How to Create a Form Step

In this guide, we’ll walk you through the steps to create a form in your workflow. This will also include instructions on how to complete your setup with pre-filled data pulled from your data activation step as well as configuring logic. Follow these instructions to build and customize your form.

Step 1: Add a Form to Your Workflow

Click the "Plus" Button: To begin, click the Plus button within your workflow.

Select "Forms": Choose the Forms option.

Name Your Form: Give your form a meaningful name and click to open it.

Step 2: Use the Form Builder

Drag-and-Drop Fields: Use the drag-and-drop functionality to add fields to your form.

For a full list of articles that cover the capabilities of each field, check out this section. 

Field & Internal Labels: As you add fields, be sure to label them appropriately for easy identification and organization. In this example, we've selected our Name field and can see all the options for configuring the field on the left. Field Labels are visible to anyone filling out your form while internal labels are meant for passing information you could use to create a unique field name you can target for data mapping and CSS styling.

Adjust Field Settings: After adding each field, you’ll see options in the side panel where you can customize settings for each field. For example, you can change the date and time stamp format if you have the date/time field selected or modify field names like above.
 

 Note: Each fields settings will vary depending on which field is selected. 

Step 3: Rearrange Fields (Optional)

Rearrange Fields: If needed, drag and drop fields into the correct order based on your workflow.

Delete Fields: If you accidentally add a field or need to change it, you can easily delete it and select a new field.

Step 4: Add Pre-Filled Data (Optional)

Access the "Data" Tab: After building your form, go to the Data tab to start adding pre-filled data. For this example, we've selected our Name field and can see the Data tab to the left. 

From the data tab, you'll want to select Your Data Source that you want to pull from. In this example, we had a Activate data step that we're pulling from, but you could also pull from a previous seperate form in the same workflow as an example. 

 

Drag-and-Drop Chips: Once you select the data field, you’ll see drag-and-drop chips. Place these chips into the appropriate fields on your form. While there’s no current visual indication of pre-filled data, the functionality is still the same. For this example, we drag and dropped the first and last name from the left to the right.

Step 5: Configure Conditional Logic (Optional) 

Set Conditional Logic: you can configure conditional logic for certain fields. This allows you to define rules for when specific fields should appear or change based on user input. The first step to apply logic is selecting the field you'd like to apply logic to and then choosing the plus sign for adding logic on the left. 

Note: This sign will only appear if you're able to add logic to the field. We'd recommend adding all fields before configuring logic. 

Next, you can adjust the Parameters based on the needs of your form. For this example, we have a have yes/no dropdown field that would determine if an email field is shown.
 

Note: Conditional Logic can only be used when a quantifiable field (like a select list, checkbox, radio, number, event, or date/time field) is present on the form. If you want to add logic to a quantifiable field, another quantifiable field must be present.

Step 6: Preview Your Form

Preview the Form: Use the Preview option to view how your form will appear in the live environment before making it available to users.