What Forms is
Build a form from blocks, attach it to a project or a company, and see the answers.
It is pre-ticked by five industry presets - Government & Public Sector, Education, Agency & Consulting, Financial & Accounting Services and General Purpose - and installable on any workspace from Org settings -> Extensions or the Marketplace. Remove it and the workspace stops collecting: the public link returns the same page a bad link does, because a workspace that uninstalled the extension must not keep writing rows nobody inside it can read.
A form is a set of questions you send to people. It lives in your workspace beside the work it is about, and you can send it to colleagues or hand a link to somebody with no Noots account at all.
Open it from Forms in the app launcher, or from a project's own Forms tab.
The three tabs
| Tab | What is in it |
|---|---|
| Home | Where you land. Forms waiting on you first, then the ones with the most recent activity, then three figures: how many are yours, how many were shared with you (both of which open that tab) and how many answers arrived this month, with the all-time total beside it. |
| Your forms | Everything you can change - a card grid, most recent activity first, sortable and filterable. |
| Shared with you | Everything somebody sent you that you can answer but not change. |
Which of the two a form lands in is decided by one question - may you edit it? - so no form is in both and none is in neither. "Can edit" is wider than "I made it": a project's managers, an attached company's owner and workspace admins can all edit a form they did not create.
Waiting on you is absent rather than empty when nothing is waiting, and it is keyed on who the form was actually sent to. An anonymous form is never in it, because an anonymous form does not record who answered and reading that blank as "you have not answered" would pin it there for ever.
The blocks a form is made of
| Block | What it collects |
|---|---|
| Question | An answer in the person's own words. |
| Multiple choice | One of a list of answers you supply. |
| Date | A day. |
| Information | Something you are telling people. Nobody answers it. |
Any block can carry a picture or a link. A form needs at least one real question to be published - information blocks on their own ask nothing, and the builder says so rather than letting you send a form nobody can answer.
Starting from a template
The + button asks which way you want to start: from scratch with the usual settings already filled in, or from one of six templates with its questions shown before you commit to it.
- After-service feedback - how the work actually went, once it is finished.
- New client intake - what to ask before the first real meeting.
- Proposal feedback - for a deal that did not close, asked rather than guessed at.
- Meeting follow-up - what people took away, while it is still fresh.
- Client support request - what somebody needs, with no account and no login.
- Marketing interests and consent - what a client wants to hear about, and what they do not.
A Date block collects a day into the form's answers and nothing more. It does not reach your calendar, it does not create a meeting, and nothing reads it when working out when you are free. If what you want is for somebody to pick a time with you, use a booking page - see Your booking page - which reads your real availability. A form that collected "Tuesday" would be a second, private copy of your schedule that no part of Noots consults.
What a form can hang off
A form can be attached to a project, or to a company in the CRM, or to neither. Both are optional and you can change them later.
- Attaching to a project puts the form on that project's Forms tab.
- Attaching to a company puts it with that customer's record. A form is never attached to a deal - a deal closes, and the answers would outlive it - and never to a single contact, because a form usually goes to several people.
- Deleting the company does not delete the form or its answers. The link is cleared and everything people wrote is kept.
Everyone who manages a project can edit the forms attached to it, so re-attaching a form is a grant rather than an edit - it gives a new group of people every individual response. Only somebody who can already edit the form may do it, and it is worth pausing over.