Creating a form

With Box Forms, you can create forms to gather information from recipients. Add fields such as currency, address, and matrix questions, split long forms into multiple pages, and add logic that adapts the form to each submitter’s answers.

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Building a form

Get started by going to the Automate section and then the Forms tab. From here, select New + to begin creating a form. To build a form: Add a field by dragging and dropping, adding it inline, or selecting Add a Field on the form.

• Short Text
• Long Text
• Checkbox
• Radio
• Dropdown
• Number
• Currency
• Address
• File Upload
• Email Address
• Metadata
• Static Text
• Date and Time

Customize branding:

• Select a theme color.
• Add a header logo.

Branding applies to every page of the form.

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Creating a multi-page form

Split a long form into multiple pages. The pages panel on the left side of the form builder lists every page in the form. Select a page to edit its fields. To add a page:

1. In the pages panel, select Add Page. Box adds a page named Untitled Page to the end of the form and opens it.
2. On the canvas, enter a title and description for the page.
3. Add fields to the page.

To manage a page:

1. In the pages panel, next to the page, select the ellipsis (…).
2. Select one of the following:
   • Move Up or Move Down to change the page order
   • Duplicate Page to copy the page and its fields
   • Clear Page to remove all fields from the page
   • Delete Page to remove the page from the form

Box asks you to confirm before it clears or deletes a page. A form must always have at least 1 page.

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Adding a review step

In a multi-page form, you can add a review step that displays all of a submitter’s answers on a single page before they submit. From the review step, submitters can select Edit to return to a page and change their answers. To add a review step, turn on the review step setting in the form settings. This setting is available only when a form has more than 1 page.

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Adding form logic

Logic within forms can adapt based on user inputs, making them more relevant and easier to complete. You can set conditions to show or hide fields and add specific logic for further customization. To add custom logic: For the If condition, configure the logic that determines the event needed to trigger the conditions. Select to specify if All Conditions or Any Conditions apply: For the applicable field, select a condition operator:

• Equals
• Does Not Equal
• Contains
• Does not Contain
• Begins With
• Ends With
• Is Empty
• Is Not Empty

For the Then outcome, configure the logic that determines the outcome of the selected If conditions. Select from the following:

• Show/Hide Fields
  This outcome can be used to show/hide submitters relevant form fields as they complete the form.
• Enable/Disable Fields
  This outcome can disable fields to make them read-only while keeping them visible.

(Optional) For the Else outcome, configure the logic that is applied after the Then condition:

• Show/Hide the field.
• Enable/Disable the field.

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Saving a form

Select Save to save your progress. Each form must have a unique title. If a form with the same title already exists, the Form Title Already Exists dialog opens when you save the form or leave the Form Builder. To save the form with a different title:

1. In the Form Title field, enter a unique title.
2. Select Save Form.

To return to the form without saving, select Cancel. You can’t leave the Form Builder until you save the form with a unique title.

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Previewing a form

Once a form is completed, you can select Preview to review the form prior to sharing it. From the Preview tab, you can test out the fields, conditions, and page navigation to ensure all work appropriately. Submissions in preview are not included in the form submissions page.

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Publishing a form

After reviewing the form, you can share it to gather submissions. (Optional) Select Settings and select if you want to require form submitters to log in to Box:

• To allow only logged in Box users to create submissions, toggle on Require uploaders to log in to Box. If your admin has this setting enabled, then form submitters have to log in to Box by default.
• To allow anonymous form submissions, toggle off Require uploaders to log in to Box.

(Optional) Select Settings and set an expiration date for the form:

1. Select Set a link expiration date.
2. Select a date.
3. Select Save.

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Embedded links

To create an embed widget from your form

1. Select Copy. The toggle Link is enabled needs to be set to on to share the link.
2. Navigate to the form.
3. Select the ellipsis (…) on the specific form.
4. Select Share.
5. To the right of the link, select the code box.

Box creates the iFrame; you can use the copied code to embed the form.