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How to Work with LockBoxy Forms

  • Writer: Team Tekvo
    Team Tekvo
  • Feb 26, 2024
  • 2 min read

Updated: Mar 15, 2024

LockBoxy forms offer a seamless way to collect data and streamline your workflow. Follow these simple steps to create and manage forms efficiently:





Step 1: Access the Forms Page

  • Navigate to the forms page within LockBoxy.

  • Here, you'll find all the existing forms listed for your reference.

Step 2: Add a New Form

  • Click on the "Add Form" button to create a new form.

  • Alternatively, use the "Create Theme" button to create your own customized theme.


Step 4: Set Form Details

  • On the left side, you'll find options to set your form details.

  • In the "About" section, provide a title, description, and footer for your form.

  • Select or add the groups you want to associate with your form.


Step 5: Select Table

  • Choose the table from the ones added in LockBoxy where you want to input data through your forms.


Step 6: Configure Fields

  • Customize your form fields by renaming them, showing or hiding fields, and marking them as mandatory if needed.


Step 7: Customize Buttons

  • Name your submit button and optionally add a clear data button.


Step 8: Style Your Form

  • In the styling section, upload a picture for the form or hide it if not needed.

  • Choose from available themes, and decide whether to keep or remove the watermark.

  • Enable or disable social media sharing options.


Step 9: Set Privacy Settings

  • Decide whether to keep the form public (accessible to users outside the LockBoxy account) or private.

  • Choose what to display once the data is successfully submitted.


Step 10: Manage Form Actions

  • Once your form is added, it will appear on the forms page.

  • Similar to tables, you can perform various actions on forms:

    • Delete the form

    • Disable the form

    • Edit the form

    • Preview it

    • Copy form URL for sharing

    • Copy the iframe code for embedding your form

    • Copy form key

    • Share it with other LockBoxy users with specific access and expiry date.


Step 11: Utilize Your Form

  • Your form is now ready to use. Share the form URL to collect data directly into Notion.


Unlock the power of LockBoxy forms to collect data efficiently and streamline your workflow effortlessly!

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