icons. The ability to set a color or an icon makes it easy to categorize and distinguish your folders at a glance.


How to customize your Folders

When creating a folder from the New folder button in My Forms, besides adding a Folder name and Location, you’ll notice a few additional options: Folder color, Folder icon, and a Folder preview.

New Folder

Folder color

Choose from 8 default color options, or click the plus sign to open a color picker and select any shade you prefer. The plus sign will be replaced with the color of your choice, which you can edit later, if you change your mind. The Folder preview will display your changes in real time.

Folder color

Folder icon

Select from 21 available icons to give each folder a distinctive look. As you select an icon, you will see how it will look in the Folder preview.

Folder icon

To customize an existing folder, simply locate it in the left side panel in the My Forms section and click on the three dots next to the folder name. From the dropdown, choose Edit folder to open the customization modal.

Edit folder

Explore the options and make your workspace both functional and visually appealing!


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Our new Google Drive integration allows you to send your new submissions and file uploads from 123FormBuilder directly to Google Drive.

You can find Google Drive integration under Integrations section, Most used tab. Google Drive is available starting from Gold plan.

Google Drive integration

Users under a lower pricing plan then Gold will be seeing the premium icon.

Premium Google Drive

Setup configuration

In order to set up your Google Drive integration, all you have to do is click on Connect button. If you do not have a Google account linked to your 123FormBuilder account, then you need to click on Sign in with Google.

Authentication Google Drive

When there is a Google account already connected with 123FormBuilder, you will be seeing the below screen. All you have to do is to choose an account from the dropdown list.

Authenticated Google account

After choosing the account to connect with, all the settings related to Google Drive integration will be displayed.

Default setup

When there is no file upload field added on your form, the default setup of Google Drive will look like below. You will be informed through the second orange banner that you need to add a file upload field on your form in order to be able to enable Send uploaded files to Google Drive.

Default setup - no file upload

When there is at least one file upload field added on your form, the default setup of Google Drive will look like below.

Default setup - file upload field

Folder name

The first setting is related to folder name. By default, the folder name will be the name of the form, but you can easily change that.

Create subfolder for each submission

By having this option enabled, each submission will have its own subfolder in the main folder created by the Google Drive integration. If you want to have all submissions within a single folder (named as you have provided it in Folder name), then disable this option.

When Create subfolder for each submission is enabled, an additional option is displayed: Submission folder name. By default, Submission folder name is the Entry ID of each submission. You can customise the submission folder name according to your needs. All you have to do is click on the plus sign and you will be displayed different variables: submission variables & form variables.

Submission variables – these are variables that are linked to the submission information, such as Entry ID, IP, Country, Browser, Device Type, Reference ID & Form name.

Submission folder name - submission variables

Form variables – form variables are fields that are added on the form. Here you will have displayed the actual field labels in order for you to easily identify the fields. You also have a search functionality so you could speed up the process of finding a field/variable you are interested in.

Submission folder name - form variables

Regarding form variables, one thing to keep in mind is that for complex fields, such as multiple choice, first/last name, address, you can use the field in its entirety or just parts of that specific field:

Complex fields in submission folder name

You can even make a combination of submission variables, written text by form user and form variables.

Submission folder name

Now that you’ve customised the structure and name of your folders, it’s time to actually set up the most important thing: what exactly do you want to send to Google Drive.

Send a submission PDF to Google Drive

By enabling Send a submission PDF to Google Drive, it means that you want to receive a PDF of the submission in your Google Drive folder/subfolder.

When Send a submission PDF to Google Drive is enabled, we are displaying an additional dropdown, Submission PDF from where you need to choose one PDF option.

Send a submission PDF to Google Drive

Submission PDF with form layout – this PDF has the exact layout & design of the form, but completed with the information provided by the respondent

Submission PDF – this PDF is a minimalist version of the submission information, exactly as it was set up in the Emails section. If no customisations have been brought to it, then the Submission PDF will contain a table with 2 columns: one column has the field and the other column has the answer provided by the respondent.

Send uploaded files to Google Drive

Besides the submission, you can also send the files that were uploaded by respondents on your form through a File upload field.

After enabling Send uploaded files to Google Drive, an additional selection will be displayed: Choose File Upload fields. Here, all your File Upload fields from your form will be displayed, with their appropriate field label.

Send uploaded files to Google Drive

Error states

When saving the integration setup, we are verifying:

  • folder name → if it is empty, we are displaying an error state
  • submission folder name → if it enabled & no name provided we are displaying an error state
  • choose file upload → if it is enabled & no file upload selected we are displaying an error state

Error states

Installed integration

When the integration is saved, it is automatically enabled. You can go to the Drive folder by clicking on the hyperlink under the account email address, you can edit the integration and you can remove it.

Installed integration

Edit integration

When editing the setup for Google Drive, you can:

  • modify if you want to create a subfolder for each submission or not
  • modify the submission folder name
  • modify if you want to send a submission PDF to Google Drive or not
  • modify which PDF you want to send to Google Drive
  • modify if you want to send or not uploaded files to Google Drive
  • modify which file upload fields you want to send to Google Drive.
Edit integration

How the setup looks in Google Drive

Based on the folder name, a folder is created in the Google Drive account that was authenticated with 123FormBuilder.

Folder name in Google Drive

Based on the Submission folder name (that in my example was the Entry ID), a subfolder is created in the root folder.

Subfolder name in Google Drive

Based on the setup, the following files have been sent to the submission folder:

  • file upload field 1
  • file upload field 2
  • submission PDF with form layout

Files in subfolder

Other scenarios

1.Folder in Google Drive is deleted

Let’s take the following scenario:

  • you create the form
  • you set up the Google Drive integration
  • form receives submissions → folder is created in Google Drive according to the setup
  • later on, you delete the folder from Google Drive
  • form still receives submissions & Google Drive integration is still enabled

In the above scenario, as the folder has been deleted from Google Drive, the files/PDFs are no longer send to Google Drive as the root folder has been deleted. If you have deleted the folder from Google Drive, they you will need to redo the Google Drive setup.

2.Edit submission

If the form has Edit submission feature enabled, users can modify the initial submission. This will have an impact on the Google Drive integration as it follows:

a. the initials uploaded files and PDFs are sent to the appropriate folder according to the Google Drive setup

Edit submission - initial files

b. if the uploaded files have been modified completely, the new files are also sent to the appropriate folder. Also, the second Submission PDF has a timestamp added to the end of its naming so that users could differentiate between the two versions of Submission PDF.

Example:

layoutPDF-3b6ad3dfff68bdc1dce9a83128399dea_1737022113.pdf → second PDF

layoutPDF-3b6ad3dfff68bdc1dce9a83128399dea.pdf → first PDF

Edit submission - additional files

c. if the uploaded files have not been modified at all, but the answers to other questions of the form have been, the entire content set up in Google Drive is sent once more to the appropriate folder. The files have a timestamp added to the end of its naming so that users could differentiate between the two versions.

Examples:

Blue_Gradient_Abstract_Lines_Phone_Wallpaper_1737022330.png → second uploaded file

Blue_Gradient_Abstract_Lines_Phone_Wallpaper.png → first uploaded file

Edit submission - additional files

3. File upload field used in Google Drive setup has been deleted from the form

If you have created the Google Drive integration setup with one file upload field selected and after enabling the integration, then make changes to the form and that specific file upload field is deleted from the form, the Google Drive integration will go through some changes:

a. Send uploaded files to Google Drive is automatically disabled as there is no other file upload field to send to Google Drive

b. we are displaying a red banner in Installed integration informing users that the file upload field has been deleted and that a new file upload field needs to be added on the form in order to send files to Google Drive.

No file upload error

c. when you click on Edit button, we are keeping the red banner visible & Send uploaded files to Google Drive is disabled (as that one single file upload field that was being used has been deleted). After clicking on Save (regardless of what changes there are made), we are no longer displaying the red banner as the assumption is that this is the desired outcome (of not having a uploaded file sent to Google Drive)

Edit no file upload error

We are thrilled to present a powerful new feature on 123FormBuilder: Stock control for the Product field. This addition is designed to help you easily manage your inventory, ensuring that your customers only order what you have available.

Whether you’re selling products or managing event registrations, this feature ensures accurate tracking and provides a smooth user experience.

Important note

The Stock control feature works only with Payments, so make sure to enable a payment processor on your form.

How to use Stock control

In the Product field side menu, you will notice a new option in the Payments & Calculations section titled Stock control. Once enabled, you can enter the available stock in the Add stock input field that opens below.

Stock control

You can return and update your stock at any given time. The values will always add up to the Currently available in stock badge. To remove items from your stock, type the minus symbol followed by the amount you need to subtract from your available stock (e.g. -10).

If you have an item already out of stock but still want to list it for visibility on your form, you can do so easily. Enter “0” in the Add Stock field for that item. This will allow the item to be displayed on your form with an “Out of Stock” badge, informing customers that it’s currently unavailable without allowing them to add it to their cart.

Out of stock item

The Stock control feature is available for products with and without the Quantity selector enabled.


How Stock is managed and updated

As users submit their orders and complete the payment, the system automatically updates the available stock. Here’s exactly how this process works:

1. When a customer submits a form, the specified amount of the selected product is immediately subtracted from your available stock. This temporary deduction ensures that the product is not over-ordered while the customer proceeds with the payment.

2. After the form is submitted, the customer is redirected to the payment processor to complete the transaction. However, the stock deduction is only finalized if the payment is successfully completed:

  • Successful payment: If the payment is completed, the stock remains deducted, reflecting the accurate inventory available for future customers.
  • Failed payment: If the payment has not been completed, the system automatically returns the initially deducted quantity to the available stock.

Handling out-of-stock items

Stock levels are checked each time an item is added to the cart, and then once again when the form is submitted. Therefore, even if an item was initially in stock when the customer started their order, it might go out of stock by the time they try to submit the form.

If this happens, the customer will receive an error in the Order summary to notify them of the change. They won’t be able to adjust the quantity and will need to remove the product from their order so they can successfully submit the form.

Remove product

In other cases, customers might add a quantity that exceeds the available stock. In this situation, the Order summary will display an error message informing the customer that the available stock is lower than the desired quantity. Your customers won’t be able to submit the form until they update the quantity.

Limited stock

If a customer accesses the form and an item is already out of stock, they will see an Out of Stock badge on that item. The quantity box (if enabled) and the Add to Cart button are also removed, thus preventing the customer from attempting to order the unavailable product.

Out of stock view form


Stock control and other form features

Save for later

The Save for later feature allows your form respondents to save their progress on a form and return to complete it at a later time. It’s important to note that when customers use the Save for later option after adding items to their cart, the selected quantities will not be subtracted from your available stock.

Save for later

This is because stock levels are only adjusted once a form is fully submitted and payment is completed. Until then, the items remain in the customer’s cart without affecting your inventory.

If the items selected go out of stock in the meantime, your customers will receive in the Order summary one of the errors mentioned above.

Edit delivered submissions

One feature that is not compatible with Stock control and Payments is the option to Allow respondents to edit delivered submissions at a later time from the Advanced -> Submissions tab. This is because it can lead to discrepancies and potential conflicts between the customer and the business owner.

Edit submissions

When a submission is edited after being finalized, it could involve changing the quantity of items ordered, adding new items, or removing others. Since stock levels are adjusted at the time of the original submission and after the payment has already been made, any future changes made through this feature will not automatically update the inventory. This could result in inaccurate stock levels, leading to issues such as overselling or not having sufficient stock to fulfill other orders.

To maintain the integrity of your inventory and avoid misunderstandings, we recommend carefully considering whether to enable the Edit delivered submissions feature when Stock control is in use.


Stock control and form Submissions

If you edit a submission from the Results → Submissions section and you need to change the quantity ordered, please be aware that any changes made – such as increasing or decreasing the quantity – will not automatically update your available stock. The same goes for deleting a submission.

Edit Delete Submission

This means that if the quantity ordered is altered or a submission is removed, the product’s stock level won’t be adjusted by the system. To ensure that your inventory remains accurate, you’ll need to manually update the stock quantity for that item accordingly.


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Imagine a scenario where you’re collecting specific data through an online form, and you want to ensure that users manually enter their responses instead of copy-pasting them. This is crucial for maintaining data integrity and security, especially in online exams, secure registration, or critical applications. With 123FormBuilder, you can prevent form respondents from copy-pasting their answers by using a custom script.

Let’s take email confirmation as an example. We want our respondents to confirm their email in a second field without copying the data from the first one.

This script will prevent users from copy-pasting details to our Email fields. You can use this script for any type of input field.

document.addEventListener('DOMContentLoaded', () => {
  setTimeout(() => {
    ['000000000', '111111111'].forEach(id => {
      const field = document.querySelector(`[data-role=control][data-id="${id}"] input[data-role=i123-input]`);
      if (!field) return;

      field.oncopy = () => false;
      field.oncut = () => false;
      field.onpaste = () => false;
    });
  }, 2000);
});

All you need to do is make sure to replace 000000000 and 111111111 with the IDs of your form fields. The field IDs can be retrieved from the Field details section on the right-side panel.

Field ID

Once you’ve finished creating your script, you must upload it to a trusted server and provide the URL containing the script file in Advanced → Form → Add a JS script to your form. Learn more on how to add JS to your form here.

The Archive section is meant to help you keep an organized My Forms section. We’ve noticed there is a need to keep old forms and their data, but also make room for new forms, so we’ve come to help you.

Archive empty state


How does it work

You might have noticed a new section in the left side panel called Archive. This section is meant to help you keep track of old forms that you are no longer using, but its data is valuable to you.

Archive section

Let’s say you have a really old form that you are no longer using and it is no longer collecting submissions, but you want to keep all its data for future reference. When there are no archived forms and you access the Archive section, you will notice a suggestive empty state like the one below.

Empty Archive section

Now, you can easily archive that old form in 2 ways:

1. Go to the form that you want to archive and click on the three dotted menu. You will notice a new option available, called Archive.

Archive overflow menu

2. You can simply drag and drop the form you want to archive to the Archive section.

Drag & Drop to Archive

When either clicking on the Archive option from the three dotted menu or dragging & dropping a form to the Archive section, you will be prompted with the modal from the below image.

Archive form modal

Archiving a form makes it unavailable to respondents – meaning it won’t be able to collect any submissions. No worries, all the data you have collected through the form is still available and can be reached at any time.

After archiving the first form, the Archive section will look exactly like My Forms.

You can see all the forms that have been archived and all of them will have a new tag: Archived. We are also displaying the date the form was created, its number of views and submissions, and the enabled integrations, if any.

On the right side panel, you also have a counter of how many forms are archived (in our below example, we have only one).

Archive section


Effects of archiving a form

1. The form becomes unavailable to respondents

After a form has been archived, it is no longer available to respondents, so it won’t gather any new submissions. When respondents access the form, they will see an informative text: Sorry, this page is not available. This page automatically takes the theme of the form.

Archived form not available to respondents

2. The archived form is no longer counted against the total number of forms allowed per pricing plan

Let’s say you are on the Gold plan, so you have access to a maximum of 25 forms. If you have created 25 forms, you have reached the maximum number of forms allowed per your pricing plan. But at the same time, you have 5 really old forms that you are no longer using, but you don’t want to delete them.

The Archive section helps you in this matter. All you have to do is archive those 5 old forms and now you have room for 5 new forms. The archived forms are not counted against the total number of forms allowed per pricing plan.

3. Users & Subusers scenarios

Even if a form is moved to the Archive section, we are still keeping the information related to the folder the form was linked to. As such, any form and folder permissions you have set are still retained once a form is moved to the Archive section.


Unarchive a form

If you want to make an archived form available to respondents again, all you have to do is to go to the dotted menu of that specific form and click on the Unarchive option.

Unarchive form

When clicking on Unarchive, a modal is displayed asking you to select the folder where you want to unarchive the form. By default, we are selecting the folder from where the form initially came from. You can unarchive it in the default folder or use the dropdown and select a specific folder.

Unarchive folder selection

Once you confirm the Unarchive action by clicking on the Unarchive button, the form is unarchived and automatically moved to the folder you have selected. Now the unarchived form becomes available to respondents and it is ready to collect new submissions.

Following the above example, if you are on the Gold plan and have a limit of a maximum of 25 forms, and have reached the limit of 25 created forms, but you want to unarchive an old form and make it available to respondents, you will be prompted with a different message.

As you have reached the maximum number of allowed forms per your pricing plan, you won’t be allowed to unarchive a form (as you will have 26 forms, so over your pricing plan limit). In this case, you have two options:

1. You can delete a form from your account that is not in the Archive section in order to make room to unarchive the one you want to.

2. You can upgrade to a higher pricing plan to gain room for more forms.

Upgrade unarchive


Archive section – premium feature for Free users

The Archive section is not available to Free users. In the left side panel, the Archive section has a premium icon next to it. Also, when accessing the three dotted menu for a form, the Archive option has a premium icon next to it.

Premium feature

When accessing the Archive section, free users will be prompted with a suggestive text explaining the benefits of the Archive section. In order to be able to use it, free users need to upgrade to a higher pricing plan – Gold.

Premium feature details

You’ve asked, we have listened! A new feature is available in My Forms, called Save as template. Now you can easily save a form that you have created as a template in order to use it for future reference. This would help you create a template that can be used anytime you want and not start creating the future form from scratch.

Important note

Currently, Save as template feature is available only for main accounts. This means that subusers won’t be able to see & use this new feature. We are working on making it available for subusers as well.

Creating templates

When you go to My Forms, you will see a new section available, called Saved templates. This section is expanded by default, but you can collapse it by clicking on Close templates.

Saved templates empty section

You can create your first template in 2 ways:

1. Click on the Create a template button from the Saved templates container

2. Go to the menu of the form you want to turn into a template and click on the Save as template option.

Save as template overflow menuy

Let’s go through both steps one by one.


Create a template

If you want to create a template from scratch, all you have to do is click on the Create a template button from the Saved templates container. First, give a name to the template and then click on the Save button.

Create a template

After clicking on the Save button, the template will open in a new tab. Now all you have to do is to create the form exactly as you want.

Permission denied for several sections for a template

As we are talking about a template, there are some sections that can not be used and you will receive a permission denied page when accessing them:

1. Integrations

2. Security

3. Advanced

4. Results section (with all subsections)

When going back to My Forms, in the Saved templates container you will be seeing the first template that you have saved together with the option of creating a new template.


Save as template

If you already have a form that you want to save as a template, all you have to do is go to the menu of that specific template and click on Save as template.

Save as template overflow menu

Next, save the template’s name – taken directly from the form that you want to save as a template. You can edit it as you wish but do not forget to click on the Save button.

After saving the template name, the template opens up in a new tab. You will notice that the template is identical to the form you have started from, taking all its settings.

Going back to My Forms, now you have 2 saved templates!


How to use a template

You’ve created the templates, but how can you use the templates to create future forms? All you have to do is hover over the template you are interested in and click on Use template or simply click on the template card.

A new form will be created using the specified template.


Placement of the newly created form

The Saved templates container is available in All forms and all folders & subfolders.

1. If you create a new form starting from a template while being in All forms, the newly created form is available in All forms.

2. If you create a new form starting from a template while being in a folder, the newly created form is placed directly in that folder.

3. If you create a new form starting from a template while being in a subfolder, the newly created form is placed directly in that subfolder.


Templates options

You might have noticed that each template has a specific menu. You can click on the three dotted menu and you’ll notice that you can edit the template, rename it, and delete it.

By clicking on Edit template, the template opens up in a new tab so you can make any modifications to it. By clicking on Rename, you can simply rename the template. And of course, the Delete action removes the template from your account.

Template overflow menu


See all templates

If you have saved more templates than can be displayed on your screen, you will notice that the last card in the Saved templates container is called See all templates.

See all templates

When clicking on it, a modal opens up where we are displaying all your templates. You can search for your template by using the search field.

Saved templates modal

When using the search field, only the templates that match your search term will be displayed. As with any other template, you can access its settings by clicking on the three dotted menu.

Search in Saved templates modal

When there are no results for your search term, a suggestive empty state will be displayed so you can revise your search term.

No search results.

With a free account, you can create up to 3 templates. If you try to create a new template after reaching the limit, the system will prompt you to upgrade your account.

Starting from the Gold plan, you can create unlimited form templates.

Salesforce offers a functionality that detects duplicate records based on Matching rules. When a duplicated record is detected, there are two possible actions for both create & edit:
-Allow
-Block

When the form is submitted, the 123FormBuilder app tries to create/edit a record but Salesforce checks the Duplicate rules and if the selected action is Block, then no new record is created, nor existing record is updated.


If the selected action in the Duplicate rule is to Allow and Show an Alert, when manually creating/updating a record in Salesforce – a prompt will show up with the Alert text and one can interact with that prompt. However, via API, no such interaction is available and 123FormBuilder app will fail to create/update the record, with the Alert text as a failed message.

To avoid this behavior and make sure that upon submission the record will be created/updated when the Allow action is selected in the duplicate rule, you can enable the option Override Duplicate Rules when creating/updating record from the mapping interface, under Record Preferences:

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Frequently Asked Questions

Here is a list of the most frequently asked questions. For more FAQs, please browse through the  FAQs page.

Is this service free?
Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.
How many forms can I create?
It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.
How can I publish my forms?
You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.
How do I change my form design?
You can change the design of your form for more information. in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

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