Create a form

How to make a new form, and how to copy one you already have. Both start on the dashboard.

Create a form

1. Click New Form on the dashboard.
2. Either pick a ready-made starter, each listing the fields it creates, or choose Start blank:
   • Contact form: separate First Name and Last Name fields, rather than one combined name box, so answers land cleanly on the right Salesforce fields
   • Event registration: also asks for first and last name separately
   • NPS survey
   • CSAT survey
   • Customer effort survey
3. A blank form asks for a Form name, and derives the External ID for you. Contact Us - Sales! becomes contact_us_sales. You can edit the derived value, and if the one you type is already taken you get a message naming the conflict rather than a database error.
4. Either way you land in the Form Builder on the new form, filed into whichever folder you were looking at.

Starters arrive unmapped. A starter gives you the fields and the layout, not the Salesforce targets. A form whose fields are unmapped collects and stages answers perfectly and writes them to no record. Mapping a starter form gives the recommended mapping for each of the five starters, including the hidden fields a required Salesforce field needs.

The external ID is fixed once the form is created. It is the long-lived key that blueprint import and export depend on, and every public link is built from it. The only chance to choose it is at creation. Change the name freely afterwards, but keep the slug stable and environment-neutral.

Copy an existing form

Use Duplicate in the form’s row on the dashboard. It asks what to call the copy, prefilled with <form name> copy, so the source’s own name is never reused verbatim. The copy gets its own external ID, the source’s with _copy appended, then _copy_2 and so on.

The new form is created paused, and never carries over the source form’s public Sliick Edge access, even if the original had it. It does carry the source’s theme, which is a quick way to start new forms from a branded one. You stay on the dashboard.

Next: The Form Builder.