--- title: "Forms" description: "Structured questions you put inside a message: text, checkboxes, Likert scales, a buddy or mentor picker. Answers are recorded against the employee, exportable, able to start a flow, and acceptable from another system through a webhook." sidebar: label: Overview order: 0 area: flows feature: forms appPath: /flows/home lastVerified: 2026-10-22 version: "2026-10-16" audience: admin screenshots: - id: flows-forms-editor caption: The form editor, with the fields in order, Add Field, Preview and Publish, and the Activity and Settings rail on the right. related: - flows/polls - flows/steps/add-a-button-to-a-message - flows/automations/trigger-a-flow-from-a-form-submission - activity/actions intercom: - id: "16857779" title: Create and Use Forms (Pyn 2) url: https://intercom.help/pyn/en/articles/16857779-create-and-use-forms-pyn-2 - id: "6005821" title: Embed a Google Form url: https://intercom.help/pyn/en/articles/6005821-embed-a-google-form note: "Pyn 1 article, kept for reference" - id: "16304943" title: Set up a buddy automation (Pyn 2) url: https://intercom.help/pyn/en/articles/16304943-set-up-a-buddy-automation-pyn-2 - id: "16858360" title: Create a Webhook (Pyn 2) url: https://intercom.help/pyn/en/articles/16858360-create-a-webhook-pyn-2 --- A form asks an employee, or someone around them, for an answer Pyn can keep: a manager naming a buddy, a new starter rating their first week, anyone confirming they have read a policy. You build it once in **Flows**, **Forms**, embed it in any message step, and every submission lands against the employee's record. ![The form editor: fields in order, Add Field, Preview, Publish, and the Activity and Settings drawers.](https://support.pynhq.com/media/flows/forms/flows-forms-editor.png) ## Concepts - **Fields**: up to ten per form, from two groups. **Common** fields are **Text**, **Checkbox**, **Likert Scale** and **Content** (a block of text shown inside the form). **Employee Fields** are **Buddy** and **Mentor**, pickers that write a relationship onto the employee's record when submitted. See [Form field types](https://support.pynhq.com/flows/forms/reference-form-field-types/). - **Publishing**: a form is edited as a draft and sent only once published. Editing a published form marks it dirty again and **Publish** re-enables. - **Submission**: one person's answers to one delivery of the form. Submissions are listed under the form's **Activity** drawer, newest first, and exported as CSV. A tracked form also counts as **Actioned** on the message and in [Actions](https://support.pynhq.com/activity/actions/). - **Principal and submitter**: the submitter is the person who answered; the principal is the employee the enrollment is about. A Buddy field writes to the principal's record, so a manager answering a form in the new starter's onboarding flow sets the starter's buddy. - **Form Submission trigger**: an automation can start from a completed submission, enrolling the submitter. See [Trigger a flow from a submission](https://support.pynhq.com/flows/forms/trigger-a-flow-from-a-submission/). - **Webhook**: another system can post a submission for an employee it identifies by HRIS id. See [Create a webhook](https://support.pynhq.com/flows/forms/create-a-webhook/). ## What you can do here - [Build a form](https://support.pynhq.com/flows/forms/build-a-form/) and publish it. - [Embed a form in a message](https://support.pynhq.com/flows/forms/embed-a-form-in-a-message/) in an automation or campaign step. - [Review and export submissions](https://support.pynhq.com/flows/forms/review-and-export-submissions/). - [Trigger a flow from a submission](https://support.pynhq.com/flows/forms/trigger-a-flow-from-a-submission/). - [Create a webhook](https://support.pynhq.com/flows/forms/create-a-webhook/) so another system can submit. - [Tutorial: a buddy selection form that triggers a flow](https://support.pynhq.com/flows/forms/tutorial-buddy-selection-form/): A manager picks a buddy from a Slack message; the starter's record is updated and a thank-you flow runs. About 40 minutes. - [Reference: form field types](https://support.pynhq.com/flows/forms/reference-form-field-types/): Each field, what it collects, how it renders in Slack, email and on the respond page. - [Reference: webhook API](https://support.pynhq.com/flows/forms/reference-webhook-api/): Endpoint, authentication, body, idempotency, responses and the log codes. ## Where it is in the app Open `/flows/home` in Pyn and select **Forms** under the **Forms** group, or open **Flows** in the primary navigation on the left of every page. Power Users and above create, publish and read forms; webhooks need an Admin. ![The Forms table lists every form with whether it is published.](https://support.pynhq.com/media/flows/forms/flows-forms-table.png) ## Related - [Polls](https://support.pynhq.com/flows/polls/) for a one-click question instead of a form. - [Add a button to a message](https://support.pynhq.com/flows/steps/add-a-button-to-a-message/) for the Embed Form widget. - [Trigger a flow from a form submission](https://support.pynhq.com/flows/automations/trigger-a-flow-from-a-form-submission/) for the automation side of the trigger. - [Actions](https://support.pynhq.com/activity/actions/) to see who has and has not submitted. ## Related Intercom articles - [Create and Use Forms (Pyn 2)](https://intercom.help/pyn/en/articles/16857779-create-and-use-forms-pyn-2) - [Embed a Google Form](https://intercom.help/pyn/en/articles/6005821-embed-a-google-form) — Pyn 1 article, kept for reference - [Set up a buddy automation (Pyn 2)](https://intercom.help/pyn/en/articles/16304943-set-up-a-buddy-automation-pyn-2) - [Create a Webhook (Pyn 2)](https://intercom.help/pyn/en/articles/16858360-create-a-webhook-pyn-2)