Form Building
Forms collect structured information from the person starting or completing a workflow step.
Three process nodes expose the form builder:
The available form elements depend on the node. Do not assume a form built for one node can be moved to another without checking the allowed element list.
Form element availability by node
| Element | Form node | Start Manually | Website Form |
|---|---|---|---|
| Text Input | Yes | Yes | Yes |
| Number Input | Yes | Yes | Yes |
| Date / Time | Yes | Yes | Yes |
| Rich Text | Yes | Yes | No |
| Checkbox | Yes | Yes | Yes |
| Task List | Yes | No | No |
| Select | Yes | Yes | Yes |
| Radio Select | Yes | Yes | Yes |
| Team / User Selector | Yes | Yes | No |
| File Upload | Yes | No | No |
| Signature | Yes | No | No |
| Section Header | Yes | Yes | Yes |
| Columns | Yes | Yes | Yes |
| List | Yes | Yes | No |
As form fields, file uploads are only available on Form nodes. Manual start forms and website forms do not support uploads.
Website forms do not support repeatable List elements. Columns are available for layout, but nested repeatable rows are not.
List row builders have their own smaller element set: Text Input, Number Input, Date / Time, Select, Radio Select, Checkbox, Section Header, and Columns. A List row cannot contain File Upload, Rich Text, Task List, Team / User Selector, Signature, or another List.
Form builder controls
The form builder lets you configure:
- pages, page titles, and page order
- drag-and-drop elements from Inputs, Static, and Layout groups
- labels, stable field names, hints, defaults, and required fields
- element-specific validation, such as text input kind, length, regex pattern, masks, number ranges, date/time mode, select options, file limits, and signature requirements where those elements are available
- layout width for desktop and mobile
- column layout, spacing, wrapping, and column widths
- desktop and mobile preview
The Form node can use variable defaults from earlier workflow context. Start and website forms can use their submitted values to build the execution title.
Detailed references
Use these references instead of repeating element and logic details on every node page:
- Form Elements explains every form element, its options, and when to use it.
- Input Masking explains text and number mask examples, tokens, and limitations.
- Form Logic explains conditional rules, computed values, supported condition fields, and operations.
- Schedule Builder explains dynamic due dates and reminder schedules used by Form nodes.