Plan Availability | All plan types |
Permissions | Solution Managers and Administrators create and manage forms and Form Views. All members can use a Form View, subject to create-record permissions on the target table. |
Related Reading | The Forms Listing Page · Form View · Sharing Forms |
How It Works
A form has two parts:
The source form — the form's design and questions. You create and edit it from the Forms Listing page (the Forms item in the Solution menu).
The Form View — a table view linked to a source form that renders it in ready-to-fill mode for members. A Form View always reflects the latest version of its source form.
Because the view is linked to the source form (not a copy), any edit you make to the source form automatically flows through to every place it's used — Form Views, buttons, and shared links.
Creating and Managing Forms
Use the Forms Listing page to create, search, duplicate, edit, and delete forms across the solution. This is now the home base for form management — see The Forms Listing Page for details.
Adding a Form View to a Table
A Form View lets members open and submit a form straight from the views panel.
In a table, add a new view and choose Form View.
The Select Form modal opens. From here you can:
Browse existing forms, shown as tiles grouped by table with a preview of the first page and the form title (the list auto-scrolls to the current table).
Search for a form by title.
Switch solutions — limited to solutions where you're a Solution Manager, listed A–Z.
Create a new form directly from the modal (the current table is pre-filled, and the new form links back to this view once created).
Select a form tile. SmartSuite creates a Form View linked to that source form and names the view after the form title. You can rename it later.
How Members Use a Form View
Once created, a Form View behaves like any other table view: every member who can access the view can open it and submit the linked form in ready-to-fill mode. Submission still respects create-record permissions on the target table.
A Form View is an internal access surface for authenticated SmartSuite users — it is not shareable, and it no longer depends on whether the source form is shared. For public/shared access, use the form's shared link instead.
Managing a Form View
Solution Managers can:
Rename the view.
Change the source form the view points to.
Edit the form — opens the source form in edit mode.
Delete the view.
The edit option is disabled if you're not a Solution Manager in the source form's parent solution. Because a Form View can't exist without its source form, deleting a source form also deletes every Form View linked to it.
What Changed
Form Views are no longer used to design or edit forms. Legacy edit-oriented form views have been removed from the views panel. Going forward:
Manage forms from the Forms Listing page.
Create a Form View only where you want members to access and submit a form directly from the views panel.