Form Builder

If you are building a Form Flow, the form builder is where you design the input form your users will fill out. Every answer they provide becomes a variable that your AI workflow can use - so the form is the bridge between your users and your AI logic.

You can find the form builder in the Design tab of any Flow. Your questions live in the Questions slot of the Start node at the top of the workflow canvas, and each question's settings open in the settings panel on the right. A Flow with at least one question runs as a form.

Adding questions

1. Click the Add Question button in the Start node's Questions slot.
2. Click the new question to open its settings.
3. Type your question text in Label - this is what your users will see.
4. Choose a Question Type (see the full list below) and configure any additional settings for that question (placeholder text, validation, and so on).

Question types

FormWise offers a range of question types to collect exactly the input you need:

Text inputs

• Short Answer - A single-line text field. Good for names, titles, or brief responses.

Choice inputs

• Multiple Choice - Users select one option from a list of choices. Displays as radio buttons.
• Checkboxes - Users can select one or more options from a list. Good when multiple answers apply.

Each option can have an optional description. Turn on Allow Open Ended to let users enter their own answer.

Number inputs

• Number - A numeric input field. Use Validation to set a minimum, maximum, or range.
• Linear Scale - Users pick a value on a numbered scale (from 0 or 1 up to as many as 10), with optional start and end labels. Great for ratings or priority levels.
• Yes / No - A simple yes or no toggle.

Date and time inputs

• Date - Users select a date from a calendar. Useful for deadlines, event dates, or scheduling.
• Time - Users select a time. Pair with a date question for full scheduling.

Contact inputs

• Email - A text field for email addresses.
• Phone - A text field formatted for phone numbers.

Other inputs

• File Upload - Users can upload a file (document, image, or other supported formats). The file contents can be passed to your workflow.

Configuring questions

Click on any question in your form to open its settings. Depending on the question type, you can configure:

• Label - The question your users see.
• Description - A short description that gives users more context.
• Placeholder - Hint text that appears inside the field before the user types anything.
• Required - Toggle whether users must answer this question before submitting.
• Validation - Turn on validation to set rules like minimum or maximum characters, number ranges, "contains" or "is email address" checks, or a pattern match, with an optional custom error message.

Reordering questions

You can change the order of your questions at any time:

1. Hover over the question you want to move.
2. Click and hold the drag handle on the left side of the question.
3. Drag it up or down to the position you want.
4. Release to drop it in place.

Conditional visibility

Sometimes you only want to show a question if the user gave a certain answer to a previous question. For example, you might ask "Do you have a website?" and only show the "Website URL" field if they answer "Yes."

1. Click the question you want to show or hide conditionally.
2. Open the Rules section in its settings.
3. Add a rule and choose Show (or Require, to make the question required only when the rule matches).
4. Choose which previous question to base the condition on, and set the condition (for example, "is Yes" or "is greater than 5").
5. The question will now only appear (or only be required) when the condition is met. Conditions in the same rule must all match; separate rules are alternatives.

Previewing your form

You do not need to open a separate preview. The live preview panel on the right side of the Design tab shows your form the way users see it, and updates as you edit. You can fill it in and submit to test the whole Flow.

How form data flows into your workflow

Every question in your form automatically creates a variable that you can use in your workflow. For example, if you have a question labeled "Topic," your workflow can reference that answer as {{workflow.topic}} and include it in your AI prompt.

You do not need to set this up manually - FormWise handles the connection for you. When you configure an Agent node or any other workflow node, type @ in a prompt field to see your form variables. To learn more about using variables, see Variables and Data.

Next steps

With your form designed, it is time to build the AI logic that processes those answers. Head over to the Workflow Builder to get started.