Form Schemas
A Form Schema defines the complete structure of a form — every field, component, validation rule, layout setting, and behavior is captured in the schema. In Workspace Builder, every form you build is backed by a schema that the platform stores, versions, and renders dynamically for end-users.
What is a Form Schema?
When you design a form using the drag-and-drop Form Builder, the platform converts your design into a structured schema. This schema drives everything:
- What fields are shown — text inputs, dropdowns, file uploads, signatures, and more
- How they are laid out — single page, multi-step wizard, or overlaid on a PDF
- What rules apply — required fields, conditional visibility, validation patterns
- How submissions are stored — each schema field maps directly to a data property in the submission record
Schemas are versioned automatically. When you publish changes to a form, a new version is created while existing submissions remain linked to the version they were submitted on.
Forms Live Inside Menus
Forms are organized under Menus inside a project. A menu acts as a group or category — you create a menu first, then add forms under it.
Project
└── Menu (e.g. "HR Forms")
├── Form A (e.g. "Employee Onboarding")
└── Form B (e.g. "Leave Request")
Each form has its own schema, submission table, version history, and access permissions.
Four Form Types
Workspace Builder supports four types of forms. Each produces a different schema structure suited to a different use case:
| Type | Description | Best For |
|---|---|---|
| Classic Form | All fields on a single scrollable page | Short forms, quick submissions |
| Wizard Form | Fields split across guided multi-step panels | Long forms, onboarding flows |
| PDF Form | Interactive overlay fields placed on an uploaded PDF | Digitising existing paper or PDF documents |
| Dashboard | Analytics canvas with charts, widgets, and data views | Reporting and monitoring — not data collection |
Form Lifecycle
Every form follows the same lifecycle from creation to live use:
- Create — Choose a form type, name it, and place it under a menu
- Design — Add and configure components in the Form Builder
- Configure — Set up actions, workflows, permissions, and sharing
- Publish — Make the form available to users in User Mode
- Collect — Users submit data; submissions are stored and tracked
- Manage — Review, export, approve, or act on submissions
What's in This Section
| Page | Description |
|---|---|
| Creating Forms | How to create menus, choose a form type, name and configure a form, and manage existing forms |
| Form Categories | Detailed comparison of all four form types with use cases and key characteristics |
| PDF Forms | Step-by-step guide for building PDF forms — uploading, detecting fields, placing overlays, and configuring checkboxes and radio buttons |
| Dashboard | All 11 dashboard components explained — Bar, Line, Area, Pie, Scatter, Radar, Radial Bar, Funnel, Combo, KPI Card, and Table |