Form Builder

Purpose

Form Builder creates structured modal forms for feature-owned workflows such as Onboarding Flows and Ticketing.

Prerequisites

• Access to owning feature panel (onboarding-flows or ticketing).
• 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 (onboarding flow/ticket intake).

Role Web Access And Entitlements

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

Operational Example

1. Open Ticketing > Form Builder tab.
2. Add one input_field and one string_select.
3. Save and submit a test ticket 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 onboarding flow/ticket: open Form Builder tab once to initialize owner link.
• Save rejected: check role-scope validation and select-option limits.