> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/sami-b2b-onboarding/application-forms/application-forms.md).

# Application forms overview

Collect wholesale applications from buyers who don't have a business account yet.

An application form is what a buyer fills in to ask for a business account. Buyers use it before they have an account: they open the form on your store, answer your questions and submit. Each submission becomes an application that you review in **Companies › Applications**.

Sami B2B Onboarding creates a ready-to-use form, **Wholesale application**, when you install the app. It asks for the company, the contact person, a shipping address and a billing address, and it is published from the start. You can edit it, or build more forms beside it.

<figure><img src="https://3844812229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRrf4pQPgjvb3GW7IN3Ci%2Fuploads%2Fgit-blob-4ba3ffad3db6ca9675c58fd03cb98b03dc998333%2Fscreenshot-forms-application-forms-list.png?alt=media" alt="The Application forms card listing Café wholesale application marked Draft, and Wholesale application marked Active and Default with 12 submissions."><figcaption><p>Each row shows the form's status, its page address with a Copy link button, and its submission count, or when it was last updated if it has no submissions.</p></figcaption></figure>

## How it fits together

* **Several forms, one default.** You can have as many application forms as you need, for example one per region or per type of buyer. One of them is the **Default** form. The app uses the default wherever you haven't picked a specific form: the form block in the theme editor when its **Form** setting is left empty, the **Apply for an account** button on a locked store, and the customer account pages. To change it, open **…** (More actions) on a published form and choose **Set as default**.
* **Two statuses.** **Active** means the form is published and buyers can open it. **Draft** means it is unpublished: its page is taken off your store and buyers can't apply through it. Use **Publish** and **Unpublish** to switch.
* **A page for every form.** The app creates a page on your Online Store for each application form. Its address is shown under the form's name on the **Forms** page. The form shows on that page once the app embed is on.
* **Account forms live here too.** The **Forms** page also lists four **Account forms**. Approved buyers use those in their customer account to edit their company details. See [Account forms](/sami-b2b-onboarding/customer-accounts/account-forms.md).

Only staff with the admin role can create or change forms. Reviewers can see the list and copy links. See [Team and roles](/sami-b2b-onboarding/settings/team-and-roles.md).

## What you can do from the Forms page

Each form row has these actions.

| Action                                           | Where                                       | What it does                                                                                                                                  |
| ------------------------------------------------ | ------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- |
| **Edit**                                         | Button on the row, or click the form's name | Opens the form in the builder.                                                                                                                |
| **Copy link**                                    | Under the form's name                       | Copies the full address of the form's page on your store.                                                                                     |
| Submissions count, for example **3 submissions** | Right side of the row                       | Opens **Companies › Applications**, showing only this form's applications. A form with no submissions shows when it was last updated instead. |
| **View applications**                            | **…** (More actions)                        | Same as the submissions link.                                                                                                                 |
| **Copy embed code**                              | **…** (More actions)                        | Copies a snippet you can paste into a page of your theme.                                                                                     |
| **Add block in theme editor**                    | **…** (More actions)                        | Opens the theme editor, ready to add the form block to a page.                                                                                |
| **Duplicate form**                               | **…** (More actions)                        | Makes a Draft copy of the form and opens it in the builder.                                                                                   |
| **Set as default**                               | **…** (More actions)                        | Makes this form the default. Shown only on Active forms that aren't already the default.                                                      |
| **Publish** / **Unpublish**                      | **…** (More actions)                        | Switches the form between Active and Draft. Takes effect at once.                                                                             |
| **Delete form**                                  | **…** (More actions)                        | Deletes the form. Applications you already received are kept. Not available when it's your only application form.                             |

## In this section

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Create and publish a form</strong></td><td>Make a new form, publish it and check it on your store.</td><td><a href="/sami-b2b-onboarding/application-forms/create-and-publish-a-form.md">Create and publish a form</a></td></tr><tr><td><strong>Build your form</strong></td><td>Add fields, rows and pages, and set up each field.</td><td><a href="/sami-b2b-onboarding/application-forms/build-your-form.md">Build your form</a></td></tr><tr><td><strong>Show, require or disable fields with rules</strong></td><td>Change the form based on what the buyer answers.</td><td><a href="/sami-b2b-onboarding/application-forms/field-rules.md">Show, require or disable fields with rules</a></td></tr><tr><td><strong>Map answers to Shopify</strong></td><td>Choose where each answer goes when you approve an application.</td><td><a href="/sami-b2b-onboarding/application-forms/map-answers-to-shopify.md">Map answers to Shopify</a></td></tr><tr><td><strong>Design the form</strong></td><td>Set the layout, fonts and colors of the form.</td><td><a href="/sami-b2b-onboarding/application-forms/design-the-form.md">Design the form</a></td></tr><tr><td><strong>After the buyer submits</strong></td><td>Show a thank-you message or send buyers to another page.</td><td><a href="/sami-b2b-onboarding/application-forms/after-the-buyer-submits.md">After the buyer submits</a></td></tr></tbody></table>

## Next steps

* [Create and publish a form](/sami-b2b-onboarding/application-forms/create-and-publish-a-form.md) — make your first form of your own, or check the default one.
* [Build your form](/sami-b2b-onboarding/application-forms/build-your-form.md) — change the questions on the Wholesale application.
* [Add a form to your store](/sami-b2b-onboarding/add-a-form-to-your-store/add-a-form-to-your-store.md) — choose where buyers find the form.
* [Applications](/sami-b2b-onboarding/reviewing-applications/applications.md) — review what buyers send.


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