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Forms

Creating Forms with PinionAI FormBuilder

Forms are used to collect and validate user input data. Use the PinionAI FormBuilder application to easily create and configure your forms.

PinionAI FormBuilder: PinionAI FormBuilder

How to Create a Form:

  1. Open FormBuilder: Click the "FormBuilder" button above the Form Configuration field to open the visual form editor
  2. Design Your Form: Use the FormBuilder's visual interface or AI assistant to:
  3. Add form fields (text, email, number, dropdown, etc.)
  4. Set field labels, placeholders, and validation rules
  5. Configure form styling, colors, and messaging
  6. Add required fields and conditional logic
  7. Export Configuration: Once your form is complete, copy or export the JSON configuration
  8. Copy to Form Configuration: Paste the exported JSON into the "Form Configuration (JSON)" field
  9. Reponse Variable: Select a Response Variable. This will be a unique URL for the form url link to be returned into this variable.
  10. Submit: Form fields will be automatically extracted from your JSON configuration

Key FormBuilder Features:

  • Visual Editor: Click-to-Add interface to design forms without coding
  • AI Assistant: Get help from AI to create the appropriate form structure
  • Validation Rules: Set up email, required field, and custom validations
  • Styling Options: Customize colors, logos, and form appearance
  • Export/Import: Easily export your form as JSON for use in PinionAI Studio > Forms

FormBuilder Tips:

  • Always ensure each field in your JSON has a unique name property - to auto populate a field, this name property needs to match a PinionAI variable name.
  • Use FormBuilder's visual editor for complex forms with styling and validation
  • The AI assistant can help you structure forms that match your requirements
  • You can edit forms anytime by updating the JSON in FormBuilder and exporting again

Form

Workflow Summary:

  1. Click the FormBuilder button to open the visual editor
  2. Design your form with all the fields and validation you need
  3. Use the AI Assistant in FormBuilder to help structure your form if needed
  4. Export the configuration as JSON from FormBuilder
  5. Copy and paste the JSON into the Form Configuration field below
  6. Click "Create Form" or "Save Changes"
  7. Done! Form fields are automatically extracted from your configuration