Forms

Forms is the library for reusable input forms. Create a form or open an existing one, configure its fields, and review its access and publication settings.

Publish a useful form

1. Define the information you need and label each field clearly.
2. Set required fields and available choices.
3. Preview the form with representative answers.
4. Publish or share it through the available controls and check the recipient's view.
5. Review submitted entries from the form's entry controls.

For a service flow, select the intended published form in the Work Order Form node and test how its answers are used in the Flow Builder Simulator. Publishing a form and connecting it to a flow are separate steps.

Related guides: Flow Builder, Requests, and Agents.