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Forms allow you to collect structured data from users through customizable input fields. Use forms for applications, requests, surveys, feedback, and any other data collection needs.

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Use Cases

  • Applications — Enlistment, transfer, or leave request forms
  • Requests — Equipment requests, time-off requests, or support tickets
  • Surveys — Feedback forms, after-action reviews, or polls
  • Reports — Incident reports, activity logs, or status updates

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Create A Form

  1. In the sidebar, select Forms.
  2. Select New form.
  3. Configure the form settings:
    • Name — The form title displayed to users
    • Slug — URL-friendly identifier (auto-generated from name)
    • Category — Optional grouping for organization
    • Description — Brief explanation of the form’s purpose
    • Instructions — Guidance for users filling out the form
    • Public — Enable to allow submissions from guests (non-logged-in users)
  4. Select Create.

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Add Fields To A Form

Forms use custom fields to define their input structure. After creating a form:
  1. Select the form to open it.
  2. Select the Fields tab.
  3. Select Add field and choose existing fields, or select New field to create one.
  4. Drag fields to reorder them as needed.
Tip: Create reusable fields in Settings > Resources > Fields to use across multiple forms. See the Custom Fields guide for details on field types and configuration.

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Configure Submission Settings

Control what happens when users submit the form:
  1. Edit the form and select the Submission tab.
  2. Configure the settings:
    • Status — The default status assigned to new submissions (e.g., “Pending Review”)
    • Message — Success message displayed after submission

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Submission Statuses

Create statuses to track submission progress through your workflow:
  1. Navigate to Statuses and create statuses like “Pending”, “Approved”, or “Denied”.
  2. Assign a default status to your form.
  3. Update submission statuses as you process them.

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Configure Notifications

Send notifications when forms are submitted:
  1. Edit the form and select the Notifications tab.
  2. Enable notifications and configure:
    • Channels — Email, Discord, SMS, or in-app notifications
    • Recipients — Who receives the notification

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Manage Submissions

View and process form submissions:
  1. In the sidebar, select Submissions.
  2. Select a submission to view its details.
  3. Update the status, add comments, or take action as needed.

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Submission Details

Each submission includes:
  • User — Who submitted the form (or “Guest” for public submissions)
  • Form — Which form was submitted
  • Status — Current workflow status
  • Data — All field responses
  • Comments — Discussion thread for reviewers
  • Timestamps — When submitted and last updated

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Embed Forms

Share forms with your organization:

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Internal Forms

Users access forms through the PERSCOM dashboard. Link directly to a form using its URL: 
https://your-organization.perscom.io/forms/{slug}

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Public Forms

Enable the Public toggle to allow guest submissions. Share the public URL for access without login.
Note: Public forms don’t associate submissions with user accounts. Use them for anonymous feedback or external applications.

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Best Practices

  • Use clear names — Choose descriptive form names that indicate their purpose
  • Write instructions — Help users understand what information you need
  • Organize with categories — Group related forms for easier navigation
  • Set default statuses — Establish a consistent starting point for your workflow
  • Configure notifications — Ensure the right people are alerted to new submissions
  • Reuse fields — Create fields once and attach them to multiple forms for consistency