Create and Manage Environments

  • Updated on Dec 22, 2025
  • 4 minute(s) read
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By default, your account has one environment, this is your Production environment. This article will show you how to create a new environment as well as clone, edit, or delete existing environments.

Create an Environment

  1. Sign in to your site

  2. Navigate to Advanced Tools and select Environments

  3. Click the + (plus sign) icon in the bottom-right corner of the screen Button to create a new environment in the bottom right corner.

  4. Fill in the New Environment information fields Form fields for creating a new environment, including name, description, and URL suffix.

    • Name (required): Enter a name for the new environment

    • Description: Enter a description for the new environment

    • App's URL Suffix (required): This field will automatically populate based on the name of the environment (this can be edited after the environment is saved)

    • Notification Email Addresses (required): Enter any email addresses that you wish to be notified of events such as user access requests and failed workflow events

  5. Click Save Form for creating a new environment with the Save button in the bottom right corner.

  6. You can now edit the settings and appearance of the environment

Edit an Environment

  1. Sign in to your site

  2. Navigate to Advanced Tools and select Environments

  3. Click the name of the environment you wish to edit Select an environment from the list.

  4. Navigate to the Settings tab to customize the name, standard settings, and email addresses for the environment, if desired The Settings tab on an environment.

    • Environment Name: Click the name of the environment to edit the name

    • Standard Settings

      • Description: Add or edit a short description of the environment

      • App's URL Suffix (required): Edit the environment's URL suffix as desired

        Notes:

        • This field will automatically populate based on the name of the environment.

        • We recommend keeping the URL as short as possible; use abbreviations if necessary. Too long of a URL may cause issues with rendering.

      • Custom Domain: Select the globe icon to set a custom domain for your environment. The Set Custom Domain icon next to the environment URL.

    • Email Sending: Customize the sending email address and name for any out-of-the-box emails that are sent using your app in the environment. When configuring an email address, a verification email with a link will be sent to the listed email address. These links last 24 hours. If the link has expired, you can resend the verification email. Once the link has been clicked, thereby verifying the email address, any new emails sent from the app will be sent using your new sending email address.

      Note:

      The email sending address is used for all apps in the environment. This email can be overwritten by configuring a different email sending address in your app.

      Email Address and Name fields on the Change Sending Address pop-up.

    • Notifications (required): Add or remove email addresses that you wish to be notified of events, such as user access requests and failed workflow events. The email address is prepopulated with the Team Member who created the environment, but any email address can be added.

  5. Click Save to save your changes The Save button in the top right corner of the environments page.

  6. Navigate to the Appearance tab to modify the default appearance of apps and forms within this environment, if desired The Appearance tab fields for an environment.

    Note:

    The Appearance tab allows you to customize the appearance of the apps and forms within the environment. These options are automatically inherited by all forms and apps. If you would like your app to have different appearance configurations, you can overwrite all of these configurations by updating the configurations on the Builder screen of an App.

    • App Banner Image: Add or update the default custom banner image used by the apps in this environment

    • Color Theme: Customize the default colors displayed in the apps and emails in this environment.

    • Favicon: Customise the favicon displayed in apps and appless forms in this environment.

    • Validation Error Icon: Customize the icon displayed alongside validation errors in forms in this environment.

    • App Style: Customize styles for apps and forms in this environment.

    • Buttons: Customize the default label and icon displayed for buttons in your apps in this environment.

  7. Click Save to save your changes The Save button in the top right corner of the environments page.

  8. Navigate to the Developer Tools tab to apply advanced styling and settings to the environment, if desired The Developer Tools tab at the top of the environments screen.

    • Advanced Styling: Customize the CSS for the apps in this environment

      Note:

      You can also set advanced styling at the app level.

    • ReCAPTCHA: Select your own ReCAPTCHA key to use when embedding forms in your own website, or when using a custom domain.

    • Google Maps Key: Select your own Google Maps key to use when embedding forms in your own website.

  9. Click Save to save your changes The Save button in the top right corner of the environments page.

  10. The environment has been updated

Clone an Environment

  1. Sign in to your site

  2. Navigate to Advanced Tools and select Environments The Advanced Tools left-hand navigation menu with Environments selected.

  3. Click the Clone Environment button next to the environment you wish to copy The icon to clone an environment.

  4. Fill in the New Environment information fields Form fields for creating a new environment with cloning options and email notifications.

    • Name (required): Enter a name for the new environment

    • Description: Enter a description for the new environment

    • App's URL Suffix (required): This field will automatically populate based on the name of the environment (this can be edited after the environment is saved)

    • Notification Email Addresses (required): Enter any email addresses that you wish to be notified of events such as user access requests and failed workflow events

  5. Check the checkboxes for the features you would like to be cloned into your new environment Options for cloning features from the Production environment.

  6. Click Save to save your changes The green, rectangular Save Change button in the lower-right corner of the New Environment modal.

  7. The environment has been cloned

Delete an Environment

Important Notes

  • Deleting an environment will delete all of its forms, info pages, and apps.

  • You cannot delete the Default (Production) Environment.

  • This is a permanent action and cannot be undone.

  1. Sign in to your site

  2. Navigate to Advanced Tools and select Environments The Advanced Tools left-hand navigation menu with Environments selected.

  3. Click Delete Environment (trash can icon) to the right of the environment you wish to remove List of environments with a highlighted delete option for the Sandbox environment.

  4. Click Delete on the pop-up that appears to confirm the deletion Confirmation dialog for deleting the environment with options to cancel or delete.

  5. The environment has been deleted

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