Forms

Collect information from web visitors to your Inboxes and Share Links using Custom Forms. Site administrators create and maintain custom forms, which are then available in the settings for Inboxes and Share Links.

Creating a New Form

Site administrators can create a new custom form in the Web UI on the Custom Registration Forms page. Type "Custom Registration form" in the search bar at the top of every screen, then select the matching result. To add a form, click the New Custom Form button.

The Form title only displays internally to help you select the correct form when applying it to a Share Link.

Hover over the Standard registration fields and click the Edit button to choose which fields to keep.

To add a new field to your custom form, click the Add Field button. Enter a Label, which displays above the field indicating what information the user should enter (e.g., "Phone", "Title", etc.). The Description displays as the help text when a visitor hovers over the question mark next to the Label. Select the Type, which can be Short Answer (one line of text), Paragraph (multiple lines of text), Multiple Choice (radio buttons allowing user to select one), or Dropdown (select list allowing user to select one). The Multiple Choice and Dropdown options give you the ability to enter the options the user can select from.

Once a custom form is created, you can apply it to an Inbox by updating the Inbox's settings and selecting the new form in the Custom form setting. You apply a custom form to a Share Link in a similar way—edit the settings for the Share Link, make sure that Require registration is enabled and select your form in the Custom form setting.

Listing Registrations via Web Interface

The lists of registration information collected for Share Links and for Inboxes can seen by site administrators and the user who create the Share Link. Each list can include all fields that are used in the standard registration forms or your specific custom forms.

Inbox Registrations

You can view the registrations for an Inbox by editing the settings for your Inbox. If the inbox you've created requires registrations, you'll see a Registrations tab. Click that tab to view the submitted registrations in a table format. To see the list of all registrations collected for all of the Inboxes you can access, type "Inbox registrations" in the search bar at the top of each page and select the matching result.

You can view the registrations for an Share Link by editing the settings for your Share Link. If the Share Link you've created requires registrations, you'll see a Registrations tab. Click that tab to view the submitted registrations in a table format. To see the list of all registrations collected for all of the Share Links you can access, type "Share Link registrations" in the search bar at the top of each page and select the matching result.

Exporting Registration Information via Web Interface

Your site does not support the ability to export Form Registration Information via the web interface, but this information is accessible via API call. You can find documentation for this method on our API and Developer Documentation website.

Exporting Registration Information via CLI/API

Form Registration Information can be listed and exported via API method as mentioned above. You can use the Command Line Interface (CLI) App with the inbox-registrations list command to achieve this. You might find it helpful to export this information in CSV format and save that output to a file. Here's how to do that using the CLI:

files-cli inbox-registrations list --api-key YOUR_API_KEY --format csv > inbox.csv

Share Link registration information can be exported with a similar CLI command:

files-cli bundle-registrations list --api-key YOUR_API_KEY --format csv > inbox.csv

Form Data Visibility

Data entered into a custom form will be visible to your administrators and to any users that have access to the associated Inbox folder of the custom form.

For custom forms used with an Inbox folder, the form data will be used in the folder names of the subfolders used to segregate registered users. For example, if your form prompts users for their First Name and Age then the Inbox folder will contain subfolders for each registrant named <entered First Name>-<entered Age>, such as Alice-28, Bill-33, and Charlie-42. The names of these subfolders, containing the submitted form data, will be visible to administrators and to any users that have permission to access that Inbox folder.

For custom forms used with Share Links, the entered form data can be viewed by Site administrators on the Share Link Registrations page. To access it, type "Share Link registrations" in the search bar at the top of each page, and select the matching result.

Forms

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