In Hive, you can create custom forms that anyone (i.e., internally or externally) can fill out in their browser. Submitted forms have the option to automatically create an action card in Hive with all the form details.
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Some great uses for Hive forms can include:

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.

The form editor has three tabs: Form builder, Preview, and Logic. The question types are listed on the left, and the icons on the right open the form's settings panels, such as General and Submission settings.

There are multiple different question type options and dynamic fields you can add to a Hive form.

Below are example questions that can be created using a Hive form: a single-line input, a text area, a radio button group, checkboxes, a dropdown, a date field, and a file upload. A file upload accepts any type of file unless you limit it. See Limit the file types a file upload accepts.

You can also add a ruler (divider), a header, a paragraph of text, an image, panels, multi-select dropdowns, multi-text fields, and dynamic fields such as users, teams, and projects.

For a Date question, you can limit which dates a respondent can select. Select the question, click Form settings, and under Set Dynamic Date Range enter a Min date and/or Max date in days relative to the submission date.

Depending on which field you choose, you have the option to make it required, add help text, set a max character length, and other customizations. Select a question and click Form settings to see its options.

This is the message that the person will see after they submit the form. Add it in the Submission settings panel, under Confirmation message.

By default, a file upload question accepts any type of file. To accept only some file types, select the question in the Form builder and click Form settings.

A file is accepted when it matches a selected category or one of the values in Additional file extensions. If you select no category and leave Additional file extensions empty, the question accepts all file types. If Map to action proofs is on and Proofing is on in your workspace, the question accepts only file types that Hive proofing supports. If you also selected categories or extensions, the question accepts only the selected types that proofing supports. If none of them are supported (for example, if you selected only Audio), the question accepts no files.

Do not enter names such as "Word Document" or "PDF". To accept Word files, enter .doc, .docx. If a value is not valid, Hive shows an "isn't a file type" error, and you cannot publish the form until you correct or clear the value.

A form that you published before October 29, 2026 can still have a value that is not valid. On that form, submitters see "This file type is not allowed. Choose a supported file." for every file they upload. To fix it:

Use a Dynamic users question when respondents need to select a person, such as the person requesting work or the action’s assignee. In the form editor, select the question and review Available users.

For a question that is not mapped to Action assignee:

When a user question is mapped to Action assignee and the form creates an action in an existing project, the Workspace members and All options remain limited to people with access to that project. Selecting All does not make people without project access eligible for assignment.

For example, a Requested by question can list internal members from across your workspace. A question mapped to Action assignee must respect access to the destination project.

Which project is used? The user picker uses the existing project configured in the first create-action target under submission settings. Do not assume the list will change to match a project selected by the respondent in another question.

After changing the form, save and publish it, then test the dropdown in the published form.

To better control form versions and updates without losing prior submission data, we have three form statuses: Draft, Published, and Archived. You can see each form's status in the Forms library.

2. Published

Curious how to switch the form from Published back to Draft?

As an Admin or form owner, you might decide the form needs modifications made in the Draft status. To unpublish the form, open the three dots menu at the top of the form editor and select Mark as draft.

3. Archived

If you can edit a form, open the saved form in the form editor and select History. You can see 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 unavailable.

To undo a restore, open History again and restore the entry labeled Version before restore.

This allows quick access to forms you use on a day-to-day basis or find yourself frequently using.

If everyone in the workspace does not have the same go-to forms, you can pin a form for yourself only. In the Forms library, click the pin icon to the left of the form's title. Individually pinned forms will sit at the top of the Library and remain in the same position just for you (similar to pinning Notes and Projects).

If you prefer to pin a form for all workspace members, you can use form shortcuts. In the Forms library, click the three dots menu on a published form's row and select Create form shortcut. All users can then open it from New > Form Shortcuts in Hive.

Once someone has submitted a form, the data can go to a few places.

In the form editor, scroll to the Submission settings card below your questions and open Submission targets. You can choose one or more targets: Create new action, Create new project, Update an existing project, or Create time off entry. You can also connect a workflow under Connected workflows.

Each answer mapped to the action description appears on the new action card, like this:

1.1. Hive Sub-Action - To create a sub-action instead, choose a parent action under As subaction of. Each submission then creates a sub-action under that parent action card.

1.2. Create another new action from form submission - Click Add action under the action settings to create a separate action in another project, assigned to another user, and so on.
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Another optional but great way is to use the Optional: Only create this action if condition. Choose a form Field, an Operator, and a Value to create the action only for matching submissions. To compare a date answer to today, see Create an action based on a date below.

2. Project - Selecting Create new project will automatically create a new project each time the form is submitted. On the edit page of each question, you can designate the question selections to be mapped to the new project description and/or project custom fields areas.

2.1. Update an existing project - Selecting this target will make the submission update the existing project according to the information entered in the request. On the edit page of each question, you can designate the question selections to be mapped to the existing project description and/or project custom fields areas.

For additional settings, click settings panel at the bottom of the Submission settings card, or the Submission settings icon in the panel on the right.

When the Field in Optional: Only create this action if is a date question, you can compare its answer to today.

Example: to create a "Rush request" action for urgent dates, select the date question, then less, then Relative to today, and enter 3. If someone submits on October 21, the action is created for October 23 or earlier, including past dates.

Good to know:

Workflows with a Form is submitted trigger have the same Relative to today option for date questions. There, the operators are Date equal, Date after, and Date before.

The form’s submission settings determine what is created, such as an action in your intake project. A workflow can then update that action—for example, move it to a section or change its assignee. For this example, the form creates the action; the workflow does not create a second one.

Conditions apply to the operation you configure. Repeat the condition on each operation that should run only for Design requests. To route another request type, add operations with that type’s matching condition and destination. Test a non-matching answer as well to check that it is not routed to Design.

Use Update section to to move the existing action between sections. Add a create-action operation only when you intentionally want another action. Keep the form’s destination project aligned with the section selected in the workflow.

For setup, see Workflows overview. For troubleshooting, see Workflow runs.

By following these guidelines, you can maximize the utility of Hive Forms and streamline your project setups.

Email submitter - Selecting the 'Each time a form is submitted, send a copy to the form submitter' option will send an email with all of the entered information to the person who filled out the form.

Require Hive sign-in - Selecting the 'Require sign in for form submissions' option will require those submitting the form to sign into Hive in order to submit the form.

Permission Settings - In Submission settings, turn on Only admins and form owners can edit to restrict editing and publishing to the form owner and workspace admins. Turning it off allows other collaborators who already have Forms edit permission to edit and publish. This setting does not grant Forms edit permission to users who do not have it.

Fill a PDF template with submitted answers, or upload a Word (.docx) template for Hive to draft a document with AI. The generated document is attached to each new action created by the form.

Before you start: Your workspace needs Buzz enabled, you need permission to edit the form, and the form must use the Create new action submission target. For PDF generation, your template must contain interactive, fillable form fields. A scanned PDF or a document with blank lines alone will not work.

Example: A form question named “Request title” can map to a PDF field with the same name. An answer such as “Website launch” then appears in that field in the generated attachment.

Use Choose replacement template to upload a different template. If you change your mapping instructions, click Update field mapping and review the results again. Use Turn off document generation to disable this feature. Save and publish your changes.

This message means Hive did not detect interactive form fields in the uploaded PDF. Add fillable fields with a PDF editor, save the file, and upload it again. Blank spaces, lines, or text boxes that are only part of the page design are not fillable fields.

For Word templates, Hive drafts the document from the submitted answers and supporting files instead of mapping individual PDF fields. Review the generated document before using or sharing it.

Word drafting runs in the background. The form submission and action creation complete without waiting for the draft. A loading Word attachment appears under the new action’s Attachments and becomes available when drafting finishes. Check the action again if the document is still loading.

The generated Word document is not attached to the form submission notification email. Open the created action to access it.

To replace the Word template, use Choose replacement template. Use Clear reference files to remove the supporting files, or Turn off document generation to stop creating documents. Save and publish any changes.

To have Buzz check answers before a form is sent, see Review form answers with AI before submission.

The Form Builder lets you preview what Forms will look like when sent externally. At the top of the form editor, select the Preview tab to view the Form.

To check how the form looks on other devices (iPhone, iPad, Android, and more), click the device icon in the top right corner of the preview and choose a device from the list.

Each form comes with a link that you can share or post on a website.

To copy the link, open the Forms library, click the three dots menu on the form's row, and select Copy link. You can also select Copy link from the three dots menu in the form editor. Then post it where you would like.

When a person opens the link, they see a page like this, where they can fill out and submit their information.

Teams often have an internal naming convention for their forms, making it easier for internal teammates to identify and use them, but want to add a clear title for external people filling out the form.
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To bridge this communication gap, open the General panel in the form editor and add an External title. The Form title stays as the internal name.

The external title is visible to form submitters.

To make it easier to highlight important or significant information, we have added the ability to format text in forms by using hotkeys.

With this feature, you can now bold, italicize, and underline text within any text field answers. The formatting you apply in the forms will also carry over to Hive to the completed card/project.

Here is a step-by-step guide on how to use:

Now user's entries in the form will no longer disappear even if you leave the form! Here is some information on how the form's draft works!

Select a question in the Form builder and click Duplicate at the bottom of the question card.

If you'd like to allow your users to select weekends / holidays when submitting the form or instead, limit them from doing so, you'll use the following guidance:

To upload a custom logo for each form, open the General panel in the form editor and click Upload image under External logo. This feature will enable each form to display a distinct logo, providing a personalized visual representation for each user interaction.

Open the Forms library and click the chart icon next to a form's submission count (Open form stats) to open its submissions page.

This view shows the total number of submissions and:

To download submissions, click the three dots menu at the top right of the submissions page and select Download as CSV (.csv) or Download as XLSX (.xlsx).

The export will include these columns:

+ Other columns for all questions within the form and their recorded responses.

Form Stats in the Forms app is the internal reporting page. It is separate from My submissions, where submitters track their own requests.

When restricted, the form creator, workspace admins, and designated users or members of designated teams can access the submission reports. This restriction covers the reporting view and its exports. It does not replace the separate settings for submitter progress tracking or editing the form itself.

For forms that create actions, enable Allow submitters to edit their submission in Submission Settings. Enable Allow submitters to track form progress if submitters should reach their requests through My submissions. Save and publish your changes when ready.

For an eligible submission, the action card offers Edit form submission during the first 48 hours after the action was created. This opens the submitted form in a new tab. This flow is for action-based submissions; do not use it as a general way to edit project submissions.

See Form Submissions Page for the submitter steps.

You can also easily track the progress of your form submissions in real time!

To enable this option for your users, open the Submission settings panel in the form editor and check Allow submitters to track form progress.

Form owners can also limit which fields users can see when opening the submission, using Limit what form submitters can see.

Users will be able to track progress after submission via this URL (https://forms.hive.com/my-submissions) or by clicking the View My Submissions button right after the submission.

Submitters can do the following via this link:

To comment on the submission or @mention another user, you'll click on your submission on the 'My submissions' page and use the Comment section at the bottom.