# Introduction To Forms

Source: https://docs.astalty.com.au/guide/forms/getting-started-with-forms

> Build custom online forms with Astalty's drag-and-drop editor.

Astalty Premium - This feature is part of the Astalty Premium plan. See What Premium includes.

## Forms Overview

Use [Forms](https://app.astalty.com.au/forms/submittable) to collect structured information with Astalty's form builder. Forms used for Participant or staff incidents also create records in the [Incidents](https://docs.astalty.com.au/guide/incidents) register.

![The All Forms page with Forms selected under Library in the main menu. The Type is Internal filter is applied, and the table lists internal forms such as the Weekly Wellbeing Check-in, Therapy Intake Form, Staff Incident Report Form and Participant Incident Report Form, each tagged Internal.](https://docs.astalty.com.au/assets/forms-intext.png)

> **Forms or Templates?**
>
> Use a **Form** to collect information, such as an incident report, Participant check-in, intake questionnaire, or feedback survey. Use a [Template](https://docs.astalty.com.au/guide/participants/templates) to produce a formatted document pre-filled with Astalty data.

Each form has a **Usage** and **Type**. The Usage controls where its submissions are processed. The Type controls who can open it:

- **Internal** forms require the person completing them to sign in to Astalty.
- **External** forms can be completed by anyone with the link.

Choose these settings carefully when creating a form. A form's Usage and Type cannot be changed after creation, except that a General form can be converted to a register.

Video walkthrough: forms incidents and referrals.

## Creating Forms

Open [Manage Forms](https://app.astalty.com.au/forms/manage), then click **Create Form**. You can start from scratch or use a template. See [Manage Forms](https://docs.astalty.com.au/guide/forms/manage-forms) for the complete workflow.

![The All Forms page with an arrow pointing to the Manage Forms link in the page description, which says to go to Manage Forms to change a form.](https://docs.astalty.com.au/assets/create-forms-from-forms-menu.png)

## Submitting Forms

The [All Forms](https://app.astalty.com.au/forms/submittable) page lists published forms you can submit. Internal forms only appear if the form's **Who Can Fill Out This Form** settings include you. External forms are available to anyone with the link and can also appear in Astalty unless your account hides external forms from the app.

![The All Forms page with the Type is Internal filter and the forms table highlighted, listing internal forms such as the incident report forms, each tagged Internal.](https://docs.astalty.com.au/assets/forms-intext-selection.png)

See [Submitting a Form](https://docs.astalty.com.au/guide/forms/forms) for the steps and [Form Settings](https://docs.astalty.com.au/guide/forms/manage-forms/settings) for form access controls.

## Viewing Form Submissions

Open [All Submissions](https://app.astalty.com.au/forms/submissions) to find submissions you have permission to view. Incident submissions are managed in [Incidents](https://docs.astalty.com.au/guide/incidents).

![The All Submissions page with a Search submissions box, a Filter button and a Form Submissions table listing submissions with Submitted By, Submitted At and Last Viewed By columns.](https://docs.astalty.com.au/assets/all-sub-1.png)

## Submission Requests

Open [Submission Requests](https://app.astalty.com.au/forms/submission-requests) to ask team members, Participants, or external contacts to complete a form and to track each request. The people you can request a form from depend on whether it is Internal or External.

![The Submission Requests page with Actions and Create Request buttons, a search box and Filter button, and a table of Participant Referral Form requests with Status, Title, Requested For and Created columns.](https://docs.astalty.com.au/assets/sub-req-1.png)

See [Submission Requests](https://docs.astalty.com.au/guide/forms/submission-request) for available recipients, statuses, filters, and reminders.

## Submitting Forms from a Participant's Profile

To link a request and its completed submission to a Participant automatically:

1. Open the Participant's profile.
2. Select **Forms** from the sub-menu.

![A Participant's profile with an arrow pointing to the highlighted Forms item in the profile sub-menu.](https://docs.astalty.com.au/assets/forms-1-1769995580.png)

3. In **Form Submission Requests**, click **Create Request**.

![The Forms page of a Participant's profile, with an arrow pointing to the highlighted Create Request button in the Form Submission Requests section. Form Submissions and Associated Forms sections appear below.](https://docs.astalty.com.au/assets/forms-2.png)

4. Select the form.
5. Enter the request title and message.
6. Click **Create Request**.

![The Request Form Submission drawer with an arrow pointing to the Form field, set to Participant Referral Form. The highlighted Submission Request Details section sends it to A Participant, Elena Marchetti, with a Title and Message, and an arrow points to Create Request.](https://docs.astalty.com.au/assets/forms-3.png)

After the form is completed, it appears under **Form Submissions** on the Participant's **Forms** page.

![The Form Submissions section of a Participant's Forms page, with a Participant Incident Report Form row highlighted, showing who submitted it and its Submitted At time.](https://docs.astalty.com.au/assets/forms-4.png)