---
title: Forms
description: The objective of this article is to guide team members on utilizing advanced features in forms to collect standardized information efficiently.
---

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# Forms

## The objective of this article is to guide team members on utilizing advanced features in forms to collect standardized information efficiently.

<iframe src="https://player.vimeo.com/video/1021140059?app_id=122963" width="426" height="240" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write" title="Product Training ADVANCED Forms" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 

### Key Steps

1. **Accessing Forms** 
     - Navigate to forms in the main menu under data.
     - Preview existing forms, delete, or create a new form by providing form details.
2. **Creating Form Fields** 
     - Group fields into field groups.
     - Select from five data types: text field, dropdown field, number field, date field, and range field.
     - Customize field properties such as character limits, instructions, and prefixes/suffixes.
3. **Editing Form Settings** 
     - Customize landing page with logos, fonts, and headings.
     - Set up email confirmations, approval workflows, and rejection messages.
     - Configure display guidelines for form submissions.
4. **Managing Submissions** 
     - Review and manage submissions, including approval and rejection workflows.
     - Customize rejection messages for rejected submissions.
5. **Sending Invitations** 
     - Share forms with Trak users or publicly.
     - Trak invitations sent and manage them, including resending or revoking invitations.
6. **Embedding Forms** 
     - Customize form themes and display guidelines.
     - Embed forms on websites for easy access and submissions.

### Cautionary Notes

- Ensure data privacy and security measures are in place when collecting information.
- Double-check form settings and email templates for accuracy before sharing or sending invitations.
- Monitor submissions regularly to avoid missing important information or deadlines.

### Tips for Efficiency

- Use field groups to organize form fields logically.
- Customize landing pages and email templates to align with branding guidelines.
- Utilize approval workflows for streamlined submission management.
- Embed forms on websites for easy access and increased response rates.

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