---
title: "Adding Forms"
slug: "adding-forms"
updated: 2026-04-22T14:27:43Z
published: 2026-04-22T14:27:43Z
canonical: "help.nexudus.com/adding-forms"
---

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

# Adding Forms

You can create as many forms as you like from the **Community** section of the Admin Panel.

## Creating Your Form Structure

You first need to create the structure of the form.

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click **Community > Forms**.
3. Click **Add form**.
4. **Name** your form.
5. Select your **Location**.
6. Enable the **This form is active** toggle.
7. If you want to link the form to a CRM board stage, select a CRM stage in the **Add anyone submitting this form to this CRM stage** drop-down list
8. Click the **Save Changes** button.

## Adding Questions to Your Form

Each question you add to your form must have a type that defines the type of answer customers can give. You can include and combine questions of different types in each form.

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click **Community > Forms**.
3. Click on the relevant form.
4. Click **Add question**.
5. Add your **Question**.
6. Add a **Description** of the question.

This is a **required field** that helps your customers understand what response you expect.

![questionhelpexample.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/questionhelpexample.png)

*If you don't want to include any text, simply press the space bar to add a character and move to the next step.*

1. Enable the **Active** toggle.
2. Select a question type from the drop-down list.

Not sure which question type you should pick?

Scroll down to the Question Types section and find out more about the different options available.

1. Click the **Save Changes** button.

Repeat the same process for every other question you want to add to your form. You can organize your questions by clicking on the *drag & drop* icon while moving the questions to adjust their position in the list. ![Forms_QuestionDragdrop.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/Forms_QuestionDragdrop.png)

Once you've organized your form's content, you can scroll up to the **Invite links** section and click on the form's **Preview link** to see what it looks like from a customer's perspective.

![Forms_Invitelinks.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/Forms_Invitelinks.png)

If you're happy with your form, you can start [sending it to customers](/v3/docs/sending-forms).

## Question Types

The available form question types are listed and explained below:

### **Text**

Customers answer the question by adding a single line of text. This type doesn't have a character limit.

![textquestionexample.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/textquestionexample%281%29.png)

### **Yes/no**

Customers answer the question by selecting YES or NO from a drop-down list.

![booleanquestionexample.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/booleanquestionexample%281%29.png)

### **Long text**

Customers answer the question by adding one or multiple paragraphs. This type doesn't have a character limit.

![longtextquestionexample.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/longtextquestionexample.png)

### **Date**

Customers answer the question by selecting a date from a pop-up calendar.

![datequestionexample.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/datequestionexample%281%29.png)

### **Options menu**

Customers answer the question by selecting one of the options you've defined.

![dropdownquestionexample.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/dropdownquestionexample.png)

You add options by typing a possible answer and pressing *Enter* before adding the next one. You can also let them select multiple answers by ticking *Allow users to select more than one option*.

![dropdownquestionadminpanelexample.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/dropdownquestionadminpanelexample.png)

### **File**

Customers answer the question by uploading any type of file under 5MB.

![filequestionexample.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/filequestionexample.png)