Form Builder Integration in Dash SaaS

Creating a New Form

• Click on the “Create” button located at the top of the page.
• Form Name: Enter a descriptive name for your form
• Enable/Disable Toggle: Control form availability (Active/Inactive)
• Default Layout: Choose from Single Column, Two Column, or Card Layout
• Real-time form statistics showing total fields and required fields count
• Available field types panel with 12 different field options
• Visual form preview with click-to-add field functionality

Managing and Sharing Forms

Next to each form, you’ll find a “Copy Link” button. Clicking this copies the form’s public link to your clipboard.

• If the form is activated, users with the link can view and fill out the form.
• If the form is deactivated, users will see a message indicating the form is currently unavailable.

Adding Form Fields

To build the content of your form, use the Available Field Types panel:

• Select from field types:

– Text Input, Email, Number, Phone, URL, Password, Textarea, Select Dropdown, Radio Buttons, Checkbox, Date, Time fields

• You can add multiple fields, as well as edit or delete them anytime.

This flexible field management lets you fully customize what data your form collects.

Viewing Form Responses

• Click the “Responses” button next to each form’s responses.
• View all form submissions in tabular format
• You can see the response of form in tabular format easily.

Converting Forms into Add-Ons

Form Builder allows you to convert your custom forms into other Add-Ons within the platform through advanced field mapping:

• Click the “Convert To” button.
• Module Selection: Choose target module from available modules
• Submodule Selection: Select specific entity within chosen module
• Field Mapping: Map form fields to target module fields
• Enable/Disable Toggle: Control automatic conversion
• Validation: Ensure required mappings are configured
• Suppose if you select the lead feature from the CRM Add-On, then the response that you have got in this form can be added on the lead page of CRM Add-On.

Some of the Add-Ons you can convert forms into include:

Note: This is not the complete list. The drop down includes additional Add-Ons you can select from based on your platform setup.