Forms are one way of getting responses from potential audiences for upcoming projects in Notion. With the data collected, you can make informed decisions and improve engagement.
But how to create a form in Notion? Does Notion have a native feature for this purpose?
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How to Create a Form in Notion
As of this writing, there is no native tool in Notion for creating a form.
But as Notion has integrations with third-party form-creating tools, finding a tool for this purpose is a cinch!
There are generally three alternative ways to create a form in Notion.
Method 1: Pasting Forms from Form Builder Tools as an Embed Block
If you know how to add an embed block in Notion (tableau, Pinterest board, PDF, calendar, or Spotify playlist), the steps are applicable to create a form.
Though different form builder tools are available, the one integrated with Notion is Typeform.
But before creating the tool, set up a Typeform account first.
You can even connect Notion with Typeform directly.
Regardless, follow these next steps to create a form in Notion with Typeform.
1. Create a form in Typeform.
After setting up your Typeform account, you can create a new typeform from scratch or leverage AI to create one. In my case, I selected the “Create with AI” option.
Input the type of form you want to create, including relevant questions. Then allow AI to craft your typeform questions.
Once done, edit your new typeform, adding more questions if needed.
You can even switch between “Mobile” and “Desktop” views to see how your new form will look on these devices.
If you need certain questions to be mandatory, click the “Required” toggle.
2. Select “Publish.”
This is found on the Typeform editing page’s top right corner, between “View” and “View plans.”
A dropdown menu then opens below it.
3. Click “Copy.”
The link to the typeform created will then appear inside the “Get the link” rectangle.
Make sure you’re good with the form’s layout. Any changes made will change the link generated.
If everything’s to your liking, select “Copy.”
4. Add a Typeform embed link on your Notion page.
There are two ways of adding an embed link to a Notion page. One way is to click “+” on the left side of an empty block.
Then scroll down to “Embeds” and select “Typeform.”
Another way is to type the “/form” command and select “Typeform.” An embed block then appears on the page.
5. Paste the Typeform link to the embed block.
The Typeform link you copied earlier from your account will then be pasted in the “Paste in https://…” field.
6. Select “Embed link.”
This is the blue button you’ll see below the link-pasting field in the “Embed link” block.”
You should now see the Typeform you created embedded in your Notion workspace.
Method 2: Connecting Notion Database with External Form Builder Tool
Databases in Notion are commonly used to organize data or to track any habits you’re building. Other times you can use databases to create a checklist of the tasks you’re doing by adding checkboxes.
The key here is to change or add another view of the said database by selecting one from the “Layout” menu.
But Notion databases can also be used for creating forms by linking them to an external form builder tool like Fillout. Make sure that have a Fillout account and a Notion database.
If you have these two basic requirements, do the following:
1. Connect Fillout with Notion.
If it’s your first time creating an account in Fillout, choose how you want to proceed with the creation process. Choose the “Connect” option.
Then select “Notion form” from the four options given.
2. Choose a theme for your Fillout form.
Scroll down the theme options pane and click the one you’d like to use. A preview of the said theme will be featured in the “Preview” pane.
Once done, select the “Next” button.
3. Click “Connect to Notion.”
This button is found in the “Connect Notion” window’s lower right.
Then sign in to your account in Notion and click “Select pages.”
Tick the boxes of the Notion pages you want Fillout to have access to before clicking “Allow access.”
4. Choose the Notion workspace and the database on the Fillout form will be based.
Click the “Down” buttons for “Workspace” and “Database” to select where Fillout will base the entries in the form.
5. Create a Fillout form.
Select the “Create form” after choosing the Notion workspace and database the form will be based on.
Then rename your new Fillout form before dragging and dropping the Notion properties in the “Create a Form” section.
These Notion property lists are already prepopulated the moment you select the database earlier.
Change the field settings by clicking “Get started” if it’s your first time creating a Fillout form.
Adding other blocks to the Fillout form is also possible from the “Other” tab.
6. Check the preview of the Fillout form you created.
Once done editing the Fillout form, click the “Preview” button. This is found in the page’s top right corner before the “Publish” button.
You can then switch between the “Mobile” and “Desktop” views of the form to see if each field in the form is displayed properly.
Click “Exit Preview” after.
7. Publish the newly created Fillout form.
Select “Publish” and click “Copy” to get the form’s link.
A “Your form was published” notification then appears, indicating you have copied the form link.
8. Embed the Fillout form link in Notion.
Go back to the Notion page where you’ll embed the Fillout form. You can add an embed block by selecting the “+” button and choosing “Embed” on the dropdown menu.
Or, you can paste the Fillout form link you copied and select “Create embed” on the dropdown menu that opens.
The Fillout form should now appear on the Notion page, where you or anyone who has access to the workspace can fill it out.
Method 3: Use of an Official Notion Integration
If you don’t want to stray away from Notion’s supported tools, use Noteforms (previously known as Notion Forms).
Though it works the same way as Fillout, the process of using Noteforms entails fewer steps.
But you still need to connect Noteforms with Notion. Plus, you must have a database already made for easier integration.
So after you click the “Login with Notion” button (after making an account), do the following.
1. Click “Select Pages.”
This appears in the window where NoteForms is asking you if you’re giving them access to any pages you select.
2. Tick the boxes for the pages NoteForms can access.
If you want NoteForms to access all your Notion workspace’s pages, tick all of the boxes. Then click “Allow access.”
You’ll then be redirected to your NoteForms account.
3. Select “I already have a Notion database.”
Though you can choose “I don’t have a Notion database yet” and allow NoteForms to make the database for you, the process is simpler if it’s ready.
4. Select the Notion database from which NoteForms will create the form.
You can type the database’s name in the “My Database Name” field. Once done, NoteForms will create the form using the database you indicated.
5. Edit the form created by NoteForms.
Go to the left side panel and edit the form’s
- Structure
- Customization features (having a transparent background and confetti after successful submission)
- Notifications and integrations.
You can even make the progress bars you made in Notion appear in the NoteForms form you’re creating.
Once done, click the “Save changes” button.
6. Click “Submit.”
You’re then redirected to the “Share” page.
7. Copy the form’s link and paste it into a Notion embed block.
A “Success – Copied!” notification pops up on the “Share” page’s upper right corner.
Then go back to your Notion workspace and paste the NoteForms link in an empty block. Click “Create embed” for the form to appear on the Notion page.
You can then enter the details in the form and select “Submit.” Once the answers are saved, go to the original database and see if the answers entered are added to it.
Conclusion
Though Notion doesn’t have a built-in form creation tool, you can easily integrate third-party apps to do the deed. If you know the basic functions like adding an embed block or linking to databases, you’re good to go.
Use this feature to your advantage and collect valuable data to elevate your productivity within Notion.