Form builder
Add fields, configure field types, map variables to your Workflow, and publish your form.
The form builder opens when you select a form from the Forms list (/forms) or create a new one. It gives you a field editor on the left, a live preview panel on the right, and controls for naming, linking a Workflow, and publishing.
Layout
The builder has two panes:
- Field editor (left) — where you add, configure, reorder, and delete fields. Also contains general settings, variable mapping, and default values.
- Live preview (right) — a real-time rendering of the form as it will appear to respondents. Updates immediately as you edit fields.
A sticky save bar at the bottom of the page shows whether there are unsaved changes and lets you save or discard them.
General settings
At the top of the field editor is the General settings section. Here you can:
- Form name — the title displayed to respondents at the top of the hosted form.
- Description — optional supporting text shown beneath the title.
- Triggers workflow — choose the Workflow this form will start on submission. You can leave this blank if you only want to store submissions without triggering automation.
- Published toggle — controls whether the hosted public URL accepts submissions. Toggle it here or use the Publish / Unpublish button in the header.
Adding and configuring fields
Click Add field (or the dashed + row at the bottom of the list) to append a new field. Each field row shows:
- A drag handle on the left — drag to reorder fields.
- An inline label input — the text label shown to respondents.
- A field type picker — choose from the available types (see below).
- A Required toggle — when on, the respondent cannot submit without completing this field.
- A settings gear — expands additional options for the field (placeholder, help text, workflow variable name).
- A delete button — removes the field.
Field types
| Type | What it collects |
|---|---|
| Short text | A single-line text input. |
| A single-line input validated as an email address. | |
| Phone | A single-line input for phone numbers. |
| Number | A numeric input. |
| Dropdown | A select list; you define the options. |
| Long text | A multi-line text area. |
| Checkbox | A single checkbox for boolean or opt-in fields. |
| Date | A date picker. |
Expanded field settings
Click the gear icon on a field to expand its advanced options:
- Placeholder — hint text shown inside the empty input.
- Workflow variable — the variable name used when this field's value is passed to the linked Workflow. Defaults to a slugified version of the label.
- Help text — small explanatory text shown below the field on the hosted form.
Variable mapping
The Variable mapping section (below the field list) shows a two-column table: form field on the left, workflow variable name on the right. EzFlow uses these mappings to expose submission values under named variables in the linked Workflow.
Each field's variable name defaults automatically from its label, but you can override it here or directly in the expanded field settings. When the Workflow runs, you can reference field values as formData.<variableName> in downstream nodes.
Default values
Default values let you inject extra key/value pairs into the Workflow trigger payload on every submission, even if those values do not come from a form field. Use this to pass context a Workflow needs but that the respondent does not provide — for example, a campaign ID or a source tag.
Click the + button to add a key/value pair. The key becomes a variable name available in the triggered Workflow alongside the mapped field values.
Publishing
A form must be published before respondents can access it or submit responses. In draft state the public URL returns a "not available" page.
To publish: click Publish in the header, or turn on the Published toggle in General settings. The form immediately becomes accessible at its hosted public URL.
To stop accepting new responses without deleting the form, click Unpublish. Existing submissions are retained.
Sharing
Once published, click Copy public link in the header to copy the hosted form URL to your clipboard. The URL follows the format /f/<formId>. You can also open the Share dialog for a formatted link.
Submissions and analytics
Switch to the Submissions tab inside the form detail page to review individual responses, their status, and any error messages if a linked Workflow failed. The Analytics tab shows aggregate metrics such as submission volume over time.
Related
- Hosted forms — what the respondent sees and how the submission flows through to the Workflow.
- FORM_TRIGGER — the Workflow node that fires on submission and exposes the mapped field values.
- Forms overview — how forms, Workflows, and contacts fit together.