Forms

This resource represents the questions and configurations of a form in your portal. Responses to forms are stored as Form Response entities.

Properties

id string The unique identifier for this item.

createdAt string The date this item was created in RFC3339 format.

updatedAt string The date this item was updated in RFC3339 format.

object string The object type of this resource.

Form Questions are stored in the formFields map, which is keyed by the ID of each question (stored in order in the formFieldIDs array).

name string Title of the Form.

description string (optional) Description of the form.

formFieldIds array(string) Array of IDs, each corresponding to a question (”form field”) in the form, in the order that they are arranged in the form.

formFields array(FormField) Stores the content of each question (”form field”) in the form, in the order they are arranged in the form.

• formFieldId The ID of this form field, matching the corresponding entity in formFieldIds.
• title string  The title of the question.
• description string (optional) The description of the question.
• type string Describes the type of this question. Options are: shortAnswer, longAnswer, multiSelect, singleSelect, title, fileUpload.
• multipleChoiceOptions array(string) (optional) All the possible option values the user can select for this question. Only present on singleSelect and multiSelect questions.
• isRequired boolean Whether the client is required to answer this question.

allowMultipleSubmissions boolean Whether clients can submit this form multiple times.

visibility string Whether this form is visible to all clients by default, or only clients that the form is directly shared with. Options are: allClients, requestedClients

formResponseRequests number Number of clients who have been explicitly sent this form, and have not submitted it.

formResponseSubmissions number Number of times this form has been submitted (may include multiple submissions per client if allowMultipleSubmissions = true).

latestSubmissionDate string The time of the most recent client submission to this form.

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Deprecation note

We are deprecating the nested fields object and have promoted all of the properties previously contained within the fields object to top-level properties. For backwards compatibility, you may still see the nested fields object in responses and examples

{
    "id": "a8c2c520-8045-4068-1772-a7c8ca09ee1a",
    "createdAt": "2023-02-25T02:19:35Z",
    "object": "form",
    "name": "Onboarding Form",
    "description": "Fill out this form to get started!",
    "formFieldIds": [
        "id0",
        "id1",
        "id2",
        "id3"
    ],
    "formFields": [
        {
            "formFieldId": "id0",
            "title": "Welcome to Potluck's Accounting Services!",
            "description": "Email me if you have any questions at [email protected]",
            "type": "title",
            "isRequired": false
        },
        {
            "formFieldId": "id1",
            "title": "What is your full name?",
            "description": "",
            "type": "shortAnswer",
            "isRequired": true
        },
        {
            "formFieldId": "id2",
            "title": "Upload your ID",
            "description": "You can upload multiple documents",
            "type": "fileUpload",
            "isRequired": true
        },
        {
            "formFieldId": "id3",
            "title": "Which services are you interested in?",
            "description": "",
            "type": "multiSelect",
            "multipleChoiceOptions": [
                "Taxes",
                "Family Accounting",
                "Advice"
            ],
            "isRequired": false
        }
    ],
    "allowMultipleSubmissions": false,
    "visibility": "allClients",
    "formResponseRequests": 3,
    "formResponseSubmissions": 8,
    "latestSubmissionDate": "2023-05-25T02:19:35Z",
    "updatedAt": "2023-02-25T02:19:35Z",
}