Forms

Forms lets you collect structured information from your space members without leaving Roundtable. Whether you're running a post-event survey, gathering grant reports, or scheduling something across your network, Forms gives you a fast and easy way to do it.

📋 What are Forms?

Forms are customizable questionnaires you can create and share to an audience. Respondents fill them out directly on Roundtable, and you can view and export all responses from one place. A respondent does not need to be a Roundtable user to submit a response!

Forms are a good fit for:

• Surveys and feedback: Post-event evaluations, training assessments, satisfaction check-ins
• Reporting: Grant reporting, monthly status updates, recurring data collection
• Registration and intake: Event sign-ups, onboarding questionnaires, interest surveys
• Document collection: Requesting file uploads from members as part of a structured submission

✨ RT Tip: Forms lives natively inside your Roundtable space, so your members don't need to log into a separate tool or manage another link, it's all in one place.✨

➕ Creating a Form

To create a new form:

1. Navigate to Forms in your space's left sidebar.
2. Click Create Form.
3. Give your form a Title, as well as an optional description and tag(s).
4. Add your questions using the + Add Question button.
5. When ready, click Publish to make the form available to members.

Question types

Forms supports a range of question types, including:

• Text 
• Single-select (i.e. Multiple choice)
• Multi-select (Multiple answers from a list)
• File upload (Forms supports files up to 5 GB)

✨ RT Tip: Questions can have descriptions. This can be done in rich text, contain links, and @ mention to Roundtable content.✨

✨ RT Tip: File upload questions are especially useful for document-based workflows. For example: Collecting signed grant reports or election-day data sheets where members need to attach files as part of their response.✨

⚙️ Form Settings

You can update form settings both before and after publishing a form:

• Collect respondent name and email: Signed-in members will have name and email filled in automatically. If the form is available to anyone with a link, respondents will be asked to enter their name and email.
• Allow editing after submission: Roundtable members can edit their submission if the form is still active.
• Allow multiple submissions: Choose whether each member can respond more than once (helpful for recurring data collection, like monthly reports).
• Collaborators: Add teammates who can edit the form, close it, and view responses.

✨ RT Tip: Collaborators are great for shared ownership. For example, if you and a colleague both need to monitor incoming responses.✨

🔗 Sharing a Form

Your form can be shared with members in Roundtable or you can publish this form publicly, meaning respondents do not need to sign in to complete a form.

✨RT Tip: If you have a file upload question type, you cannot share to “anyone with the link” for security purposes.✨

✨RT Tip: Selecting “Notify Members” will send users in the selected space an email requesting their response.✨

👀 Viewing a form

You can preview what a form will look like to respondents by selecting the “Preview” button or selecting “copy respondent link” and pasting it into your browser. 

👤 Respondent Experience

When a member opens a form, they'll see the title and description at the top, followed by your questions in order. 

A few things to know from the respondent side:

• File uploads: If a question asks for a file, members can attach it directly and swap it out before submitting if they need to.
• Submission confirmation: Once submitted, members see a confirmation so they know their response went through.
• Multiple submissions: If the form allows it, members can submit more than once (e.g., for monthly reporting). Each submission is recorded separately.
• Editing a response: Instead of submitting a form multiple times, you can edit your answers if the form allows it. 

✨RT Tip: Users can view the responses they’ve submitted on forms by clicking on the “My Responses” tab.

📊 Viewing and Exporting Submissions

There are multiple ways to view submission data:

To see form responses:

1. Open the form from the Forms section.
2. Click Responses to view all submissions.
3. Use Export to CSV to download all responses as a spreadsheet for analysis.

Each submission is tied to the member who submitted it, so you can always see who responded and when.

✅ Respondent Reminders

See exactly who has responded and who hasn't, based on who has access to the form through shared spaces. Send a notification to remind members who haven't submitted yet by clicking “Notify Outstanding”. 

This function is only available when: 

• The form is shared to spaces (rather than publicly to "anyone with the link")
• “Collect name and email" is enabled

✨ RT Tip: This is especially useful for recurring or deadline-driven forms (like monthly reports or post-election surveys) where you need a full response rate. Instead of tracking down non-respondents by hand, just send a reminder from the Respondents tab.

💡 Example Use Cases

Still have questions? Reach out at support@civicroundtable.com.