Custom Forms — User Guide

Custom Forms — User Guide

What Are Custom Forms?

Custom Forms let you design your own data-capture forms with multiple field types. Once created, a form appears as a sub-tab inside the Custom tab on your Wink form, so you can fill it in alongside any Wink you create.

Creating a Form

1. Go to Custom Forms in the main menu (or click My Forms inside any Wink).
2. Click + New Form.
3. Give your form a name and optional description.
4. Add up to 20 fields using the field builder. Available field types:
   • Text — single-line text input.
   • Textarea — multi-line text input.
   • Number — numeric value.
   • Email — email address with format validation.
   • URL — web address with format validation.
   • Date — date picker.
   • Checkbox — true/false toggle.
   • Select (Dropdown) — choose one option from a list you define.
   • Rating — star rating from 1 to 5.
5. Click Save Form. Your form is now active and gets a unique code (e.g. FRM-XXXXXXXX).

Attaching a Form to the Wink Custom Tab

1. Open Wink Settings.
2. Scroll to Custom Tab — Attached Forms.
3. Select a form from the dropdown and optionally give it a custom tab label.
4. Click Add. The form now appears as a sub-tab inside the Custom tab on your Wink form.
5. To remove it, click Remove next to its name.

Filling in a Form from a Wink

1. Open the Wink form (click + New Wink or edit an existing one).
2. Click the Custom tab (indigo colour). If you have attached forms, each appears as a pill sub-tab.
3. Fill in the form fields and click Submit Form.
4. The submission is saved and linked to this Wink.

Viewing and Managing Submissions

• Go to Custom Forms and click Submissions next to any form.
• Click View to see the full submission data.
• On the detail page you can Edit any field value, toggle a Flag for review, add Notes, or Delete the submission.

Showing Submissions in Your Wink List

To see form submissions interleaved with your Winks on the dashboard:

1. Go to Wink Settings.
2. Turn on Show Custom Form submissions in my Wink list.
3. Click Save Tab Settings.

Submissions appear in the list sorted by date alongside your Winks, marked with a purple Form badge and a purple left border. Click any submission to view its full data.

Tips

• A form must be active (is_active) and attached in Wink Settings to appear on your Wink form.
• You can attach the same form to multiple Winks — each submission is stored separately.
• Field labels can differ from field names. The label is what users see; the name is used internally.