Nifty Forms
Nifty Forms make it easy to create beautiful forms and collect data without needing external integration tools. You can also use submitted responses to trigger automations within your Project, passing submission details into Tasks, Discussions, or Docs.
Popular Use Cases for Forms
Bug Reports, Tickets, or Feature Requests
Project Requests and Lead Generation
Client Intake Forms
Activating Forms
Your Workspace Owner can activate the Forms add-on from the Workspace Add-ons section within Workspace Settings.
Creating a Form
Access Forms: Access Forms via the Forms module or to the Forms tab in the Automations module, accessible via the lightning bolt icon at the top of a project.
Create Form: Click the Create Form tab. You can choose to have a Form response trigger one of the following actions:
Create a Task (details outlined later)
Send a Project Discussion Message
Create a Nifty Document
Building a Form
1. Form Name and Description: Add a title and description for your Form. These will be publicly displayed, so use this space to provide instructions.
2. Add Fields: Use the following field types for responses:
Text (single-line text box)
Long Text (paragraph-style box)
Dropdown (single option selection)
Multi-select (multiple options selection)
Number
Date
File (file upload)
+ Add Another Field: Add new fields to your Form.
X: Remove fields.
Drag-and-Drop: Reorder fields.
3. Set descriptions: You can add a description to a field via the option dots menu to provide instructions or add context to the information that you're looking to gather.
4. Dropdown and Multi-select Fields: Create predefined response options.
+ Add Another Choice: Add additional options.
X: Delete options.
Drag-and-Drop: Reorder response options.
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.
Conditionality in Forms
There are two ways conditionality can be used to improve the user experience or response management of forms:
Conditional Fields: Based on the responses inputted into a form, additional fields can appear to collect more relevant information about the form inquiry.
Conditional Placement: Based on the responses inputted into a form, tasks can be placed in specific lists or statuses to streamline response management.
Conditional Fields
Your form can evolve as the submitter fills it out to ask additional questions based on the relevancy of their responses.
Conditional Field Implementation: In this example, we wish to have a clarifying question based on the response given in the previous question--specifically, which mobile platforms this desired app will be developed for.
Selecting the Set Field condition option via the menu allows us to do so.
Once selected, we define the conditionality. There are various options to choose from:
Equals: Show the field if the inputted response matches the defined field.
Does not equal: Show the field if the inputted response does not match the defined field.
Is inputted: Filling in any answer will cause the conditional field to appear. This is excellent for instances where the trigger field is not a required field.
In our example, since we wish to clarify which platforms the mobile app would need to be developed for, we will use the Equals field conditional on the Web + Mobile App response in the trigger question.
If the Webapp option is selected during form submission, this conditional field will not appear.
Conditional Placement
When using the Task automation, you can add conditions that determine which list or status the automated form task is placed in upon submission. This allows you to sort form submissions to relevant places in your Tasks board based on the response.
Conditional Placement Implementation: In this example, we want to sort form tasks into lists based on whether or not the submitter is seeking a mobile app. In the case of them wanting a mobile app, we want to place tasks in the Mobile Projects list.
Selecting the Set list condition option via the menu allows us to do so.
Once selected, we define the conditionality. There are various options to choose from:
Equals: Place the task in the defined list/status if the inputted response matches the defined field.
Does not equal: Place the task in the defined list/status if the inputted response does not match the defined field.
Is selected: Filling in any answer will cause the conditional sorting.
In this example, since the prompting question is already a conditional field based on the submitter's response to the previous question, we can use Is selected condition as we know that the submitter definitely wants a mobile project, regardless of the response they choose in the conditional question.
Ending Your Form
Once you've finished with the fields of the form, you're able to shape the experience of how the form will conclude for the submitter.
Success Message: Add a Success Title and Description to outline next steps.
Redirect URL: Alternatively, direct form submitters to a specific URL.
Sending a Follow Up Email
You can also choose to send an email with dynamic content once the form is submitted.
Inserting Dynamic Data: Dynamic data from the form fields can be inserted between double curly brackets. For example, to address the submitter by the name inserted in the Name field of the form, use the code {{Name}}.
If your form is automated to generate a task upon submission, you can use the code {{TaskID}}. This is a fantastic way of proactively providing customers with reference IDs for request or bug submissions.
Note that curly bracket codes can be included in the subject line of your email as well.
Creating a Task from a Form Response
Task Creation: Choose the List & Status where the Task will be created.
Sync Form and Task Fields: You will also be able to populate project Custom Fields as well, as seen with the Email field in the below screenshot.
Syncing Options from Custom Fields: 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
Manage Forms: All saved Forms are available in the Manage Forms tab of the Automations module.
Options Menu: Click the menu on the right side to Publish/Unpublish, Preview, Edit, or Delete the Form.
Published Forms: A URL will be provided for sharing or embedding in your website.
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 and Exporting Form Replies
Form Replies: View responses within the selected Form in Manage Forms, as well as in corresponding Tasks, Discussion messages, or Documents created as part of the Form automation.
Task-Automated Replies: Responses will populate the Task Name, Description, and any mapped Custom Fields.
Assigning Tasks: Assigning someone to the List or Status where responses are created can add actionability to your Form responses.
CSV Export: You can export Form replies as a .CSV from within the Manage form screen:
Forms Q&A
Can a Form exist outside of a Project? Forms are created and controlled within a Project but can be answered by anyone with the link. No Nifty account is required to fill out a Form.
Limit on Forms and Responses? There is no limit on the number of Forms. Each Form has a cap of 1000 responses per month.
Cost: Forms can be added to Starter, Pro, or Business subscriptions for a flat rate of $20/month ($16/month with annual billing).