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🧱Building Forms

A tour of the Dapta Forms editor: the topbar with the form name, save status, Build / Logic / Connect tabs, share buttons and Publish; the contextual toolbar; the question list; the live canvas and th

The editor is where a form takes shape. Everything you see on the canvas is exactly what respondents will see, and every change is saved as a draft automatically until you decide to Publish. This page names each part of the screen so the rest of the section can refer to them.

The form editor with the question list on the left, the live canvas in the centre and the Question settings pane on the right
Left: the question list. Centre: the live canvas. Right: settings for the selected question.

The topbar

The editor topbar: back link to Forms, the form name and Saved status, the Build, Logic and Connect tabs, the Copy link, Embed and Open form icons, the Unpublished changes dot and the Publish button
From left to right: name and save status, section tabs, share buttons and Publish.
Element
What it does

Forms

The back link on the far left. Returns to the Forms list; your work is already saved.

Form name

Click it to rename the form inline. The placeholder reads Untitled form.

Save status

Draft (no questions yet), Saving…, Saved, Retrying… or Not saved. See Autosave below.

Build

The default tab: questions, canvas and settings. Design is a mode inside Build (see the toolbar).

Logic

The logic canvas plus the Branching, Scoring and Outcomes dialogs. See Logic, Scoring & Outcomes.

Connect

Integrations, tracking & pixels and submission emails. See Connect & Integrations.

Copy link Β· Embed Β· Open form

The share cluster: copy the public URL, get the embed snippet, open the live form in a new tab. See Publish, Share & Embed.

Unpublished changes

A badge next to Publish whenever the draft differs from the live version. On a narrow window it collapses to a single dot.

Publish

Makes the current draft live. Disabled (All changes are published) when there is nothing new.


The contextual toolbar

The second row changes with the tab. On Build it holds the tools you use most:

The Build toolbar with Add question, Design, the Desktop / Mobile switch and the Preview eye icon
Add question, Design, the Desktop / Mobile canvas switch and Preview (the eye).
Control
What it does

Add question

Opens the Add a question gallery. See Question types.

Design

Switches the canvas into the design panel: theme, colors, typography, logos, cover screen, ending. See Design & Branding.

Desktop / Mobile

Resizes the canvas so you can edit at phone width without leaving the editor.

Preview (eye)

Opens the full preview with real device frames. See Preview on desktop, tablet and mobile.

On Logic the toolbar shows Branching, Scoring, Outcomes and Preview; on Connect only Preview.


The question list (left)

The Questions column lists every step in order with its number, a type icon and badges such as Contact, Logic, {n} rules or Hidden. Click a card to select it; drag the handle to reorder. Below the cards you will find:

  • + Add question: the same gallery as the toolbar button.

  • Partial submit point: a dashed, draggable marker. Drop it after a question to save answers as a partial submission from that point on. See Partial submissions.

  • A nudge card when the form asks for an email but has no marker yet: Capture after the email question places the marker for you.

On narrower windows the list becomes a horizontal strip above the canvas.

The canvas (centre)

The canvas shows Question {n} of {total} Β· editing live. Click any text to edit it in place: the title (Type your question…), the description (Add a description (optional)), option labels and the button (Next / Submit). Type @ or [ in a title to insert an earlier answer (Recall answers with @). Some types render a live control: a country picker on Phone, a slider on Slider, a calendar embed on Scheduler.

The settings pane (right)

Question settings holds everything that is not text: the Question type select, Required, type-specific sections (Options, Name fields, Scheduler, and so on), Logic with Edit logic, Advanced settings (field key, default answer, hidden question, ends the form, prefill URL) and the HubSpot mapping block. See Question settings.


Autosave and draft recovery

You never click Save. Roughly a second after you stop typing, the editor writes the draft and the status pill cycles Saving… β†’ Saved.

  • If the request fails, the pill shows Retrying… and then Not saved while it keeps trying in the background. Offline, a banner explains: Can't reach the server. Your changes are kept and saving will retry automatically.

  • If a change cannot be saved yet (for example an option row with an empty value), the pill reads Can't save yet: {reason} until you fix it.

  • Closing the tab mid-save is safe: the editor flushes the pending change on the way out and also keeps a local backup.

  • If the browser crashes before a save lands, the next time you open the form you will see Unsaved changes recovered: "This form has edits from a previous session that never reached the server. Restore them, or keep the saved version?" Click Restore edits to continue where you left off, or Discard to keep the server copy.

Autosave only touches the draft. Respondents keep seeing the last published version until you click Publish; the Unpublished changes badge reminds you that there is something to publish. Read Autosave, drafts & publishing for the full lifecycle.

⚠️ Note: The exception is Connect β†’ Integrations: connecting or mapping HubSpot and webhooks applies to the live form immediately, without a publish.


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