Creating Forms
Learn how to create, configure, and publish forms in Orbit AI.
Creating a New Form
To create a new form, navigate to the Forms page in your dashboard and click the Create Form button. You'll be guided through the setup process.
Step 1: Choose a Form Type
Select between a Standard Form or an Orbit Flow:
Standard Form
All questions visible on one page. Best for detailed forms, applications, and when users need context from multiple fields at once.
Orbit Flow
One question at a time. Best for lead capture, surveys, and when you want higher completion rates with a conversational feel.
Step 2: Name Your Form
Give your form a name and optionally a custom slug. The slug determines your form's URL:
Tip: Use Descriptive Slugs
Choose slugs that describe your form's purpose, like "contact-us" or "demo-request". This improves SEO and makes links more trustworthy.
The Form Editor
The form editor is where you build and customize your forms. It consists of three main areas:
Field Panel (Left)
Add new fields to your form. Drag and drop to reorder. Click a field to edit its settings.
Preview (Center)
See a live preview of how your form will look to users. Changes update in real-time.
Settings Panel (Right)
Configure field properties, form settings, styling, and after-submission behavior.
Saving and Publishing
Your form is automatically saved as you make changes. To make it accessible to users, you need to publish it:
- 1Click the Publish button in the top right corner of the editor
- 2Confirm that you're ready to make the form live
- 3Your form is now accessible at its public URL
Unpublished Changes
If you make changes to a published form, the live version won't be affected until you publish again. This lets you test changes before they go live.
Form States
Forms can be in different states:
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