{"id":7069,"date":"2024-01-08T17:49:33","date_gmt":"2024-01-08T17:49:33","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/embedding-your-forms\/"},"modified":"2025-07-28T13:53:15","modified_gmt":"2025-07-28T13:53:15","slug":"embedding-your-forms","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/embedding-your-forms\/","title":{"rendered":"How to Embed your Forms"},"content":{"rendered":"

By embedding your forms in pages, workflows, or your websites, you can allow your team and your clients to respond to a form without navigating away from that page.<\/p>\n

Users: To embed Forms, you must be an Administrator or a Builder<\/a> with “edit” permissions.<\/i><\/strong><\/em><\/p>\n

Embedding your form in a workflow<\/h2>\n

When you embed a form in a workflow, it can be filled out in an active workflow run.<\/p>\n

To do this, go to your form, click the Share<\/strong> icon in the top right corner, and copy the embed code.<\/p>\n

Navigate to your workflow and edit it. Go to the task where you want to embed your form. Place the embed widget<\/strong> in your task and paste the code you copied, then publish and run<\/strong><\/a> your workflow.<\/p>\n

Once you’ve embedded a form in a workflow, you can fill it out when you’re working on a task in an active workflow run. You can also click on the link at the bottom of the embedded form to open it in a new tab, as shown below.<\/p>\n

\"\"<\/p>\n

Note:<\/strong> Filling out a form via a workflow run creates a new form response. However, if you navigate away from that task and come back to it, the form will restart.<\/em><\/p>\n

Embedding your form on a page<\/h2>\n

You can embed forms in your internal knowledge base or your customer-facing pages.<\/p>\n

To do this, go to your form, click the Share<\/strong> icon in the top right corner, and copy the embed code.<\/p>\n

Navigate to your page and edit it. Scroll to where you want to embed your form. Add an embed widget<\/strong> to your page and paste the code you copied, then publish<\/strong> your page.<\/p>\n

Once you’ve embedded a form on a page, you can fill it out whenever you’re reading a page. You can also click on the link at the bottom of the embedded form to open it in a new tab, as shown below.<\/p>\n

\"\"<\/h2>\n

Note:<\/strong> Filling out a form via a page creates a new form response. However, if you navigate away from that page and come back to it, the form will restart.<\/em><\/p>\n

If you want to embed your form in a website, copy the embed code and use it as an HTML code.<\/p>\n

Form Description<\/h2>\n

For more context, you can provide a brief description of your form that displays on the Start<\/strong> page of an embedded form.<\/p>\n

To do this, go to your form and click\u00a0the Settings Cog<\/strong> in the top right corner. Navigate to the Description field<\/strong>, type your text, and click outside the field to update it.<\/p>\n

\"\"<\/p>\n

The form description updates in real time as you edit it in the form.<\/p>\n

Form Access<\/h2>\n

When you embed your forms,\u00a0you can choose if they can be filled out anonymously or require the user to log in to their Process Street account.<\/p>\n

To do this, go to your form, click the Settings Cog<\/strong> in the top right corner, and select who can access your form, as shown below.<\/p>\n

\"\"<\/p>\n

Learn more about Forms<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

By embedding your forms in pages, workflows, or your websites, you can allow your team and your clients to respond to a form without navigating away from that page. Users: To embed Forms, you must be an Administrator or a Builder with “edit” permissions. Embedding your form in a workflow When you embed a form […]<\/p>\n","protected":false},"author":14,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Forms","footnotes":""},"ht_kb_category":[483],"ht_kb_tag":[514,477],"class_list":["post-7069","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-forms","ht_kb_tag-embed-forms","ht_kb_tag-forms"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7069","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/14"}],"version-history":[{"count":3,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7069\/revisions"}],"predecessor-version":[{"id":9251,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7069\/revisions\/9251"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=7069"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=7069"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=7069"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}