What is Form View?

Form View enables a user to create fillable forms for a single category. Each form submission becomes a new record in your category.

When to use Form View?

Forms are perfect for situations where a user needs to request information from other stakeholders who are not Layer users. Some examples of use cases for Layer forms include:

• Requesting vendors to fill out a product information form

• Tenants can submit work orders through Layer forms

How to create a form

1. Create a new view from the View dropdown menu.

2. Give your view a name, select the Form option and click Create View.

3. Your form will start off blank when created. Click the Edit form button to start adding fields to your form.

4. Add fields from the available fields panel on the left. Please note: You can add as many or as few fields as you would like.

5. Give your form a title and add static text or images if you would like to add visuals or instructions to your form.

6. Click on the settings tab to add any styling options you would like.

7. Hit “Publish” to use your form.

How to share your form

1. Click on “Share View” from the top left corner.

2. Toggle on the option “Share via secret link.”

3. Copy your secret link to send the form as a link or

4. Alternatively add the email addresses of those you would like to send the form to then click “Invite.”