Plan Availability | All plan types |
Permissions | Administrators and Solution Managers can create and manage forms. |
Related Reading | Form View · Sharing Forms · Understanding Form Permissions in SmartSuite |
Where to Find It
Open the Forms item in the Solution menu. 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 A–Z, and forms within each group are sorted A–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).
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 to open its menu:
Copy Shared Link — available only when the form is shared.
Edit — opens the form in the dedicated form editor.
Duplicate — creates a copy, automatically appending "Copy" to the name.
Delete — removes the form after a confirmation prompt.
Creating a New Form
Click Add New Form to open the creation modal:
Enter a Title (required and must be unique). The title updates the preview as you type.
Select a Table (required) — you can choose any table in the current solution.
Click Create Form. The Create button stays disabled until the entry is valid; if there's an error, a standard validation message appears.
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.
The left-side navigation lists only tables that currently contain forms.