Getting Started

Create Your First Form

Step-by-step guide to creating a form with the AI-powered editor.

Last updated March 20, 2026

Create Your First Form

Option A: AI-Generated Form

  1. Go to Forms in your dashboard sidebar
  2. Click New Form
  3. In the AI prompt bar at the top of the editor, describe what you need:
    • "Create a client intake form for a law firm"
    • "Build a wedding RSVP form with meal choices"
    • "Make a feedback survey with rating scales"
  4. The AI will generate a complete form with appropriate fields, validation, and logic
  5. Review the generated form and make any adjustments in the editor

Option B: From a Template

  1. Go to Forms > Templates
  2. Browse categories or search for a template
  3. Click Use Template to create a copy you can customize

Option C: From Scratch

  1. Go to Forms > New Form
  2. Use the field palette on the left to drag fields onto the canvas
  3. Available field types: text, email, phone, number, date, select, multi-select, checkbox, radio, file upload, rating, scale, and more
  4. Click any field to configure its label, placeholder, validation rules, and conditional logic

Publishing Your Form

Once your form is ready:

  1. Click Publish in the top-right corner
  2. Copy the public link (e.g., pickedsmart.com/f/your-form-slug)
  3. Share it directly or embed it on your website using the embed code

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