Once a form is published within Form Center, it becomes available to add as an entry within notebooks. Forms that you own can only be used within notebooks that you own.
To add a form to a notebook page, from the + New entry menu, select Form. Then select your form from the dropdown list.
Submitting Data to Form Center
When saving a form entry, you will be presented with two options:
Save and Submit
Selecting this option will submit your entry’s data to Form Center, including it into the form’s combined dataset. This data can be exported as a CSV from Form Center.
Save to Page Only
Selecting this option allows you to save your progress and submit your data to Form Center at a later time. Note: any required fields must still be completed to save your entry.
Once a form entry is submitted to Form Center, any additional edits will always be submitted to Form Center and updated in the CSV export.
Form Entry Considerations
- If a form entry is deleted from a notebook page, its data will no longer be included in the CSV export.
- If a form is archived in Form Center, no further edits can be made to its existing entries.
- If a form entry is copied or duplicated within the same notebook or to another notebook belonging to the same owner, the duplicate form will not be included in Form Center until the form entry is edited.
- If a form is copied or duplicated to a notebook belonging to a different owner, the new form cannot be submitted to Form Center and will not be editable.
- If a notebook containing forms is transferred to a new owner, the old notebook owner’s forms will become uneditable and no new forms can be added. The old notebook owner will still retain the CSV data in their Form Center, which can only be accessed by the new owner if they are assigned Account Administrator role to the former owner’s account.