Nifty Forms

Build beautiful forms and collect the data you need right in your projects, while automating actions within Nifty.

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Written by Team
Updated over a week ago

Nifty Forms are the easiest way to build beautiful forms and collect data without requiring an external integration tool. Additionally, submitted responses can also trigger automations within a Project to pass submission details into Tasks, Discussions, or Docs.

Some popular Forms use cases are:

  • Collecting bugs, tickets, or feature requests

  • Project requests and lead generation

  • Client intake forms

Your Workspace Owner can activate the Forms add-on from the Workspace Add-ons section within Workspace Settings.

Creating a Form

Forms are created via the Forms tab of the Automations module. You can access the Automation pop-up via the lightening bolt icon at the top of a project.

Next, select the Create Form tab. When Form responses are submitted, they are stored and can be reviewed with the Form. However, you can optionally choose to have a Form response take one of the three following actions as well. The following actions will incorporate details from the submitted response:

  • Create a Task (this section found later in the article)

  • Send a Project Discussion message

  • Create a Nifty Document

Building a Form

When building a Form, you will be able to create fields for responses. If your Project has Custom Fields on Tasks, you may use those fields instead of or in addition to creating new fields for your Form when selecting the Create a task option automation option.

The Form Name and Description will be publicly displayed, so use this space to add instructions for the Form.

The blank space for the field will be the questions or section header. You can make this field Required, thus mandating that this field has an input in order to submit a response. Questions can have the following field types:

  • Text (single-line text box)

  • Long Text (paragraph-style box)

  • Dropdown

  • Multi-select

  • Number

  • Date

  • File (allows for file upload)

The + Add another field button allows you to add new fields to your form. The X button allows you to remove fields from your form. The drag-and-drop tab on the left side of a section allows you to reorder the fields in your Form.

Dropdown and Multi-select fields require you to create pre-defined responses. Dropdown fields will allow your Form user to choose a single option, whereas Multi-select allows them to choose multiple.

The + Add another choice button allows you to create an additional response option, whereas the X button will delete this response option. The drag-and-drop tab on the left side of a section allows you to reorder your response options.

Ending your Form

You have two options when ending your Form. You can either create a success message, or redirect the submitter to a specific URL.

Success Message

Once you've finished adding fields to your Form, be sure to add a Success Title and Description to outline next steps.

Create & Preview will save your Form so you can check it out. It will not yet be published.

Redirect URL

Alternatively, you can route those who complete your Form to a preferred URL.

Create & Preview will save your Form so you can check it out. It will not yet be published.

Create a Task from Form response

When creating a Task from a Form response, you'll need to choose the Status in which Task is created.

Creating a Task from a Form Response allows you to map response fields to Task and Custom Fields. The default Task fields are Name (this field will populate as the Task name upon submission) and Description (this field will be populated into the Task description upon submission.

You will also be able to populate project Custom Fields as well, as seen with the Email field in the below screenshot.

When selecting a Dropdown field for the Form, you will be able to select a Dropdown Custom Field from the Project instead of creating your own options.

Once selected, be sure to select the sync options action to populate the responses from your Custom Field.

Doing so will add your Dropdown responses into your Form.

Previewing, Publishing, Editing, and Deleting Forms

All saved Project Forms can be found in the Manage Forms tab of the Automations module.

Once clicked into, you'll be able to see the current status of the Form as well as response details. When a Form is created, it is not yet Published. You'll find an option menu on the right side with the options to Publish / Unpublish, Preview, Edit, or Delete the Form.

Once Published, the Form will provide a URL that you can share or embed in your website.

Viewing Form Replies

You can view Form replies from within the selected Form in Manage Forms in addition to the corresponding Task, Discussion message, or Document created as part of the Form automation.

Task-automated replies will fill out your Task Name, Description, and any Custom Fields you've mapped to.

Additionally, assigning someone to the Status where the response Tasks are created is a great way to add actionability to your Form responses!

Forms Q&A

Does a Form exist in a Project?

Forms are created and their parameters are controlled from within a Project, but a Form can be answered by anyone who has the link. You do not need a Nifty account to fill out a Form.

Is there a limit on how many Forms and responses I can have?

There is no limit on the amount of Forms you can have. Form responses are capped at 1000 responses/month per form.

What do Forms cost?

Forms can be added onto a Starter, Pro, or Business subscription by the Account Owner at a flat rate of $20/mo ($16/mo/annually on annual subscriptions).

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