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
- Go to Forms in the sidebar
- Click New Form
- Enter a name
- Click Create
2. Add Fields
Drag fields from the palette or click to add:
- Select a field type
- Configure in the right panel
- 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
- Click Preview to test
- Click Publish when ready
- 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:
- Create a workflow
- Add Form Submission trigger
- Select your form
- 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