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How to Create a Form in Notion

Notion is an all-in-one workspace that has gained popularity among developers and product managers. It provides a seamless platform to combine notes, tasks, databases, and more. However, as of this writing, there is no native tool in Notion for creating a form.

Creating forms is an important aspect of data collection, and Notion users have found ways to create custom forms directly with an external form builder tool or indirectly using popular automation software, such as Zapier. The information collected through these forms is saved back into Notion tables, making it easy to display, manage, and filter the data. There are multiple ways to create forms in Notion, and this article will explore the best alternative methods.

This article will cover three best alternative methods for creating forms in Notion. The first method involves pasting forms from form builder tools as an embed block. The second method is connecting Notion Database with an external form builder tool. Finally, the third method is the use of an official Notion integration. By the end of this article, readers will have a clear understanding of how to create forms in Notion.

Understanding Notion

Notion is a versatile productivity tool that allows users to create a wide range of documents and databases. It is a powerful all-in-one workspace that can be used for personal or professional purposes. Notion’s user-friendly interface and limitless customization options have made it a popular choice for project management, note-taking, and data organization.

One of the unique features of Notion is its ability to create databases. Users can create databases for anything from tracking tasks to managing customer information. Notion databases can be customized with different types of fields such as text, date, and select options. They can also be filtered and sorted to make it easier to find specific information.

Notion also allows users to create different types of pages such as notes, wikis, and project management boards. Pages can be customized with different types of blocks such as text, images, and embeds. Users can also add comments and mention other users to collaborate on pages.

Overall, Notion is a powerful tool that can be used to manage a wide range of information. Its flexibility and customization options make it a great choice for individuals and teams looking to streamline their workflows.

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Preparation Steps

Before creating a form in Notion, there are a few preparation steps that need to be taken. This section will cover the necessary steps to set up a Notion account and explore the Notion interface.

Setting Up Notion Account

The first step to creating a form in Notion is to set up a Notion account. To do this, navigate to the Notion homepage and click on the “Sign Up” button. From there, enter your email address and create a password.

Once your account is created, you will be prompted to create a workspace. A workspace is a collection of pages and databases that you can use to organize your work. You can create multiple workspaces within your Notion account, each with its own unique content.

Exploring Notion Interface

After setting up your Notion account, it’s time to explore the Notion interface. Notion has a user-friendly interface that allows you to easily create and organize your content. The interface is divided into three main sections: the sidebar, the workspace, and the page.

The sidebar contains all of your workspaces and pages. You can easily navigate between them by clicking on the appropriate link. The workspace is where you will spend most of your time creating and organizing your content. The page is where you will create your form.

To create a form in Notion, you will need to create a page and add a database. The database is where you will store the information submitted through the form. You can customize the database to fit your needs by adding fields and properties.

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Creating a New Page

To create a new page in Notion, there are a couple of ways to do it. One way is to click the “+” icon located at the bottom of the sidebar, then select “New Page.” Alternatively, you can use the keyboard shortcut “cmd/ctrl + N” to create a new page.

Once you’ve created a new page, you can give it a title and start adding content. Notion provides a variety of templates to choose from, or you can start with a blank page and customize it to your needs.

To add content to your page, you can use Notion’s drag-and-drop feature to add blocks. Blocks are individual pieces of content, such as text, images, videos, or tables. You can also use the slash command “/” to quickly add blocks.

Notion also allows you to create sub-pages within your main page. This is useful for organizing content into different sections or categories. To create a sub-page, simply hover over the page you want to add it to, click the “+” icon that appears, and select “New Page.”

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Adding Databases

Notion databases are a powerful tool that can be used to create forms. To add a database, click the “+ New Page” button and select “Database”. There are several types of databases to choose from, including “Table”, “List”, “Gallery”, “Calendar”, and “Board”.

Database Types

Each database type has its own unique features and is suited for different types of data. For example, a “Table” database is useful for managing data in a spreadsheet-like format, while a “Calendar” database is ideal for tracking events and deadlines.

Adding Fields

Once you have selected a database type, you can add fields to your form. Fields are columns in your database that correspond to specific types of data. To add a field, click the “+ Add a Property” button and select the type of field you want to add.

Notion offers a wide range of field types, including text, number, date, person, and more. You can also customize the properties of each field, such as its name, color, and format.

To make your form more user-friendly, you can also add filters, sorts, and grouping options to your database. These features allow users to easily search, sort, and organize the data in your form.

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Creating a Form

Creating a form in Notion is a straightforward process that involves selecting the type of form fields and designing the form layout.

Form Fields

Notion provides several form field types to choose from, including text, number, select, multi-select, date, email, and more. Each form field type has its own unique properties and can be customized to suit your needs.

For instance, the text field type allows users to enter a single line of text, while the number field type enables users to enter numeric values. The select field type allows users to choose from a list of predefined options, while the multi-select field type enables users to select multiple items from a list.

To add a form field, click on the “Add a Property” button and select the desired field type. You can then customize the field by adding a name, description, and other properties.

Form Design

Form design is an essential aspect of creating a form in Notion. The design of your form should be visually appealing and easy to navigate.

Notion provides several design options to choose from, including form cover images, form backgrounds, and form icons. You can also customize the form layout by adding columns, rows, and other design elements.

To design your form, click on the “Properties” button and select the “Design” tab. You can then customize the form design by selecting the desired options.

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Sharing and Publishing

Notion allows users to easily share and publish their forms with others. In this section, we will explore the different sharing and publishing options available in Notion.

Sharing Settings

To share a Notion form, users can click on the “Share” button located at the top right corner of the page. From there, they can select the individuals or groups with whom they want to share the form. Users can also choose to give editing or viewing permissions to the people they share the form with.

Notion also allows users to create groups and share forms with entire groups at once. Users can create a group by going to the “Settings & Members” section and clicking on the “Groups” heading. From there, they can add members to the group and share forms with the entire group.

Publishing Options

Notion also provides users with various publishing options. Users can publish their forms to the web, making them accessible to anyone with the link. They can also choose to make the form visible to search engines by turning on search engine indexing. This is useful for users who want to extend their website by publishing a help center or FAQs for customers to access.

Users can also password protect their forms to ensure that only authorized individuals can access them. This is particularly useful for users who are dealing with sensitive information.

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Tips for Effective Forms

Creating a form in Notion is easy, but creating an effective form that gets the desired results can be a bit more challenging. Here are some tips to help you design and structure your forms for maximum effectiveness.

Design Tips

The design of your form can have a big impact on how users interact with it. Here are some tips to help you design a form that is both visually appealing and easy to use:

  • Keep it simple: A simple, uncluttered design is generally more effective than a complex one. Avoid using too many colors or fonts, and keep the layout clean and easy to navigate.
  • Use clear labels: Make sure each field is clearly labeled so users know exactly what information is required. Use labels that are easy to understand and avoid using jargon or technical terms.
  • Use white space: Leave plenty of white space around each field to make the form more visually appealing and easier to read.
  • Use images: Consider using images to help users understand what information is required in each field. For example, you could use a small icon of a calendar next to a date field.

Field Tips

The fields you include in your form can have a big impact on the quality of the data you collect. Here are some tips to help you choose the right fields for your form:

  • Keep it short: The shorter your form, the more likely users are to complete it. Only include fields that are absolutely necessary and avoid asking for information that can be easily found elsewhere.
  • Use dropdowns and checkboxes: Dropdowns and checkboxes are a great way to make it easy for users to provide the information you need without having to type it out. For example, you could use a dropdown to ask users to select their country of residence.
  • Use validation: Validation can help ensure that users provide accurate information. For example, you could use validation to ensure that users enter a valid email address or phone number.
  • Use conditional fields: Conditional fields can help make your form more user-friendly by only showing fields that are relevant to the user. For example, you could use a conditional field to ask users if they are a new or returning customer, and then show different fields depending on their answer.

By following these tips, you can create a form in Notion that is both visually appealing and effective at collecting the data you need.