Design a Form with Process Builder

Design a Form with Process Builder

PulseFlow › Admin
Admin & Builder

Design a Form with Process Builder

Create a new form end-to-end — Basic Info, Layout Settings, Submission Settings, sections, and fields.

Before you start
  • You have a business process you want to turn into a form
  • You know what questions you need to ask the submitter
What you'll achieve
  • A working form, ready to be linked to a workflow and activated

Create the form

1
Open Process Builder
Go to PulseFlow › Process Builder. Click Add in the top bar.
2
Basic Info
The Basic Info tab collects core metadata — Form Name, Section (a grouping/category), Description, Select Module (which product area this form belongs to), and an Active toggle.
3
Layout Settings
Open Layout Settings. Choose a Width Type (Fixed 900px, Full Width, or Custom with a specific max width), and pick Form Density (e.g. Comfortable) to control spacing.
4
Submission Settings
In Submission Settings, use Select Workflow to pick the approval chain that runs on submit, and type a Success Message shown to the submitter after a successful submission.
5
Save
Click Save. The form now appears in your workflow list, ready for sections and fields.

Add sections and fields

Open the form from the list. On the left, add a Section (a visual group like Personal Details, Approver Input). Under each section, click Add Field Here to insert a field. Choose a type from the 24+ field types available. Set the Question Properties panel on the right for each field — label, helper text, required flag, validation, and conditional logic.

On this screen
Use <strong>Preview</strong> in the top bar to see what the submitter sees before you publish. Preview also validates required fields and conditional logic without creating real submissions.
Frequently asked
Can I clone an existing form?
Yes. Use the duplicate action on a form in the Process Builder list — fields and layout are copied; you still need to link a workflow.
Can I make a field appear only when another field has a specific value?
Yes — conditional logic is configured under Question Properties when a field is selected.
What happens if I deactivate a form?
Existing submissions remain accessible. Employees cannot initiate new submissions until you re-activate it.

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