# Build forms > Create intake, consent and feedback forms from scratch or a template, add and arrange fields, preview and publish, and duplicate or archive a form. **Applies to:** Everyone except service providers Source: https://heylilo.co/help/forms/build-forms Forms collect what you need from clients, like intake details, consent, medical history and feedback. You build a form once and publish it. Then you send it to clients by hand, or let Lilo send it for you. ## Create a form **Applies to:** Everyone except service providers 1. Go to [**Operations** → **Forms**](https://app.heylilo.co/dashboard/forms). 2. Select **Create Form**. 3. In the **New Form** box, choose a **Form type**. The type only groups your forms on the **Forms** page. 4. Enter a **Form name**, and a **Description (optional)** if you like. 5. Select **Create form**. The form opens in the builder as a draft. ## Start from a template **Applies to:** Everyone except service providers 1. On the **Forms** page, select **Create Form**, then **Choose from our templates**. 2. Search, or choose a category like **Intake** or **Consent**. Then select a template. 3. Look over **What's included**. Under **Suggested automations**, select any you want. Some ask which services the form is for. 4. Select **Create form**. The form opens in the builder with its sections and fields filled in. Suggested automations send the form for you. Lilo adds them paused, so nothing goes out until you publish the form and turn them on. See [Send forms automatically and require them](https://heylilo.co/help/forms/send-and-require-forms). ## Add sections and fields **Applies to:** Everyone except service providers A form is made of sections, and each section holds fields. A new blank form has no sections yet. 1. Select **Add section**. 2. Replace **Section 1** with a title. Add a description if you like. 3. On the left, select a field type, like **Short Text** or **Signature**. Lilo adds it to the section named next to **Adding to**. To add to another section, select that section first. 4. Change the new field's settings on the right. See Field settings below. 5. To reorder, drag a field by its handle within its section, or drag a section by its handle. 6. To remove a field, select its trash icon. Sections have one too, once there's more than one section. Lilo saves as you go. You'll see **Saved** at the top. In a narrow browser window, there are no side panels. Instead, select **Click here to add a field** in a section and choose a field type. Then change the field in the **Field settings** box. To rename the form or change its description, select **Settings**, then choose **Edit Basic Information**. ## Preview and publish **Applies to:** Everyone except service providers 1. Select **Preview** to see the form as clients will, in a new tab. Submitting is turned off there. 2. Select **Publish**, then **Publish Form**. You'll see **Form published successfully**. A form needs at least one field before you can publish it. Only published forms can be sent to clients. In the Lilo app, go to **More** → **Forms** and tap **+**. Choose **Scratch** or **Templates**. In the builder, tap **Add Section** and **Add Field**, then tap **Save Draft** to save your changes. Tap **Publish** when it's ready. Templates in the app don't add suggested automations. ## Duplicate a form **Applies to:** Everyone except service providers 1. On the **Forms** page, select **⋯** next to the form. 2. Choose **Duplicate**. Lilo makes a draft copy with "(Copy)" after the name and opens it in the builder. The original's automations don't come with it. ## Archive a form **Applies to:** Owners and admins 1. On the **Forms** page, select **⋯** next to the form. 2. Choose **Archive**. There's no confirmation. You'll see **Form archived**. In the Lilo app, tap the form, tap **Archive**, then tap **Archive** again to confirm. ## How it works - On the **Forms** page, you can search by name or description, and filter by type and status. - Every form is a draft until you publish it. Drafts can't be sent, and their automations don't run. - Changes to a published form reach clients as soon as Lilo saves them, even if you don't publish again. Publishing again only raises the version number shown on the **Forms** page. - Archived forms stay on the **Forms** page. Choose **Archived** in the status filter to find them. Lilo stops sending an archived form and stops its reminders. Links clients already have still work. - The templates you see depend on your type of business and the **Service Categories** turned on in **Settings** → **Features**. See [Business features](https://heylilo.co/help/settings/features). ### Field types - **Short Text**, **Long Text**, **Email**, **Phone** and **Number** take typed answers. - **Dropdown** and **Radio Buttons** take one choice. **Checkbox Group** takes several. **Checkbox** is a single checkbox. - **Date** and **Time** open a picker. - **Signature** asks the client to sign with a mouse or finger and type their full legal name. - **Rating** is 1 to 5 stars. **Scale (1-10)** is a number from 1 to 10. - **Image Upload** lets clients add photos. - **Heading**, **Paragraph** and **Divider** add text or space. They don't collect anything. ### Field settings - **Label**: the question clients see. For a **Paragraph**, it's **Text**, the words clients read. - **Placeholder**: faint example text inside an empty box. Only text fields and **Dropdown** have it. - **Help Text**: a hint under the field. - **Required**: clients can't submit the form until they answer it. It's marked with a red asterisk. - **Width**: **Full Width**, **Half Width** or **Third Width**. Narrower fields sit side by side on bigger screens. On phones, every field is full width. - **Map to Client Field**: saves the client's answer to their profile when they submit. Only some field types can be mapped. Fields mapped to first or last name, email, phone, birthday or address also start with what's already on the profile. - **Options**: the choices in a **Dropdown**, **Radio Buttons** or **Checkbox Group**. - **Max photos**: how many photos an **Image Upload** takes, from 1 to 5. It starts at 3. ## Common questions ### Why can't I add a field? A new blank form has no sections, so there's nowhere to put one. Select **Add section** first. ### Why won't my form publish? It needs at least one field. Add a field, then select **Publish** again. ### Can I change a form clients have already filled in? Yes, but be careful. Responses always show under the form's current fields. If you delete or reword a field, older responses show the change. Answers to a deleted field stop showing. To keep older responses as they were, duplicate the form and change the copy. ### Can I delete a form? No. You can archive it instead, and its responses stay. ### Can I use an archived form again? Yes, on the web. Choose **Archived** in the status filter and open the form. Select **Publish**, then **Publish Form**. Any of its automations that were on start sending it again. ### Can I move a field to another section? Not by dragging. Delete it and add it again in the other section.