---
title: IC 3.0 Forms
description: Learn how to create, organize, and publish forms in IC 3.0 using sections, fields, conditional logic, triggers, and flexible layouts.
---

[Skip to content](https://learn.intranetconnections.com/ic-3.0-forms#main-content)

![New White Logo-1](https://learn.intranetconnections.com/hs-fs/hubfs/New%20White%20Logo-1.png?width=200&height=58&name=New%20White%20Logo-1.png)

Open main navigation

Close main navigation

- [Contact Support](mailto:support@intranetconnections.com)

[Contact Support](mailto:support@intranetconnections.com)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [IC Knowledge Hub](https://learn.intranetconnections.com/?hsLang=en-ca)
2. [How To's](https://learn.intranetconnections.com/how-tos?hsLang=en-ca)
3. [Forms & Workflows](https://learn.intranetconnections.com/how-tos?hsLang=en-ca#forms-workflows)

# IC 3.0 Forms

## Forms is a powerful intranet tool which can simplify processes and increase the accuracy of information received.

#### In this article

**[Building a Form](https://learn.intranetconnections.com/ic-3.0-forms#building-a-form)**

**[Triggers & Conditional Logic](https://learn.intranetconnections.com/ic-3.0-forms#triggers-and-conditional-logic)**

**[Settings & Publish](https://learn.intranetconnections.com/ic-3.0-forms#settings-and-publish)**

**[Submitting a Form](https://learn.intranetconnections.com/ic-3.0-forms#submitting-a-form)**

**[View Responses](https://learn.intranetconnections.com/ic-3.0-forms#view-responses)**

[**Importing Forms Templates**](https://learn.intranetconnections.com/import-a-forms-template?hsLang=en-ca)

Learn about applying Workflows [here](https://learn.intranetconnections.com/ic-3.0-workflows?hsLang=en-ca).

 

<iframe data-hsv-src="https://play.hubspotvideo.com/v/7578106/id/216435764616" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="216435764616" data-hsv-style="" data-hsv-width="1920" data-hsv-height="1080" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

#### Accessing Forms

- Click on Admin mode
- Navigate to the left-hand side Admin panel
- Click Forms and Workflows  
  ![](https://learn.intranetconnections.com/hs-fs/hubfs/image-png-Jul-02-2026-03-43-31-8282-PM.png?width=193&height=293&name=image-png-Jul-02-2026-03-43-31-8282-PM.png)

#### Organize Forms

Categories can be used to group forms by type. For example, an HR Forms category can be used to house forms such as a New Employee Onboarding Form.

- Click on Manage Categories  
  ![](https://learn.intranetconnections.com/hs-fs/hubfs/image-png-Jul-02-2026-03-41-48-7052-PM.png?width=297&height=305&name=image-png-Jul-02-2026-03-41-48-7052-PM.png)

#### Create a New Form

- Click on "+ Blank Form"  
  ![](https://learn.intranetconnections.com/hs-fs/hubfs/image-png-Jul-02-2026-03-42-32-7894-PM.png?width=295&height=320&name=image-png-Jul-02-2026-03-42-32-7894-PM.png)

##### Guided Creation Flow

A three-step process walks you through every stage of building and publishing a form, so nothing gets missed.![](https://agate-unique-69248107.figma.site/_components/v2/a5a74a13a8ebe5aa96b5df5728a1af14747f6afe/image-17.ab7fb0d3.png)

##### Flexible Layout

Organise your form into logical groups using sections, rows, and columns to keep it easy to read and navigate.

 

### Building a Form

- Add a Section
- Add a Field

![](https://learn.intranetconnections.com/hs-fs/hubfs/image-png-Jul-02-2026-04-18-29-7521-PM.png?width=670&height=392&name=image-png-Jul-02-2026-04-18-29-7521-PM.png)

#### Form Field Types

- Layout 
    - Table 
          - A dedicated table field lets submitters add rows dynamically at submission time, making it easy to capture repeating data like expense items or line entries.
    - Instructions
- Text Input 
    - Text Box
    - Text Area
    - Number
    - Email
    - Phone
- Data Input 
    - Date & Time
    - Link
    - File Attachment
- Dynamic Data 
    - User Data
    - All Staff
- Selection & Options 
    - Dropdown
    - Radio Button
    - Check Box
    - Toggle
- Advanced 
    - Formula 
          - Automatically compute a value from other fields in the form , for example, multiplying quantity by unit cost to calculate a total. Referenced fields are shown as chips in the formula editor.

##### Field Properties

Each field type has its own configurable properties so you can tailor exactly how it behaves.

##### Triggers & Conditional Logic

Show or hide fields and sections based on rules you define. Combine multiple conditions to build complex logic , for example, only show a manager approval field when the amount exceeds a threshold.

##### Preview before Publishing

See exactly how the form will appear to submitters before making it live, so you can catch layout or logic issues early.![](https://learn.intranetconnections.com/hs-fs/hubfs/image-png-Jul-02-2026-04-05-12-8589-PM.png?width=485&height=363&name=image-png-Jul-02-2026-04-05-12-8589-PM.png)

 

### Triggers & Conditional Logic

Add as many triggers as you want. There's no limit , add multiple triggers per field to cover every scenario your form needs to handle.

#### Field-based Rules

Set conditions on any form field using a wide range of operators.

- equals, does not equal, greater than, less than, contains, is empty, is not empty

#### Multi-logic

Combine multiple conditions with AND / OR logic to handle complex scenarios , like approval flows that depend on budget, role, and region all at once.

#### Stage Actions

Define what happens when conditions are met , show or hide any field or section to guide submitters through only what's relevant to them.

#### Centralised Trigger Manager

One place to see, edit, and manage every trigger across your entire form , with a clear view of which rules are attached to which field.![](https://learn.intranetconnections.com/hs-fs/hubfs/image-png-Jul-02-2026-04-10-54-9166-PM.png?width=464&height=184&name=image-png-Jul-02-2026-04-10-54-9166-PM.png)

 

### **Settings & Publish**

#### Publishing & Form Status

- **Draft & Publish Control**
  
    - Build and test your form privately in Draft mode, then publish it with one click when it's ready. Take it offline any time without losing your work.
- **Preview Before Publishing** 
    - See exactly what your form looks like to respondents before it goes live , no surprises.
- **Save Without Publishing** 
    - Make edits and save your progress at any time. Changes only go live when you choose to publish.
- **Make Form Offline** 
    - Take your form offline instantly, making it inaccessible to respondents. Republish anytime to bring it back online.

#### Form Behaviour

- **Anonymous Submissions** 
    - Let people submit without logging in , great for surveys, feedback, or external audiences.
- **Edit After Submission** 
    - Allow respondents to return and update their answers after submitting.
- **Submission Limits** 
    - Cap how many times a form can be submitted , per day, week, month, or in total.

 

### Submitting a Form

#### Submit a Form (The end-user experience)

- **Permission-based Access**
  
    - Users only see and can submit forms they have been granted access to. Unpermissioned forms are not visible in their form directory.
- **Submission Flow** 
    - Users fill in the form fields and submit. Once submitted, the response is recorded and any configured workflow is triggered automatically.

#### Approver experience (What happens after a form is submitted)

- **Approver Notifications**
  
    - When a submission reaches an approver's stage, they receive a notification , in-app, by email, or both, depending on the workflow configuration.
- **Approver Actions**
  
   
  
    - Approvers review the submitted form and choose one of the following actions.
    - Approve, Decline, Reject

- **Add a Comment** 
    - Approvers can include a written comment alongside their decision to explain their reasoning or provide context to the submitter and other approvers in the workflow.  
      ![](https://learn.intranetconnections.com/hs-fs/hubfs/image-png-Jul-02-2026-04-47-19-6657-PM.png?width=670&height=435&name=image-png-Jul-02-2026-04-47-19-6657-PM.png)

 

### View Responses

#### Responses Table

- Customise Your Columns
  
    - Choose which fields appear as columns, reorder them, and rename them to match how your team talks about data.
- Search & Filter 
    - Search by keyword or filter by any field , status, submitter, date, or custom fields , to find exactly what you need fast.

![](https://learn.intranetconnections.com/hs-fs/hubfs/image-png-Jul-02-2026-04-39-39-9067-PM.png?width=670&height=210&name=image-png-Jul-02-2026-04-39-39-9067-PM.png)

#### Approvals & Actions

**Real-time Notifications**

- Get notified the moment something changes , a new submission, a stage approval, or a rejection.

**Want to see the feature in action? Check out our webinar recording [here.](https://youtu.be/M9FfyzsTVHs)**

- [FAQs](https://learn.intranetconnections.com/faqs?hsLang=en-ca#main-content)

    - [AI](https://learn.intranetconnections.com/faqs?hsLang=en-ca#ai)
- [Onboarding & Setup](https://learn.intranetconnections.com/onboarding-setup?hsLang=en-ca#main-content)

    - [Migration](https://learn.intranetconnections.com/onboarding-setup?hsLang=en-ca#migration)
    - [Theme & Design](https://learn.intranetconnections.com/onboarding-setup?hsLang=en-ca#theme-design)
    - [Installation](https://learn.intranetconnections.com/onboarding-setup?hsLang=en-ca#installation)
- [Product News](https://learn.intranetconnections.com/product-news?hsLang=en-ca#main-content)

    - [Release Notes](https://learn.intranetconnections.com/product-news?hsLang=en-ca#release-notes)
    - [Product Patches](https://learn.intranetconnections.com/product-news?hsLang=en-ca#product-patches)
- [Reports](https://learn.intranetconnections.com/reports?hsLang=en-ca#main-content)

    - [Intranet Analytics](https://learn.intranetconnections.com/reports?hsLang=en-ca#intranet-analytics)
- [Integrations](https://learn.intranetconnections.com/integrations?hsLang=en-ca#main-content)

    - [SharePoint](https://learn.intranetconnections.com/integrations?hsLang=en-ca#sharepoint)
    - [AI](https://learn.intranetconnections.com/integrations?hsLang=en-ca#ai)
- [Support](https://learn.intranetconnections.com/support?hsLang=en-ca)
- [Technical Setup & Configuration](https://learn.intranetconnections.com/technical-setup-configuration?hsLang=en-ca#main-content)

    - [Intranet Settings](https://learn.intranetconnections.com/technical-setup-configuration?hsLang=en-ca#intranet-settings)
    - [Disaster Recovery](https://learn.intranetconnections.com/technical-setup-configuration?hsLang=en-ca#disaster-recovery)
    - [Advanced Configuration](https://learn.intranetconnections.com/technical-setup-configuration?hsLang=en-ca#advanced-configuration)
- [How To's](https://learn.intranetconnections.com/how-tos?hsLang=en-ca#main-content)

    - [Multilingual](https://learn.intranetconnections.com/how-tos?hsLang=en-ca#multilingual)
    - [Navigation](https://learn.intranetconnections.com/how-tos?hsLang=en-ca#navigation)
    - [Intranet Architecture](https://learn.intranetconnections.com/how-tos?hsLang=en-ca#intranet-architecture)
    - [Security & Permissions](https://learn.intranetconnections.com/how-tos?hsLang=en-ca#security-permissions)
    - [Private Cloud](https://learn.intranetconnections.com/how-tos?hsLang=en-ca#private-cloud)
    - [Feature Requests](https://learn.intranetconnections.com/how-tos?hsLang=en-ca#feature-requests)
    - [Forms & Workflows](https://learn.intranetconnections.com/how-tos?hsLang=en-ca#forms-workflows)
    - [Your Guide to Transitioning to IC 3.0](https://learn.intranetconnections.com/how-tos?hsLang=en-ca#your-guide-to-transitioning-to-ic-3-0)
- [Best Practices](https://learn.intranetconnections.com/best-practices?hsLang=en-ca#main-content)

    - [Design](https://learn.intranetconnections.com/best-practices?hsLang=en-ca#design)
    - [Getting Started](https://learn.intranetconnections.com/best-practices?hsLang=en-ca#getting-started)
- [Applications](https://learn.intranetconnections.com/applications?hsLang=en-ca#main-content)

    - [Documents](https://learn.intranetconnections.com/applications?hsLang=en-ca#documents)
    - [Internal Resources](https://learn.intranetconnections.com/applications?hsLang=en-ca#internal-resources)
    - [Announcements](https://learn.intranetconnections.com/applications?hsLang=en-ca#announcements)
    - [Engagement](https://learn.intranetconnections.com/applications?hsLang=en-ca#engagement)
    - [Advertising](https://learn.intranetconnections.com/applications?hsLang=en-ca#advertising)
- [Account & Support](https://learn.intranetconnections.com/account-support?hsLang=en-ca#main-content)

    - [Our Services](https://learn.intranetconnections.com/account-support?hsLang=en-ca#our-services)
- [Security](https://learn.intranetconnections.com/security?hsLang=en-ca#main-content)

    - [Security News & Updates](https://learn.intranetconnections.com/security?hsLang=en-ca#security-news-updates)
- [Widgets](https://learn.intranetconnections.com/widgets?hsLang=en-ca#main-content)

    - [What's New Feed](https://learn.intranetconnections.com/widgets?hsLang=en-ca#whats-new-feed)
    - [Content & Media Widgets](https://learn.intranetconnections.com/widgets?hsLang=en-ca#content-media-widgets)
    - [Engagement Widgets](https://learn.intranetconnections.com/widgets?hsLang=en-ca#engagement-widgets)

[![ic-chatbot-logo](https://learn.intranetconnections.com/hs-fs/hubfs/Logos%20and%20Icons/ic-chatbot-logo.png?width=100&height=100&name=ic-chatbot-logo.png "ic-chatbot-logo")](https://intranetconnections.com)

<https://www.linkedin.com/company/intranet-connections> <https://www.instagram.com/intranetconnections> <https://www.facebook.com/intranetconnections> <https://www.twitter.com/intranettips>

Copyright © 2025, Intranet Connections

```json
{
  "@context" : "https://schema.org",
  "@type" : "VideoObject",
  "contentUrl" : "https://7578106.fs1.hubspotusercontent-na1.net/hubfs/7578106/video_assets/216435669859/inherited/web_optimized.mp4",
  "dateModified" : "2026-07-03T15:17:00.092Z",
  "duration" : "PT2M21S",
  "height" : 1080,
  "name" : "IC 3.0 Forms",
  "thumbnailUrl" : "https://7578106.fs1.hubspotusercontent-na1.net/hubfs/7578106/IC%203.0%20Forms.mp4/medium.jpg",
  "uploadDate" : "2026-07-03T15:16:44.202Z",
  "width" : 1920
}
```