A long-awaited new feature! A thorough explanation of how to use Notion Forms

Notion's new feature, Notion Forms, is now available!

We'll clearly explain its various features and how to use it, from creating forms to publishing them.

Click here for Notion!

🎬 Director：Rei
✍🏻 Writer：Minokurumi

1. What is Notion Forms?

"Notion Forms" is a feature that allows you to create survey forms similar to Google Forms directly within Notion.

You can publish the created forms via a URL or embed them into other Notion pages.

Notion Forms creation example

The most distinctive feature of Notion Forms is that you can create forms within Notion and collect responses directly into Notion.

Previously, if you wanted to embed a form on a website created with Notion, you had to use external tools like Tally, but now everything can be done within Notion.

Responses are also stored in a database, making this a perfect tool for companies or individuals who organize information in Notion.

💡Examples of Notion Forms Use Cases

• Use as a standalone page for surveys or inquiry forms
• Place forms anywhere on a website created with Notion
• Use as a database input form within a team (easy for those unfamiliar with usage)
• Use personally to record daily diaries or habits

2. How to Create a Form

There are two ways to create a form:

① Create a new form (create a new database)

→ For when you want to create a new database to store responses.

② Create a form with an existing database

→ For when you want to store responses in an existing database.

① How to Create a New Form (Creating a New Database)

1. On the page, click the ＋ button and select Form, or type the shortcut /form

2. A form and its corresponding response database will be created together.

② How to Create a Form with an Existing Database

1. Click the ＋ button in the upper left of the database you want to create a form for, then select Form.

2. A pop-up will appear; click Create ● questions.

3. How to Add Questions

Once you've created a form, add questions using the following method:

1. Click the + icon at the bottom of the form.

2. Select and add the desired question.

You can reorder created questions by dragging and dropping them.

4. Question and Answer Types

There are 10 types of questions you can add to a form (as of December 2024).

• Text
• Multiple choice (can be set to single choice)
• Date
• User (select Notion user)
• Files & Media
• Number
• Checkbox
• Email
• URL
• Phone

When you add a question, a corresponding property with the same item is automatically added to the database.

For example, when a "Number" question is added, a "Number" property is added to the database. Each question type selected here is linked to a response property.

You can check which property each question is linked to by clicking on the ••• in the top right corner of each question and selecting Show linked property.

5. Customizing Questions

Clicking the ••• in the upper right corner of each question allows you to change options such as "Required" and "Description."

• Required: When turned on, the question becomes a required field (* mark will be displayed).
• Description: When turned on, you can add a description to the question.
• Max selections: Only available when "Multiple choice" is selected for the question, allows you to choose multiple or only one option.

6. Publishing a Form

Once your form is complete, you can get a URL by clicking Share form in the top right corner.

There are three types of form publishing settings:

💡Form Publishing Settings

• Users with the link in ●●’s Notion (workspace members only)
• All users with the link on the web
• No access

Also, you can embed the form into another Notion page by pasting the obtained link in Notion and selecting Embed.

7. Other Useful Features

Notify via Email or Slack

You can use the automation feature to receive notifications via email or Slack when a form is submitted.

Example: How to send email notifications

1. Click the ⚡️ icon in the top right of the form

2. Select "Add page" as the trigger.

3. Fill in the following in the execution field and click Create:

• Recipient: Email address for notification
• Subject: Email subject
• Message: Email body

💡By clicking ＠ → Trigger page in the bottom right of the input field, you can select properties from the added page and include the response content directly in the email.

Multiple automations can be created, allowing you to send different email notifications to different people simultaneously.

Graphing Responses

By combining it with Notion charts, you can display responses in graphs, similar to Google Forms.

Charts can be created by clicking the ＋ button in the top left of the database and selecting Chart.

Click here for more details on charts!
🔗https://kurashi-notion.com/blogs/notion/notion-chart

Summary

That concludes our introduction to Notion Forms!

Whether for business use within a company or team, or for personal use as an input form for diaries or habit tracking, we encourage you to give it a try.

The ultimate task management template for Notion, "Todotion", is available here!

Our 2-hour "Notion Master Course" is now available, where you can learn Notion from scratch through videos!

The book "Notion Lifehacks", introducing 36 ways to use Notion, is also currently on sale!