Form Builder – WorkDo Dash SaaS Add-On Guide

• To configure the new form, click on the “Create” button located at the top right of the page to open the Form Builder screen. Enter a Form Name, select Default Layout from the dropdown (Single Column, Two Column, Card Layout).
• Use the Active Toggle to control form availability (Active/Inactive), and view Form Statistics to see the real-time count of the total fields added and how many are marked as Required.
• The Manage Form Builder page displays four summary cards at the top: Total Forms, Active Forms, Converted Forms, and Total Responses, giving you a quick overview of your form activity.
• Below that, the page shows a table of your forms with columns for Name, Fields, Responses, Created At, Status (toggle to activate or deactivate the form), and Actions. Use the Search bar to find a specific form by name, and use the All / Active / Inactive tabs to filter forms by status.
• In the Actions column, you can click the “Copy URL” option to copy the form’s URL, click the “Convert” option to change the form type, use the “Edit” option to modify the form, or use the “Delete” option to remove it.
• When you click on a form’s response count, it opens the Form Responses page for that form. Here, you can click “Mark all as read” to clear the unread badge, or click the copy icon to copy the form’s link. Use the Back button to return to the Manage Form Builder page.
• The Form Responses page displays a table with columns for Status, along with the submitted answers: Name, Email, Rating, Comments, Submitted At (with a relative time shown below the date), and Actions, where you can view a response in detail or delete it. Use the Search bar to find a specific response.
• When you click Convert, open the Convert To page for that form. First, turn on Enable Conversion so the system knows to create records automatically whenever someone submits your form.
• Next, pick where those records should be, select a Module, and then a sub-module within it, depending on your selected module. The Field Mapping section appears below, showing all the fields available in that module.

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.