For instructions on how to build & manage forms, please see this article.
Included in this article:
- Can I mark questions as required?
- Can I add validation to my form?
- Can I stop my form from collecting inputs/receiving answers?
- Can I require people to login before completing my form (to auto-collect names and email addresses)?
- Can I use branching logic in my form?
- Can I use select lists and lookup columns in my form?
- Can I configure pre-filled fields in my forms?
- What privacy settings are available?
- Can I still use add-row buttons that open the row modal for editing?
- Can I still use the Typeform Pack or Google Apps Script/Zapier to send data from third-party forms to Coda?
- Can I remove the Coda branding at the end of my form?
- Where can I share my feedback for forms?
Can I mark questions as required?
Yes. When editing a question’s column type, you can mark a question as required.
Can I add validation to my form?
Yes. When editing a question’s column type, you will see a ‘Validation’ option in the settings panel for supported columns. Provide your formula and error message to guide users who provide invalid answers.
Can I stop my form from collecting inputs/receiving answers?
Yes. From your doc’s privacy settings, you can toggle submissions on or off underneath your form’s custom URL.
Can I require people to login before completing my form?
Yes. From your published form settings, you can toggle login requirement on or off underneath your form’s custom URL. When toggled on, users will be required to login to complete your form, and their names and email addresses will be collected with their submissions.
Tip: Make sure to add a "Created By" column to your results table. Do this by adding a column, changing the column type, and then selecting "Created By" under the "Properties" options:
Can I use branching logic in Coda forms?
Not at this time.
Can I use select lists and lookup columns in my form?
Yes, with some caveats for forms that you publish.
When you publish a form to a unique URL, only the information necessary to render the form is hosted at the new destination to prevent unwanted information disclosure. This means a table of items pulled into a select list or lookup column are not copied to a new form by default. You can adjust this in your form's privacy settings:
Note that this limits the ability to use things like select lists derived from formulas, for the sake of your doc privacy and security. As an alternative, we recommend using lookup columns.
Can I configure pre-filled fields in my forms?
Yes. Learn about how to structure your published form URLs and Privacy settings to pre-fill fields in this Help Article.
What privacy settings are available?
For forms that you do not publish a unique URL, privacy is controlled along with your doc’s settings. That is, people who have access to the doc will have access to the form and its results.
For forms that you publish with a unique URL, you can choose to toggle off lookup columns or people options to prevent private doc or teammate data from being visible as options in your form. You can access the privacy settings for published forms on the same panel where you generate your unique URL.
Can I still use add-row buttons that open the row modal for editing?
Yes. This feature is not going away. However, if you prefer alternative data input methods (such as radio buttons), the comfort of a “submit” button with submission confirmation, and/or the opportunity to share a form without sharing the rest of your doc, you may want to use a form.
Can I still use the Typeform Pack or Google Apps Script/Zapier to send data from third-party forms to Coda?
You sure can!
Can I remove the Coda branding at the end of my form?
Makers with Pro, Team or Enterprise plans can remove Coda branding from their forms. Learn more at coda.io/pricing
Where can I share my feedback for forms?
We'd love your feedback!