Source: https://docs.amadalis.ai/site/forms-and-replies/

# Forms and replies

Checked against the product’s code on 7 November 2026.

Learn how to add a contact [form](https://docs.amadalis.ai/reference/glossary/#form) and read its replies in **Site** > **Forms**. The workspace has **Forms**, **[Submissions](https://docs.amadalis.ai/reference/glossary/#submission)** and **Settings** tabs for building forms, reading submissions and checking delivery.

![The form builder with field choices, required fields and a live preview.](https://docs.amadalis.ai/images/owners/form-builder.png)

Field choices are on the left and required fields are marked in the form. Use the preview below to check what a visitor will fill in.

Before you start, [open your site’s admin](https://docs.amadalis.ai/get-started/getting-started/#open-your-site). Use Owner or Admin access to complete this guide, including reading replies. Editors can create forms and publish pages, but cannot read replies by default. See [team roles](https://docs.amadalis.ai/account/your-team/).

## Create a form

1.  Choose **New form**.
    
2.  Choose how to start:
    
    -   **Use this template** creates that form at once and opens it in the builder.
    -   **Start blank** opens a new blank form.
    -   For a copilot draft:
        1.  Enter your description.
        2.  Choose **Draft it with the copilot**.
        3.  Send the request in chat.
        4.  Return to the resulting form in the builder.
    
    [![Create a form: Describe it, three templates (Contact, RSVP, Feedback) and Start blank.](https://docs.amadalis.ai/images/steps/S022-forms-blank-or-template-choice.png)](https://docs.amadalis.ai/images/steps/S022-forms-blank-or-template-choice.png "Open full-size image")
    
    Start from a description, a template or a blank form.
    
    [![Form builder for the new form with the receipt Created form Contact with 3 fields, with Undo.](https://docs.amadalis.ai/images/steps/S022-forms-created-from-template.png)](https://docs.amadalis.ai/images/steps/S022-forms-created-from-template.png "Open full-size image")
    
    A template creates the form at once, with Undo.
    
3.  In the builder, edit the form name.
    
4.  Add the fields you need.
    
5.  Select a field.
    
6.  Edit its label.
    
7.  Set whether it is required.
    
8.  Set its [validation](https://docs.amadalis.ai/reference/glossary/#validation) choices. Repeat the field steps for the other fields.
    
9.  Set **Submit button label** in **Form settings**.
    
10.  Set **Success message**.
     
11.  Set **Validation error message**.
     
12.  Review the **Form** preview.
     
13.  Review the **Success** preview.
     
14.  Review the **Error** preview.
     

**To save a new blank form:** choose **Create form**.

**To save changes to an existing form:**

1.  Choose **Save changes**.
    
2.  Read **Update this form?** and its comparison. Read the shared-form warning below before confirming.
    
3.  Choose **Update form** to save, or **Keep current form** to go back.
    
    [![The same form renamed Docs Walk Form, receipt Updated form Docs Walk Form, with Undo.](https://docs.amadalis.ai/images/steps/S022-forms-saved-docs-walk-form.png)](https://docs.amadalis.ai/images/steps/S022-forms-saved-docs-walk-form.png "Open full-size image")
    
    The renamed form is saved, with Undo on its receipt.
    

Starting with the copilot opens your request in chat. Send it there, then review the resulting form in the builder.

A form created in chat does not save any email address you type. To add one, ask the copilot afterwards and read the recipients on its **Update this form?** card before choosing **Update form**. An existing **Site admin** recipient can remain. If chat adds an address you did not write in the conversation, the approval card flags it for you to check. Your own **Create form** click in the builder still saves the recipients you enter.

A saved form is shared by its [placements](https://docs.amadalis.ai/reference/glossary/#placement). Saving an existing form updates it for every placement, including published pages. Visitors see the change within the hour, usually much sooner. While the site’s server is down, visitors may see the previous version of a page for up to a day. It does not wait for a page to be published. The receipt offers **[Undo](https://docs.amadalis.ai/reference/glossary/#undo)** to restore the previous version.

[![Lighthouse application form builder with field types, required field rows and Form, Success and Error preview controls.](https://docs.amadalis.ai/images/owners/platform-site-forms-form-builder.png)](https://docs.amadalis.ai/images/owners/platform-site-forms-form-builder.png)

Editing the company’s Lighthouse application form. The preview shows empty fields, not submitted visitor data. [Open full size](https://docs.amadalis.ai/images/owners/platform-site-forms-form-builder.png).

## Place it on a page

If a page request makes a new form, its receipt names it and its Activity record names it too. Find it under **Forms**. It emails nobody until you choose recipients. A reused form keeps its saved recipients; read the plan and receipt for the form being placed.

1.  Open the page in [the Composer](https://docs.amadalis.ai/composer/composer/).
2.  Follow [Add and arrange content](https://docs.amadalis.ai/composer/composer/#add-and-arrange-content) to add a **Form** section.
3.  In **Settings**, select the saved form by name in its **Form** picker.
4.  Choose **Apply changes**.
5.  Choose **Preview draft** on a published page, or **Open preview** on a draft.
6.  Follow [Review and publish](https://docs.amadalis.ai/composer/composer/#review-and-publish) to publish it through the page’s [approval card](https://docs.amadalis.ai/reference/glossary/#approval-card).

[![Form section settings with the Form picker open, listing contact, Docs Walk Form and shipping-returns-contact.](https://docs.amadalis.ai/images/steps/S023-forms-form-picker-in-composer.png)](https://docs.amadalis.ai/images/steps/S023-forms-form-picker-in-composer.png "Open full-size image")

A Form section picks one of the site's forms.

[![Composer selects Docs Walk Form and displays Your name, Your email and How can we help?; the page has unpublished changes.](https://docs.amadalis.ai/images/steps/S023-forms-section-bound-to-docs-walk-form.png)](https://docs.amadalis.ai/images/steps/S023-forms-section-bound-to-docs-walk-form.png "Open full-size image")

The page draws the chosen form's own fields.

[![The published page showing Docs Walk Form with Your name, Your email, How can we help? and Send.](https://docs.amadalis.ai/images/steps/S023-forms-public-form-1440.png)](https://docs.amadalis.ai/images/steps/S023-forms-public-form-1440.png "Open full-size image")

The form on the live page.

Visitors can enter their name, email and message, then use the Send button.

[![Published Docs Walk Form at phone width with Your name, Your email, How can we help? and Send.](https://docs.amadalis.ai/images/steps/S023-forms-public-form-390.png)](https://docs.amadalis.ai/images/steps/S023-forms-public-form-390.png "Open full-size image")

On a phone.

The same fields and Send button fit in one column at phone width.

The form editor’s **Placements** section helps you find where the form is used.

[![Composer on Docs Walk P4 Form Page B, a draft at /docs-walk-p4-form-page-b, with its Form section selected and the Form picker open: Docs Walk P4 Shared form highlighted, Docs Walk Form marked Archived, contact (the current choice) and shipping-returns-contact.](https://docs.amadalis.ai/images/steps/S023-forms-second-page-form-picker.png)](https://docs.amadalis.ai/images/steps/S023-forms-second-page-form-picker.png "Open full-size image")

On a second page, pick the same saved form.

[![The same draft with its Form section now named Docs Walk P4 Shared form and drawing that form's title, its one field Docs walk question, and Send.](https://docs.amadalis.ai/images/steps/S023-forms-second-page-shared-form-preview.png)](https://docs.amadalis.ai/images/steps/S023-forms-second-page-shared-form-preview.png "Open full-size image")

The second page draws the same shared form.

[![Docs Walk P4 Shared form in the form builder with its one field, and Placements listing two drafts, Docs Walk P4 Form Page A and Docs Walk P4 Form Page B, with their addresses and Open in editor, and the line Saving applies to these live placements immediately.](https://docs.amadalis.ai/images/steps/S023-forms-shared-form-placements.png)](https://docs.amadalis.ai/images/steps/S023-forms-shared-form-placements.png "Open full-size image")

Placements lists every page that uses the form.

On a site that was not migrated, native forms can adjust field borders and keyboard focus marks for contrast using the theme’s form colours. An author’s painted borders, fills and overlays keep their own styling. Review the real page in each colour mode. The separate help-text and notice adjustments on sites that were not migrated still have their own scope.

## Send your first test reply

Before submitting, review [spam protection](https://docs.amadalis.ai/site/forms-and-replies/#review-spam-protection) and [notification recipients](https://docs.amadalis.ai/site/forms-and-replies/#set-notification-recipients). A received submission can send email to those saved recipients.

On a [site marked as a demo](https://docs.amadalis.ai/content/dashboard/#read-a-demo-site-notice), public test replies are refused. Sign in as a team member of that site to test its form.

1.  Open the published page. In the Composer, choose **View page**.
2.  Fill in the required fields with your own test answers.
3.  Choose the form’s submit button. Its words are the **Submit button label** you saved.
4.  Read the success or error message. Correct any validation error before trying again.

Then return to the admin and [read the reply](https://docs.amadalis.ai/site/forms-and-replies/#read-replies). Check its status in the inbox; a success message alone does not show you whether spam protection marked it as received, spam or unverified.

## Read replies

1.  Return to **Site** > **Forms** in the admin.
2.  Open **Submissions**.
3.  Choose a form.
4.  Use the status filter to inspect **Received**, **Spam** or **Unverified** entries.
5.  Open a row to read its submitted fields.

[![Forms, Submissions: five received replies, form and status filters, and received rows; name hidden.](https://docs.amadalis.ai/images/steps/S024-forms-submissions-inbox-identities-barred.png)](https://docs.amadalis.ai/images/steps/S024-forms-submissions-inbox-identities-barred.png "Open full-size image")

The inbox shows received replies and their status; name hidden.

[![Forms, Submissions: a received reply is expanded with its message, Raw JSON and Delete submission; name hidden.](https://docs.amadalis.ai/images/steps/S024-forms-opened-submission-identities-barred.png)](https://docs.amadalis.ai/images/steps/S024-forms-opened-submission-identities-barred.png "Open full-size image")

Expand a reply to read its message; name hidden.

An entry being stored is separate from an email being sent. Check the inbox when you need to know whether a reply arrived.

Spam entries are deleted automatically after 30 days. **Delete submission** erases an entry permanently once you confirm it, and it cannot be undone.

The inbox also offers export actions for its selected scope. Access to submissions depends on your permissions.

## Export form replies

Use an Admin account with permission to read submissions. The copilot can prepare a CSV download without putting visitors’ submitted answers into the conversation.

1.  Open **Copilot**.
2.  Ask “Prepare a CSV download of replies to \[form name\]”. Name a status if you want only received, spam or unverified entries.
3.  Choose **Send**. The answer gives a download address, the chosen scope and a limit of 1,000 entries.
4.  Open that address while signed in to the same site. The server checks your access again before downloading the file.

The file contains the newest 1,000 matching entries at most. It is not a complete export when more entries match. Preparing or opening this download does not erase replies and has no Undo. Once downloaded, the file is outside the site’s access controls; keep it somewhere appropriate for its contents.

See [Export a form’s submissions](https://docs.amadalis.ai/reference/copilot/forms-and-comments/#forms-and-replies).

## Archive a form without losing replies

Use **Archive** when a saved form should stop accepting replies. Archiving does not erase existing replies. The form keeps its placements, so archiving does not remove its section from a page.

1.  Open **Site** > **Forms**, then the **Forms** tab. The list includes archived forms.
2.  Open the form by its name. Its editor opens.
3.  Choose **Archive**. The card asks **Archive this form?** and names the effect on its placements.
4.  Choose **Archive form** to confirm. The editor marks the form **archived**; new submissions are refused.

Use the receipt’s **Undo** to reverse that archive. To reopen it later, open the archived form and choose **Unarchive**. It can accept submissions at its existing placements again, subject to the site’s usual checks. Unarchive runs without another approval card and has its own receipt Undo.

You can also ask the copilot to “Archive \[form name\]” or “Restore the archived form \[form name\]”. [Forms and replies](https://docs.amadalis.ai/reference/copilot/forms-and-comments/#forms-and-replies) records each request’s approval and Undo.

## Delete a form definition

Editors and Admins can delete a form’s definition. Prefer **Archive** above if you only want to stop replies. Deleting the definition stops submissions from pages that still carry it; stored replies and their notification records remain.

A form that unlocks a PDF must first have that gate removed through a separately approved form update. Deleting the definition does not erase personal data in its replies. For that, use the permanent **Delete submission** action described under [Read replies](https://docs.amadalis.ai/site/forms-and-replies/#read-replies).

### Use the form editor

1.  Open the saved form from the **Forms** tab in **Site** > **Forms**.
2.  Choose **Delete** in the form editor.
3.  Read **Delete this form?**, including its placements.
4.  Choose **Delete form** if those placements should stop accepting replies.
5.  Read the confirmation that the definition was deleted. Its **Undo** button restores the definition.

### Ask the copilot

1.  Ask the copilot: “Delete the definition of \[form name\], keeping its stored replies.”
2.  Read **Delete this form?** and the named placements.
3.  Choose **Delete form** only if those placements should stop accepting replies.
4.  Read the receipt. Its **Undo** restores the full definition.

See [Delete a form definition](https://docs.amadalis.ai/reference/copilot/forms-and-comments/#forms-and-replies).

## Set notification recipients

1.  In the form editor, open **Notifications**.
2.  Choose **Add notification**.
3.  Add recipient email addresses, or select **Site admin**.
4.  If you selected **Site admin**, check the actual recipient address shown beside it.
5.  Edit **Subject template**.
6.  Edit **Body template**. The available field tokens are placeholders that insert the submitted answers. Leaving the body empty uses the submitted fields.
7.  [Save the form](https://docs.amadalis.ai/site/forms-and-replies/#create-a-form).
8.  Choose **Send test**.
9.  Review the saved recipients. The test uses the saved notification and its saved recipients.

The email actions now prepare a recorded confirmation before sending. Read the card’s saved recipients and scope; cancelling leaves the proposed action unapplied.

10.  Choose **Confirm: send test email** only when you want to send that test.

If no notifications are configured, submissions can still appear in the inbox without anyone being emailed.

## Check delivery

Use **Delivery** in the **Submissions** tab to see the current sending state and recent notification records. A hosted site can use its connected sender or the platform’s email delivery service. If no sending path is available, the workspace says so.

1.  Choose **Dispatch queued now**.
2.  Review the confirmation before sending. Confirming sends the site’s queued notifications to their real recipients, and sent email cannot be recalled. The displayed count covers the selected form, but the send covers the site’s queue.
3.  Confirm only if you intend to send the site’s whole queue.

**Limits.** If no sender is available, nothing is sent and the queue stays as it was. If delivery remains unavailable, contact [support](mailto:support@amadalis.ai) and include the visible delivery message.

Only received entries queue notifications. Spam and unverified entries send no email.

## Review spam protection

Use the workspace’s **Settings** tab for **Spam protection**. Review the challenge provider, the service used to check whether a submission comes from a person, and what happens when verification fails. A saved form can also use its own spam protection choice.

[![Spam protection settings: counts at zero, Challenge provider None, When verification fails Accept and flag for review, Honeypot trap on, Minimum fill time 3, Save protection settings.](https://docs.amadalis.ai/images/steps/S027-forms-spam-protection-settings.png)](https://docs.amadalis.ai/images/steps/S027-forms-spam-protection-settings.png "Open full-size image")

The site's spam protection settings.

The pictured settings use no challenge provider and accept failed verification for review, which you should check before using the form.

### Choose protection for one saved form

Save the form before choosing its own screening setting. This choice is available in an existing form’s editor, not while creating it.

1.  Open the saved form from **Site** > **Forms**.
2.  Open **Build**. In **Form settings**, find **Spam protection**.
3.  Choose **Site setting**, **Always protect** or **Off for this form**.
4.  Choose **Save changes**. Read the approval card’s changes.
5.  Confirm **Update form** only if the screening choice is the one you intend. The receipt confirms the saved update.

**Site setting** follows the site’s configured protection. **Always protect** currently uses that same configured protection; it does not add a missing challenge provider. **Off for this form** skips all spam screening for this form. Required fields and the other submission checks still apply.

Use the receipt’s **Undo** to restore the previous form definition. You can also choose the previous setting and save again. The copilot can make the same approved update: “Set spam protection for \[form name\] to \[choice\].” See [Update a form definition](https://docs.amadalis.ai/reference/copilot/forms-and-comments/#forms-and-replies).

Check these settings before relying on the form for real enquiries. After reviewing them, return to [Send your first test reply](https://docs.amadalis.ai/site/forms-and-replies/#send-your-first-test-reply), then check the notification’s delivery result and the receiving inbox.