Create your first form

Start with a small form that captures the information your team actually needs for the next step. You can expand it after you see how people respond.

The first version should answer three questions:

• Who will submit this form?
• What does the team need from them?
• What should happen after a submission arrives?

Create the form

1. Open the WandForm app.
2. Create a new form from a blank form or a relevant template.
3. Give the form a clear internal name.
4. Add the fields your team needs for the first review step.
5. Save the draft.

Use clear field labels

Write labels from the submitter’s point of view. A good label makes it obvious what the person should enter without needing extra help text.

Prefer specific labels:

• Work email
• Company name
• Requested start date
• What should we know before replying?

Avoid vague labels:

• Info
• Details
• Notes

Keep the workflow small

Most forms become harder to operate when the first version tries to collect everything. Start with the information your team needs to decide the next action.

Good first-version fields usually include:

• contact details
• request type
• context for the first review
• deadline or urgency when it changes the next action
• one open-ended field for anything unusual

Make fields required only when the team truly cannot act without them.

Review before publishing

Before sharing the form, check:

• required fields are actually required
• optional fields can be skipped
• long-answer fields have enough room
• choices are mutually exclusive when using radio buttons
• confirmation text sets the right expectation after submit
• the team knows who reviews new submissions
• supported follow-up delivery is configured for the workflow

After the draft looks correct, publish it and test the public link once before sending it to users.

Next: Publish and operate the form.