Forms

Overview

The Forms section in Onboard+ allows users to create, configure, and manage forms used throughout the onboarding process. Forms are fully customizable and support a wide range of field types, configuration options, and validation rules.

Using the Form Builder, users can design forms through a drag-and-drop interface, configure field behavior, define required documents, and add custom actions. Forms can be previewed before saving to ensure accuracy and usability.

Accessing the Forms Section

The Forms section is available within the Onboard+ module. This area displays all existing forms and provides access to create new forms or manage existing ones.

The main Forms page serves as the central hub for viewing and maintaining all forms in the system.

Forms Grid Page

The Forms grid displays all available forms. This view allows users to quickly review, search, and manage forms.

Each form entry includes key details such as name, type, and creation date.

Available Actions

From the Forms list, users can perform the following actions:

• Add New – Create a new form

• View – Open a read-only view of the form

• Edit – Modify an existing form

• Clone – Create a copy of an existing form

• Delete – Remove a form

• Invite – Use the form in an onboarding workflow

Creating a Form

To create a new form, select Add New from the Forms list page or clone an existing form.

Users can define basic form details and then build the form using the Form Builder.

Basic Information

When creating a form, users can configure:

• Form Name

• Form Type

• Active Status

• Webhook URL (optional)

Building the Form

After entering basic information, users build the form using the Form Builder tab. Additional tabs allow configuration of required documents and custom actions.

Before saving, users can preview the form to verify its structure and behavior.

Editing a Form

Existing forms can be updated from the Edit page. Users can modify the form structure, update field configurations, manage documents, and adjust custom actions.

All changes can be previewed before saving to ensure accuracy.

Form Builder

Overview

The Form Builder is the core tool used to design forms. It provides a drag-and-drop interface that allows users to add, arrange, and configure fields.

Layout

The Form Builder consists of two main areas:

Form Library

Located on the left side, the Form Library contains all available components that can be added to the form.

Components

• Section

• Text

• Divider

Custom Fields

• Text Input

• Number Input

• Checkbox

• Select

• Date

• Checkbox List

• Radio

• Textarea

• E-Signature

• Consent for E-Signature

• Hidden Field

Builder Canvas

The builder canvas is the main workspace where fields are placed. Users drag items from the Form Library into this area to construct the form layout.

Adding and Arranging Fields

Fields are added by dragging them into the builder canvas. Once added, fields can be repositioned to organize the layout.

Field Configuration

Each field can be customized using the configuration panel. This panel allows users to define how a field behaves, how it appears, and how it interacts with other fields.

Common Settings

Most fields support the following configuration options:

• Field ID

• Field Label

• Show Label

• Helper Text

• Helper Text Position

• Required setting

• Conditional Logic

• Internal Fields

• Verified Sections

Helper Text

Helper text provides additional context for users completing the form. It can be displayed:

• Next to the label

• Below the label

• Below the field

Validation

Validation rules ensure that user input meets specific requirements.

Text fields can include:

• Minimum and maximum length

• Pattern validation (regular expressions)

Number fields can include:

• Minimum and maximum values

• Currency formatting

• Decimal precision

Field Types

The Form Builder supports a variety of field types to accommodate different data collection needs.

Section

Sections are used to group related fields. They help organize the form into logical parts and improve readability.

Sections can also be configured as internal or verifiable.

Text Input

Text fields support multiple input formats, including email, URL, phone number, postal code, and routing number. These fields can include placeholders, default values, and validation rules.

Number Input

Number fields allow numeric input and support formatting options such as currency and decimal precision.

Checkbox

Checkbox fields allow users to select a single option. These fields can be required and optionally checked by default.

Select

Select fields provide a dropdown list of options. Users can define custom options or use predefined sets such as U.S. states.

Date

Date fields allow users to select a date. These fields support placeholders and default values.

Checkbox List

Checkbox list fields allow users to select multiple options. These fields support default selections and layout customization.

Radio

Radio fields allow users to select a single option from a list. A default value can be defined.

Textarea

Textarea fields provide a larger input area for longer responses.

E-Signature

E-Signature fields are used to capture a user’s electronic signature. These fields are typically required.

Consent for E-Signature

This field confirms the user’s agreement to use an electronic signature and is required for submission.

Hidden Field

Hidden fields store values that are not visible to the user. These are typically used for internal processing or data mapping.

Conditional Logic

Conditional logic allows fields to be displayed dynamically based on user input.

• Conditions are based on other fields using their Field ID

• Fields can be shown or hidden depending on selected values

• Field relationships are maintained even if Field IDs are updated

This allows forms to adapt dynamically and display only relevant information to users.

Internal and Verifiable Sections

Internal Sections

Sections can be marked as internal. Fields within these sections are intended for internal use and are not displayed to external applicants. All fields within an internal section are required to be internal. Users can not mix internal fields with external fields in the same section.

Verifiable Sections

Sections can also be marked as verifiable. These sections include a verification indicator and are used during application review processes.

Required Documents

The Required Documents tab allows users to define documents that must be submitted along with the form.

Users can:

• Add document requirements

• Provide a document name and description

• Mark documents as internal

• Edit or remove documents

• Conditionally require certain documents based on fields

Custom Actions

The Custom Actions tab allows users to define additional actions associated with the form.

Users can:

• Add custom actions

• Define action names

• Edit or remove actions

Previewing a Form

The Preview feature allows users to see how the form will appear to end users before saving.

This includes all configured fields, sections, and logic, ensuring the form behaves as expected.

Viewing a Form

The View page provides a read-only version of the form.

Users can review:

• Form structure

• Required documents

• Custom actions

Available actions may include cloning, editing, inviting, or deleting the form.

Saving a Form

Forms can be saved from the Create or Edit page. Before saving, validation is performed to ensure all required configurations are complete.

Once saved, the form becomes available for use in onboarding workflows.

Inviting to a Form

Forms can be sent directly to applicants using the Invite feature. This allows users to initiate the onboarding process by sending a form to a specific individual.

To invite an applicant, select Invite from the available actions on a form from the grid or view form page. This will open a modal where the applicant’s details and communication settings can be entered.

Sending an Invite

In the Invite modal, users are required to provide:

• Applicant Name

• Email Address

• Email Template

Once all required information is entered, select Invite to send the form to the applicant.

The applicant will receive an email with instructions to complete the form.

Best Practices

• Use clear and consistent Field IDs

• Group related fields into sections

• Provide helper text where needed

• Limit required fields to essential inputs

• Preview forms before saving

• Keep internal-only content clearly separated