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Illinois State University

Creating a Form and Basic Settings in Formstack

Form Creation


To create a new form, or edit an existing form, follow the steps below:


  1. Launch Formstack.
  2. Within the application, use the Search field to find the folder from which you wish to create a form or choose a folder by clicking the folder name in the list.
  3. Click to open the folder for the department or group to which the form will be related.
  4. Select [New Form] to create a new instrument or click the form name to begin editing an existing form.


Basic Fields


Basic fields include:




Advanced Fields


Advanced fields include:


  1. Types of fields:

1a. File Upload

1b. Date/Time

1c. Matrix

1d. Event

1e. Credit Card

1f. Signature

1g. Description Area

1h. Embed Code




Field options


Field Options include:






Adding sections to a Formstack document will allow for pagination and creating multiple pages on an instrument. It is recommended that multiple sections and pages NOT be used.





Basic Settings


General settings include:




More advanced settings are available, including:


  1. Emails & Redirects
  2. Security
  3. User Access
  4. Approvals
  5. Integration Hub
  6. Plugins





How to Get Help


For technical assistance, contact the Technology Support Center at 309-438-4357, or by email at




Additional Information: