## Create forms

URL: https://docs.atlan.com/product/capabilities/governance/stewardship/how-tos/create-forms

> You can use Atlan's form builder to create reusable forms for managing user requests. The form builder allows you to create and customize forms from one central location. Forms can support multiple input types, including text, dropdown, date, and more.

:::warning Who can do this?
 You must be an [admin user](https://docs.atlan.com/llms/governance/access-control/delegate-administration/llms.txt) in Atlan to create and manage forms. Anyone with access to Atlan - admin, member, or guest user - can fill out forms while [raising requests](https://docs.atlan.com/llms/governance/stewardship/manage-tasks/llms.txt).

:::

You can use Atlan's form builder to create reusable forms for managing user requests. The form builder allows you to create and customize forms from one central location. Forms can support multiple input types, including text, dropdown, date, and more.

You can use forms to:

- Standardize request details, improving governance and automation.
- Track responses and enable structured data collection from user requests.

Forms can currently be embedded within the following governance workflow templates only:

- [Access management](https://docs.atlan.com/llms/governance/stewardship/automate-data-governance/llms.txt)
- [New entity creation](https://docs.atlan.com/llms/governance/stewardship/automate-data-governance/llms.txt)

## Create a form

To create a new form:

1. In your Atlan workspace, click **Settings** from the left menu.

 If you are using the **Old UI (Classic)**, from the left menu, click **Admin**.

2. Under the _Governance workflow_ heading, click **Forms**.
3. Click the **\+ New form** button to create a new form.
4. For _Heading_, configure the following:
 1. For _Heading text_, enter a name indicative of the form's purpose - for example, `Data Access Request`.
 2. (Optional) For _Subheading text_, enter a brief description.
 3. Click anywhere on the screen to save the name and description.
5. To add a field to your form, in the _Configure_ form, enter the following details:
 1. For _Type_, select the type of value you expect users to use for this field:
 - **Text** type allows free-form text values.
 - **Dropdown** type allows creating a list of predefined set of values. For _Options_, click **Add option** to set as many values as you want for your dropdown list.
 - **Email** type allows creating a text field for email addresses.
 - **Number** type allows numeric values.
 - **Date** type allows date values in the UTC date format - year, month, day.
 - **Custom metadata property** type allows defining existing custom metadata properties. For _Property_ and _Options_, select the associated [property](https://docs.atlan.com/llms/governance/custom-metadata/manage-custom-metadata-structures/llms.txt) and [options](https://docs.atlan.com/llms/governance/custom-metadata/add-options/llms.txt) for your custom metadata structure.
 2. For _Name_, enter a name that describes the purpose of the input field.
 3. For _Description_, enter a description for your input field.
 4. For _Placeholder text_, add instructions to help users complete the field.
 5. (Optional) Toggle on **Required** to prevent form submission if the field is empty.
6. (Optional) Click the **\+ Add another field** button to add more fields to your form.
7. (Optional) Click an existing field to perform additional operations:
 - Click the reorder icon to drag and drop the selected field to reorder your form.
 - Click the trash icon to delete the selected field.
 - Click the copy icon to create a duplicate copy of the selected field.
8. (Optional) Once you have completed your form, in the top right of the screen, you can:
 - Click **Preview** to view a draft of the form before publishing it.
 - Click **Save as draft** to save your changes in a draft version and publish when ready.
9.  Click **Publish** to publish your completed form immediately.

Your form is now live! 🎉

Once published, you will be able to [embed forms in governance workflows](https://docs.atlan.com/llms/governance/stewardship/create-governance-workflows/llms.txt) to collect more information from requesters.

## Manage forms

Once you have created forms, you can manage and modify your forms and monitor responses from the _Forms_ dashboard. Form deletion is currently not supported.

To manage forms:

1. In your Atlan workspace, click **Settings** from the left menu.

 If you are using the **Old UI (Classic)**, from the left menu, click **Admin**.

2. Under the _Governance workflow_ heading, click **Forms**.
3. From the _Overview_ tab, you can view the following: 
 - Filter your existing forms by _Published_, _Draft_, or _Disabled_ status.
 - To edit a form, click the name of your form and edit it.
 - To disable a form, select a form and then change the status from _Draft_ or _Published_ to **Disabled**.
4. Change to the **Monitor responses** tab to view all form responses: 
 - Click the **Submitted by** filter to filter responses from specific users.
 - Click any response to view more details. You can also view all other responses to a specific form.

## Frequently asked questions

#### Can Markdown syntax be used in the form description?

Atlan currently does not support Markdown syntax in the form description or any other fields.

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