# Forms: build, embed and review enquiries

> Build a web form, embed it on your website, and handle the entries it collects, including adding people to your CRM.

Source: https://enydea.com/en/documentation/forms · Last updated 2026-10-02

## What Forms does
Forms is a drag-and-drop builder for contact and enquiry forms. You paste a code snippet into your website, and every submission arrives in Enydea as a **form entry** that your team can add to the CRM or answer by email. A landing page can show the same form ([Landing pages](https://enydea.com/en/documentation/landing-pages.md)).

## Before you start
- Select a relation in **Current Account** in the sidebar. Forms are stored under that relation. Only marketing relations appear in that list ([Relations and CRM](https://enydea.com/en/documentation/relations-crm.md)).
- To show a form on your website, you or your web developer must edit the page's HTML.
- To reply from inside Enydea, connect a mailbox (**Settings** -> **Email Integration**). Without one, **Reply by email** opens your mail program.

## Create a form
1. Click **Forms** in the sidebar.
2. Click the **+** button (**Create new Form**). A form called "New form" opens on the **Edit form** tab.
3. Or let AI draft one instead: click the sparkle button (**Generate a form with AI**), describe the form under **Describe the form you want**, and click **Generate**.

AI always creates a new form, so nothing you built is overwritten. It adds a **Send** button. Review the result; AI generation counts as AI usage. To copy or delete a form, use the three-dots menu in **Form settings**.

## Set up the form
Open **Form settings** on the **Edit form** tab.

- **Form Box color**, **Text color**, **Highlight color**, **suggestion color**, **Select font** and font size style the form.
- **Thank you note** and **Thank you image** appear after someone sends the form. Write your own note.
- **Add submissions to CRM automatically** turns every submission into a relation with a contact person. Existing contacts are matched on email address, so nothing is duplicated. A submission needs an email address, or a name or company.
- **Select action after send** offers **save contactform**, **send as email**, **save as contact** and **save as message**. Enydea saves your choice, but every submission is handled the same way: it is stored as a form entry and your team is notified.

Type a **Form name** above the preview, and click **Save form** (the disk icon) when you finish.

## Add elements
Drag items from **Tools** into the form: onto **DROP NEW** for a new row, or into an existing row to place items side by side. Click an item to change it under **Customize Element**. Icons next to an item delete it or copy it (**Copy element**, added as a new row at the bottom); row arrows move or delete rows.

![The form builder with the Tools palette (Heading, Text block, Image, Button, input fields and more) next to the form being built](https://enydea.com/seo-assets/screens/forms.webp)

*The form builder: the Tools palette on the left, the form on the right.*

| Element | Use it for |
|---|---|
| **Heading**, **Text block**, **Image** | Titles, helper text, a logo |
| **Divider**, **Spacer** | A line, empty space |
| **Button** | Sending the form |
| **Inputfield** | A one-line answer |
| **Input Text Box** | A longer answer |
| **Selectionbox** | A drop-down list |
| **Radio group** | Pick one option |
| **Checkbox**, **Checkbox group** | One tick box, or several options |
| **Rating**, **Slider** | Stars (up to 10), a value on a scale |
| **Hidden field** | A value stored with the entry that visitors do not see |
| **File upload** | Letting visitors attach a file |

- **Button:** a new button has no action. Select it and choose **Send form** as its action, or the form cannot be sent.
- **Inputfield:** pick an **Input type** for every field. Choose **email** for the email address. **Reply by email** and CRM matching rely on it. Tick **required** to make a field compulsory.
- **Hidden field:** on your website, the **utm_** sources and **page url** read the address of the form frame, not of your page. **custom value** always works, for example to label the page the form sits on.

### Show a field only when another field has a value
1. Click the field.
2. Tick **Show only when:**.
3. Under **This field:**, pick the field that controls it.
4. In **Contains value**, type the value to match.

Despite the label, the match is exact: the field appears only when the controlling field has exactly that value. On your website the form re-checks only when a **Selectionbox** changes, so use a **Selectionbox** as the controlling field.

### File uploads
- Uploads work in the embedded form, not on landing pages. The entry shows the file as a **Download file** link.
- Whatever you enter in **Max size (MB)**, Enydea accepts only files up to 15 MB of these types: JPG, JPEG, PNG, GIF, WEBP, PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, TXT and CSV. **Allowed types** can narrow this.
- Enydea manages the file storage. If visitors see "File upload failed", contact support.

## Get the embed code
1. Select the form.
2. Click **Get implementation code** (the code icon). A dialog titled **Copy Code** opens.
3. Click **Copy Code**.
4. Paste the code into your page's HTML where the form should appear.

The code is a frame that loads your form from Enydea plus a small script that sizes it. Later changes you save appear on your site without pasting the code again.

## Handle entries
Open the **Form entries** tab. Each card shows the first filled fields, the date and the source of the visit.

- Use **Search all fields** and the **Status** filter (**All**, **New**, **Processed**). **Clear filters** resets them.
- Click an entry to open **Form Entry Details**. Enydea fills the CRM fields from the entry and may suggest a matching relation (**Use this match**). Under **Add to CRM**, choose an existing relation or tick **Create new relation**, optionally tick **Log as call** or **Add contact person**, and click **Save**. Saving marks the entry **Processed**, even if you changed nothing.
- The person icon (**Add to CRM**) adds the sender without opening the entry. Added entries show **Already added to the CRM**. Entries the automatic option added can still offer **Add to CRM**; clicking it creates no duplicate.
- **Reply by email** (the envelope) appears only on entries that have an **email** Inputfield.

## Where entries also appear
- **System Messages** (the bell) shows "Received new Form entry"; clicking it opens the form on **Form entries**. With **Form notifications** ticked under **Settings** -> **Account** -> **Notification Preferences** you also get an email, but its link does not open the entry. Open **Forms** instead.
- **Action Items** -> **Form Submissions** lists entries waiting for you. That screen is English-only in every app language. Open the entry itself from **Forms**.
- The dashboard can show a **Form submissions** widget (**Add Dashboard Components** -> **Add form submissions**).

## Limits
- On a landing page the form leaves out **File upload**, **Hidden field** and conditional fields, and **Add submissions to CRM automatically** does not apply. Use **Add to CRM** there.