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Form Builder

Build your own forms with the field types you need, and show questions only when an earlier answer calls for them.

  • Live
  • Web dashboard
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On the dashboard

See it in action

In the dashboard form builder, an administrator names a new Vehicle Check, opens its first field, labels it "Is the vehicle safe to use?", makes it a required Yes / No dropdown, accepts it and saves the form into Forms Management.

How it works

  1. In the side menu, click Forms, then Management, then click Create Form. You can start From Scratch, From Prompt (AI drafts it from a description) or From Document (it reads an existing one). This guide uses From Scratch.

    Tutorial screenshot: Choose how to start
Full guide in Help · 9 steps →

Good to know

A form template is the set of questions your team fills in. This guide builds one from scratch with a single required question, then saves it and checks what saved.

Two choices shape what you get back. Answer type decides what kind of answer you collect: a dropdown gives the same words on every response, so they line up when you compare them. Required decides whether the form can be sent without an answer.

What it does

  • Choose from text, date, dropdown, rating, slider, file, signature and more field types.
  • Drag fields into order, and add page breaks and static text to guide people.
  • Show a question only when an earlier answer needs it, with conditional logic.
  • Make answers required, and decide whether responses need approval.
  • Preview the form before you save it.
For
Administrators · Managers
Works on
Web dashboard
Plans
Every plan

Works with

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