Form Builder

The Form Builder is where you define the fields a requester fills in to start an approval. Working from a flow you own, you add field types such as text, email, date, file, and currency, set each one's label and options, and arrange them in the order you want people to answer. It's available on all tiers and requires no code. This guide is for Administrators building or editing the form on a flow they own.

Who this is for: admin.

Add a field to the form

Before anyone can submit a request, the form needs to collect the information approvers actually need to decide. Adding a field is how you capture one more piece of that information — for example, an amount, a date, or an attachment.

1. Sign in as the Administrator who owns the flow.

2. Open the flow whose form you want to edit — the example uses Purchase Requests.

   

3. Click Form.

   

4. Click Add Field.

   

5. Pick the field type that matches the information you need. For a monetary amount, click Currency Monetary amounts.

   

The new field appears on the form, labeled with its type — Currency in the example.

Configure a field's label and settings

A field type on its own doesn't tell requesters what to enter. Configuring the label, requirement, help text, and type-specific settings is what turns a generic field into a clear question people answer correctly the first time.

1. Click the field you want to configure — Currency in the example.

   

2. In Currency, enter the label you want requesters to see — the example uses Total purchase amount.

   

3. Click Required if a request should not be submittable without this field.

   

4. Click Add help text.

   

5. In Add helpful instructions or context for this field..., enter the guidance requesters need — the example uses Enter the total amount in USD, including tax and shipping.

   

6. Click Settings to open the options specific to this field type.

   

7. From Currency, choose the currency the amount should be entered in — the example uses US Dollar ($).

   

The field on the form now shows the label you entered — Total purchase amount in the example.

Reorder fields on the form

The order of fields is the order requesters answer them, so a form reads better when related questions sit together and the most important ones come first. Reordering lets you fix that without rebuilding any fields.

1. Click Move up on the field you want to appear earlier in the form.

   

The field you moved now sits in its new position — Total purchase amount in the example.

Remove a field

When a question is no longer relevant, leaving it on the form means requesters keep answering it. Deleting the field removes it from the form so future requests only collect what you still need.

1. Click Delete field on the field you no longer need.

   

2. Click Delete to confirm. Repeat these 2 steps for each additional field you want to remove — the example runs them 3 times in total.

   

Once the last field is gone, the form shows No fields yet.