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Creating a form in Qvista is a simple, no-code process that allows you to collect structured information from customers, employees, partners, or internal teams. From defining your form details to designing the form, configuring field settings, publishing it, and choosing how it will be used, Qvista provides everything you need within a single workflow. Every form begins with basic configuration, including its name, description, and response destination. Once the form has been created, you can build the form by adding questions, configuring individual fields, previewing the final layout, and publishing it for users.

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Before You Begin

Before creating a form, consider the following:
  • The purpose of the form.
  • The information you want users to provide.
  • Where submitted responses should be stored.
  • Whether an existing Qvista DataTable should be used or a new one should be created.
Planning these details before creating your form helps organize collected information more efficiently.

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Creating a New Form

To create a new form:
  1. Navigate to Forms from the Qvista navigation menu.
  2. Click Create Form.
  3. Enter a Form Name.
  4. (Optional) Add a Description.
  5. Choose where responses should be stored:
    • Existing DataTable — select from your current DataTables.
    • New DataTable — Qvista will create one automatically that matches your form fields.
  6. Click Create to open the form builder.

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Building your form

Inside the form builder, drag fields from the sidebar onto the canvas. Available field types include:
  • Short answer / long answer text
  • Number, date, and time
  • Single-select and multi-select
  • File upload
  • Rating and signature
Configure each field’s label, help text, validation, and whether it’s required.

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Publishing and sharing

Once you’re satisfied with the layout, click Publish. You can then share the form via a public link, an embed code, or an authenticated internal portal. Every submission is written to the configured DataTable and can trigger an Autoflux workflow.