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Form Builder

The Form Builder module lets you create and manage custom forms with flexible layouts, diverse field types, and instant activation controls. Responses are captured in a clean tabular view and can be directly converted into other platform modules, such as CRM Leads, Deals, or Projects, streamlining your data collection and workflow in one place.

23.1 Creating a New Form​

  • Click on the “Create” button located at the top of the page.
  • Form Name: Enter a descriptive name for your form
  • Enable/Disable Toggle: Control form availability (Active/Inactive)
  • Default Layout: Choose from Single Column, Two Column, or Card Layout
  • Real-time form statistics showing total fields and required fields count
  • Available field types panel with 12 different field options
  • Visual form preview with click-to-add field functionality

23.2 Managing and Sharing Forms​

Next to each form, you’ll find a “Copy Link” button. Clicking this copies the form’s public link to your clipboard.

  • If the form is activated, users with the link can view and fill out the form.
  • If the form is deactivated, users will see a message indicating the form is currently unavailable.

23.3 Adding Form Fields​

To build the content of your form, use the Available Field Types panel:

  • Select from field types: Text Input, Email, Number, Phone, URL, Password, Textarea, Select Dropdown, Radio Buttons, Checkbox, Date, Time fields

  • You can add multiple fields, as well as edit or delete them anytime.

This flexible field management lets you fully customize what data your form collects.

23.4 Viewing Form Responses​

  • Click the “Responses” button next to each form’s responses.
  • View all form submissions in tabular format
  • You can see the response of form in tabular format easily.

23.5 Converting Forms into Module​

Form Builder allows you to convert your custom forms into other modules within the platform through advanced field mapping:

  • Click the “Convert To” button.
  • Module Selection: Choose target module from available modules
  • Submodule Selection: Select specific entity within chosen module
  • Field Mapping: Map form fields to target module fields
  • Enable/Disable Toggle: Control automatic conversion
  • Validation: Ensure required mappings are configured
  • Suppose if you select the lead feature from the CRM module, then the response that you have got in this form can be added on the lead page of CRM module.

Some of the modules you can convert forms into include:​

Project Management​
  • Project
Contract Management​
  • Contract
CRM​
  • Lead
  • Deal