A tour of the form builder
The six tabs of the builder and the buttons along the top: Preview, Publish, version history and permissions.
Where to find it: Builder
Your first assessment, live today · step 2 of 8Next: Your first assessment in 10 minutes →
Open any assessment and you're in the builder. Across the top are six tabs, one for each stage of an assessment's life:
| Tab | What you do there |
|---|---|
| Content | Add and edit questions, the Welcome screen and your endings. Add and Design sit in the bar above the canvas. Design opens themes, fonts and colours. |
| Logic | Branching, points and scores, variables, hidden fields, tags, and Check to test it all. See Logic overview. |
| Settings | Display options, closing the assessment, response limits, privacy, default button text and more. See Assessment settings. |
| Integrations | Emails, Google Sheets, CRMs, Zapier, Make, webhooks, automations and custom domain. |
| Share | Your link, its preview card, and embed codes for your website. |
| Results | Every response, a summary report and exports. |
The Content tab, piece by piece
- Left: the Questions list. Your Welcome screen, every question in order, then your Endings. Drag to reorder. Each question's ⋯ menu can duplicate or delete it.
- Middle: the canvas. Exactly what respondents see. Click any text to edit it in place.
- Right: settings for whatever is selected. The question type, Required, its question code, media, layout and type-specific options.
The buttons along the top
| Button | What it does |
|---|---|
| Mobile view / Desktop view | Shows the canvas at phone or desktop size. |
| Version History | Every published version, with one-click restore (Pro and up). |
| Permissions | Who can open this assessment, and with which role. |
| Draft / Live | Shows whether the assessment is published. |
| Copy link | Copies the public link. |
| Preview | Opens the assessment as respondents see it, including changes you haven't published yet. |
| Publish / Publish edits | Puts your changes live. |