---
title: "Creating a form"
description: "Section \"Forms\""
url: https://support.hurma.work/en/articles/184-creating-a-form
collection: "Forms"
updated: 2026-05-14
language: en
alternates: [uk]
---

# Creating a form

Section "Forms"

The new “Forms” feature is a powerful tool for collecting information from candidates (questionnaires, surveys, document scans, etc.) and conveniently transferring this data to the employee profile.

> **Info:** The “Forms“ feature is available in the **«ATS PRO» plan.**
>
> To upgrade your plan, you can contact your personal manager or email [support@hurma.work](mailto:support@hurma.work)

Below we’ll take a detailed look at how to set up and create a form.

To create a form, go to the “Automation” - “Forms” section and click the “Create a form” button.

![](https://staticfiles.gleap.io/gattachments/1xdOzM2Gx2gCSx3eIIROmbzOFSDiZmwdHFtxdnYVTfmIrXg7icHPqjUnzFiz5kpuzBOUQIpqtFo.png)

1.  **Step 1 “General settings”** - at this step you configure the basic parameters of the template and the email to the candidate.
    

![](https://staticfiles.gleap.io/gattachments/aI2b29kCQd57732ZaxXQ0RqMsWMUSCDMYHCUkFIN1FgPXivzQXvPZvN1qfdxRKixMlWZp2nk7QJ.png)

![](https://staticfiles.gleap.io/gattachments/RHFSoKo69nm96Ni8kN61EFlw3dWJWNUoEKIR1RtbCisNtekZLtZ9rDGczsr84x9rocvwjRuMdYX.png)

-   **Title:** required field (has a character limit).
    
-   **Description:** optional field for internal use.
    
-   **Category:** you can choose an existing category from the dropdown list or create a new one (by entering a name and pressing Enter).
    
-   **Email template:**
    
    -   **“****Subject of the Email****”** (required) and “**Email body”** (required): in both fields you can use the tags _candidate name, company name, job title_. Text formatting is also available for the email body.
        
    -   **“From”:** make sure you select the sender's email account (personal or system)
        

2.  **Step 2 “Greeting” -** the first page the candidate will see after following the link.
    

![](https://staticfiles.gleap.io/gattachments/tVhceMRV8RrR0yTBFLqDUwiTaK1wnSzsMSppW4mobwKJV02SkBCeOE0iieeQ8QjL9o2P4ufkIky.png)

-   **Cover image:** upload a picture. You can enlarge it, shrink it, or delete it.
    
-   **Title:** required field with a character limit.
    
-   **Message text:** optional field with formatting options.
    

3.  **Step 3 “Sections”:** the main part of the form. The form can contain up to 50 sections that you can rearrange (this will also change their order for the candidate).
    

![](https://staticfiles.gleap.io/gattachments/lymLmBfY6tB5YA7D9dpNt8EiuFQIBhWsTkN6WDtaM3bIEmaoss8Wi7J7RXrjF47B6HdBAvBELOX.png)

> **Warning:** A section can't be empty; it has to contain at least one field.

Types of fields available inside a section:

-   **Sigle-line text** and **multi-line text field:** can be made required, and have character limits.
    
-   **Documents for download:** add files for the candidate (for example, a company description). The candidate will be able to download them all at once.
    
-   **Request for documents:** a field for the candidate to upload files (system limits on file size, format, and number of files apply). This field has an important attribute: **“link to employee files/documents”**, which will allow autosaving to the profile.
    
-   **Employee fields:** these are fields synced with the employee card in the system. Their validation rules (for example, choosing a date or gender) are identical to those used when creating an employee.
    

4.  **Step 4 “Completion”**: the final thank-you page after the candidate submits the form.
    

![](https://staticfiles.gleap.io/gattachments/tFS6EG0PCu8HlF0Tn4dfjaLAEW4X0ooqG0SRajjtuvqpINe9HiwhiI7703gMFzpZ0MGbuFKitjG.png)

-   Includes: “**Cover image”**, required “**Title”** and “**Message text”**.
    
-   **Links:** You can add one or several useful links (the system validates the format of the entered URL).
    
-   After filling it out, click **“Finish”**