Form Builder Integration in Dash SaaS

Creating a New Form

• Click on the “Create” button located at the top of the page.
• Enter a name for your form.
• Choose the status of the form – either Activate or Deactivate.
• Once created, the form will appear in a list on the Form Builder dashboard. You can view the number of responses in the response column, and you can edit or delete the form as needed.
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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 will be able to view and fill out the form.
• If the form is deactivated, users will see a message indicating the form is currently unavailable.
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Adding Form Fields

To build the content of your form:

• Click the “Form Fields” button next to your form.
• Use the “Create” button to add fields like Text, Email, Number, Date, or Description.
• 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 Details

• Use the “View” button next to each form to quickly see the complete form layout and its configuration. This is useful for reviewing the form before publishing or sharing it.
• You can see the response of a particular form easily.
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Converting Forms into Add-Ons

Form Builder allows you to convert your custom forms into other Add-Ons within the platform. Here’s how:

• Click the “Convert To” button.
• Select the target Add-On from the dropdown list.
• 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:

Project Management

• Project

CRM

• Lead
• Deal

Sales

• Contact
• Opportunities

CMMS

• Location

Machine Repair Management

• Machine

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