Formora
Get Started

Getting started

Documentation

Formora collects structured data — from a one-page contact form to a multi-form field programme run across hundreds of sites. This is the reference for every part of it. If you are new, read Quickstart and Core concepts first; they take about ten minutes together and make everything else easier to place.

Which part do I need?

Most of the platform is one of three things, and knowing which one your problem is saves a lot of reading.

A form is a single questionnaire with a public link. Someone opens it, fills it in, and their answers become a response. That is the right tool for a survey, an intake form, a registration, a feedback request.

A data appis several forms bound to the same subject and filled as one session — a monitoring visit that records the school, the training given and the observations made, all against that school's record. Reach for it when the same thing is measured repeatedly over time and you need the history in one place.

An option list is reference data that dropdowns draw from — states, districts, schools, cost centres. Upload it once and every question bound to it stays in step, instead of the same list being retyped into thirty forms.

Getting started

What the platform is, and how to get a working form in front of people.

Quickstart

Build, publish and share a form, then read the first response.

Core concepts

Organizations, forms, versions, responses, records, apps and option lists — and how they relate.

Building forms

Everything in the form builder, from a single field to a rule engine.

The builder

The canvas, the outline, the panels, and how autosave works.

Field types

Every question type, what it stores, and when to reach for it.

Pages and layout

Multi-page forms, and the stacked, conversational and grid layouts.

Conditional logic

Show and hide questions based on what someone has already answered.

Rules and calculations

Calculated fields, conditional requiredness, and validation that spans questions.

Form settings

The public link, access control, response caps, expiry and notifications.

Theme and branding

Colours, typography, logo and cover image.

Option lists

Reference data your dropdowns draw from, managed in one place.

Option lists

Create a list, upload a CSV, and bind a question to it.

Cascading and lookups

Dependent dropdowns, and auto-filling a field from the option someone picked.

Publishing and responses

Getting a form in front of people, and working with what comes back.

Publishing and sharing

Versions, the public link, and what changes when you republish.

Responses

Reading, filtering, exporting and deleting responses.

Analytics

Views, starts, completion rate and drop-off.

Integrations

Webhooks, their payload, signing and retries.

Data apps

A guided, multi-form surface for collecting data about the same subject over time.

What a data app is

When to build an app instead of a form, and what it gives you.

Record types

Defining the subject an app collects data about, and its identity.

Steps

Ordering forms, repeating them, and making them conditional.

Records and timeline

Reading everything collected about one subject in one place.

App appearance

Paging steps, page width, headers, spacing, and why field widths need the right layout.

Administration

People, permissions, and the platform itself.

Team and roles

Inviting people, and what Admin, Editor and Viewer can each do.

Organization settings

Name, branding, limits, the audit log, and switching workspaces.

Platform administration

Super-admin tools: organizations, users, features, health and the global dictionary.