---
title: "Forms"
slug: "forms"
abstract: "Describes use cases for working with Forms to design forms for webpages, which sends data to 3rd party applications using webhooks."
---
# Forms

In **Forms**, you can create and design forms that are visually appealing and easy to use within a webpage.

To access, in the navigation menu, click **Design**. Then, in the left sidebar, select **Forms**.

You can start a form from scratch, easily dragging onto the canvas fields that are available in the app, and later configuring them at your convenience. Or you can use a form from the template library and modify it to fit your needs.

Forms offers an easy way to send data to 3rd party applications without capturing user data. You can use webhooks to send the data across different touch points.

When your form is designed and connected to a webhook, you can activate it. This makes the form available for use in Pages, where you can add it to a webpage like any other component.

![Screenshot of the Forms editor](https://doc.sitecore.com/api/markdown-image/sai/en/users/sitecoreai/images/Forms_Editor.jpg)

> [!note]
> To use Forms on Pages, you need JSS version 21.6.0 or later. You must have technical knowledge of JSS to [do the upgrade](https://doc.sitecore.com/xp/en/developers/hd/21/sitecore-headless-development/upgrade-jss-21-5-next-js-apps-to-version-21-6.html).
>
> To create and edit forms, you must have the [Advanced User](https://doc.sitecore.com/xmc/en/developers/xm-cloud/en/creating-users-in-sitecoreai.html) or [Admin](https://doc.sitecore.com/xmc/en/developers/xm-cloud/en/the-security-roles.html) role. Contact your system administrator to request the [access rights](https://doc.sitecore.com/xmc/en/developers/xm-cloud/en/assign-access-rights-to-a-security-account.html) as needed.
>
> If you experience issues with Forms webhooks, contact your system administrator to ensure that `SITECORE_EDGE_CONTEXT_ID` is set as environment variable in your front-end application, for example Vercel.

Before you can add a form to a webpage, follow this workflow:

1. [Create a form](https://doc.sitecore.com/sai/en/users/sitecoreai/design-components/forms/create-a-form.html "Create a form").
2. [Design](https://doc.sitecore.com/sai/en/users/sitecoreai/design-components/forms/designing-forms.html "Designing forms") your form by adding a layout, fields, and styling.
3. Add a [webhook](https://doc.sitecore.com/sai/en/users/sitecoreai/design-components/forms/edit-form-settings/work-with-webhooks.html "Work with webhooks").
4. [Activate](https://doc.sitecore.com/sai/en/users/sitecoreai/design-components/forms/activate-a-form.html "Activate a form") the form.

Your activated form is now available for use in:

- **Pages** - on the [left-hand pane](https://doc.sitecore.com/sai/en/users/sitecoreai/build-pages/working-with-the-page-builder/customize-the-editor-view.html#UUID-e0b6c1a8-e45c-fdfe-3d23-2befdd42e07a_section-idm4663333912504033067669652896 "Open a page in the editor"), on the **Components** tab, navigate to the **Forms** section
- **Components** - in the [component toolbar](https://doc.sitecore.com/sai/en/users/sitecoreai/build-pages/adding-components-to-a-page/add-or-remove-an-element-in-a-page.html "Add or remove an element in a page"), click **Form**. In the right-hand **Sitecore Forms** pane, choose a form.

## Use cases

Contact information forms (Contact us forms) - collect basic contact information like email and the name of website visitors who want to learn more about your product/services.

Customer survey forms - survey customers on your website and collect feedback, suggestions, and comments from visitors about their experiences on the website. For example, the survey form can be triggered after a customer has made a purchase on your website or used on one of your services.

Order and checkout forms - collect shipping and contact information from customers before completing and processing online orders on your website.

Event registration forms - collect details of customers who are interested in an event that you’re organizing, the event could be virtual or in-person, and further details can be communicated to the customer after they submit a form.

Insurance/Loan application forms - if you’re in the banking or financial sector, you can create an insurance or loan application form that will help customers fill in their details for credit checks.

Appointment request forms - medical institutions can utilize appointment request forms to capture patient details for scheduling appointments.

Partnership enquiry forms - if you’re open for partnerships and collaboration, a partnership enquiry form would enable potential partners visiting your website to fill in their details to discuss further about potential partnerships.

Referral forms - if your business has a referral system, then you can easily collect details about potential referrals from your existing customers/clients through a referral contact form on the website.

Cancellation/Opt-out forms - cancellation or opt-out forms can be useful to gather information about the reason why a customer/user decided to stop using a product/service.