**Form View** in DataLexing offers a streamlined method for gathering information. Forms are automatically generated based on your existing table, allowing you to customize fields without the need to create a form from scratch.

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## **Creating a Form View**

To create a new **Form View**:

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQ2xFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--f89f27b4d535288882bd78a09ef5675fb079b58d/create+form.gif?cw_image_width=1800px)

1. Within the table, click on the "+" sign above the search bar.

2. From the drop-down menu, select **Form view**.

3. A box will appear to enter a name for the view—choose a descriptive name that reflects its content.

4. Click **"Add"** to save the new view.

 Once the **Form View** is created, you can structure the displayed information in multiple ways. You can modify field visibility, adjust the order, and customize how users interact with the form.

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#  **Survey Mode**

The **Form View** offers two display modes:

* **Form Mode**: All fields are visible in a vertically stacked layout.

* **Survey Mode**: Only one field is visible at a time, enhancing focus.

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## **Switching Between Modes**

To select a mode:

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQ1JFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--c8f396e286a69507790d208a984e50455d905207/Survey.gif?cw_image_width=1800px)

1. Click the **Paper icon** at the view editing bar.

2. Choose **Form Mode** or **Survey Mode**.

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## **Customizing the Form Submit Button Display**

To **change the Submit button text**:

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQ1ZFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--b58515f58debac0d2ee46bc93c21eb0d69b1fd9d/Customizing+the+Form+Submit+Button+Display.gif?cw_image_width=1800px)

1. Click the **pencil icon** next to the 'Submit' button.

2. Enter the desired text.

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## **Adding Fields/Questions**

**you can think of fields as questions in form view.**

Adding fields to a form is straightforward:

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQ2hFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--800e3cacf23ee5702006959f8eb31953807e12b3/add+questions.gif?cw_image_width=1800px)

1. from the **left sidebar** to select and add the required fields.

2. Click **Add All** to insert all available fields.

3. To create a **new field** that isn’t already in the table, select **+ Add new field** from the **Fields** sidebar.

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## Unsupported Field Types

the following field types are not compatible with Form View:

* **💾 Created on**

* **✍🏻 Last modified**

* **🧮 Count** 

* **📦 Rollup** 

* **🔦 Lookup** 

* **✨ AI** 

* **➗ Formulas**

* **👥 Collaborators**

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## **Reordering Fields**

You can rearrange questions in your **Form View**:

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQ2RFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--568119021d7d3b9824cd61cff0a4926723ecda44/add-2Bfields.gif?cw_image_width=1800px)

1. Drag fields using the **drag handle** (⠿).

2. Drop at the desired Location.

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## **Removing Fields**

To remove a field from the form:

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQ3BFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--f97a7e2b459b4e19ab8f9c48dbd96db3867ce346/remove+fields.gif?cw_image_width=1800px)

1. Locate the **field**.

2. Click the **Trash icon** to remove it.

To Remove all the fields:

Click **Remove all** button in the left fields side bar.

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## **Custom Branding**

to enhance **form** with branding elements:

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQ3RFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--0305188247c7e6760e127fa259b8ab6ef48f411e/Add+Logo+Header.gif?cw_image_width=1800px)

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**Add a Logo**:

1. **Click** the **Grey Circle** at the top of the **form.**

2. upload an image from your device.

**Add a Cover:**

1.  Click the **Grey Area** at the top of the **form.**

2. upload an image from your device.

To **replace** or **remove** an image, simply select the current image and upload a new one.

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# Custom Context

Enhance **form** context by adding **form** **title** and **descriptions** for **form** and **fields**.

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQ1pFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--0afc1feffd9aab20558c61affc46788c0c4220ef/Add+Title+-+Description.gif?cw_image_width=1800px)


## Add Form Title

1. Click the **Title** written in grey, in the beginning of the form.

2. Write a Form Title.

## Add Form Description 

1. Click the **Description** written in grey, in the beginning of the form.

2. Write a Form Description.

   Customize **Form description** via text editor provided. add headers, links.

## Add Fields Description

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQjFFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--b6468ac4b41fdd98242ac03e90011edb1bcbe835/description.png?cw_image_width=1416px)

1. Click the **Description** written in grey, under **fields** name.

2. Write **field** Description. to describe the **field** required.

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##  **Required Fields** 

**Required fields** are essential in **form** design because they ensure that users provide critical information before submission. This helps maintain data accuracy, completeness, and consistency.

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To make a Field mandatory to fill:

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQjVFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--4426c4733ab4cf83e6268d9942b2a2b4821d9e58/Screen+Shot+2025-02-06+at+3_55_54+AM.png?cw_image_width=1416px)

1. Locate the Desired **Field**.

2. Turn on the **toggle** for **Required.**

## **Form Conditions (Conditional Logic)**

Form conditions help tailor the user experience by dynamically showing, hiding, enabling, or requiring fields based on user input. They improve efficiency, reduce clutter, and ensure relevant data collection.

\
To Allow Conditions:

\
![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQ0JFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--f4541f4bdb4ad80cced5da1af1ba8b432ec36ad3/Conditions.png?cw_image_width=1592px)

1. Turn on the **toggle** for **Show when conditions are met.**

2. Apply

   1. 🔵 Choose a **field**.  **to show a certain fields in conditions, you should add the column that you are filtering on before the filtered column**

   2. 🟢 Choose a **Condition**. 

   3. 🔴 Choose a **Value**.

For example, if you want to collect additional feedback when a user submits a very low score.

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# **Configuring Post-Submission Actions**

After a form is submitted, you can choose what happens next:

## **Show a Custom Message**

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQ0ZFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--dab4df2c4a0d4772660e4f177ab14787b65d2117/Show-2Ba-2Bmessage-2B.png?cw_image_width=2880px)

1. Choose **Show a message,** at the end of the form.

2. Enter a **message** in the **Show a message** box.

3. This message will appear **AFTER** submission.

## **Redirect to a URL**

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQjlFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--5ed0ee143d3c8f2bb0672604b03b7e97d789780f/Redirect-2BURL.png?cw_image_width=2880px)

1. Choose **Redirect to URL,** at the end of the form.

2. Enter the **URL** where users should be redirected after submission.

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## **Previewing a Form**

Before sharing a form, preview it:

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQ0pFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--68f22081caf3bb2eff7e9bbaf125e27e2c1231a2/preview+form.gif?cw_image_width=1800px)

* Click the **eye icon** to open the form in a new tab.

* Alternatively, **copy the private link** and paste it into a browser.

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## **Sharing a Form**

to **Share** form internally with users that have **access** to the forms table:

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQ05FeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--a3ed129acbc7949fdf97e8d0754aebd49cc82498/share.gif?cw_image_width=1800px)

1. Click **Share Form icon** at the top corner of the view.

2. **Copy** the link.

3. Share it.

note: Only people with access permission to this view can see it using this link. You can use. to learn more about access click [here](https://intercom.help/datalexing-new/en/articles/10397992-permission-overview).

## Publishing a Form

Once your form is designed and tested, publishing it involves making it accessible to audience while ensuring security, usability, and data collection efficiency.

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to Publish a form:

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQzFFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--dd53659bf774b5ffeeb271dd6cf661689008fb2c/Publish.gif?cw_image_width=1800px)


1. Click **Share Form icon** at the top corner of the view.

2. Go to **publish tab.**

3. Click **Publish.**

4. **Copy** the link.

5. Share it.

note: there are options to **Restrict Access with Password**, **Change the Link** or **Unpublish** the Link.

For more details, visit the **public sharing** section in DataLexing.

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## **Viewing Submitted Form Data**

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQzlFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--1b344a862d7849a7c61b0671d9a2bde207d43367/add+data+in+forms+.gif?cw_image_width=1800px)

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Submitted form data automatically generates a new **record** in the original table.\
Entries appear at the bottom of the **Grid View**, if they are not hidden or sorted in a way that excludes them.

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# Changing Form Language

this option is available for users (audience) felling the **form**.

## Change Language to English

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQzVFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--dd8674069f5fde131c77510a52f201d017a58565/Change-2BLanguage-2Bto-2BEnglish.png?cw_image_width=2880px)

1. Click the **Arabic** Icon , in the right upper corner of form page.

2. Change the Language to **English.**

## Change the Language to Arabic

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCQ3hFeUFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--4a8cbfebeb6863967ffd0cc371d6eed0f175c98b/Change+Language+to+Arabic.png?cw_image_width=2880px)

1. Click the **English** Icon , in the right upper corner of form page.

2. Change the Language to **Arabic.**

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## **Conclusion**

With **DataLexing’s Form View**, you can effortlessly collect and manage data, apply branding, automate processes, and customize user interactions. Whether using **Form Mode** or **Survey Mode**, the flexibility ensures an efficient data collection experience.