# Builder

{% embed url="https://vimeo.com/679538902" %}

The form builder section offers a range of form types that can be created to capture data relevant to your business goals. For example, you can create forms to engage website visitors and gather lead information, or generate forms to gather vital details when someone books an appointment on your calendar.

{% hint style="warning" %}
Depending on your user permissions, you may not have access to all of the components.
{% endhint %}

### Form List

When accessing the builder section under forms, you'll see a list of previously created forms and folders.

![](https://3006344292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0SdRb3wtdZAoIsAYer1y%2Fuploads%2Fgit-blob-eb2fc915bd6f3f60a0e44a253f4d30b43cddd56c%2FForm%20\(1\).png?alt=media)

#### **Search Forms By Name**

If you have a long list of forms, you can search for a particular form by typing the name of that form here.

![](https://3006344292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0SdRb3wtdZAoIsAYer1y%2Fuploads%2Fgit-blob-694f040c4ccca9aeb924fd8dd42ab77d246324ae%2Fsearch%20bar.png?alt=media)

#### **Name**

You can see the name of each form displayed here.

![](https://3006344292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0SdRb3wtdZAoIsAYer1y%2Fuploads%2Fgit-blob-fdc375bfefff5170781ec6ccdca4f7969a2aa079%2Fform%20name.png?alt=media)

#### **Last updated**

This column shows you the date and time each form was last updated.

![](https://3006344292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0SdRb3wtdZAoIsAYer1y%2Fuploads%2Fgit-blob-eb2f638ff9d6abd1f1ae6797f38757818f1a2fc8%2Fform%20last%20update.png?alt=media)

#### **Updated By**

In this column, you will see the names of the user that last updated the form.

![](https://3006344292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0SdRb3wtdZAoIsAYer1y%2Fuploads%2Fgit-blob-8cfd9e8cf357219fe482e7d0b6dc01fc36184e79%2Fform%20update%20by.png?alt=media)

#### **More Action**

*   **Edit**

    Click this button to edit a current form.
*   **Duplicate**

    Click on "duplicate" If you'd like to have a copy of a form.
*   **Share**

    If you'd like to share a form from this location or another within your CRM, click on the "Share" button and select the location you want.
*   **Move To Folder**

    If you'd like to move a form from your list to a folder simply click on this button and select the folder.
*   **Delete**

    You can also select "delete" if you wish to delete this form.

{% hint style="danger" %}
If you delete a form, it will be permanently deleted.
{% endhint %}

<figure><img src="https://3006344292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0SdRb3wtdZAoIsAYer1y%2Fuploads%2Fgit-blob-357a29833c429ede38ea70419ac6bffbea7ab000%2Ffolder%20name2%20(1).png?alt=media" alt=""><figcaption></figcaption></figure>

### Form Folder

The Form Folder section organizes all your folders, displaying the name of each form folder.

<figure><img src="https://3006344292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0SdRb3wtdZAoIsAYer1y%2Fuploads%2Fgit-blob-357a29833c429ede38ea70419ac6bffbea7ab000%2Ffolder%20name2%20(1).png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Name**

You can see the name of each form folder displayed here.

![](https://3006344292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0SdRb3wtdZAoIsAYer1y%2Fuploads%2Fgit-blob-d3ebada3b817860771d0c8afbe8bc3c496f8463f%2Ffolder%20name.png?alt=media)

When you click on any folder's name, you can see;

* Names of each form in the folder
* The date and time it was last updated
* Who made the lasted update
* How to edit, duplicate, share, move to another folder, or delete the form.

<figure><img src="https://3006344292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0SdRb3wtdZAoIsAYer1y%2Fuploads%2Fgit-blob-7f1a71ebd1f55baa7abb215f5ad88880f77991b9%2Ffolder%20name2.png?alt=media" alt=""><figcaption></figcaption></figure>

#### **Last updated**

This column shows you the date and time each folder got updated.

![](https://3006344292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0SdRb3wtdZAoIsAYer1y%2Fuploads%2Fgit-blob-47ba812af5048ea594f11fddb87d388fb0e1cab5%2Ffolder%20latest%20update%20\(1\).png?alt=media)

#### **Updated By**

In this column, you will see the names of the user that last updated the folder.

![](https://3006344292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0SdRb3wtdZAoIsAYer1y%2Fuploads%2Fgit-blob-e2eafd5c5f7baeb3e3ad44c097d5f7bc3993abc1%2Ffolder%20Update%20by.png?alt=media)

#### **More Action**

*   **Edit**

    Click this button to edit a current form.
*   **Delete**

    You can also select "delete" if you wish to delete this form.

{% hint style="warning" %}
If you delete a form, it will be permanently deleted.
{% endhint %}

<figure><img src="https://3006344292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0SdRb3wtdZAoIsAYer1y%2Fuploads%2Fgit-blob-3652408c035be657f81d3ecc81a6a37f1cce05c8%2Ffolder%20action.png?alt=media" alt=""><figcaption></figcaption></figure>

### **Add New Form**

Once you're prepared to design a custom form, all you need to do is click the Add New Form button. This action initiates the process of crafting a tailored form to suit your specific requirements and objectives. To learn about creating forms, click Create & Edit Forms

![](https://3006344292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0SdRb3wtdZAoIsAYer1y%2Fuploads%2Fgit-blob-b31c61377acc3ac48bc93f335230142cdb99bb57%2Fadd%20form.png?alt=media)

### Create Folder

To generate a new folder, simply click the Create Folder button, assign a suitable name to the folder, and then hit Confirm to save your changes. This straightforward process allows for easy organization and management of your files and documents.

<figure><img src="https://3006344292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0SdRb3wtdZAoIsAYer1y%2Fuploads%2Fgit-blob-97d3de7b8f9d00268ab3804388e3088e3efdc4b5%2Fcreate%20foldr.png?alt=media" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
<img src="https://3006344292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0SdRb3wtdZAoIsAYer1y%2Fuploads%2Fgit-blob-cf51f0086862d8cfc8398f081572e0b8636bfd08%2FStart%20Help%20Guide%20Button.png?alt=media" alt="" data-size="original">

Click the **"Start Help Guide"** button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!
{% endhint %}
