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-questsorportals). - Existing owner record (created when opening Form Builder tab for that feature).
Dashboard Settings
Supported item types:
textinput_field(short/paragraph)string_selectrole_assign_selectuser_selectrole_selectchannel_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_selectdefaults/options must pass role-scope checks.
Operational Example
- Open Portals > Form Builder tab.
- Add one
input_fieldand onestring_select. - 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.