Public forms
Public forms let anyone send information into your app (for example contact, quote-request, or application forms). People filling them in don’t need an ERP•AI account.
There are two ways to set one up:
- No code: ask Proto to build the form for you, for example “Build a public form where customers can request a quote; save entries to Quotes.”
- On your own website: use Command Centre → Forms and connect your website’s server with the form’s private key (steps below).
How website forms work
- You create a public form and choose which tables and fields it is allowed to write to.
- Your website’s backend submits entries using the form’s private form key. Keep the key on your server, never in browser code.
Before you start
Anyone can fill in a public form; they don’t need an ERP•AI account. You can build a form for any audience: ask Proto to build one for you, or connect a form on your own website (its server sends each submission using the form’s private key). For a full self-service area with sign-in, use an External App or Proto’s /portal.
Create a form
- Click the app name (top left) → Command Centre → Forms.
- Click Create form.
- Choose the allowed table(s) and fields.
- Connect your website backend with the form’s private key.