Create a smart form

Create a smart form and configure global limits, field mappings, preset items, and anti-abuse controls.

Overview

Use the form designer to collect data for Sales Leads, Accounts, or Custom Objects. Configure required, read-only, hidden, and default values. Add a Verification Code to prevent abusive submissions.

Before you begin

IMPORTANT

• You need configuration permission for Smart Forms.
• Required object fields are always required on the form.

Procedure

1. Create a form

1. Go to Setup > Object Management > Smart Forms.

2. Click New.

2. Configure global settings

• Form Name: Enter the title.
• Form Description: Enter visitor instructions.
• Expiration Date: Set when the link and QR code expire.
• Each User Can Submit Only Once: Prevent duplicate submissions from one visitor.

3. Configure fields and layout

1. Drag fields from the left panel to the form designer.
2. Configure each field in the property panel:
   • Display Name: Set a visitor-facing alias.
   • Required/Read-Only/Hidden: Hide helper fields and set default values when needed.
   • Preset Item: Hide a field from visitors and let employees preset it in distributed links.

4. Add anti-abuse controls

1. Drag the CAPTCHA component onto the form.

2. Visitors must complete the CAPTCHA before submission.

   WARNING

   If the form contains an Image or Attachment field, the system requires CAPTCHA even when you do not add the component.

3. Click Save.

Maintenance note

New required fields on the source object do not automatically appear on published forms. Edit each affected form and add the field to prevent synchronization failures.

Related topics

• Smart form overview
• Use smart forms