The Forms & Surveys builder lets you create custom forms, questionnaires, and surveys that can be shared via link or QR code. Forms collect responses from anyone — volunteers, members of the public, event attendees, or partners.
Forms are for general-purpose data collection only. Do not use them for volunteer applications — the volunteer application has its own dedicated builder configured separately.
Creating a form
Navigate to Forms & Surveys from the admin menu
Click Create Form
Add a title, description, and optional success message
Build the form using the drag-and-drop editor
Field types
The form builder supports the following field types:
Text — short text input for names, single-line answers
Long Text — multi-line text area for detailed responses
Number — numeric input
Date — date picker
Time — time picker
Phone — phone number with validation
Email — email address with validation
Yes / No — a simple toggle for binary questions
Dropdown — single selection from a list of options
Multiple Choice — radio buttons for single selection
Checkboxes — tick one or more options from a list
Rating — star-style rating
Matrix — grid-style question with rows and columns
File Upload — let respondents attach files
Repeatable Group — a section the respondent can duplicate (e.g. adding details for multiple people)
You can also add Headings and Content blocks (rich text with images) to structure the form.
Each field can be marked as required or optional, and has an optional description shown as helper text.
Form settings
Allow multiple submissions — let the same person submit more than once.
Close form on date — set an automatic close date with a custom "form closed" message.
Redirect URL — send respondents to a specific page after they submit.
Public or private — public forms can be listed; private forms are accessible by link only.
Distributing a form
Share your form in two ways:
Link — copy the shareable URL and send it via email, social media, or your website
QR code — generate a printable QR code with your organisation's logo embedded
Permissions
Only Admins can create and manage forms.
Cross-links
The Form Wizard — for creating Volaby entities from form submissions
Managing Form Responses — for viewing, analysing and exporting submissions