Web forms are either hosted on a publicly accessible link, like
example-team.pushbot.com/form/submit-a-new-claim-trigger, or can be embedded straight into a web page.
To get started sharing a web form, select at the top of the Workflow Settings page for the Workflow whose web form trigger you’d like to share. You can only share web forms after adding a web form trigger.
From the share web form screen, select the Link or Embed tab to choose how you’d like to share the form.
From the embed tab, you can generate a piece of code and embed a Catalytic web form directly within your own website. Just add the copied code to your website’s HTML to embed the web form into the content of your website, where it will be available directly from the page.
For security purposes, you can only embed forms on allowed domains. Team admins can set these allowed domains from the admin team center, or from the web form settings menu. Everyone can view a list of allowed domains using the link at the bottom of the embed page.
On this page, you can see a sample form and set the embedded form dimensions. Adjust the width and height to customize how your embedded form will appear on your website—the preview on the right hand side updates dynamically to show how the form will look. After setting up the form, copy the code into the HTML of your web page where you want the form to appear.
💡 Tip: If you make edits to the height, width, or logo after the code is copied or embedded, copy the code again as changes do not apply to previously embedded forms.
For security purposes, you can only embed forms on allowed domains. Admins can add allowed domains from the Admin Team Center. From the web form settings screen, enter the trusted domains where web forms are allowed—web forms will only appear if hosted on an included domain.
- Enter the domains allowed to host embedded web forms. The domain is the part of the URL between the
.com. Such as
- The results save automatically.
To remove a domain, select the on an added domain.
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