The Form Settings can be accessed from your form’s Build Page by either selecting your form’s title, or clicking the Settings button in the top bar.

Title and description

You can change your form’s Title or Description by clicking on the Title or by clicking the Settings button on the Build page. This will bring the left-hand Form Settings panel back into view.

Title

The Title reflects the name of the form both internally and what is listed at the top of your form.

Description

The Description appears at the top of your form underneath the Title, and gives form users a brief description of what the form is about.

Data encryption

Encrypting your entry data keeps it safe and prevents it from being transmitted out of your Cognito Forms account. You must encrypt any form and protect any field that contains sensitive information, such as: Social Security numbers, Driver’s license numbers, and other personally identifiable information.

Use with Lookup Field

Select this option to allow the form’s entry data to be accessible to other forms through the Lookup field. Disabling this setting will prevent your form from being used as a lookup source for new Lookup fields, but will not impact any existing fields. This option is off by default.

Use with Person Field

Select this option to allow the form’s entry data to be accessible to other forms through the Person field. Disabling this setting will prevent your form from being used as a lookup source for new Person fields, but will not impact any existing fields. This option is off by default.

When you enable Use With Person Field on an existing Lookup source form, existing Lookup fields referencing this form will automatically convert to a Person field when:

• Person source form has a mapped Name and Email
• Lookup field Choice Label is mapped to the Name field from the person form
• Lookup field does not collect payment or have quantity limits
• Lookup field is sorted by Name field A-Z or unsorted

Share as template

The “Share form as template?” option enables you to share a copy of your form. The provided link in this field can be shared with someone in another organization to allow them to use a copy of this form as a template.

Developer mode

Developer Mode allows you to easily view and customize the internal names of the fields on your form. For example, if you have a Choice field labelled “Please tell us where you found us”, you can use Developer Mode to set the internal name of the field to simply “Choice1”. That way, the field will appear as “Choice1” in calculations instead of the default name (“PleaseTellUsWhereYouFoundUs”).

Analytics & Tracking

Enable Analytics & Tracking to connect your form to your Google Analytics account. You can also use tracking pixels to connect your form to Facebook or another third party ad service.

Location settings

By default, your form’s location settings will be set to your Organization’s location settings. To change these settings, please refer to our help topic.

To change the country, language, currency or time zone for a specific form, go to your form’s Build tab and select your form’s title or click the Settings button in the top bar. These settings will appear in the left-hand Form Settings panel.

Country

As part of our location settings, you can use your form’s Country setting to determine the format of dates and numbers. Setting your Country will also default your Currency and Language settings.

Language

The Language setting will default to your country’s native language. If your country’s language is not one of our supported languages, it will default to English. You can change this when setting up your form.

Currency

The Currency setting will default to your country’s most commonly used currency. You can change this when setting up your form.

Time Zone

The Time Zone is determined by your organization’s time zone and will be used to show correct times for your form entries. You can change this when setting up your form.