Your First Form
42Forms supports three ways to create a project: from scratch, from a CSV/Excel file, or from a Snowflake table. This guide walks through the Snowflake table approach - the most common for existing data.
Create a Project
Section titled “Create a Project”- Click New Project from the home page
- Choose Snowflake Table as the data source
- Select your Snowflake connection, then browse to the target table
- 42Forms uses Cortex AI to analyze the table structure and generate an optimized form layout
- Review the generated form and click Create
Understanding the Generated Form
Section titled “Understanding the Generated Form”42Forms automatically:
- Groups related columns into sections
- Detects field types (Text, Numeric, Date, Select, Checkbox)
- Identifies primary key columns for row identification
- Creates select dropdowns for low-cardinality columns
- Sets up column mappings between form fields and Snowflake columns
Browse Submissions
Section titled “Browse Submissions”Your project now shows a submission table with rows from the Snowflake source table. These are virtual submissions: the data lives in Snowflake and is only materialized locally when you edit a row.
Edit a Submission
Section titled “Edit a Submission”Click any row to open the form view. Edit field values and they auto-save after 2 seconds of inactivity. The first edit on a virtual row materializes it - creating a local copy with full audit trail.
Next Steps
Section titled “Next Steps”- Learn about form building and customization in the User Guide
- Set up user permissions for your team
- Explore workflow approvals for data governance