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Setup & Configuration

Form Builder

Purpose

Form Builder creates structured modal forms for feature-owned workflows such as Join Quests and Portals.

Prerequisites

  • Access to owning feature panel (join-quests or portals).
  • Existing owner record (created when opening Form Builder tab for that feature).

Dashboard Settings

Supported item types:

  • text
  • input_field (short/paragraph)
  • string_select
  • role_assign_select
  • user_select
  • role_select
  • channel_select

Hard limits:

  • Max pages: 10
  • Max items per page: 5
  • Max total items: 50
  • Text max length: 4000
  • Select options/values max: 25

Command Surface

  • No direct slash command. Forms are used by feature workflows (quest/portal intake).

Permissions And Entitlements

  • Access and role scope are controlled by Permissions and role-scope validation.
  • role_assign_select defaults/options must pass role-scope checks.

Operational Example

  1. Open Portals > Form Builder tab.
  2. Add one input_field and one string_select.
  3. Save and submit a test portal request.

Edge Cases

  • If submissions exist for active version, saving creates a new version.
  • Forms with submissions cannot be hard-deleted.

Troubleshooting

  • Form missing for quest/portal: open Form Builder tab once to initialize owner link.
  • Save rejected: check role-scope validation and select-option limits.