How to create forms

You can use Atlan's form builder to create reusable forms for managing user requests. The form builder allows you to create and customize forms from one central location. Forms can support multiple input types, including text, dropdown, date, and more.

You can use forms to:

• Standardize request details, improving governance and automation.
• Track responses and enable structured data collection from user requests.

Forms can currently be embedded within the following governance workflow templates only:

• Access management
• New entity creation

Create a form

To create a new form:

1. From the left menu of any screen in Atlan, click Governance.
2. Under the Governance heading of the Governance center, click Forms.
3. Click the + New form button to create a new form.
4. For Heading, configure the following:
   1. For Heading text, enter a name indicative of the form's purpose — for example, Data Access Request.
   2. (Optional) For Subheading text, enter a brief description.
   3. Click anywhere on the screen to save the name and description.
5. To add a field to your form, in the Configure form, enter the following details:
   1. For Type, select the type of value you expect users to use for this field:
      • Text type allows free-form text values.
      • Dropdown type allows creating a list of predefined set of values. For Options, click Add option to set as many values as you want for your dropdown list.
      • Email type allows creating a text field for email addresses.
      • Number type allows numeric values.
      • Date type allows date values in the UTC date format — year, month, day.
      • Custom metadata property type allows defining existing custom metadata properties. For Property and Options, select the associated property and options for your custom metadata structure.
   2. For Name, enter a name that describes the purpose of the input field.
   3. For Description, enter a description for your input field.
   4. For Placeholder text, add instructions to help users complete the field.
   5. (Optional) Toggle on Required to prevent form submission if the field is empty.
6. (Optional) Click the + Add another field button to add more fields to your form.
7. (Optional) Click an existing field to perform additional operations:
   • Click the reorder icon to drag and drop the selected field to reorder your form.
   • Click the trash icon to delete the selected field.
   • Click the copy icon to create a duplicate copy of the selected field.
8. (Optional) Once you have completed your form, in the top right of the screen, you can:
   • Click Preview to view a draft of the form before publishing it.
   • Click Save as draft to save your changes in a draft version and publish when ready.
9.  Click Publish to publish your completed form immediately.

Your form is now live! 🎉

Once published, you will be able to embed forms in governance workflows to collect more information from requesters.

Manage forms

Once you have created forms, you can manage and modify your forms and monitor responses from the Forms dashboard. Form deletion is currently not supported.

To manage forms:

1. From the left menu of any screen in Atlan, click Governance.
2. Under the Governance heading of the Governance center, click Forms.
3. From the Overview tab, you can view the following:
   
   • Filter your existing forms by Published, Draft, or Disabled status.
   • To edit a form, click the name of your form and edit it.
   • To disable a form, select a form and then change the status from Draft or Published to Disabled.
4. Change to the Monitor responses tab to view all form responses:
   
   • Click the Submitted by filter to filter responses from specific users.
   • Click any response to view more details. You can also view all other responses to a specific form.

Frequently asked questions

Can Markdown syntax be used in the form description?

Atlan currently does not support Markdown syntax in the form description or any other fields.