> For the complete documentation index, see [llms.txt](https://prohelp.assetpanda.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://prohelp.assetpanda.com/settings/account-management/forms/forms-that-create-records.md).
# Forms that create records
Forms to create new records streamline the process of adding new records in a single step.
## Create a form to create records
#### Form setup
1. Perform one of the following steps to display the module pane:
* In the navigation pane, click the **Account Switcher** 
and then select the appropriate account and module.
* Click :house: to display the module pane.
2. Click **Create** and then select **Form.** The **Form setup** page is displayed.
3. Enter the **Form name** (for example, **Add Asset Form**).
4. Select **Create records**.
5. Select whether the form should support creation of a **Single record** or **Multiple records**.
6. Under **In this collection**, select the collection to which new records to be added.
7. For single-record forms, to pull records from another collection for use in the form:
1. Select **Pull records from another collection**.
2. Under **Populate with data from**, select the collection from which the records should be pulled (for example, **People**).
8. To enable email notifications to be sent when the form is submitted, select **Allow receipt of responses after submission & generate PDF**.
9. Click **Save & continue**. The **Form build** page is displayed.
#### Form build
1. Click the **Form description** to enter text to explain the form's purpose.
2. If another collection's records are pulled into the form, click **+** next to **Add a field from <*****Collection*****>** to select the pulled fields to add to the form. The fields are added to a table at the top of the form.
3. Add fields to the form:
1. Click **Add**.
2. Select **Fields**.
3. To select existing fields, click them in the list. The are added to the form.
4. To create a new field to be added to the collection:
1. Select **CREATE NEW FIELD**. The New field page is displayed.
2. Enter the new **Field name**.
3. Select the field's **Data type** and then complete any required settings associated with the field. See [Field types](/settings/account-management/fields.md#field-types).
4. Add styling elements to the form:
1. Click **Add**.
2. Select **Form styling**.
3. Select the element to add to the form:
* **Heading**: Adds an **Add Heading** line to the form. You can edit the heading after it is added.
* **Text**: Adds a Form description line to the form. You can edit the text after it is added.
* **Table**: For forms to create multiple records, adds a table to the form so multiple fields can be specified. See [Use tables in multiple-record forms](#use-tables-in-multiple-record-forms).
* **Page**: Adds a page break to the form. You can then add form elements to the new page.
* **Line**: Adds a divider line to the form.
* **Submitted by**: Adds the placeholder for the submitter to the form.
* **Submission date**: Adds the placeholder for the submission date to the form.
* **Kits**: Adds information pertaining to a selected kit to the form.
* **Consumable**: If consumable categories exist, adds information pertaining to a selected category to the form.
5. Arrange the form elements on each form page:
1. Hover over a form element until the Arrange  icon is displayed.
2. Drag  to move the element to the appropriate location. You can drag fields to the left or right of other fields to stack them horizontally on the page.
6. To change the text of the **Submit** button, double-click the button and then enter the appropriate button text.
7. To display a message to users who submit the form, select **Thank you message** and then edit the text to be sent to the user.
8. To perform additional tasks after the form is submitted:
1. Under **After form submission perform these operations**, select an option to **Calculate** or **Replace** a field value.
2. Select the **Collection field** to be updated.
3. Perform one of the following tasks:
* To replace a field value, enter the new value to be applied to the field for the record.
* To calculate a value, select options to configure the calculation. The calculated value will be applied to the field for the record.
9. Click **Save Changes**.
#### Share
{% hint style="info" %}
**Organization**, **Account**, and **Module admins** have full access to all forms by default.
{% endhint %}
1. Select **Share** above the form view.
2. To share the form with users in a specific role, select the role from the **Select a role** drop-down list. Repeat this step to share with multiple roles.
3. To share the form with individual users, enter a name in the **Select a user** field. Repeat this step to share with multiple users.
4. Click **Save changes**.
#### Preview
You can verify how the form is displayed across different devices before publishing.
1. Select **Preview** above the form view.
2. Select **Desktop**, **Tablet**, or **Mobile** from the drop-down list.
3. Review the form layout and test the form by simulating submissions.
4. Select **Form build** above the form to adjust the form.
5. Click **Save Changes** to finalize the form.
***
## Use tables in multiple-record forms
When new equipment is purchased in bulk (for example, 10 new laptops), it is more efficient to add the items in a single submission rather than completing the form 10 times.
For forms created to create or update multiple records, you can use a table to streamline the creation process within a single form submission. Each row in the table represents an individual record. This format allows users to enter each device's details in a row and submit everything at once, which improves visibility, reduces repetition, and increases accuracy when working with large sets of data.
{% hint style="warning" %}
The current limit is 15 rows per form submission. This limit will increase in upcoming product updates.
{% endhint %}
### Create the form table
1. Create a form to create records for **Multiple records**.
2. When adding form styling elements, add the **Table** element to the form.
3. Inside the table, click **+** to add the relevant input fields. You can also select **CREATE TABLE FIELD** to create new fields to be captured in the table (and added to the collection).
{% hint style="info" %}
Tables in forms can include attachment fields, but default/autofill values are not supported.
{% endhint %}
1. Click **Save Changes**.
### Use the form table
1. Perform one of the following steps to display the module pane:
* In the navigation pane, click the **Account Switcher** and then select the appropriate account and module.
* Click :house: to display the module pane.
2. Under **Forms**, select the form.
3. For each new asset, enter information into a row in the table.
4. Click **Add** or press **Enter** to insert additional rows up to the 15-record limit.
5. To remove unused rows, click :circle-minus: in the row.
6. Click **Submit**. Each completed row is saved as a new record in the selected collection.
***
## Edit a form
1. In the navigation pane, select 
**Settings** > **Account Management**.
2. Expand the appropriate account and module, and then click **Manage** in the **Forms** tile. The list of forms is displayed.
3. Click the form to edit.
4. Edit the form settings. See [Create a form to create records](#create-a-form-to-create-records).
***
## Delete a form
1. In the navigation pane, select **Settings** > **Account Management**.
2. Expand the appropriate account and module, and then click **Manage** in the **Forms** tile. The list of forms is displayed.
3. Click  next to the form to delete. The **Deleting form(s)** page is displayed.
4. Click **Delete**.
---
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