Use Hive Forms to collect requests from people in your workspace and from people outside it. People fill out the form in a browser. Each submission can create an action, create or update a project, or add a time off entry.
You can use forms to:
Collect orders and requests
Report bugs and other issues
Collect structured information from employees, such as contact details
Collect the details for a new project request
Looking for a contact form for your website that adds leads to Hive CRM? That is a different feature. See Capture leads from your website with CRM contact forms.
More about forms
Set up form questions: question types, date and file upload options, and user fields
Route form submissions: create actions or projects from each submission, and route requests with workflows
What happens when someone submits a form: submission emails, sign-in, and confirmation messages
Generate a document from form answers: fill a PDF template or draft a Word document
View and export form submissions: Form stats, downloads, and submission tracking
Form Submissions Page: how submitters track their requests
Create a form
Turn on Forms in the App Library, if it is not on.
Open Forms.
On the Forms library page, click Create new form.
Add a title and a description.
Click or drag a question type from the left to add it to the form. See Set up form questions.
Choose what each submission creates. See Route form submissions.
Add a confirmation message (see below).
Click Save. When the form is ready, click Publish.
The form editor has three tabs: Form builder, Preview, and Logic. The question types are on the left. The icons on the right open the settings panels of the form, such as General and Submission settings.
Add a confirmation message
The confirmation message is the message that people see after they submit the form. To add it, open the Submission settings panel and enter the text under Confirmation message.
Preview a form
At the top of the form editor, select the Preview tab. The preview shows the form as people outside your team see it.
To see the form on other devices (iPhone, iPad, Android, and more), click the device icon at the top right of the preview and choose a device.
Publish, unpublish, or archive a form
A form has one of three statuses: Draft, Published, or Archived. The Forms library shows the status of each form. With these statuses, you can change a form and not lose earlier submission data.
Draft
Use the Draft status to design, edit, and test a form before people use it.
Click Save to save your changes. The form stays a draft, and your changes are not published.
If a team member opens the link to a draft form, they see a message that the form is a draft.
Published
Click Publish to save the latest version of the form and make it live. On a form that is already published, this button is Save and Publish. All members of your team can see published forms.
To change a published form back to a draft, open the three dots menu at the top of the form editor and select Mark as draft. Admins and form owners can do this.
Archived
To archive a form, select Archive in the same three dots menu. Only the form owner and admins can archive or unarchive a form. If a team member opens the link to an archived form, they see a message that the form is unavailable.
Who can edit and publish a form
To publish a form, you need permission to edit forms. In Submission settings, the Only admins and form owners can edit setting controls who else can edit and publish:
On: only the form owner and workspace admins with that permission can edit and publish the form.
Off: other collaborators who have Forms edit permission can also edit and publish the form.
This setting does not give Forms edit permission to users who do not have it. When you publish a form that someone else owns, the owner does not change.
Review and restore a form version
If you can edit a form, open the saved form in the form editor and select History. History shows who changed the form and when, including when a draft was saved or published. For example, if a question now sends answers to a different custom field, compare its Before and After values.
For an existing form, History started shows the settings just before the first recorded change. Earlier edits are not available.
To restore a version:
Save any current edits that you want to keep.
In History, find the version and select Restore this version, if the option shows.
Select Restore as draft to confirm. This replaces your current draft and discards unsaved edits.
Review the restored draft. If the form is already published, people continue to see the live version until you select Save and Publish. For a form that has no published version, select Publish when you are ready.
To undo a restore, open History again and restore the entry labeled Version before restore.
Share a form
Each form has a link that you can share or put on a website. To copy the link, open the Forms library, click the three dots menu on the row of the form, and select Copy link. You can also select Copy link in the three dots menu of the form editor.
When a person opens the link, they see a page like this one, where they fill out and submit the form:
Use a different title for people outside your team
Many teams use an internal name for a form so that teammates can find it, and a clearer title for people who fill it out. To do this, open the General panel in the form editor and add an External title. The Form title stays as the internal name. Form submitters see the external title.
Add a logo to a form
Each form can show its own logo. Open the General panel in the form editor and click Upload image under External logo.
Pin a form
Pin the forms that you use frequently so that you can open them quickly.
For yourself only: in the Forms library, click the pin icon to the left of the form title. Pinned forms stay at the top of the library, only for you (like pinned Notes and Projects).
For all workspace members: in the Forms library, click the three dots menu on the row of a published form and select Create form shortcut. All users can then open the form from New > Form Shortcuts.
Answers are saved while people fill out a form
If a person closes a form before they submit it, Hive keeps their answers:
Hive saves the answers automatically when the person closes the form.
When the person opens the form again in the same browser on the same device, the answers are still there.
Hive does not save attachments. The person must upload them again.