Build a custom form
The Forms module lets you build custom forms for things like onboarding quizzes, internal surveys outside the standard Surveys module, expense claims, IT requests, or anything else. The builder is drag-free and saves automatically as you go.
Open the form builder
The Forms area is currently reachable directly via /forms/. (It’s not
on the sidebar yet; on the roadmap.)
- Open the Forms area.
- Click to start a new form.
Build the form
The builder has two columns:
- Left: form metadata (name, description, type, settings).
- Right: fields, in order.
Form metadata
- Name. What the form is called.
- Description. A short blurb shown to people opening the form.
- Form type:
- Static. Collects responses, you view results.
- Workflow trigger. Submitting kicks off a workflow you’ve set up (see Trigger a workflow on form submission).
- Linked workflow (only for workflow trigger forms): pick which workflow fires.
- Active toggle. Tick to make the form live.
Add fields
Click to add a field. Pick from 9 field types:
- Short text (one line)
- Long text (multi line)
- Number
- Date
- Single choice (radio buttons)
- Multiple choice (checkboxes)
- Scale (1-5, 1-10, or NPS 0-10)
- Employee select (pick from your org’s employee list)
- Section divider (visual separator only, no input)
For each field, set:
- Label. What the user sees.
- Required. Tick if the field must be filled.
- Type-specific options (e.g. for choice fields: the list of options; for scale: the range).
Reorder fields
Use the up/down arrows on each field to change its position. The form saves changes automatically every 400ms; no manual save needed.
Activate the form
Once you’ve configured everything, tick Active. The form is now live and ready to share.
Permissions
Managers and admins can build forms. The form builder isn’t available to regular employees.
A note on the Surveys module
Surveys and Forms are similar but with different uses:
- Surveys. Anonymity, structured templates (Pulse, 360, etc.), AI insights on responses.
- Forms. Maximum flexibility on field types, can trigger workflows, no anonymity (each response is tied to the submitter).
Use Forms for “I need a structured way to collect this data”. Use Surveys for “I need engagement or feedback insight”.