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Getting around OpenForms

When you log into OpenForms, you’ll see the main menu across the top of the screen. This menu is available from every screen in OpenForms - use it to access all of OpenForms features and settings. 

The main menu has the following navigation options:

Forms

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The Forms area is where you build and edit forms. Choose ‘Forms’ from the main menu to see a list of forms. Enterprise users will see their most recently used workspace

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If you're on an Enterprise plan, you'll also see information about what versions your forms are up to, as well as any new drafts that have been made since your forms went live.

You’ll find more information about forms and workspaces throughout this help center, but a good place to start is our Getting started and Create sections. When you're ready to publish your forms, check out our Publish and Analyze topics.

Admin

This area is available to admin users. 

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The Admin area is where you set up how forms work, what they look like, and how they’re organized, as well as take care of user admin and notifications.

Choose ‘Admin’ from the main menu to access this area, which contains a number of sections.

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There's lots of information about admin tasks in this help center. Some good places to learn more are the Design, Customize and Analyze sections. 

Connectors

This area is available to admin users.

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The Connectors area is where you set up connections to external services, such as databases, analytics services, and payment gateways.

Choose ‘Connectors’ from the main menu to access this area, which contains a number of sections.

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You'll find a lot of information about data connections and our web API in the Developers section of this help center. Payment gateways and maps are covered in the Create section. 

What’s new

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Whenever we release an update to OpenForms, we group new or updated features and bug fixes into release notes, and send them to you in an email. You can also see our latest release notes, and browse past releases, by choosing 'What's new' from the main menu. 

This is also a good place to learn how to use new features, as all of our release notes include links to help center topics on any major updates and revisions. 

Help

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You’re using the help center right now, so it’s probably a bit redundant to explain how to get here. If you've arrived by happy accident, welcome! For future reference, choose 'Help' from the main menu to get here.

Account menu

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In the top right hand corner of the main menu, you’ll see a circle containing your initials. This is the Account menu. Use this to update your details and notification settings.

Account owners have an additional Account option in this menu.

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Selecting this opens the Account area, where the account owner can view and change subscription details.  
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If you're the account owner, you'll find all the details you need to manage your OpenForms subscription in the Account section of this help center. 

What's next

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