Create and Attach Forms to Services

Create forms for customer responses during service purchases and attach them to services.

Overview​

Forms contain one or more fields for the customer to provide responses to before purchasing a service. Create and manage forms using the form builder, then attach them to the relevant services.

Creating a Form​

1Open the Form Builder​

1. Navigate to the Forms page within the Services area of the platform

2. Select + Add form

3. Enter the name for the form and select the country where the form will be applied

2Add Fields​

1. Select + Add Block to add your first field to the form

2. Select the type of input block to add, e.g. Select Input for a dropdown field where a single choice is selected by the user. See Field Options for details on each block

3. Configure the field by populating the options tab. For full details on the options for each field type see Field Options

4. Add any additional fields and configure the details as needed

3Add Form Logic​

1. Add any desired logic to the form, such as price increases based on certain user selections, by navigating to the Logic tab from any field. See Form Logic for full details on applying logic

4Save the Form​

1. Select Save to finish creating the form

Form Builder Tips​

Form Preview Area​

Hover over a field in the form preview area to display several options:

• The + icon adds a new field
• The settings icon opens the options pane to edit the details for that field. Selecting the blue area also opens the pane
• The trash icon removes the field from the form
• The icon on the right side provides the ability to drag the field to a new position in the form

Select the left and right arrows to undo and redo actions in the top right of the form preview area.

Field Options​

Summary​

Each field type has a name field and a button for selecting whether it is required for the customer to populate or not. There are two additional buttons for hiding a field from customers, or disabling it from being used (but remaining visible to users).

Each field type may also have some or all of the following Customization options:

• Pre-filled value
• Empty Input Text (Placeholder)
• Field Help

The following field types are available:

Text​

A text entry box. This is single line input by default, but multi-line input can be enabled in the options.

Date​

A date picker. The field options provide the ability to prefill with the current date, restrict past dates, and restrict future dates.

URL​

Accepts only valid URLs. There are no additional options for this field type.

Phone​

Accepts only valid phone numbers. There are no additional options for this field type.

Email​

Accepts only valid email addresses. There are no additional options for this field type.

Checkbox​

A checkbox that can be ticked or unticked. There are no additional options for this field type.

Select​

A dropdown where one option can be selected. The field options enable you to provide the possible selections by entering one per line. Respondents can also be allowed to add their own options.

Multi-select​

A dropdown where multiple options can be selected. The field options enable you to provide the possible selections by entering one per line. Respondents can also be allowed to add their own options.

Number​

Accepts only a number. There are no additional options for this field type.

Rating​

A number of stars up to a maximum can be selected. The options provide the ability to set a maximum rating.

Scale​

A numerical option can be selected by choosing a box in a specified range. The options provide minimum, maximum, and step size values.

Slider​

A numerical option can be selected by dragging a slider in a specified range. The options provide minimum, maximum, and step size values.

File​

A single file or multiple files can be attached. Multiple files can be enabled in the options. Additionally, the allowed file types can be specified, along with a maximum file size in MB.

Signature​

A signature can be provided. There are no additional options for this field type.

Form Logic​

To implement logic for a form, select a field and then select the Logic tab. This opens the Logic page for the form.

You can add one or more rules to your form, where each rule has an associated action, e.g. a price increase. Each rule can have one or more conditions, and these conditions can be connected with AND logic, or with OR logic, by selecting All or Any from the dropdown respectively.

A condition consists of 3 parts - the field, the logic and the field value. For example, a select (dropdown) field called Size, logic of Equals and a value of Large means that if a customer selects Large from the Size dropdown then the condition is met, and if it is the only condition then the action specified will be applied.

An action also consists of 3 parts - the type (currently just Price Modifier), the subtype and the value. For example, a subtype of Percentage price change and a value of 10 means that the price will increase by 10% when the conditions are met. To apply a decrease, enter a negative value such as -10.

Select Save to return to the form builder.

Managing Forms​

To edit, duplicate or delete a form, open the menu for the relevant form and select the appropriate option.

Selecting the Duplicate option opens the new form flow prepopulated with the details of the form being duplicated. Edit these details as needed before completing the creation of the new form.

Attaching Forms to Services​

Attach Forms Using CSV Import​

When importing a services CSV file, include the Form ID field (form_id) to immediately attach forms to relevant services. Obtain the Form ID from the Forms page.

Attach Forms Using the UI​

You can attach a form to a service from the service details page:

1. Navigate to the details page for the relevant service
2. Select Edit from the menu of the Form panel to add or adjust the form for this service
3. Select Save when you are finished

Removing Forms from Services​

To remove a form from a service using the UI:

1. Select the menu in the Form panel on a service details page, then select Edit
2. Remove the selected form and then select Save

Watch the Form Creation Tutorial​

Learn how to create custom forms and configure form options.

Interactive demoOpen

Watch the Form Assignment Tutorial​

Learn how to attach forms to specific services and manage form assignments.

Interactive demoOpen