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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 records 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 record or folder
  • Accept one or multiple attachments as part of a submission
  • Store submissions directly inside AnyDB databases which can then be used for reporting, automations, and workflows

Who can you share forms with?​

  • Internal team members - Share forms with your team for structured data entry
  • Guest users - Invite external collaborators to fill out forms without needing a full AnyDB license
  • Public users - Share forms publicly via a link, allowing anyone to submit data without logging in

Creating a Form​

Follow these steps to create a form:

1. Prepare a Template​

Create or select an existing record 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 or create a Folder to hold new submissions
  • Or choose an existing record to which new submissions will be attached as children

3. Open the Share & Forms Dialog​

  • Open the relevant parent (folder or record)
  • 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 records 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: Guest with Access​

You can share the form privately with:

  • Team members or Groups 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.

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 (coming soon) to trigger follow-up workflows on submission
  • For structured intake processes (e.g., vendor onboarding), use attachments to collect related documents in one go

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