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User Guide

Building Your First Form

Create a multi-step quotation form in minutes.

Creating a Form

  1. Log in to FlowForms
  2. Navigate to Edit Forms
  3. Click New Form
  4. A default form is created with a welcome step
  5. Start customizing!

Step Types

FlowForms supports several step types:

Step Type Purpose Use Case
Welcome Landing screen Title, description, slug, form expiry settings
Multi Select Multiple choice checkboxes Selecting products/services
Single Select Single choice with auto-advance Choosing one option from a list
Rush Fee Timeline selection Urgent processing with fee multipliers
Form Contact details Name, email, phone, company info
Actions Integrations (hidden from user) Email, Telegram, Wave configuration

How Steps Work

Steps render in order and each collects data that feeds into the next. Selections from earlier steps can:

  • Affect pricing — Selected products increase the quote total
  • Trigger conditional logic — Show/hide later steps based on choices
  • Populate context — Names and details carry through to the quotation

Editing a Form

Using the Form Editor

  1. Navigate to Edit Forms → select a form
  2. The sidebar shows all steps in order
  3. Click any step to edit its properties
  4. Each step type has its own configuration options
  5. Click Save Changes to apply

Editing Step Properties

  • Welcome: Title, description, slug for URL, expiry settings
  • Multi Select: Options with product links, pricing, descriptions
  • Single Select: Options with auto-advance, product links
  • Rush Fee: Timeline options with multipliers
  • Form: Field labels, validation rules
  • Actions: Email recipients, Telegram config, Wave Accounting settings

Conditional Logic

Show or hide steps based on user selections:

  1. Open a step's settings
  2. Find the Show If configuration
  3. Select a trigger field from a previous step
  4. Choose the trigger value that shows this step
  5. Save changes

Example

If user selects "Premium Package" in Step 2, show the "Add-ons" step (Step 3). If they selected "Basic Package", skip to the Contact Info step.

Form URL

Each form gets a unique URL:

https://form.guidesify.com/form/{form-uuid}

You can also set a custom slug for a cleaner URL:

https://form.guidesify.com/form/your-custom-slug

Managing Submissions

  • View all form submissions in the dashboard
  • Each submission includes all collected data
  • Export or review individual submissions
  • Resend email quotations if needed

Troubleshooting

Issue Solution
Form not loading Check if form is active and not expired
Pricing not updating Verify product pricing configuration
Conditional logic not working Check trigger field and value match exactly
Submission not saving Check Turnstile captcha configuration