Form Builder
Build structured data collection forms for any stage of your Flow.
Overview
Use the Form Builder anywhere you need to ask for information: collecting a budget amount before review, gathering documents from an applicant, or capturing a reviewer's comments. Forms attach to any stage of your Flow.
Each form follows the same access rules as the stage it's attached to, and every answer is saved into the Flow's shared record so later steps can use it.
Field types
stepbase supports 18 field types to cover common data collection needs.
| Type | Description |
|---|---|
| Text | Single-line text input |
| Text Area | Multi-line text for descriptions and notes |
| Number | Numeric input with optional min, max, and step |
| Email address with format validation | |
| Phone | Phone number input |
| URL | URL input with format validation |
| Date | Date picker with optional min/max constraints |
| Date & Time | Date and time picker |
| Select | Single-select dropdown with custom options |
| Multi-select | Multiple selection from a list |
| Radio | Radio button group |
| Checkbox | Boolean yes/no toggle |
| File Upload | File upload with type and size limits (★ Pro) |
| Photo | Capture from camera or upload from gallery |
| Voice | Audio recording with configurable max duration |
| Section | Visual separator for organizing form layout |
| Table | Structured data grid with configurable columns, row add/delete, and min/max rows (★ Pro) |
| Rich Text | Read-only formatted text that can pull in data from earlier steps |
Validation
Each field supports validation rules that are enforced before submission.
- Required -- field must be filled
- Min/Max length -- for text fields
- Min/Max value -- for number fields
- Regex pattern -- custom format validation with error messages
- File type restrictions -- accepted MIME types for uploads
- File size limits -- maximum upload size
Layout
Control form layout with field width settings.
- Full width -- field spans the entire row
- Half width -- two fields side by side
- Third width -- three fields in a row
Attaching a form to a stage
You attach a form to a stage from the Forms tab in the configuration panel. How the form shows up depends on the kind of stage:
- Intake stage: the form collects the information needed to start the Flow
- Review stage: the form is optional. If you skip it, reviewers get quick approve/reject buttons straight from their task list
- Multi-review stage: each reviewer sees the same form and fills it in independently
Where the answers go
When someone submits a form, the answers are saved as part of that stage's record in the Flow. Later steps can pull any of those answers into their own conditions, forms, or notifications.
Because answers stay grouped with the stage that collected them, you always know who provided which piece of information, useful for audits and for tracing how a decision was made.