Site data and commerce
Forms, uploads, email, and actions
Collect visitor information and connect submissions to site workflows.
Forms turn visitor input into stored records and follow-up actions. Supported actions can include uploads, email, order creation, and other site behavior.
What this workspace includes
- Form fields and validation
- Submission storage
- File uploads
- Email actions
- Orders and server-side actions
Complete workflow
- 1
Define the outcome
Decide what should happen after a visitor submits.
- 2
Build the form
Add only the fields required for that outcome.
- 3
Connect actions
Choose storage, notification, upload, or order behavior.
- 4
Test completely
Submit realistic data and verify the visitor and team experiences.
How records and settings behave
- Validation runs before a valid submission completes
- Configured actions execute for the submitted form
- Stored submissions follow the site’s data access rules
Working effectively
- Write labels for visitors, not internal teams
- Make success states clear
- Test file size and type expectations when using uploads
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Forms, uploads, email, and actions?
Decide what should happen after a visitor submits.
When is my work saved?
Validation runs before a valid submission completes
How do I confirm the result?
Return to the related list or detail view and review its current status. Stored submissions follow the site’s data access rules