Choose your fields
Select the input types your process requires from the field library.
Visual form building
Drag-Drop Designer
Build powerful forms without writing code. Create professional, workflow-ready forms through a visual drag-and-drop designer. Add fields, arrange them, configure how they behave, and preview the finished experience before it reaches users.
- touch_appVisual form building
- previewLive preview
- code_offNo coding required
- tuneFlexible configuration
Build forms visually
One visual workspace for the complete form-building process.
Choose fields, arrange the form, configure behavior, and review the result without depending on developers for every change.
Arrange your form
Drag fields onto the canvas and organize a logical sequence.
Configure each field
Define labels, requirements, validation, visibility, permissions, and properties.
See the result
Use live preview to adjust the experience before deployment.
Everything you need in one builder
The designer brings field creation and configuration together.
The field library, design canvas, and configuration panel work together as one visual interface.
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Field Library
Browse text fields, long text, dropdowns, dates, uploads, checkboxes, selections, numeric, currency, and configured business fields.
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Design Canvas
Add, reorder, remove, duplicate, and review the structure of your form.
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Field Configuration
Define labels, descriptions, help text, required state, validation, visibility, access, and supported options.
Configure every part of the information you collect
Shape the form around the requirements of the process.
Different workflows need different levels of structure. Configure each field so users know what to provide and the workflow receives reliable information.
Keep information consistent
Use dropdowns, dates, selections, numeric inputs, and other structured types where predefined values are more useful than free text.
Make information mandatory
Mark critical fields as required so essential information is not accidentally omitted.
Improve data quality
Use available validation rules to keep submitted information within expected requirements.
Give users context
Add descriptions and help text where users need clarification.
Control visibility
Use available visibility settings to determine what users can see and interact with.
Respect permissions
Configure access to fields or information where supported by permissions and workflow settings.
Create forms from the right starting point
Choose the approach that fits the work.
Not every process needs a blank canvas. Start from the option that gives your team the right foundation.
Four starting points, one builder.
Begin blank, pick a template, duplicate an existing form, or build around a workflow phase.
Blank form
Start from scratch when you need complete control over structure and fields.
Templates
Use a pre-built structure for common business processes and customize it.
Existing form
Duplicate a similar form when another process only needs modifications.
Workflow phase
Build around an established workflow phase so collected information has a clear destination.
A complete form-building workflow
From first field to deployment.
Seven stops from opening the designer to making the form available to users.
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01
Start
Create a blank form, select a template, duplicate an existing form, or begin from a workflow context.
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02
Add
Choose the required fields from the library and add them to the canvas.
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03
Arrange
Move fields into the order that makes sense for the person completing the form.
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04
Configure
Set labels, descriptions, requirements, validation, visibility, access, and options.
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05
Preview
Review structure, field order, required information, and user experience.
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06
Save
Save the completed form configuration once it is ready.
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07
Deploy
Make the form available to users or connect it to the relevant workflow.
Preview before you put the form to work
Review the user-facing experience while you are still designing.
Use live preview to catch issues during creation rather than after the form has already been deployed.
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Field order
Sequence check
Check that questions appear in the right sequence.
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Labels and descriptions
Clarity check
Confirm users understand what each field asks for.
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Required fields
Completeness check
Verify important information is clearly required.
rule
Configured behavior
Behavior check
Review input structure and field behavior before deployment.
visibility
Overall presentation
Experience check
Check how the complete form feels from the user's perspective.
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Refine before release
Iteration loop
Make changes, preview again, and publish when ready.
Turn collected information into action
A form is the beginning of a process, not a dead end.
Connect data collection with the work that needs to happen next.
Define the information the process needs.
Users provide information through the form.
Responses become structured business data.
Information enters the associated workflow.
Teams review, act, approve, assign, or process the work.
Forms for real business processes
Build structured intake for the teams doing the work.
Six teams that build their forms around the information they actually collect.
Sales
Lead qualification, client onboarding, proposal requests, opportunity information, budgets, and timelines.
Human Resources
Applications, onboarding, performance reviews, employee details, documents, equipment, and manager information.
Finance
Expenses, budgets, invoices, amounts, categories, dates, cost centers, receipts, and approvals.
Support
Tickets, bug reports, feedback, issue descriptions, categories, priority, screenshots, and files.
Operations
Quality inspections, maintenance, incidents, safety processes, checklists, identifiers, locations, and signatures.
Marketing
Campaigns, events, content, objectives, audiences, budgets, assets, dates, milestones, and approvals.
Evolve your forms as your process changes
Keep pace with the workflow behind the form.
Add information, reorganize the user journey, refine settings, or reuse existing work instead of rebuilding from scratch.
Add
Introduce new fields when additional information becomes necessary.
Reorganize
Change the order of fields as the user journey evolves.
Refine
Update labels, descriptions, requirements, validation, and settings.
Reuse
Duplicate existing forms or start from templates when similar work appears.
Why teams choose Drag-Drop Designer
Give process owners control over form creation.
Six reasons teams move form building in-house. Open any one to see the detail.
Build faster expand_more
Create and modify forms directly instead of waiting for development resources.
Remove technical barriers expand_more
Business teams can build professional forms without writing code.
Capture the right information expand_more
Configure fields around the actual requirements of each process.
Reduce guesswork expand_more
Review the user experience before deployment through live preview.
Reuse what works expand_more
Start from templates or duplicate existing forms.
Connect forms to work expand_more
Move collected information into workflows where it can be acted upon.
Build forms that move work forward.
Create the form, capture the information, and start the work through a visual experience built around your business.