Create a form
Go to Settings > Workspace > Forms, then click Create form and choose the board where submissions should be created. When creating or editing a form, you can set:- Name and icon - shown on the form, in the forms portal, and in submissions.
- Description - shown at the top of the public form.
- Destination board - the board where submitted cards are created.
- Folder - where the form appears in your workspace forms list and the forms portal.
- Portal visibility - whether the form appears in the authenticated forms portal.
- Fields - the questions and card properties people fill out.
If the destination board is deleted or unavailable, the form will show a warning in settings. Edit the form and choose a new destination board before using it again.
Supported field types
Forms support these field types:- Short text - one-line text, up to 500 characters.
- Long text - longer text, up to 5,000 characters.
- Number - accepts numeric values.
- Date - lets the submitter choose a date.
- Dropdown - choose from a list of options. Dropdowns can allow one option or multiple selections.
- Attachments - upload one or more files with the submission.
- Checkbox - a single checked/unchecked field.
- Email - validates email addresses.
- Phone - validates phone numbers.
- Link - validates URLs and adds
https://when the submitter omits it. - Card property - maps a form answer directly to a card property.
- Info block - display-only text for instructions, context, or links.
Card property fields
Card property fields let a form set specific properties on the card created by the submission:- Priority
- Assignees
- Due date
- Tags
Conditional fields
You can show a field only when another field matches a condition. Conditional fields can depend on:- Dropdown fields
- Checkbox fields
- Number fields
- Date fields
- Priority card property fields
Share a form
Each form can be shared with a public link. In Settings > Workspace > Forms, use the share control on a form row to turn the public link on, copy the URL, or regenerate the URL. Regenerating a form URL invalidates the previous public link. Use this when a link was shared more widely than intended. Anyone with the active public link can open and submit the form. Signed-in workspace members can also add participants while submitting, if participant selection is available for that form.Forms portal
The forms portal gives signed-in users one place to find forms and track form submissions. It includes:- Chat - describe what you need, and Superthread can help choose or fill a form using AI credits.
- Forms - browse portal-visible forms and folders.
- Team submissions - view submissions from the selected workspace.
- My submissions - view requests you submitted or that were shared with you.
Submit and track requests
When someone submits a form, Superthread creates a card on the form’s destination board. The card contains the submitted values, attachments, and any mapped card properties. In the portal, submissions can be searched and filtered by:- Text search
- Status
- Request type / form
- Team submissions or submissions shared with you
Organize forms
Workspace forms can be organized into folders from Settings > Workspace > Forms. You can:- Create folders with names and icons.
- Drag folders into a custom order.
- Drag forms within a folder or between folders.
- Leave forms uncategorized.
- Rename or delete folders.