> ## Documentation Index
> Fetch the complete documentation index at: https://docs.os.default.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Your Forms

> Approve the forms Default finds on your site, map their fields to records, and build new ones.

**Forms** in the sidebar lists every form Default knows about across your connected
domains — the ones you catalog from your site, and any you build in Default. Both behave
the same way: they capture submissions, map to record fields, and trigger workflows
identically.

<Frame>
  <img src="https://mintcdn.com/default-b6d0c477/39YvaBpPGQDPEJa1/images/forms/form-awaiting-approval.png?fit=max&auto=format&n=39YvaBpPGQDPEJa1&q=85&s=72bd45171967d9eb234d176a6a876942" alt="The Forms list with a detected form awaiting approval" width="2880" height="1800" data-path="images/forms/form-awaiting-approval.png" />
</Frame>

Every row carries a status:

| Status                | What it means                                                                                                             |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------- |
| **Active**            | The form is live and capturing submissions.                                                                               |
| **Inactive**          | The form exists but isn't currently capturing submissions.                                                                |
| **Awaiting approval** | A form Default found earlier that you haven't approved yet. Map its fields and approve it to start capturing submissions. |

An approved form can also show a **Fields changed** badge, meaning the Pixel noticed its
fields changed on your site since you approved it. Review it to keep your mappings
accurate.

## Add forms from your site

Default doesn't scan your site on its own. You add a form by opening the page it lives on
with **Catalog forms**, then confirming the form right there on the page. Catalog mode
recognizes plain HTML forms as well as embedded **HubSpot**, **Marketo**, and **Pardot**
forms.

<Note>
  The Pixel must already be installed on the page. If the domain isn't connected yet, start
  with [Set up the Pixel and Forms SDK](/pixel-sdk-setup).
</Note>

<Steps>
  <Step title="Open catalog mode from Signals">
    Go to **Forms** → **Signals**, open the domain's actions menu, and select
    **Catalog forms**.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/default-b6d0c477/images/forms/catalog/signals-catalog-forms-menu.png" alt="A domain's actions menu in Signals with Catalog forms selected" />
    </Frame>
  </Step>

  <Step title="Choose the page">
    Under **Start on**, pick a path Default has already seen on the domain, or type one, then
    select **Open catalog mode**. Your site opens in a new tab with catalog mode running. The
    link is single-use and expires after 10 minutes, so start on the page where the form lives.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/default-b6d0c477/images/forms/catalog/signals-catalog-forms-dialog.png" alt="The Catalog forms dialog with a path chosen" />
    </Frame>
  </Step>

  <Step title="Add the form on the page">
    Every form on the page gets a badge: **Not added**, **Tracked**, or **Changes detected**.
    Select **Add form** on the one you want, give it a name, and confirm. Every field on the
    form is catalogued.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/default-b6d0c477/images/forms/catalog/catalog-overlay-not-added.png" alt="A customer page in catalog mode, with the demo request form outlined and marked Not added next to an Add form button" />
    </Frame>
  </Step>

  <Step title="Map its fields">
    The form is active immediately and appears in **Forms**. Map its fields to Person and
    Company fields so submissions land on the right records — see
    [Map form fields](#map-form-fields).
  </Step>
</Steps>

The whole on-page step, start to finish:

<Frame>
  <video autoPlay muted loop playsInline controls src="https://mintlify.s3.us-west-1.amazonaws.com/default-b6d0c477/images/forms/catalog/catalog-mode-add-form.mp4" />
</Frame>

<Tip>
  Adding `data-default-ignore` to a form, or to any element around it, keeps it out of
  catalog mode and out of submission capture. Use it for search boxes, newsletter signups,
  and other forms you don't want as leads.
</Tip>

### Keep catalogued forms in sync

Once a form is catalogued, the Pixel watches it as visitors load the page. If the fields on
your site change — a renamed or added field — Default flags the form with a **Fields changed**
badge in **Forms**. Review it to keep your mappings accurate; your workflows keep receiving
the shape you approved until you do.

You can also run catalog mode again on that page. A form whose fields drifted shows
**Changes detected**, and **Re-catalog** updates Default's copy to match the page.

<Frame>
  <img src="https://mintcdn.com/default-b6d0c477/39YvaBpPGQDPEJa1/images/forms/review-form-action.png?fit=max&auto=format&n=39YvaBpPGQDPEJa1&q=85&s=ea636e8f57f73990915e1513fc83f5bf" alt="A form's actions menu with Review available" width="2880" height="1800" data-path="images/forms/review-form-action.png" />
</Frame>

## Building a form natively

Instead of cataloguing a form from your site, select **Create Form** to build one directly in Default.
You get a blank form with a single starter field, opened straight into the editor.

The editor has four tabs:

<Steps>
  <Step title="Fields">
    Add, reorder, and configure the fields you want to collect. Each field has a type
    (String, Email, Number, Boolean, Picklist, or Textarea), a name, a label, placeholder
    text, an optional **Required** toggle, and a **Maps to** property — see
    [Map form fields](#map-form-fields).
  </Step>

  <Step title="Settings">
    Name the form and turn **Accept submissions**, **Allow pre-enrichment**, and
    **Require work email for workflows** on or off.
  </Step>

  <Step title="Install">
    Get the code: the Pixel install snippet, a ready-to-paste HTML embed for this specific
    form, or an SDK sample for submitting it yourself. See
    [Set up the Pixel and Forms SDK](/pixel-sdk-setup) for the SDK path.
  </Step>

  <Step title="Test">
    Send a real submission through the form without leaving the editor. Fill in field
    values, optionally set UTM parameters, then **Run pre-enrichment** to preview
    enrichment for an email, or **Send test submission** to submit for real.

    <Warning>
      Test submissions are real, not sandboxed. They appear in **Recent Submissions** and
      run any live workflows attached to the form.
    </Warning>
  </Step>
</Steps>

<Note>
  A form built in Default still needs the Pixel installed on its domain to collect
  submissions and pre-fill known visitors. The **Fields** tab links straight to that
  domain if you haven't set it up yet.
</Note>

<Frame>
  <img src="https://mintcdn.com/default-b6d0c477/39YvaBpPGQDPEJa1/images/forms/form-settings.png?fit=max&auto=format&n=39YvaBpPGQDPEJa1&q=85&s=63eb6c24a557598c477f188697e0c299" alt="The form's Settings tab with submission and enrichment rules" width="2880" height="1800" data-path="images/forms/form-settings.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/default-b6d0c477/39YvaBpPGQDPEJa1/images/forms/form-install-sdk.png?fit=max&auto=format&n=39YvaBpPGQDPEJa1&q=85&s=0ca4b21dc4ca1cbd364f503c6feddbc5" alt="The Install tab showing the Use the SDK sample" width="2880" height="1800" data-path="images/forms/form-install-sdk.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/default-b6d0c477/39YvaBpPGQDPEJa1/images/forms/submission-result.png?fit=max&auto=format&n=39YvaBpPGQDPEJa1&q=85&s=8f6cb02b5521668b34d76010ef52bc35" alt="The Test tab with field values filled in and the submission result" width="744" height="1282" data-path="images/forms/submission-result.png" />
</Frame>

## The form detail page

Select an approved form to see how it's performing — submission volume, how many
submissions came from visitors Default already recognized, conversion rate, and average
time to complete — along with its recent submissions.

<Frame>
  <img src="https://mintcdn.com/default-b6d0c477/39YvaBpPGQDPEJa1/images/forms/active-form-detail.png?fit=max&auto=format&n=39YvaBpPGQDPEJa1&q=85&s=86ca4089e4fd49081a3c133b3782e472" alt="An active form's detail page" width="2880" height="1800" data-path="images/forms/active-form-detail.png" />
</Frame>

### Reviewing detected changes

If the form's fields change on your site, a banner appears with **Review changes**. It
shows what changed and lets you map any new fields. Select **Approve changes** to update
Default's copy, or **Dismiss** to leave it as is. Your live form is untouched either way.

### Managing forms in bulk

From the Forms table, a row's menu sets a form **active** or **inactive**, or deletes it.
Select several rows at once to do the same to all of them.

<Warning>
  Deleting is permanent and stops submission capture for those forms immediately.
</Warning>

## Map form fields

Your form names its fields whatever your site calls them — `email_address`, `cmp_name`.
The Default data layer knows **Person** and **Company** fields by their own names.
Mapping connects the two, so a submission lands on the right record.

Reviewing a form walks you through its fields. To work across every form at once, select
**Map all fields** in the Forms toolbar. For each field, pick the Person or Company field
it belongs to, then select **Save changes**.

Map the fields you want to act on — email, name, company, whatever drives your routing —
and leave the rest. Unmapped fields are still captured and visible on the submission; they
just aren't written to records. You can come back and map more at any time.

<Note>
  Mapping applies to new submissions, not past ones.
</Note>

<Frame>
  <img src="https://mintcdn.com/default-b6d0c477/39YvaBpPGQDPEJa1/images/forms/field-mapping-dialog.png?fit=max&auto=format&n=39YvaBpPGQDPEJa1&q=85&s=f973ff3a801f530cd4d29c22f7eeb04b" alt="Detected fields mapped to Default Person and Company fields" width="2880" height="1800" data-path="images/forms/field-mapping-dialog.png" />
</Frame>

Turn on **Allow Pre-Enrichment** on a form to let Default enrich a submission before it's
processed, so records arrive already filled in with company and contact detail.

## Use a form in a workflow

Once a form is approved and mapped, it's available in **Workflows** as a target for the
**Form Submission** trigger. Create a workflow, add a **Form Submission** trigger, and
choose your form. Everything a visitor submits then runs through that workflow for
routing, enrichment, scoring, and scheduling — see
[Connect a scheduler to your form](/forms/scheduler).

<Frame>
  <img src="https://mintcdn.com/default-b6d0c477/39YvaBpPGQDPEJa1/images/forms/workflow-form-submission-trigger.png?fit=max&auto=format&n=39YvaBpPGQDPEJa1&q=85&s=d10dcb737db0a7bf8a5035cc3f382721" alt="A form selected as a Form Submission trigger in the workflow builder" width="2880" height="1800" data-path="images/forms/workflow-form-submission-trigger.png" />
</Frame>
