Skip to main content

Forms in AnyDB

Forms are one of the most powerful and flexible features in AnyDB. They allow you to collect data from team members, guests, or public users and automatically store it as structured data documents within your workspace.

Any form in AnyDB is powered by a template, ensuring all submissions follow a consistent format.

🚀 What Can Forms Do?​

  • Collect new data from internal or external users
  • Link submissions to a parent data document or folder
  • Accept one or multiple attachments as part of a submission
  • Share forms via login or anonymous links
  • Store structured submissions directly inside AnyDB databases

🛠️ Creating a Form​

Follow these steps to create a form:

1. Prepare a Template​

Create or select an existing data document template that matches the structure of the form you want to create.

The form will use this template as the layout for collecting user input.

2. Select a Parent Location​

You must specify where form submissions should be stored:

  • Select a Folder to hold new submissions
  • Or choose an existing data document to which new submissions will be attached as children

3. Open the Share & Forms Dialog​

  • Open the relevant parent (folder or data document)
  • Click “Sharing & Forms” in the top-right corner
  • Choose “Create Form”

This opens the Form Configuration Dialog.

🧩 Form Configuration Sections​

Section 1: Form Structure​

  • Select the main template that users will fill out.
  • Optionally, add attachment templates:
    • These are additional data documents that can be submitted as part of the same form session.
    • For each attachment template, you can define:
      • Minimum items required
      • Maximum items allowed

Example: A job application form could include the main application and optional attachments like references or resumes.

Section 2: Internal or Guest Access​

You can share the form privately with:

  • Team members in your workspace
  • Guest users (external collaborators who log in with email)

Once shared, the form will appear in their “My Forms” section in the sidebar.

Guests do not consume licenses, and you can assign Viewer or Editor access to them.

Section 3: Public (Anonymous) Access​

Enable anonymous form sharing using a public link:

  • Toggle the form share slider to “Enabled”
  • Copy the generated link to distribute the form publicly
  • Submissions are stored automatically in the designated folder or as child documents

Anonymous users do not need an account and cannot see previously submitted data.

🛑 Disabling a Form​

To stop accepting submissions:

  • Open the Sharing & Forms menu
  • Select the relevant form
  • Click “Disable Form” to remove access

This deactivates both internal and public links, and users will no longer be able to submit.

✅ Best Practices​

  • Use forms for intake, requests, feedback, applications, or survey-style entries
  • Always test the form before sharing publicly
  • Combine forms with automations to trigger follow-up workflows on submission
  • For structured intake processes (e.g., vendor onboarding), use attachments to collect related documents in one go

📎 Summary​

FeatureDescription
Main Form TemplateThe primary data document structure to be filled out
AttachmentsOptional child templates (e.g., add documents, references, notes)
Private AccessFor team members or guests; appears in “My Forms” section
Public AccessEnable anonymous form sharing via link
Storage LocationForms can create new documents inside folders or as children of a document
Disable FormTurn off a form anytime from the Sharing & Forms panel

AnyDB Forms turn templates into flexible, structured entry points—whether for internal workflows or public submissions.