A Form view shows one of the solution's forms inside a table, so members fill it in without leaving the table. The form itself is built, styled and shared in the form builder; the view is a window onto it.

Here is the test: do members add records through a fixed set of questions rather than a grid row? Add the form as a view. To collect from people outside the workspace, share the form's link instead; that is a form setting, not a view.

Example: "Vendor intake request" on the Vendors table. The Security lead creates the form and adds it to Vendors as a Form view. When Procurement proposes a new vendor, a member opens the view, answers the questions and the vendor record lands in the table.

The Vendor intake request form shown inside the Vendors table, with the Submit button and Edit Form in the header.

There are no Public and Private choices and no folder picker in this dialog. The view's visibility is set afterward from the view menu, under Public Form.

The Add Form window with the existing forms grouped by table and Create New Form in the footer.

The view shows the form as a viewer sees it: a card with the form title, the fields, a Submit button and "Powered by SmartSuite". A member answers the questions and selects Submit. The record lands in the table. An internal form closes on submit; the confirmation page and the redirect belong to the publicly shared form. See Sharing Forms.

The view header carries the view name with its menu, an Edit Form button and the three-dot menu. There is no star on this row.

A Form view has no toolbar row. Fields to Display, Sort, Filter, Group, Spotlight, Row Size and Find have no place on a form, which shows questions rather than records.

Edit Form opens the builder, with a back arrow and the breadcrumb "<Table> / <Form name>" at the top. Four tabs sit in a pill: Edit Form, Style, Settings and Share, with Preview and a help icon beside them. What each tab holds:

Each tab has its own article: Creating Forms in SmartSuite, Form Style: Layout & Appearance, Sharing Forms and Conditions in Forms.

The builder with the four tabs, Edit Form selected, and the Page Elements sidebar.

Select the form title to edit it, and add a description to guide the people filling it in. To add a logo and a logo link, turn on Enable Header in the Style tab. To remove "Powered by SmartSuite" at the bottom of the form, turn off Display SmartSuite branding under Footer in the Style tab. See Form Style: Layout & Appearance.

In the Edit Form tab, select a field in the Fields list and it joins the form. Each field can appear on the form once. Drag a field by its grabber to reorder it. To take a field off, hover over it and select the trash icon in its toolbar; it returns to the Fields list.

If a field is missing, select Add a field to this Table at the bottom of the Fields list. The new field is added to the table.

Select a field on the form to open its settings: the label, Help Text, Default Value and two checkboxes. Read only shows the value without letting people change it. Hide Field from Users keeps the field off the form people see, which suits a prefilled value they do not need to read. See Prefilled Forms in SmartSuite.

Each field header has a Required switch. If a required field is empty, the form is not submitted and the field shows "This field is required". The form's rule is its own: a field required in the table can be optional on the form, and the other way round.

A form can hold these fields: Record Title, Text, Text Area, SmartDoc, Single Select, Multiple Select, Status, Checklist, Yes/No, Date, Date Range, Due Date and Time. Number, Number Slider, Percent, Percent Complete, Currency, Duration and Rating work too. So do Email, Phone, Address, Full Name, Link, IP Address, Color Picker, Files and Images, Linked Record, Assigned To, Team, Tag and Signature.

Turn on Default Value in a field's settings and the form opens with that value filled in. A default set on the form overrides the field's own default, for this form only. You type the value (Text, up to 500 characters) or pick it from the field's choices; Assigned To also offers Record Creator.

For a Yes/No field, turn on Default Value and set the switch to Yes or No; leave Default Value off to use the table default. People can still change a default before they submit. On a publicly shared form, a prefilled link value takes priority over the form default.

Add a Linked Record field so people pick related records, and a Lookup field to show details from the record they pick. The Lookup updates when a record is picked or removed. Lookup fields are read-only. Anyone who can see or pick a linked record on the form also sees the related Lookup values from that record.

To limit what the record selector offers, select the Linked Record field in the form editor and select Modify Record Selector. Set the fields to display, the sort and the filters. These settings apply to this form only.

On a form, a Single Select shows as a Dropdown or as Radio buttons, and a Multiple Select as a Dropdown or as Checkboxes. With radio buttons or checkboxes, set 1, 2 or 3 columns. Limit selection to specific options chooses which options respondents can pick on this form, for Single Select, Multiple Select and Status. A Single Select radio group that is not required clears when the chosen option is selected again.

A Checklist field on a form supports Required, Help Text, Default Value, Show only when conditions are met, Display help text as tooltip and Hide Field from Users. Its own settings:

The field's core behavior (colors, SmartDoc-formatted items and notifications) works the same as in a record. See Checklist Field.

Display elements add content that is not a field, and their names do not show on the published form. Select one to add it at the bottom of the form, or drag it into place.

An element can show only when conditions are met. See Conditions in Forms.

Pages split a long form into steps. Every form has at least one Input Page, the page that holds fields. An optional Review Page lets people check their answers; a form has one at most, and it is always the last page before the Submission Page. The Submission Page is shown after a publicly shared form is submitted.

To add a page, open the pages bar at the bottom of the form canvas and select Add New Page. Choose Input Page to add another page of fields, or Review Page. Give the page a unique name and drag pages in the bar to reorder them. Every field has a move control in its header that sends it to another page.

The Review Page has a Title, a Description and Fields to Show, where every form field starts selected. Deselect any field the respondent does not need to confirm.

The Progress Bar is turned on in the Style tab. It is available when a form has at least two pages. See Form Style: Layout & Appearance.

The Submission Page applies to publicly shared forms only; an internal form closes on submit. Select it in the pages bar and choose Message (the default: an optional icon, a Title that starts as a thank-you line, and a description) or Redirect (a URL you enter).

In the Settings tab, turn on partial submissions to let people resume a form they started. Progress is saved automatically in the same browser, and a confirmation that it is saved is shown at the top right corner. The Settings tab also has Time Format (12h or 24h) for time values and Tab Title for Shared Form, the text shown on the browser tab of the shared form.

Set up automations that run when a form is submitted with the trigger When a form is submitted. See Automation Triggers.

Only a Solution Manager creates or manages a form; a member with full access cannot. Members with access to the table open the view and submit. Public Form in the view menu sets whether the view is public or private. Folders carry their own permissions; see View Panel and Folder Permissions. The form's own link, embed and passcode settings are in Sharing Forms.

Open the view, answer the questions and select Submit. A required field must be answered before the form submits. Edit Form in the header opens the builder for anyone allowed to manage forms.

To collect from people outside the workspace, open the builder's Share tab. Its window, Share this View, has a switch, off by default, a Public Link with Copy URL, an Embed option and the setting Restrict access with a passcode. Add ?header=false to the end of the embed URL to show the shared form without its header. See Sharing Forms. Prefilled links are in Prefilled Forms.

The view menu on a Form view carries form items in place of the usual ones. In order: Rename Form, Add Description, Duplicate Form, Public Form, Edit Form, Change Form, Copy Internal Form URL, Delete Form. There is no Change View Type and no Autosave changes on this menu.

Change Form swaps the form the view shows for another. Delete Form asks whether to delete the view; the prompt names it a view. Whether the form itself survives in the Forms listing after Delete Form was not read.

Need more help? Ask the SmartSuite Community, where builders, administrators and the SmartSuite team answer questions about building on SmartSuite. For your account, billing or data, select the chat button in the lower-right corner of SmartSuite to reach support.

Last verified 1 Nov 2026.