Form Builder Overview

The form builder lets you create forms for collecting data from users. Forms integrate seamlessly with workflows for automated processing.

Form Builder Interface

Left Panel - Field Palette

Browse and add fields:

• Basic - Text, email, number, textarea
• Selection - Dropdown, radio, checkbox
• Advanced - File upload, date, rating
• Layout - Heading, paragraph, divider

Center - Form Canvas

Your form preview:

• Drag to reorder fields
• Click to select and edit
• See real-time preview

Right Panel - Field Settings

Configure selected field:

• Label and placeholder
• Required/optional
• Validation rules
• Conditional logic

Creating a Form

1. Start New Form

1. Go to Forms in the sidebar
2. Click New Form
3. Enter a name
4. Click Create

2. Add Fields

Drag fields from the palette or click to add:

1. Select a field type
2. Configure in the right panel
3. Repeat for all needed fields

3. Configure Settings

Click Settings to configure:

• Submissions - What happens after submit
• Appearance - Colors and styling
• Access - Who can submit

4. Publish

1. Click Preview to test
2. Click Publish when ready
3. Copy the form URL or embed code

Form Features

Field Types

| Type | Description | |------|-------------| | Text | Single line text input | | Email | Email with validation | | Number | Numeric input | | Textarea | Multi-line text | | Select | Dropdown selection | | Radio | Single choice from options | | Checkbox | Multiple selections | | Date | Date picker | | File | File upload | | Rating | Star rating |

Validation

Built-in validation for:

• Required fields
• Email format
• Number ranges
• Character limits
• Custom patterns (regex)

Conditional Logic

Show or hide fields based on answers:

• "If [field] equals [value], show [other field]"
• Supports multiple conditions
• Chain complex logic

Styling

Customize appearance:

• Theme presets (light, dark, brand)
• Custom colors
• Font selection
• Button styling

Form Lifecycle

Create → Build → Preview → Publish → Collect → Analyze

Draft

• Work in progress
• Not publicly accessible
• Test freely

Published

• Live and accepting submissions
• Changes require republishing
• Link remains stable

Archived

• No longer accepting submissions
• Data preserved
• Can be unarchived

Integration with Workflows

Forms trigger workflows automatically:

1. Create a workflow
2. Add Form Submission trigger
3. Select your form
4. Add actions to process submissions

Common patterns:

• Send confirmation emails
• Save to database
• Notify team via Slack
• Create tasks in project tools

Next Steps

• Field Types Reference - All field options
• Linking to Workflows - Automate responses
• Form Styling - Customize appearance

Form Builder Overview

The form builder lets you create forms for collecting data from users. Forms integrate seamlessly with workflows for automated processing.

Form Builder Interface

Left Panel - Field Palette

Browse and add fields:

• Basic - Text, email, number, textarea
• Selection - Dropdown, radio, checkbox
• Advanced - File upload, date, rating
• Layout - Heading, paragraph, divider

Center - Form Canvas

Your form preview:

• Drag to reorder fields
• Click to select and edit
• See real-time preview

Right Panel - Field Settings

Configure selected field:

• Label and placeholder
• Required/optional
• Validation rules
• Conditional logic

Creating a Form

1. Start New Form

1. Go to Forms in the sidebar
2. Click New Form
3. Enter a name
4. Click Create

2. Add Fields

Drag fields from the palette or click to add:

1. Select a field type
2. Configure in the right panel
3. Repeat for all needed fields

3. Configure Settings

Click Settings to configure:

• Submissions - What happens after submit
• Appearance - Colors and styling
• Access - Who can submit

4. Publish

1. Click Preview to test
2. Click Publish when ready
3. Copy the form URL or embed code

Form Features

Field Types

| Type | Description | |------|-------------| | Text | Single line text input | | Email | Email with validation | | Number | Numeric input | | Textarea | Multi-line text | | Select | Dropdown selection | | Radio | Single choice from options | | Checkbox | Multiple selections | | Date | Date picker | | File | File upload | | Rating | Star rating |

Validation

Built-in validation for:

• Required fields
• Email format
• Number ranges
• Character limits
• Custom patterns (regex)

Conditional Logic

Show or hide fields based on answers:

• "If [field] equals [value], show [other field]"
• Supports multiple conditions
• Chain complex logic

Styling

Customize appearance:

• Theme presets (light, dark, brand)
• Custom colors
• Font selection
• Button styling

Form Lifecycle

Create → Build → Preview → Publish → Collect → Analyze

Draft

• Work in progress
• Not publicly accessible
• Test freely

Published

• Live and accepting submissions
• Changes require republishing
• Link remains stable

Archived

• No longer accepting submissions
• Data preserved
• Can be unarchived

Integration with Workflows

Forms trigger workflows automatically:

1. Create a workflow
2. Add Form Submission trigger
3. Select your form
4. Add actions to process submissions

Common patterns:

• Send confirmation emails
• Save to database
• Notify team via Slack
• Create tasks in project tools

Next Steps

• Field Types Reference - All field options
• Linking to Workflows - Automate responses
• Form Styling - Customize appearance