# Captisa Forms ![](/files/BjdrQmdZXKGfG9iv3OdE) ### What is Captisa Forms? **Captisa Forms** is an online form builder with database storage. Create free online forms with sub-forms, workflows, conditional logic, duplicate detection rules, multi-level select, lookup, repeating panels, tabs, and accordions. Create views and filters, then use them to analyze your data through charts or pivot grids and present them in the dashboard. ### Site Maps ![](/files/3sRPXz05MbYXLALvmfyx) Create **site maps** to define the navigation for your forms. By using a drag-and-drop site map designer, create a site map for your forms with ease. Use the designer to drag components onto the navigation pane and instantly publish the site map. The site map designer will also allow you to define the groups, dashboards, views, charts, and websites. ### Guides: Jump right in Follow our handy guides to get started on the basics as quickly as possible: {% content-ref url="/pages/ZauDRq7kdOutTvW1SMFR" %} [Dashboards](/guides/dashboards) {% endcontent-ref %} {% content-ref url="/pages/opvnlAl4EkmcnxzhEnM5" %} [Duplicate Forms](/guides/duplicate-forms) {% endcontent-ref %} {% content-ref url="/pages/FsBKTMrKfJZGXH0xhpDO" %} [Email Notifications](/email-notifications/receive-notifications) {% endcontent-ref %} # Dashboards ![](/files/SAE34PSTX5dkk3Ywj9c9) Captisa Forms **dashboard** is an information management tool that visually tracks, analyzes, and displays key performance indicators (KPI), metrics, and key data points to monitor the health of a business, department, or specific process. They are customizable to meet the specified needs of a department and company. ### Create Dashboard 1\. Go to `Settings` ![](/files/IBtOUBn3fV8g7sgUc4h7)On the navigation menu, click `Dashboards.` ![](/files/Ahtnl12bMiOhrvIg20vT)Click `Add` button. ![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-create.png) 2\. Dashboard Setup ![](/files/IBtOUBn3fV8g7sgUc4h7)Select dashboard template. ![](/files/Ahtnl12bMiOhrvIg20vT)Enter dashboard name. ![](/files/6SdVOihSJu2jhWvNj3ar)Click on Create button. ![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-select-template.png) 3\. Select the new dashboard and then click on the Edit button. ### **Chart Widget** 1\. Add Chart Widget ![](/files/IBtOUBn3fV8g7sgUc4h7)Select `Cog` button. ![](/files/Ahtnl12bMiOhrvIg20vT)Select `Chart.` ![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-add-chart.png) 2\. Chart Settings ![](/files/IBtOUBn3fV8g7sgUc4h7)Enter chart name. ![](/files/Ahtnl12bMiOhrvIg20vT)Select a form. ![](/files/6SdVOihSJu2jhWvNj3ar)Select a chart. ![](/files/NZCxEbYqsZYcly85BvBF)Select filters. You can select one (1) or more filters, which is helpful when you want to switch between filters while viewing the chart. ![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-define-chart-dashboard.png) ### **Table Widget** 1\. Add Table Widget ![](/files/IBtOUBn3fV8g7sgUc4h7)Select `Cog` button. ![](/files/Ahtnl12bMiOhrvIg20vT)Select `Table.` ![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-add-table.png) 2\. Table Settings ![](/files/IBtOUBn3fV8g7sgUc4h7)Enter table name. ![](/files/Ahtnl12bMiOhrvIg20vT)Select a `form.` ![](/files/NZCxEbYqsZYcly85BvBF)Select `views`. You can select one (1) or more filters, which is helpful when you want to switch between views while viewing the table. ![](/files/pHgymNrBBfYKSUvW6xLG)Select `filters`. You can select one (1) or more filters, which will help you when you want to switch between filters while viewing the table. ![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-create-define-table.PNG) ### Try it out {% embed url="" %} # Duplicate Rules ![](/files/Z8Ao0IMLhX4cibP4N068) To maintain the integrity of your data, it’s a good idea to have rules in place to reduce duplicate records in the system. ### Create a duplicate detection rule 1\. Go to Form explorer. 2\. Select the form you want to create the duplicate rule for, then click on `Rules` -> `Duplicate Rules` menu item from the toolbar. ![](https://captisa.com/wp-content/uploads/2018/11/FormRules1-1.png) 3\. Click![](https://captisa.com/wp-content/uploads/2018/11/NewRule.png) The duplicate rule designer opens with a single rule created for you. ![](https://captisa.com/wp-content/uploads/2018/11/duplicateRuleNew.png) 4\. Add a rule name in the description box. 5\. Add rule. To Add rule: ![](/files/IBtOUBn3fV8g7sgUc4h7)Select a field from the list. ![](https://captisa.com/wp-content/uploads/2018/11/duplicateRuleFields.png) ![](/files/Ahtnl12bMiOhrvIg20vT)Select operator. ![](https://captisa.com/wp-content/uploads/2018/11/duplicateRuleOperator.png) ![](/files/6SdVOihSJu2jhWvNj3ar)Enter message to show to the user. ![](https://captisa.com/wp-content/uploads/2018/11/duplicate-rule-1.png) ### Try it out {% embed url="" %} # Enable Entry Commenting ![](/files/81TDXNYKwXoB9gxhiAkF) ### To enable entry discussion or comments 1\. Go to Form explorer. 2\. Select the form you want to enable entry comment, click on the`Settings` button, and wait for the settings form to load. ![](https://captisa.com/wp-content/uploads/2019/10/enable-entry-comment-1.png) 3\. Click on `Enable Form Comment.` ![](https://captisa.com/wp-content/uploads/2019/10/enable-entry-comment-2.png) 4\. Click on the Save button. ### Add discussion or comments ![](/files/IBtOUBn3fV8g7sgUc4h7)Go to form entries. ![](/files/Ahtnl12bMiOhrvIg20vT)Edit an existing entry. ![](/files/6SdVOihSJu2jhWvNj3ar)In the discussion section, put your comments, type @ to view team members, and include them in the discussion. Team members mentioned in the comment will receive an email. ![](https://captisa.com/wp-content/uploads/2019/10/enable-entry-comment-3.png) # Filters ![](/files/rrTON5nrqKu5k5PIDW6J) ### What does a filter do? Apply **data filters** to view select records. Filtering is a helpful way to see only the data you want to be displayed. You can use filters to display specific records in the data entries. For the users to have options for different filters of form data, a drop-down list of filters is displayed in the application. The records that are visible in individual views are displayed in a list, sometimes called a grid, which frequently provides options so that users can change the default sorting, column widths, and filters to see the data that's important to them more easily. **Filters** also define the data source for lookup records, charts, pivot grids, and the dashboard that are used in the application. ### Create a filter 1\. Go to form explorer. 2\. Select the form you want to create the form rule for, then click on the Filter item from the toolbar. ![](https://captisa.com/wp-content/uploads/2018/11/newFilter.png) 3\. Click `Add.` 4\. Enter Filter name, group, and description. ![](https://captisa.com/wp-content/uploads/2018/11/newFilterForm.png) ### Define a filter ![](https://captisa.com/wp-content/uploads/2018/11/filterDefine.png) 6\. To save the filter, click Save. ### ### Example ![](https://captisa.com/wp-content/uploads/2018/11/filterData-1024x635.png) # Form Availability ### Configure form availability 1\. Go to form explorer. 2\. Select the form you want to configure availability and wait for the settings form to load. ![](https://captisa.com/wp-content/uploads/2019/10/enable-entry-comment-1.png) 3\. By default, all forms are public. To make the form private, toggle the ‘Form Availability’ button. ![](https://captisa.com/wp-content/uploads/2019/10/form-availability-submission-limit.png) 4\. To limit the number of form entries, enter a number in the ‘Submission Limit’ field and create a message for the user. **Note:** The message will be shown to the user when the submission limit has been reached. ![](https://captisa.com/wp-content/uploads/2019/10/form-availability-date-availability.png) 5\. To enable form submissions on a specific time frame, enter start and end dates, and create a message to the user. **Note:** The message will be shown to the user when the current date is outside of the time frame. ![](https://captisa.com/wp-content/uploads/2019/10/form-availability-toggle-public.png) # Form Rules ![](/files/1k97F7IZnPzxuJw12BgB) ### Apply form logic through form rules You can create form rules and recommendations to apply form logic without writing JavaScript code. Form rules provide a simple interface to implement commonly used rules. By combining conditions and actions, you can do the following with form rules: * Set field value based on a formula, a value from another field, and a constant value. * Clear field values. * Make the field required. * Show or hide fields. * Enable or disable fields. * Validate data and show error messages. * Change field instructions. ### Create a form rule 1\. Go to form explorer. 2\. Select the form you want to create the form rule for, then click on the ‘Rules -> Form Rules’ menu item from the toolbar. ![](https://captisa.com/wp-content/uploads/2018/11/FormRules1-1.png) 3\. Click![](https://captisa.com/wp-content/uploads/2018/11/NewRule.png) The form rule designer opens with a single condition and action created for you. The form rule takes one or more actions based on that condition. ![](https://captisa.com/wp-content/uploads/2018/11/FormRuleNew.png) 4\. Add a rule name in the description box. 5\. Add condition. To Add condition: a. Select a field from the list. ![](https://captisa.com/wp-content/uploads/2018/11/FieldList.png) b. Select an operator from the list. The selected field drives the list items. ![](https://captisa.com/wp-content/uploads/2018/11/Operator.png) c. Select or enter condition value. ![](https://captisa.com/wp-content/uploads/2018/11/conditionValue.png) 6\. Add action. To add action: a. Select an action from the list. ![](https://captisa.com/wp-content/uploads/2018/11/actionList.png) b. Select the field(s) for which you want to apply the action. 7\. To save the form rule, click Save. Below is an example of a form with rules to make fields required or not required based on the value of another field. See [**form rule**](https://secure.captisa.com/template?id=5df90e00-6061-4248-9249-0540a634bbec) in action. ![](https://captisa.com/wp-content/uploads/2018/11/FormRuleRequiredExample.png) ### See it in action {% embed url="" %} {% embed url="" %} # Form Templates ### Create a form using template 1\. Go to form explorer. 2\. Click on the new button. ![Form explorer](https://captisa.com/wp-content/uploads/2019/10/create-form-from-template-1.png) 3\. Select a category, then click the Preview button. ![Template explorer](https://captisa.com/wp-content/uploads/2019/10/create-form-from-template-2.png) 4\. Click on the desktop, mobile, or tablet button to see the form on different devices. Click ‘x’ to close the form view. ![View port explorer](https://captisa.com/wp-content/uploads/2019/10/create-form-from-template-3.png) 5\. Click on Create button, and wait for the form to load in the form editor. ![View port explorer](https://captisa.com/wp-content/uploads/2019/10/create-form-from-template-4.png) # Payment Accept direct credit card payments from all major credit card companies, including Visa, MasterCard, Discover, and American Express. #### To set up credit card payments 1\. Go to form settings. 2\. Click on Enable Payment button and then connect your Stripe account with your Captisa Form account. ![](https://captisa.com/wp-content/uploads/2018/07/ConnectWithStripe.png) 3\. Once your Stripe account is connected with your Captisa Forms account, go back to form builder. 4\. Add Checkbox, Dropdown, Multiple Choice, or Money control to your form. 5\. On the property tab, check ‘Billable.' You have the option to assign a price, allow the user to update order quantity, or set if the product is taxable. ![](https://captisa.com/wp-content/uploads/2018/07/SetupProduct.png) 6\. Add Credit Card control into the form. You have the option to specify email, billing, and shipping information. ![](https://captisa.com/wp-content/uploads/2018/07/ccProperty.png) 7\. Add Order Summary control into the form. You have the option to set up additional fees, taxes, change labels, show order items, and subtotal. ![](https://captisa.com/wp-content/uploads/2018/07/orderSummary.png) 8\. That is it. Here are example forms, or click this link to see it in action > [Online Form Builder with Stripe Payment](https://secure.captisa.com/template?id=1feb5e1c-a7fa-4918-b75f-5a9e1a4bc8b4#). ![](https://captisa.com/wp-content/uploads/2018/07/PaymentExample1.png) ![](https://captisa.com/wp-content/uploads/2018/07/PaymentExample2.png) # Password Protected Forms ![](/files/9Eth7nrFOLHTW0hbfsw1) Prevent unauthorized users from opening a form. ### Password protect a form 1\. Go to form settings and check ‘Password Protected.’ 2\. Type form password. 3\. Change login form labels and messages. 4\. Click the Save button. That’s it! ![password protect form](https://captisa.com/wp-content/uploads/2019/10/PasswordForm.png) # Pre-Populating Form Fields Auto-populate field values more easily using Prefill Manager. You do not have to be in developer’s mode, know the field names, or update the form’s URL, our Prefill Manager takes care of all of that for you. Best of all, you have the option to tag and save the form values for future reference. ### Prefill a form 1\. Go to form explorer. 2\. Select the form you want to configure prefill, click on prefill button, and wait for the form to load. ![](https://captisa.com/wp-content/uploads/2019/10/prefill-toolbar.png) 3\. Fill out the form. 4\. Click the cog button on the right side of the screen. 5\. Click Copy URL or preview the form, or tag and save current form values for future reference. [See it in action](https://secure.captisa.com/p?embed=true\&id=c11d2a2c-1ea7-40bb-b39d-9841fa0b8d7d\&prefill=1) ![](https://captisa.com/wp-content/uploads/2019/10/prefill-form.png) # Pivot Table Captisa Forms Pivot Grid allows you to create a pivot table for multi-dimensional data analysis. Using the Pivot Grid, large amounts of data can be summarized and represented in a cross-tabular format that can be sorted, grouped, and filtered. You can customize the layout of the report based on their analysis requirements using simple drag-and-drop operations. The Pivot Grid also supports drill-down (to view the underlying data for calculated cells), exporting, and data visualization. ### Create Pivot Grid 1\. Go to form explorer. 2\. Select the form you want to create pivot grid, click on the pivot grid button, and wait for the pivot grid form to load. ![](https://captisa.com/wp-content/uploads/2019/10/pivot-grid-layout-1.png) 3\. Define Pivot Grid. 1. **Filter** – Specify which filter definition must be used for the pivot grid. 2. **View** – Specify which view definition must be used for the drill-down grid. 3. **Field Panel** – The field panel allows you to manage the displayed data. All you have to do is drag and drop items from Fields to Rows, Columns, or Data panels. 4. **Chart Type** – Select chart type so data can be displayed in a meaningful way. Captisa charts support side-by-side bar, stacked bar, full stacked bar, line, spline, step line, area, spline area, pie, and a doughnut. 5. **Palette** – Change the color palette for the chart by selecting a pre-defined palette. 6. **Legend Position** – The Chart can include a legend – an explanatory component that helps you identify a series. Each series is represented by an item on a Legend. An item marker identifies the series color. 7. **Load** – Load or refresh pivot grid. 8. **Drill Down to the Underlying Data** – The Chart can include a legend – an explanatory component that helps you identify a series. Each series is represented by an item on a Legend. An item marker identifies the series color. ![](https://trello-attachments.s3.amazonaws.com/5dacdacf53e5317ccb7302f9/5dacdb3a51de67625bf3ccf7/32f98b07d41dcf1dd643a3c5b82f60d7/pivot-grid-control.png) 4\. Click on the Save button. #### Drill Down to the Underlying Data A pivot grid cell value is a summary calculated against a data field for a subset of records. Click on the cell to view underlying data in a grid view. ![](https://trello-attachments.s3.amazonaws.com/5dacdacf53e5317ccb7302f9/5dacdb3a51de67625bf3ccf7/4b60ddc7d55a85ad323a9291b6b74054/pivot-grid-layout-4.PNG) # Thank You Page A ‘Thank You,’ or confirmation message, is displayed after a user fills out your form. A typical success message tells your customers that their message has been sent successfully and when they’ll receive a response from you. ### To change the ‘Thank You’ message 1\. Go to form explorer. 2\. Select the form with the confirmation message you want to change, click on the Settings button, and wait for the settings form to load. ![](https://captisa.com/wp-content/uploads/2019/10/enable-entry-comment-1.png) 3\. On the message section, change the message that you want your user to see after filling out the form. ![](https://captisa.com/wp-content/uploads/2019/10/thank-you-page-message.png) 4\. Click on the Save button. Below are examples you can use: {% hint style="info" %} Thanks for contacting our customer support team. We’re on it! \ We look forward to helping you and will get back to you as soon as possible. {% endhint %} {% hint style="info" %} Thank you for getting in touch! We appreciate you contacting us about our cupcakes. One of our sales person will reach out to you as soon as possible. In the meantime, you can check out the following resources:\ FAQ\ Tutorials\ Blogs {% endhint %} # Themes Choose from 17 templates or use a theme roller to customize the look and feel of your form. ### To change form theme 1\. Go to form explorer. 2\. Select the form with the theme you want to change, click on the preview button, and wait for the preview form to load. ![](https://captisa.com/wp-content/uploads/2019/10/change-form-theme-1.png) 3\. Select a theme from the list. **Note:** The selected theme is automatically applied to the form. ![](https://captisa.com/wp-content/uploads/2019/10/change-form-theme-select-theme.png) # Views ![](/files/PjGW8Q3PgjZ43hMWIxGJ) Use views to define how a list of records for a specific form is displayed in the application. A view defines: * Columns to display * How wide each column should be * How the list of records should be sorted A drop-down list of views is displayed in the application for users to have options for different views of form data. The records visible in individual views are displayed in a list, sometimes called a grid, which frequently provides options so that users can change the default sorting, column widths, and filters to see the data that’s important to them more easily. Views also define the data source for lookup records, charts, and pivot grids that are used in the application. ### Create a view 1\. Go to form explorer. 2\. Select the form you want to create the form rule for, then click on the View item from the toolbar. ![](https://captisa.com/wp-content/uploads/2018/11/newView.png) 3\. Click ‘Add.’ 4\. Enter View name, group, and description. ![](https://captisa.com/wp-content/uploads/2018/11/newViewForm-300x256.png) 5\. Define view columns and sorting. ![](https://captisa.com/wp-content/uploads/2018/11/viewColumn.png) Drag ![](https://kb.captisa.com/wp-content/uploads/2018/03/dragAndDrop.png) up and down to change column order. 6\. To save the view, click Save. # Word Template After creating and importing Office Word templates into Captisa Forms, users can automatically, with one click, generate standardized documents populated with data or send them as attachments to emails. This feature has some special considerations you should know about to create Word templates successfully. #### Step 1: Create a Word Template 1\. Go to form entries. 2\. Click on Word Template > Download Template. ![](https://captisa.com/wp-content/uploads/2020/02/DownloadTemplate.png) #### Step 2: Enable the Developer Tab 1\. Open the Word template file. At this point, the document appears to be blank. ![](https://captisa.com/wp-content/uploads/2020/02/EnableDeveloperTab.png) 2\. Go to File > Options > Customize Ribbon, and then enable Developer. ![](https://captisa.com/wp-content/uploads/2020/02/EnableDeveloperTab2.png) 3\. Click OK. The developer now appears in the Word ribbon. #### Step 3: Define the Word template 1\. In your Word template, click Developer > XML Mapping Pane. ![](https://captisa.com/wp-content/uploads/2020/02/XmlMappingPane.png) The default XML Schema is selected. ![](https://captisa.com/wp-content/uploads/2020/02/DefaultSchema.png) 2\. Select Captisa Forms XML schema – “urn:captisa-forms/document-template/forms/1/” ![](https://captisa.com/wp-content/uploads/2020/02/CaptisaFormXmlSchema.png) 3\. Expand Document Template, right-click the form field, and then click Insert Content Control > Plain Text. ![](https://captisa.com/wp-content/uploads/2020/02/InsertContentControl.png) 4\. The form field is added to the Word template. ![](https://captisa.com/wp-content/uploads/2020/02/FormFieldAdded-e1581193087557.png) A completed template might look like this: ![](https://captisa.com/wp-content/uploads/2020/02/CompletedTemplate.png) Your form might have a repeating section. For example, a student can have more than one emergency contact. To include all the data in your Word template, set the content control field to repeat. **Set form fields to repeat** 1\. Put the form fields with repeating data in a table row. 2\. Select the entire table row in the table. ![](https://captisa.com/wp-content/uploads/2020/02/RepeatingSection.png) 3\. In the XML Mapping Pane, right-click the repeating section field, select Insert Content Control, and then click Repeating. ![](https://captisa.com/wp-content/uploads/2020/02/RepeatingSection2.png) #### Step 4: Upload the Word template back When you have your Word template built the way you want, save it so you can upload it into Captisa Forms Cloud. 1\. Go to form entries. 2\. Click on Word Template > Upload Template. 3\. Select your Word template. 4\. Click Open. You are now ready to view or download a document. 1\. Go to form entries. 2\. Select the Word Template. 3\. Click Word or PDF to download the document or View it. ![](https://captisa.com/wp-content/uploads/2020/02/DownloadDocument.png) An example of PDF document ![](https://captisa.com/wp-content/uploads/2020/02/GeneratedWordDocument.png) ### Attach generated PDF document to the email It is easy to attach generated PDF documents to the email. 1\. Create a Workflow with an action of Send Email. 2\. In the Attachments field, select one (1) or more Word templates. A Workflow with generated PDF document attachment might look like this: ![](https://captisa.com/wp-content/uploads/2020/02/AttachWordDocumentToEmail.png) # Workflows ### Create a Workflow 1\. Go to form explorer. 2\. Select the form you want to configure workflow, and wait for the workflow form to load. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-1.png) 3\. Click the New or Create your 1st Workflow button. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-2.png) 4\. Select triggers. A trigger is an event that starts your workflow. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-3-select-trigger.png) 5\. Define condition. You can define one (1) or more conditions. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-4-define-condition.png) 6\. Add action. Select ‘Send Email’ or ‘Update Field Values’ as the action. **Note:** You can add one (1) or more actions. An action could be sending an email to people in your organization, sending an email to your respondent, or updating fields value. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-5-add-action.png) 7\. Compose your email. * **From** – Select an item from the ‘From’ list. * **To** – Select email from the ‘To’ list. * **Enter email subject** * **To include an entry in the email** – Click on the ‘Form Data’ button. * **To reference a field in the email** – Click on the ‘Form Fields’ button and then select a field from the list. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-7-define-action.png) # Duplicate Forms To maintain the integrity of your data, it’s a good idea to have rules in place to reduce duplicate records in the system. ### Create a duplicate detection rule 1\. Go to form explorer. 2\. Select the form you want to create the duplicate rule for, then click on the ‘Rules -> Duplicate Rules’ menu item from the toolbar. ![](https://captisa.com/wp-content/uploads/2018/11/FormRules1-1.png) 3\. Click![](https://captisa.com/wp-content/uploads/2018/11/NewRule.png) The duplicate rule designer opens with a single rule created for you. ![](https://captisa.com/wp-content/uploads/2018/11/duplicateRuleNew.png) 4\. Add a rule name in the description box. 5\. Add rule. To Add rule: a. Select a field from the list. ![](https://captisa.com/wp-content/uploads/2018/11/duplicateRuleFields.png) b. Select operator. ![](https://captisa.com/wp-content/uploads/2018/11/duplicateRuleOperator.png) c. Enter a message to show to the user. ![](https://captisa.com/wp-content/uploads/2018/11/duplicate-rule-1.png) # Receive Notifications ### To receive notifications 1\. Go to form explorer. 2\. Select the form you want to configure confirmation email, and wait for the workflow form to load. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-1.png) 3\. Click the New or Create your 1st Workflow button. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-2.png) 4\. Select triggers. A trigger is an event that sends an email to you or your team. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-3-select-trigger.png) 5\. Define the condition. **Note:** You can define one (1) or more conditions and send different sets of emails. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-4-define-condition.png) 6\. Add action. Select ‘Send Email’ as the action. **Note:** You can send one (1) or more emails in an action. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-5-add-action.png) 7\. Compose your email. * **From** – Select an item from the ‘From’ list. * **To** – Select email from the ‘To’ list. * **Enter email subject** * **To include an entry in the email** – Click on the ‘Form Data’ button. * **To reference a field in the email** – Click on the ‘Form Fields’ button and then select a field from the list. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-7-define-action.png) # Send Confirmation Emails ### To send confirmation emails 1\. Go to form explorer. 2\. Select the form you want to configure confirmation email, and wait for the workflow form to load. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-1.png) 3\. Click the New or Create your 1st Workflow button. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-2.png) 4\. Select triggers. A trigger is an event that sends your email to your correspondents. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-3-select-trigger.png) 5\. Define the condition. **Note:** You can define one (1) or more conditions and send different sets of emails. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-4-define-condition.png) 6\. Add action. Select ‘Send Email’ as the action. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-5-add-action.png) 7\. Compose your email. * **From** – Select an item from the ‘From’ list. * **To** – Select email fields from the ‘To’ list. * **Enter email subject** * **To include an entry in the email** – Click on the ‘Form Data’ button. * **To reference a field in the email** – Click on the ‘Form Fields’ button and then select a field from the list. ![](https://captisa.com/wp-content/uploads/2019/10/send-email-6-define-action.png) # PowerApps Custom Connector Captisa Forms allows you to build powerful online forms with workflows, conditional logic, duplicate detection rules, multi-level select, lookup, repeating panels, tabs, and accordions. Create views and filters and use them to analyze your data using charts or pivot grids, and then present them in the dashboard. #### In this article This connector is available in the following products and regions:
ServiceClassRegions
nullStandardAll Logic Apps regions except the following:
- Azure Government regions
- Azure China regions
- US Department of Defense (DoD)
nullPremiumAll Power Automate regions except the following:
- US Government (GCC)
- US Government (GCC High)
- China Cloud operated by 21Vianet
- US Department of Defense (DoD)
nullPremiumAll Power Apps regions except the following:
- US Government (GCC)
- US Government (GCC High)
- China Cloud operated by 21Vianet
- US Department of Defense (DoD)
| Contact | | | ------- | -------------------------------- | | Name | Captisa Form Support | | URL | | | Email | | | Connector Metadata | | | ------------------ | --------------------------------------------------- | | Publisher | Connect Captisa | | Website | [https://www.captisa.com](https://www.captisa.com/) | | Privacy policy | | | Terms | | | Categories | Productivity;Sales and CRM | ### Prerequisites Create a free account on captisa.com. ### How to get credentials? 1. Log in to your Captisa Forms account. 2. Navigate to System -> Settings. 3. Click on the 'Personal Access Token' button. 4. Click on the 'Generate Token' button. 5. Click the 'Copy' button to copy the token. NOTE: Make sure to copy the personal access token. You won’t be able to see it again! ### Getting started with your connector Captisa Forms connector allows you to send form entries or updates to another app through triggers. A good example is when a new form entry is created in Captisa Forms, you can use a custom connector to create records in Dynamics 365, Marketo, etc. It also creates and updates actions that allow you to create or update records in your Captisa Forms account. ### Common errors and remedies ### FAQ Q. Is Captisa Forms custom connector free to use? A. Yes, our custom connector is free to use. ### Creating a connection The connector supports the following authentication types: | | | | | | ---------------------------------------------- | ----------------------------------- | ----------- | ------------- | | [Default](broken://pages/ccLB8HYO3NVE883nNGKN) | Parameters for creating connection. | All regions | Not shareable | #### Default Applicable: All regions Parameters for creating connection. This is not a shareable connection. If the power app is shared with another user, another user will be prompted to create a new connection explicitly. | Name | Type | Description | Required | | ------- | ------------ | ------------------------ | -------- | | API Key | securestring | The API Key for this api | True | ### Throttling Limits | Name | Calls | Renewal Period | | ------------------------ | ----- | -------------- | | API calls per connection | 100 | 60 seconds | ### Actions | [Create an Entry](broken://pages/ccLB8HYO3NVE883nNGKN) | Create an Entry | | ------------------------------------------------------ | --------------- | | [Update an Entry](broken://pages/ccLB8HYO3NVE883nNGKN) | Update an Entry | #### Create an Entry Create an Entry. **Parameters** | Name | Key | Required | Type | Description | | ----------- | ------ | -------- | ------- | --------------------------------------- | | Select form | formID | True | string | Select a form | | body | body | True | dynamic | This is the request body of the Webhook | **Returns** #### Update an Entry Update an Entry. **Parameters** | Name | Key | Required | Type | Description | | -------------- | ------ | -------- | ------- | --------------------------------------- | | Select form | formID | True | string | Select a form | | Integration ID | id | True | string | External data source primary ID | | body | body | True | dynamic | This is the request body of the Webhook | **Returns** ### Triggers | [When a form record is created](broken://pages/ccLB8HYO3NVE883nNGKN) | This operation triggers a flow each time a form gets a new submission | | -------------------------------------------------------------------- | ------------------------------------------------------------------------- | | [When a form record is updated](broken://pages/ccLB8HYO3NVE883nNGKN) | This operation triggers a flow each time an entry in your form is updated | #### When a form record is created This operation triggers a flow each time a form gets a new submission. **Parameters** | Name | Key | Required | Type | Description | | ----------- | ------ | -------- | ------ | ------------- | | Select form | formID | True | string | Select a form | **Returns** The outputs of this operation are dynamic. #### When a form record is updated This operation triggers a flow each time an entry in your form is updated. **Parameters** | Name | Key | Required | Type | Description | | ----------- | ------ | -------- | ------ | ------------- | | Select form | formID | True | string | Select a form | **Returns** The outputs of this operation are dynamic. ### Definitions #### Form Field Response | Name | Path | Type | Description | | ------------ | ------------ | ------- | ------------ | | content | content | object | content | | duration | duration | string | duration | | message | message | string | message | | responseCode | responseCode | integer | responseCode | ### Feedback Submit and view feedback. # Zapier ### Do more with Captisa Forms Zapier lets you connect Captisa Forms with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required. ![](/files/KrIvXZNJBji7tSmNsjfj) ### Connect your apps and automate workflows ![](/files/NhFn97trxfJCDLwBifgz) ### Popular ways to use Captisa Forms workflow ![](/files/QrGFFEYPMAuN4yIN95NK) ### Supported triggers and actions ![](/files/NZL1JYrbY87fHQKDaCF7) # Data API Captisa Forms Data API provides a development experience that can be used across a wide variety of programming languages, platforms, and devices. The purpose is to let you get your form entries and use them whenever you see fit. Captisa Forms API is a simple and powerful web service based on REST. It exposes your form entries via REST resources and the HTTP GET method. For example, you can query a set of fields from your form entries created today based on your View and Filter definitions. API supports JSON. #### Getting Started Below is an example to view form entries using PostMan. 1\. Select a form from the form list. 2\. Select the API button from the toolbar. ![API](https://captisacdn.blob.core.windows.net/img/api-1.PNG) 3\. Generate API token, then click the Copy button. Paste the token ID into your text editor. ![API](https://captisacdn.blob.core.windows.net/img/api-2.PNG) 4\. Select a View, then click the Copy button. Paste view ID into your text editor. ![API](https://captisacdn.blob.core.windows.net/img/api-3.PNG) 5\. Select a Filter, then click the Copy button. Paste filter ID into your text editor. ![API](https://captisacdn.blob.core.windows.net/img/api-4.PNG) 6\. Open PostMan. 7\. Add a new tab and change the request method to GET. 8\. Paste ‘ in the URL field. 9\. Select the Header tab. 10\. Add the following headers: **Key**: Token **Value**: \[Paste Token ID from Step 3] **Key**: ViewId **Value**: \[Paste View ID from Step 4] **Key**: FilterId **Value**: \[Paste Filter ID from Step 5] **Key**: Content-Type **Value**: application/json 11\. Click Send button. ![API](https://captisacdn.blob.core.windows.net/img/api-5.PNG) # Azure Service Bus # Web Hooks # Roles # Teams # Users # Portal # App Builder ![](/files/q1Yb6G8Psl56lg54jCZE)