Build Forms

A detailed guide for navigating the Feathery dashboard while building a form.

Design

The Design tab is where you can:

• Create responsive page layouts

• Add and style your form elements

• Create new steps

• Set up conditional show/hide logic & navigation rules

• Preview & publish your form

Easily Undo and Redo changes with the buttons in the top right corner next to Publish

How do form layouts work?

For simple forms, just drag elements in directly below and above each other.

For more complex layouts, use containers to group elements together and edit the container styles to control alignment, gaps, margin, & padding.

Containers can also be nested in other containers to create hierarchical structures for more complex layouts.

Two designers can simultaneously edit different steps of the form, but they cannot edit the same step at the same time.

Design

Flow

In the Flow tab, you can:

• Add and edit step connections

• Customize your form navigation rules

• Add conditional logic for navigation

Create a new connection by dragging from the + on the step. This will create an arrow to the step you need to connect.

Logic

The Logic tab is where you can set up advanced behavior for your form, including calculations, custom Javascript, API connections, and more.

Two designers can simultaneously edit different logic rules, but they cannot edit the same logic rule at the same time.

Logic

Results

The Results tab is where you can:

• View and manage all form submissions

• Review individual user submissions

• Download submissions as a CSV file

• Upload submissions from a CSV file

• Locate user IDs

Upload Submissions From CSV File

Feathery supports the ability to bulk upload submission data from a CSV file:

• In your CSV file, the first row must contain a 'User ID' (case-insensitive) column along with Feathery field IDs from your form. Each subsequent row represents a submission entry.

• If an existing User ID is specified, the existing submission for that user will be updated.

Settings

The Settings tab is where you can:

• Edit the form name

• Switch your form theme

• Edit the URL the form redirects to upon completion

• Find the form ID, used to embed your form

• Configure how form validation errors are displayed to the user

  • Built In: browser-native, non-stylable error messages that float on the form
  • Inline: Feathery-styled error messages that appear within the form flow

• Toggle general user tracking

  • If on, users will automatically be tracked from one session to another, including across different forms. All of their submitted data will appear as one submission. If off, each session will count as a separate submission.

  • If user tracking is on, you can optionally configure location tracking

    • If on, users will automatically start from the step they left off when they leave the form and come back.

  • If user tracking is on, you can optionally configure data tracking

    • If on, users will automatically see their previously filled-in form data when they leave the form and come back.

  • Note that the user tracking config applies across all forms but location and data tracking can be configured per-form.

• Change the theme associated with the form

• And much more.