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Sharing and embedding forms

Guides

Every Form Studio form has a Publish and share page. Open it with Share in the studio header. The page has three tabs: Link and QR code, Embed and Custom domain.

Link and QR code works on every plan. Embed and Custom domain need Form Studio in your plan; without it, they show a locked preview. See Plans.

The side of the page holds three cards: the checks before publishing, the QR code and a delivery summary.

Checks before publishing​

The Checks card lists the checks a form passes before it goes live.

CheckWhat it looks at
Every field has a labelEach field in the layout has a visible label.
Every image has alt textEach image block has alternative text.
Colours meet WCAG AAThe colour pairs of the form's brand kit meet the AA contrast ratio.
Linked to a webhook and pipelineThe form's webhook is linked to a project that runs when a form is sent.
Spam protectionShows whether spam protection is on. This check is a reminder and does not block publishing.

The Link and QR code tab shows the form's public address.

  • Copy link copies the address.
  • Open opens the form in a new tab.
  • Add ?field=value to the address to prefill a field.

Accept submissions turns responses on and off. While it is off, the form's address shows a "Form closed" page and any response sent is refused. Turn it back on to accept responses again. Owner and Admin can change this setting.

QR code​

The QR code card shows a QR code of the form's address. Print it on posters, tickets or receipts so visitors can open the form on a phone.

  • Links to chooses the address the code opens: the form's own link, or a custom domain that serves the form. A custom domain is listed but cannot be chosen until it is Verified.
  • Download SVG saves the code as a scalable image.
  • Download PNG saves the code as a 512 pixel image.

Delivery summary​

The Delivery summary card shows where responses go: the status of the form's webhook and the pipeline it runs. Each shows Not linked until the form is linked.

Embedding on your site​

The Embed tab gives a snippet to paste into a page on your own site. Choose the Script or iframe tab, then Copy snippet. The arrow keys move between the two tabs.

SnippetWhat it does
ScriptAdds the form to the page and resizes it to fit its content as the visitor moves through it.
iframeAdds the form in a frame at least 600 pixels tall. The frame does not resize.

A form loads only on the sites listed under Allowed sites. Add each site by its address, for example www.example.com or https://www.example.com, with Add site. A bare domain is saved as its https address. Each entry is a secure (https) address with no path. Each site shows as a chip with a remove button. A form with no allowed sites cannot be embedded anywhere.

Owner and Admin can change the allowed sites. The number of sites per form is set by your workspace administrator.

Custom domains​

A custom domain serves your forms on a hostname you own, such as forms.example.com, instead of the DataLug forms address.

  1. On the Custom domain tab, enter the hostname and select Add domain.

  2. Add the two records shown in the table at your DNS provider. Each value has its own copy button.

    TypeNameValue
    CNAMEYour hostnameThe DataLug forms address shown on the page
    TXT_datalug-verify. followed by your hostnameThe verification value shown on the page
  3. Select Check DNS now. The Status column then shows Found or Not found yet for each record, and the button reads Check again. When both records are found, the status changes to Verified.

StatusMeaning
Waiting for DNSThe records have not been checked yet.
VerifiedThe hostname serves your forms over HTTPS.
DNS check failedOne of the records is missing or wrong. The reason is shown under the hostname.

DNS changes can take time to reach every server. If the records were added recently, wait a few minutes and select Check again. A lookup that cannot complete leaves the status as it was.

A verified hostname serves only your workspace's forms. A domain added on a form's page serves that form only. The page also lists hostnames that serve every form in your workspace.

Owner and Admin can add, check and remove custom domains. The number of custom domains per workspace is set by your workspace administrator. Remove stops the hostname serving your forms at once.