Skill softsync-forms

Forms

A form is a public page anyone with the link can fill in. Each answer becomes a new record in the form's table, such as a new contact.

Tools

• forms with action list: every form with its public link (publicUrl), whether it is open, and the table answers go to.
• forms with action get: one form, the fields it asks for, and what happens after someone answers.
• manage_forms with action create: a new form. Pick the table and group from the workspace description and list the fields to ask for by their apiName. When asked for someone's name, include both the first and last name fields. The form is open at once; share its publicUrl.
• Action update: rename it, open or close it (enabled), or change the thank-you message or the page people go to afterwards.
• Action delete: the link stops working. Records it already created are kept.
• Action new_link: a new public link when the old one was shared where it should not be. The old link stops working at once.

Answers

There is no separate answers list: answers are records in the form's table. Use search_records on that table, newest first by __system_created_at, to see who answered.

Rules

• Creating, changing and deleting forms needs the Admin role.
• Reordering fields, changing where answers go or the look of the form is done in the app.
• Confirm before closing or deleting a form: people with the link can no longer answer.