Skip to content
Skip to content
PGB Learn

Build a form and collect responses

Make a form from a template or from scratch, share a link, control who can answer and read the responses.

Updated Nov 12, 2026

Forms lets you ask questions, from a customer survey to an event sign-up, and collect the answers in one place.

Create a form

  1. Open Forms.
  2. Under Start a form, choose Blank form (Start from scratch) or one of the templates, such as Customer Feedback, Event RSVP, Contact Inquiry or Team Pulse Check.
  3. Name the form in the Form title box and add a short Description saying what it is for.

Add questions

On the Questions tab, add each question and set its Question type:

  • Short answer
  • Paragraph
  • Email
  • Number
  • Multiple choice
  • Checkboxes
  • Dropdown
  • Rating

Add Help text (optional) under the question, list the Options for choice questions, and tick Required if people must answer. You can Move up, Move down, Duplicate or Delete question. Common blocks such as Full Name, Work Email and Phone Number can be inserted in one click. The Preview shows how it will look.

Share and control access

Open the Settings tab.

  • Form link: copy the link and send it out. Choose Copy link. Creating a new link makes the old one stop working.
  • Anyone with the link lets people outside your workspace answer without signing in. If it is off, only people in your workspace can respond, and they sign in first. Your administrators decide whether public links are allowed (Admin, Security).
  • Accepting responses: turn off to close the form.
  • Close automatically: choose a Close at time.
  • Notify me: get a notification for each new response.
  • Confirmation message: what people see after they submit.

Your changes save as you go; the header shows Saving, Unsaved changes or All changes saved.

Read the responses

Open the Responses tab. Switch between a summary and a table view. The table lists when each response was Submitted and who the Respondent was (or Anonymous). Delete one with the bin if you need to, which cannot be undone.

The forms list also shows Total Forms, Total Responses and how many are Active & Accepting.

Tips

  • Keep forms short. Mark as required only what you really need.
  • Use a Rating question for quick satisfaction scores.
  • Preview and test with one real response before sending the link out.

Common problems

  • "Your workspace doesn't allow public links." An administrator can change this in Admin, Security.
  • People say the link does not work. It may be closed or past its Close at time, or you made a new link.
  • I cannot find my form. Use Filter forms on the Forms page.

More guides in Notes & Forms