Using the Form Step

Forms are often the starting point of a workflow. In this guide, we’ll walk through how to set up a Form step and share tips to ensure it works smoothly from the start.

Key Features

The Form step includes:

• Visual building – Build on a form that matches your live form's appearance
• Streamlined data mapping – Map all data fields for your entire form on one screen instead of field by field
• Multi-page forms – Add multiple pages to your Streamline Forms
• Flexible field arrangement – Move fields directly on your form or using the side navigation

Step 1: Add a Form to Your Workflow

1. Click the Plus (+) button within your workflow.
2. Select Form.
3. Choose the Forms option.
4. Give your form a meaningful name and click to open it.

Step 2: Build Your Form

Use the Form Builder to add and configure fields.

Add Fields

Click the plus (+) icon to add fields directly to your form.

Fields are organized into four categories:

Layout

Layout elements help structure and organize your form for better readability and flow:

• Header – Add section titles to clearly separate parts of your form.
• Description – Provide instructions or context to guide users.
• Section – Group related fields together to improve organization.

Basic

Basic fields are standard input types used to collect common responses:

• Short Answer – Collect brief text responses.
• Long Answer – Allow users to provide more detailed responses.
• Number – Capture numeric values.
• Dropdown – Let users select one option from a list.
• Radio – Present multiple options where only one can be selected.
• Checkbox – Allow users to select one or more options.

Contact Information

These fields are specifically designed for collecting contact details and may include built-in formatting:

• Name – Collect a person's name, with separate first and last name inputs.
• Email – Collect an email address with built-in format validation.
• Phone – Collect a phone number.
• Address – Collect a full mailing address, including street, city, state, and postal code.

Advanced

Advanced fields provide additional functionality and more dynamic form behavior:

• Date – Capture a specific date.
• Time – Capture a specific time.
• Date/Time – Capture both date and time in a single field.
• File Upload – Allow users to upload supporting documents or attachments.

For more details on each field type, see this section.

Field Labels & Internal Labels

When adding fields, label them clearly for organization and future reference.

• Field Labels are visible to users filling out the form.
• Data Mapping Labels make it easier to identify a field by name in the mapping panel within your workflow. For example, an end user might see the question "What is your name?" on the form, while you see Name in the mapping panel.

Adjust Field Settings

After adding a field, use the settings panel to customize it. For example:

• Modify the date/time format for a Date field
• Update field names or data mapping labels
• Configure validation or required settings
• Add Data mapping labels

Settings example (Short answer):

Note: Field settings vary depending on the selected field.

Pages & Elements

The Navigation tab shows the Pages and Elements in your form.

• Pages: Add additional pages from the Pages section, or by selecting Add Page at the bottom of your current page.
• Elements: When a page is selected, the Elements section displays the fields added to that specific page.

You can also reorder pages and elements by dragging them, or use the options menu on any item to Rename, Duplicate, or Delete it.

Step 3: Rearrange or Remove Fields (Optional)

Rearrange Fields

To change the order of fields:

• Drag and drop a field using the six-dot handle, or
• Use the up and down arrows to reposition it.

Delete Fields

To remove a field:

• Select the field
• Click the trash can icon

Step 4: Add Pre-Filled Data (Optional)

You can pre-fill form fields using data from previous workflow steps.

1. Select the Data tab on the left.
2. Choose the appropriate Data Source.
3. Drag and drop the available data chips into the corresponding form fields.

While there is currently no visual indicator showing pre-filled data in the builder outside of the data chips, the functionality remains the same.

For example, you can drag and drop First Name and Last Name into their respective fields.

Step 5: Configure Conditional Logic & Calculations (Optional)

You can configure conditional logic to control how fields behave based on user input.

This allows you to:

• Show or hide fields
• Adjust field behavior dynamically
• Create more advanced workflows

For detailed instructions on setting up logic, see here.

Step 6: Preview Your Form

Before publishing your form:

• Select Preview to see how it will appear in the live environment.
• Test any conditional logic or calculations you’ve configured.

Previewing helps ensure your form functions as expected before sharing it with users.

Once your form is configured and tested in Preview, it’s ready to be used in your workflow. Taking the time to review field settings, pre-filled data, and logic upfront helps ensure a smooth experience for users.