> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useorbitcrm.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Forms

> Learn how to create, configure, and publish forms in OrbitForms.

Learn how to create, configure, and publish forms in OrbitForms.

## Creating a New Form

To create a new form, navigate to the **Forms** page in your dashboard and click the **Create Form** button. You'll be guided through the setup process.

### Step 1: Choose a Form Type

Select between a **Standard** form or a **Flow** form:

**Standard**

All questions visible on one page. Best for detailed forms, applications, and when users need context from multiple fields at once.

**Flow**

One question at a time. Best for lead capture, surveys, and when you want higher completion rates with a conversational feel.

> [!NOTE]
>
> The form type is set at creation and determines which editor you use. It can't be changed later, but any form — regardless of type — can be viewed in the flow layout by adding `/flow` to its public URL.

### Step 2: Name Your Form

Give your form a name and optionally a custom slug. The slug determines your form's URL:

```
https://orbitforms.ai/r/{team-id}/your-form-slug
```

> [!TIP]
>
> **Tip: Use Descriptive Slugs**
>
> Choose slugs that describe your form's purpose, like "contact-us" or "demo-request". This improves SEO and makes links more trustworthy.

## The Form Editor

The form editor is where you build and customize your forms. Standard forms use tabs at the top of the editor:

* **Build** — Add new fields to your form. Drag and drop to reorder. Click a field to edit its settings, including conditional logic.
* **Design** — Customize colors, fonts, logo, background, and the submit button.
* **After Submission** — Configure the thank-you page, redirects, and post-submit routing.

Phone fields start on the country detected from the visitor's location. To pin them to one country instead (FR for a French form, US for a US one, so visitors always see the right dialing code), open the form's **Settings** and set **Phone Fields → Default country code**. Visitors can still pick another country.

Flow forms have their own editor with **Content**, **After Submission**, **Settings**, and **Share** tabs. Their After Submission tab also offers a **Scheduler** option that shows one of your [scheduling pages](https://docs.useorbitcrm.ai/guides/scheduling.md) right on the thank-you screen — see [Orbit Flows](https://docs.useorbitcrm.ai/guides/flow-forms.md#show-a-scheduler-after-submission).

## Saving and Publishing

Field edits are saved automatically as you work; use the **Save** button (or ⌘S) for design and settings changes. To make the form accessible to users, you need to **publish** it:

**1. Click Publish**

Click the Publish button in the top right corner of the editor

**2. Confirm**

Confirm that you're ready to make the form live

**3. Live**

Your form is now accessible at its public URL

> [!NOTE]
>
> **Editing a Live Form**
>
> Saved changes to a published form go live immediately. To take a form offline, unpublish it from the Forms page — it stops accepting submissions until you publish it again.

## Form States

Forms can be in different states:

| State | Description |
| - | - |
| **Draft** | Form is not published and not accessible to the public |
| **Published** | Form is live and accepting submissions |

***

## Next Steps

> [card] [Form Fields](https://docs.useorbitcrm.ai/guides/form-fields.md)
>
> Learn about all field types

> [card] [Styling & Branding](https://docs.useorbitcrm.ai/guides/styling.md)
>
> Customize your form's look


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