Getting Started with Formstack at KAUST

Formstack is a no-code digital forms platform used at KAUST to build forms, collect structured information, automate notifications, and support approval or workflow-based processes.

It is a good option when you need more than a simple survey and want a form that is structured, flexible, and easier to manage over time.

A simple way to think about it:

Microsoft Forms = simple forms and surveys

Formstack = structured forms, workflows, and more advanced data collection

SharePoint / OneDrive = where your documents and files should usually live

When should you use Formstack?

Use Formstack when you need to collect information in a more structured way and the process involves more than a simple one-page form.

Good uses for Formstack

  • Internal service requests
  • Event registrations
  • Approval workflows
  • Onboarding processes
  • Compliance declarations
  • Forms that need conditional logic, notifications, or secure file uploads

Do not use Formstack when

  • A very simple poll or survey is enough
  • The process does not need workflow, logic, or structured routing
  • You only need a quick form for a basic internal audience
  • The main goal is storing documents rather than collecting information

Choosing the right form platform

KAUST provides multiple form tools for different needs. If you are not sure which platform is best for your use case, review the comparison guide before building your form.

Create a form or survey

What is included in Formstack?

Visual form building

Build forms using drag-and-drop tools without writing code.

Conditional logic

Show or hide questions based on how someone answers previous fields.

Notifications and workflows

Send email notifications, confirmation messages, and approval steps automatically.

Submission tracking

Review, search, and export submitted form data from one place.

Access controls

Build forms for public audiences or internal audiences, depending on the business need and configuration.

How to access Formstack

Once you have a Formstack license, sign in using your KAUST account through the Formstack login page.

Formstack Login

Requesting a Formstack license

Before you can start building forms in Formstack, you will need a Formstack license.

Request a Formstack license through the IT Service Desk

What to prepare before building a form

Before you start building, take a few minutes to plan the form. This saves time later and reduces rework.

Plan these items first:

  • What information needs to be collected
  • Who the audience is
  • Whether the form is internal or public
  • Whether approvals are needed
  • Who should receive notifications
  • Where uploaded files should go
  • Who will own and maintain the form after it goes live

Getting started step by step

  1. Request a Formstack license
  2. Sign in to Formstack
  3. Plan the form and define the business need
  4. Build the form using the appropriate fields
  5. Configure notifications, confirmations, and logic
  6. Test the form carefully
  7. Publish the form when ready
  8. Monitor submissions and maintain the form over time
  9. Archive the form when it is no longer needed

Testing your form before publishing

Always test your form before sharing it widely.

Recommended checks:

  • Submit the form yourself
  • Confirm required fields behave correctly
  • Test any conditional logic
  • Check confirmation messages
  • Verify notification emails are sent correctly
  • Test file uploads if the form uses them

Publishing your form

Once the form is complete and tested, you can publish it and begin collecting responses.

  1. Open the form in Formstack
  2. Select Publish
  3. Copy the form link or use the available publishing method
  4. Share the form through the appropriate channel, such as a website, email, or internal portal

Confirmation messages and notifications

People submitting the form should know that their submission was received successfully.

Confirmation messages

Use a confirmation screen or message so people know the form was submitted and what happens next.

Notifications

Configure email notifications so the right people are alerted when a form is submitted, approved, or requires action.

Managing submissions

Once your form is live, most of the ongoing work happens in the submissions area.

  1. Open the form in Formstack
  2. Select Submissions
  3. Review, search, export, or manage the submitted data as needed

This is where you can:

  • Review submitted data
  • Search for a specific submission
  • Export results
  • Manage uploaded files

File uploads and storage

If your form collects uploaded files, plan the storage approach before publishing the form.

Important considerations:

  • Make sure uploaded files are stored securely
  • Use approved storage options where appropriate
  • Confirm the right people can access the files
  • Do not collect sensitive files without planning storage and access carefully

Internal vs public forms

Internal forms

Use internal forms when the audience is limited to the KAUST community. These forms may be better suited for SSO or access restrictions where appropriate.

Public forms

Use public forms when the audience includes external people, such as event participants, external applicants, or community members outside KAUST.

Form lifecycle

A form should be treated as a managed business tool, not something that is built once and forgotten.

  1. Request a license
  2. Design the form
  3. Test it internally
  4. Publish it
  5. Monitor submissions
  6. Export or process data as needed
  7. Archive or retire the form when it is no longer needed

Form ownership

Every form should have a clear owner responsible for keeping it accurate, useful, and maintained over time.

The form owner should be responsible for:

  • Maintaining the form
  • Reviewing submissions
  • Updating the form when the process changes
  • Retiring or archiving the form when it is no longer used

Best practices

Do

  • Keep forms as short as practical
  • Use clear field labels and instructions
  • Test the form before publishing it widely
  • Configure confirmation messages and notifications clearly
  • Review submissions regularly
  • Archive forms that are no longer needed

Avoid

  • Publishing before testing
  • Using unclear or overly technical field labels
  • Collecting more information than is actually needed
  • Forgetting to plan where uploaded files will go
  • Leaving old or inactive forms live without review
  • Building a form without clear ownership

 

 

 

FormStack Training Guides

contact-form

Learn about the different types of fields you can add to your form and how to configure them effectively.


Form Fields
hook

Step-by-step guidance on creating accessible, intuitive forms that meet the needs of your audience.


Building a Form
task-list

Understand how to manage, export, and analyze the data collected through your Formstack forms.


Submissions

 

Quick Help Guides

cloud-server

Connect your Formstack forms to Microsoft OneDrive to store uploaded files securely and stay within storage limits.

Using Cloud Storage with Formstack
cloud

Enable KAUST Single Sign-On to restrict form access and autofill identity fields for a seamless experience.

Using SSO with Formstack
license-plate

Quickly locate the Form ID needed for integrations like Power BI or automated workflows.


Obtaining the Form ID
dashboard

Follow step-by-step instructions to connect Formstack form submissions directly to Power BI for reporting.


Load Data to PowerBI