Creating your first form

After installing and activating Forms RB, you can start creating forms directly from the WordPress admin area. The plugin is designed to follow native WordPress workflows, so everything feels familiar from the first click.

This guide walks you through the full process of creating your first form — from adding it in the admin panel to collecting submissions from your website visitors.

Opening the Forms list

Once the plugin is activated, a new RB Forms menu appears in the WordPress sidebar.

From here you can:

View all existing forms
See how many records (submissions) each form has
Create a new form

If no forms have been created yet, the list will be empty.

Creating a new form

To create your first form:

Go to RB Forms → All Forms
Click Add New RB Form
Enter a title for your form (for example: Contact form)

The form editor opens immediately after creating the form.

Form editor overview

Each form consists of several main sections:

Form title

The title is used internally in the admin panel and helps you identify the form in the list.

Records

This section displays all submissions sent through the form.
Before the first submission, it will show an empty state.

Available actions include:

Refreshing the list
Showing only unread submissions
Deleting selected records or clearing all records

Options panel

This is where the form behavior is configured. The panel is organized into tabs:

Main – general form settings (for example, floating button)
Fields – configure form fields (covered in a separate article)
Dialog – dialog appearance and behavior
Notifications – submission notifications (email and system messages)

Publishing the form

Forms RB allows visitors to access forms using a floating button displayed on the website.

After configuring your form:

Save the form
Enable the floating button option
Publish or update your page or post

Once published, visitors will see a floating action button on the page. Clicking it opens the form in a modal dialog without leaving the page.

Submitting and viewing data

When a visitor submits the form:

The data is stored automatically inside the form
Each submission appears as a record in the Records section
Submissions include:
- Field values (name, email, message, etc.)
- Timestamp
- User IP
- Submission status

Clicking a record opens a detailed view with all submitted data.

Managing submissions

Inside each form, you can:

Review individual submissions
Mark records as read or unread
Delete single records or bulk-delete multiple entries

All submission management is handled directly in the WordPress admin — no external services required.

What’s next

Now that you’ve created your first form, the next steps are:

Adding and configuring form fields
Adjusting dialog and display settings
Managing and processing submissions

Continue with:

Documentation