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# Create actions that modify forms

> Create Sigma actions that set or reset form fields to prepopulate values or clear forms after submission.

Workbooks support actions that set or clear form fields. Using these actions, you can control the state of a form based on other interactions in an app. For example, you can prepopulate form fields with values from a control element, or reset the form to clear all field values after submission.

This document explains how to configure the **Set form values** and **Reset form** actions. For more information about actions in Sigma, see [Intro to actions](/docs/intro-to-actions).

## User requirements

The following requirements apply to users who configure actions. Users who access and interact with a workbook can typically trigger all existing actions within it. Any restrictions are noted in this document.

The ability to configure actions requires the following:

* You must be assigned an [account type](/docs/account-type-and-license-overview) with the **Full explore** or **Create, edit, and publish workbooks** permission enabled.

* You must be the workbook owner or be granted **Can explore**<sup>1</sup> or **Can edit** [access to the workbook](/docs/folder-and-document-permissions).

<p class="footnote">
  1

  If you’re granted <strong>Can explore</strong> access to the workbook, you can configure actions in custom, saved, and shared views. Actions saved to views do not apply to the workbook’s published version.
</p>

## Set form values

Create an action that sets the form value. Setting form values allows you to populate a form field with a value in response to other interaction in the workbook. For example, you can configure an action on a button to set a form field value based on the value of a control element.

The **Set form values** action does not submit form data to a data source.

For more information about creating and configuring forms, see [Use forms to streamline user data entry](/docs/use-forms-to-streamline-user-data-entry).

1. Open the draft, a custom view, or a saved view of a workbook. If you open a saved view, go to the workbook header and click <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/custom-view.svg" alt="" /> **Customize this view** to enable changes.

2. Select the trigger element (the element users must interact with to initiate the action).

   If the trigger element is a plugin, select the name of the plugin configuration object under **Custom plugin**. In your code editor, refresh your plugin, then test the action in the workbook. For more information, see [Configure plugins to use as trigger elements](/docs/configure-plugins-to-work-with-actions#configure-plugins-to-use-as-trigger-elements).

3. In the editor panel, open the **Actions** tab.

4. [Create a new sequence](/docs/create-and-manage-action-sequences), or locate an existing sequence that you want to modify.

5. Select the default action (if creating a new sequence), or click <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/button-add.svg" alt="" /> **Add action** to add a new action to the sequence.

6. In the modal, configure the required fields to define the response:

<ul>
  <li>
    |                       |                                                                                                                                                                                                                                                      |
    | :-------------------- | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
    | **Action**            | Select **Set form values**.                                                                                                                                                                                                                          |
    | **Set form**          | Select a form from your workbook.                                                                                                                                                                                                                    |
    | **Set form value as** | <p>Add form fields, and determine the type of value used to set them. Choose from **Static value**, **Control**, **Column**, **Form field**, or **Formula** depending on the context.</p><p>Based on your selection, configure the value to set.</p> |
  </li>
</ul>

You can add individual form fields to a **Set form values** action by selecting **+ Add field**, or add all form fields for the selected form to the action by selecting **+ Add all fields**.

## Reset form

Create an action that resets the form, clearing all values from all form fields.

1. Open the draft, a custom view, or a saved view of a workbook. If you open a saved view, go to the workbook header and click <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/custom-view.svg" alt="" /> **Customize this view** to enable changes.

2. Select the trigger element (the element users must interact with to initiate the action).

   If the trigger element is a plugin, select the name of the plugin configuration object under **Custom plugin**. In your code editor, refresh your plugin, then test the action in the workbook. For more information, see [Configure plugins to use as trigger elements](/docs/configure-plugins-to-work-with-actions#configure-plugins-to-use-as-trigger-elements).

3. In the editor panel, open the **Actions** tab.

4. [Create a new sequence](/docs/create-and-manage-action-sequences), or locate an existing sequence that you want to modify.

5. Select the default action (if creating a new sequence), or click <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/button-add.svg" alt="" /> **Add action** to add a new action to the sequence.

6. In the modal, configure the required fields to define the response:

<ul>
  <li>
    |            |                         |
    | :--------- | :---------------------- |
    | **Action** | Select **Reset form**.  |
    | **Form**   | Select a form to reset. |
  </li>
</ul>