Build your form

This tutorial builds the form that applicants fill in. By the end, your form has its fields, the rules for showing and checking them, and the access that each role has to each field. You then preview the form as each role and state.

Prerequisites

• A workflow with states and edges. Refer to Build your workflow: edges and edge permissions.

Step 1: Open the Form Builder

1. On the scheme overview page, select the Versions card.
2. Select Edit next to the form that you want to configure.
3. Select Form.

Step 2: Add form components

A form component is one field or content block on the form.

1. Select a component from the component list.
2. Set its position on the form.
3. Fill in the details that the component needs, such as the field name and whether the field is mandatory.
4. Set the component permission for each role and state. To set many permissions at once, refer to Set component permissions.
5. Repeat for every field.

Each component type needs different details. Refer to Form components.

Step 3: Add form logic

Form logic shows or hides fields, or displays messages, based on what the applicant enters.

1. Select the Logic tab.
2. Add a logic rule. You can show fields, or display an error message, a warning message or an error banner.
3. To restrict the format of an input, add a regular expression. Refer to Regex patterns.

Refer to Add form logic.

Step 4: Preview the form

1. Select Preview at the top right of the Form Builder.
2. Select a state in the left list and an actor in the right list. The preview shows the form as that actor sees it in that state.
3. Test your logic rules.

Refer to Preview a form configuration.

Next step

Continue to Publish and test your scheme.