Create an intake form

Start a new intake form from the Forms list, give it a name and category, then add its sections and fields in the form workspace and save the draft.

In the sidebar, open Intake, then Forms. The page address is /intake/forms. A new form starts at /intake/forms/new and then opens in its own workspace. Intake forms are the forms customers fill in on your website or a hosted page; what they send lands in the intake inbox.

Before you start

• Your role needs permission to manage intake forms. Without it the New Intake form button is hidden and the list is read-only. Adding sections and fields and saving the draft also need permission to manage intake versions.
• The Forms Quota card at the top shows how many forms your plan allows. When the quota is reached the create button explains that it is.

Steps

1. Press New Intake form at the top of the list. The New Intake form drawer opens.
2. Type a Form name, for example a residential service request. Leave Form key blank and Nova makes one from the name, or type a specific short name for links.
3. Add a Description so your team knows what the form is for, and a Category such as service or install.
4. If your organization has more than one branch and this form belongs to one of them, choose it under Branch. Leave it blank for a form the whole organization shares.
5. Add Tags as a comma-separated list if you use them to group forms. Initial draft label is optional; it names the first draft.
6. Press Create Intake form. Nova creates the form as a draft and opens its workspace.
7. In the workspace, scroll to Sections and press Add section for each group of questions, then to Fields and press Add field for each question. Each field has a label, a type and its own rules.
8. Press Save draft at the top of the Draft Version Editor. Repeat as often as you like; nothing is public until you publish. See Publish an intake form.

What you see

• The Forms list shows every form with a Lifecycle column (Draft, Active or Archived, plus a chip for the draft version and one for the live version), a Scope column (the branch, or org-wide), the number of Versions and when it was Updated.
• Use the search box, Filters (status, Category, Branch) or a saved view to find a form. Reset filters in the filter panel clears them.
• The four cards at the top count your forms, drafts on this page, the Forms Quota and the Active view.
• Further down the workspace, Submission Behavior, Routing Rules, Outcome Rules and Notification Rules decide what Nova does with each submission: who is notified, whether an account or ticket is created, and where it is routed.

If something looks different

• The drawer shows a message instead of the form: intake authoring is switched off for your organization, your role cannot create forms, or the quota is full. The message says which.
• Create Intake form stays off: the Form name is empty.
• The list reads that it is blocked by a feature or permission: ask your admin to switch on intake forms or give your role access.

Open Forms