Attach a form to a product order

Use forms for product questions

Use an ordering form for details such as a cake inscription, gift message, allergy note, or inspiration photo. Set up flavors, priced extras, box selections, and quantity menus in the product's customer choices.

Create and attach the form

1. Open Forms and create a form from a relevant template or start blank.
2. Choose Extra product details, name the form, and add only the answers needed for that item. Mark questions required when the answer is necessary to fulfill the order.
3. Save the form as active. Open the product from Products and select the form in its ordering-form settings. You can also attach forms while creating a product.
4. Save the product and open its storefront page. Check the questions for each size and complete a sample selection without placing an order.

What customers see

Product questions belong to the selected item. Customers answer them while configuring the item, and the order retains those answers. Use a checkout form when the question should be asked once for the whole order.

Existing forms with priced choices

Existing forms are retained. If a product still uses a form for flavors or priced extras, review the product-options conversion assistant before changing it. Confirm choice pricing, retained questions, and recipe mappings before publishing the converted choices. Do not remove the old form until the review is complete.

Common problems

• The form is missing: check that it is active and attached to the intended product.
• The same question appears twice: check the product attachments and the separate checkout form.
• A choice needs its own price or stock: configure a product option; an ordering question should capture information.

Next steps

Review sizes and inventory or create a product.

Plan availability

Product forms and physical product choices are available on Free.