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FORMS: General Forms

Create and manage General Forms in Unificus for collecting submissions from anyone, with customizable fields and embedding options.

What is a General Form?

A General Form is a flexible form type with no specific requirements that works for nearly any purpose. Unlike other form types, it doesn’t collect data tied to individual platform users. You can deploy it within Unificus or share it externally, and all submissions appear in a centralized location for viewing and downloading.

TIP: Anyone can complete a General Form, regardless of whether they have a platform account. Submissions from non-users will display as blank in the “User” field.

Learn about form types

How do I create a General Form?

  1. Select Forms from the main menu and click + Create Form.
  1. Choose General Forms from the options. You can also click the dropdown arrow next to + Create Form to select from the menu.

  1. Enter a Title for your form. The field defaults to “Untitled Form.”

  2. Configure the Save as Draft option if desired:

    • When enabled, users see a “Save Draft” button next to the “Submit” button
    • Users can pause mid-form and return later to complete it
    • This feature relies on browser cookies, so clearing cache or disabling cookies may prevent it from working

  3. Begin building your form with the options below.

Add custom HTML content above or below your form:

  1. Click the arrow next to Header or Footer to expand the HTML content area.

  1. Insert text, images, and other elements as needed.

  2. Optionally click the CSS Class section to add custom styling.

Building your Form Fields

  1. Use the dropdown menu to select Form Fields to add. Each field functions as a custom field unique to this form.

Learn about Custom Fields

  1. Reorder fields by clicking and dragging the handle icon, or by entering the desired position number.
  1. Delete unwanted fields by clicking the red delete icon.

  1. Click the arrow next to a field name to expand its settings:

    • Required: Form cannot be submitted without this field completed
    • Placeholder: Text that appears before user input
    • Pre-Fill Value: Default value displayed in the field
    • Read Only: Field appears but cannot be edited
    • Hidden: Field is invisible and locked from input
    • Subtext: Secondary label for descriptions, examples, or guidance
  • CSS Class: Add custom CSS classes (separate multiple with commas) to target in custom styling on the Link/Embed tab
  • CSS ID: Assign a unique CSS ID for targeted styling
  • Field Styling & Layout Classes: Pre-built CSS classes for layout and emphasis without coding

Field Styling & Layout Classes

These pre-made classes let you create multi-column layouts and highlight important fields:

  • field_first — Apply to the first column in a row when using layout classes
  • field_half — Makes a field occupy 50% row width
  • field_third — Makes a field occupy 33.3% row width
  • field_fourth — Makes a field occupy 25% row width
  • field_cb — Adds light grey background and padding
  • field_important — Applies soft red background, red border, and padding

Usage Example: For two side-by-side fields, assign the left field both classes (separated by comma): field_first, field_half and the right field just: field_half. Mix and match as long as percentages total 100% per row, and always include field_first on the first field of any row.

IMPORTANT: General Forms don’t use platform Custom Fields—all fields belong only to this form.

Advanced Blocks

  1. Click the Advanced Blocks dropdown to insert custom HTML blocks between, before, or after fields.
  1. Once added, click the expand icon and select Edit Content.

  1. Use the WYSIWYG editor to format your content, or click the <> icon to write raw HTML.

  2. Toggle options to hide content when embedded or show only during staff submissions.

Email Notifications

By default, system admins receive an email when the form is submitted.

If you add an Email Form Field, you can toggle Send email to General Form Target to automatically email the person who submitted the form.

TIP: This option appears only if an Email field exists on the form.

You can also toggle Attach Form Submission PDF to include a PDF copy of the submission.

Click the + icon to add additional email notifications.

How do I configure Conditional Logic for Fields?

Conditional Logic makes your form dynamic—fields can appear or disappear based on user responses.

All form field types except “File Upload” support conditional logic:

  1. While editing, locate the Conditional Logic tab icon on the right side of the screen.
  1. Click it to open the configuration panel.

Learn about Conditional Logic

How do I configure Embedding options for a General Form?

  1. While editing, click Link / Embed in the upper right.

  1. Your Default Form Embed Settings apply automatically, but you can adjust them individually here.

  2. Settings are the same as those in CRM Settings.

Learn about Form Embed Settings

How do I use the Embed Settings?

Direct Linking Options

  • Direct Link: A pre-generated, permanent URL for your form. Copy and share wherever needed. Custom domains are reflected in this link.
  • QR Code: Click Display QR Code to view and download your code in PNG or SVG format. Customize QR code appearance in Platform Branding.

Learn about QR Code Customization

  • Friendly URL: Create a readable custom URL if you’ve configured a Custom Domain.

Learn about Friendly URLs

Embed Options

  • Embed Code: HTML code for placing your form on external websites
  • Embed Placeholder: Placeholder code for embedding within Unificus (portal pages, dashboards, etc.)
  • Width/Height: Set custom dimensions for embedded forms

How do I switch between Forms?

The top right displays a dropdown showing the current form name. Click it to browse and switch to another form or form type.

How do I use a General Form?

On the Link / Embed screen, several sharing options are available:

  • Direct Link: Click the arrow to reveal the URL, then copy and share it anywhere
  • Embed Code: Expand to see the HTML code for embedding on external websites
  • Embed Placeholder: Copy the placeholder to add the form to internal Unificus pages

You can also copy the form ID from the Forms list to quickly grab the placeholder.

TIP: Use Embed Code for external sites, Placeholder for Unificus pages, and Direct Link for either.

Learn about Friendly URLs

How to Submit a General Form for someone else?

Use Staff Submit to manually enter or update form data:

  1. In the Forms List, click the Options menu.

  1. Select Staff Submit—the form opens in a new tab with a contact selector.

  2. Optionally choose a contact from the dropdown, or leave it blank to submit data without a linked contact.

  3. Complete the form and submit. All automations trigger instantly upon submission.

How do I view submissions for my General Form?

Access Submissions

  1. Click Options in the Forms list and select Submissions.

Alternatively, click the Submissions button on the right side while editing.

View Submission Details

The submission list shows:

  • Contact name and email (or “N/A” for unregistered users)
  • Exact date and time submitted

Click any row or select View from the Options menu to see full details.

IMPORTANT: Files uploaded through forms appear only here—they don’t appear in the Files section.

Manage Submissions

Click the Options menu next to a submission to:

  • View: Open a modal with the submission details
  • Download PDF: Export the submission as a PDF document
  • Delete: Permanently remove the submission (cannot be undone)