Form View

The Form view lets you turn your board into a data-collection tool. Instead of adding rows manually, you design a form that maps to your table's columns. Anyone with access to the form can fill it in, and each submission automatically creates a new row in your board. This is useful for intake requests, feedback surveys, bug reports, event registrations, and any scenario where you need to collect structured data from people who do not need access to the full board.

Creating a Form View

1. Click the + button in the view tabs and select Form.
2. Give the form a name and configure access (Everyone or Private).
3. The form builder opens, pre-populated with components that correspond to your table's columns.

Unlike other views, the Form view does not show existing rows. Instead, it presents a form designer where you build the form that respondents will see.

The Form Builder

The form builder is powered by SurveyJS, a visual form designer. It provides:

• Toolbox --- A panel of available question types on the left. Each question type corresponds to a column in your table. For example, a Status column generates a single-select dropdown, a Labels column generates a multi-select, and a Text column generates a text input.
• Canvas --- The central area where you drag and drop questions to build your form layout.
• Properties panel --- A panel on the right where you configure the selected question's settings (label, placeholder, required flag, validation, and more).

Supported Column Types

The form builder automatically generates question components for these column types:

Column Type	Form Component
Text	Single-line text input
Paragraph	Multi-line text area
Number, Date, Duration	Appropriate single-line input
Status, Dropdown	Single-select dropdown
Labels	Multi-select checkboxes
Users	Member selector (single or multi)
Checkbox	Boolean toggle
File	File upload
Location	Text input

System-generated columns (Created At, Created By, Updated At, Last Modified By, Row ID) and computed columns (Formula, Rollup, Lookup) are excluded from the form since they cannot accept user input.

Row Description Field

In addition to column-based questions, the form builder includes a Description component. This creates a multi-line text field that maps to the row's description, allowing respondents to provide detailed context.

Customizing the Form

Within the form builder you can:

• Reorder questions --- Drag questions up or down to change the order in which they appear.
• Set required fields --- Mark questions as required so the form cannot be submitted without them.
• Add descriptions and placeholders --- Provide helper text to guide respondents.
• Configure validation --- Set minimum/maximum values, character limits, or regex patterns.
• Group questions --- Organize related questions into panels or pages for multi-step forms.

Publishing and Sharing

Once your form is ready, publish it to make it available for submissions:

1. Click the Publish button in the form builder toolbar.
2. After publishing, you receive a shareable link that can be sent to anyone.
3. The form can be accessed without logging into Copera --- respondents only see the form, not the board.

To stop accepting submissions, click Unpublish. You can also regenerate the sharing token if you need to invalidate old links.

Embedding

The published form URL can be embedded in external websites using an iframe. This lets you collect submissions directly from your company's intranet, support portal, or public website.

Form Submissions

Every time someone submits the form, a new row is created in the associated table. The submitted values are mapped to the corresponding columns automatically. You can then view, filter, sort, and manage submissions using any other view (List, Kanban, etc.) just like any other board row.

Tips

• Use required fields sparingly --- only mark a field as required when you truly need the data for every submission.
• Test the form yourself before sharing it by opening the published link in a new browser tab.
• Combine the Form view with a Kanban view on the same table to create an intake-to-triage workflow: submissions come in via the form and are triaged on the Kanban board.
• Use the Form view in conjunction with the Contact Badge feature to embed forms in shared documents and public pages.