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Set up application forms

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What does this do for me?

The Forms page publishes the application that customers complete. You either install a starter template that creates everything together, or define a profile schema and a form journey yourself.

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1. Open Forms

Open Forms in the Customer Gate navigation.

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2. Start from a production template

The fastest path is Start from a production template. Select Install on the template. Installing a template creates a validated schema, a published form, an approval rule, and an access rule together. The installed template shows an Installed badge.

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3. Create manually

If you prefer to define things yourself, select Show manual authoring to reveal the advanced controls. These accept the raw JSON field and step definitions.

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Create a profile schema

In the Profile schema card:

1. Enter a Name.
2. Choose a Target of customer or company.
3. Paste the Profile fields (JSON). Each field needs key, label, type, and required.
4. Select Create schema.

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Create a form journey

A form needs an active profile schema first; without one you see a Create a profile schema first warning. In the Form journey card:

1. Enter a Name and Slug.
2. Choose the Profile schema to collect fields from.
3. Choose a Journey type.
4. Paste the Form steps (JSON). Leave [] to create one Details step.
5. Turn on Require customers to sign in if the form must be completed by a signed-in customer.
6. Select Create form.

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4. Review the lists

The Schemas table lists each schema’s Name, Target, and Active state. The Forms table lists each form’s Name, Slug, Type, and Active state.

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Next step

Once your form is published, review the submissions it collects under Submissions. See Review applications.