Workflow Forms

Forms are how data enters your workflows. They let you collect information from users and use it to drive documents, logic, and automation.

Forms are built using a visual editor and require no technical knowledge.

Designing Forms

Forms are created using a drag-and-drop, visual editor.

You can:

• Add text, number, date, and choice fields
• Reorder fields visually
• Configure labels, helper text, and validation
• Preview the form as users will see it

No code or technical knowledge is required.

Using Form Data in Workflows

Once a form is submitted, its fields become available throughout the workflow.

They can be used to:

• Make decisions in logic steps
• Populate documents
• Send personalized emails
• Send data to external systems

Mapping Forms to Documents

Form fields can be mapped directly to document tags using drag and drop.

This allows you to:

• Populate document templates automatically
• Control how values are inserted
• Combine form data with logic or calculations

More advanced transformations are handled using formulas, which we cover separately.

Next Steps

• Read the workflow overview to understand how workflows work
• Learn how to generate and manage workflow documents
• Explore how formulas can be used for calculations and conditions