Plan Availability | All plan types |
Permissions | Administrators and Solution Managers can create and manage forms. |
Platform | Web |
Related Reading |
Where to Find It
Open the Forms item in the Solution menu. The item shows the number of forms in the solution. The Forms Listing Page shows all forms in the current solution. Close it with the X button to return to wherever you were previously working (such as the table or view you came from).
Empty State
If the solution has no forms yet, the page shows a welcome screen that introduces forms as a solution capability, along with a button to create your first form.
Viewing Forms
When the solution has one or more forms, they're displayed as visual tiles.
Grouped by table: table groups are sorted from A to Z, and forms within each group are sorted from A to Z.
Left-side navigation lists only the tables that contain forms. Click a table to scroll directly to its section.
Each form tile shows the form title, its table name, a shared icon (when the form is shared), and a preview of the form's first page (reflecting its current title, layout, and cover/background image).
Click a tile to open the form in the form editor.
Searching for a Form
Use the search box at the top right to find forms by title. Results stay grouped by table, and a dedicated message appears when there are no matches.
Form Actions
Hover over a form tile and click the … button to open its menu:
Copy Shared Link: copies the public link; shown only when the form is shared.
Copy Internal Form URL: the URL members use to open the form inside SmartSuite. See Internal Forms in SmartSuite.
Edit: opens the form in the form editor.
Duplicate: creates a copy in the same table and adds "Copy" to the name.
Delete: removes the form after a confirmation prompt.
Creating a New Form
Click New Form at the top right to open the Create New Form window:
Enter a Form Name (required). It must be unique within the selected table; otherwise "A form with this name already exists in the selected table" appears. The preview shows the name as you type.
Select a Table (required). You can choose any table in the current solution.
Click Create Form. The button stays disabled until both fields are filled in and the name is valid.
On creation, you're taken straight into the form editor to build out the rest of the form.
Good to Know
The listing page is for management and navigation; actual form building happens in the dedicated form editor.
It's scoped to the current solution; it doesn't list forms from other solutions.
Last verified 29 Oct 2026.