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Dynamic forms

Dynamic forms (also known simply as "forms") are fully customizable web forms, which can be attached to Products. This lets end users submit additional information (e.g., intended return date, or details about the needed product variation/configuration). Optionally, you can use the submitted information in Product tasks.

Each form can be as simple or as complex as you need it to be; from a single page with one text box, to a multi-step wizard with dropdowns, radio buttons, check boxes, and more.

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To get started, Add a dynamic form. Then, Add a form to a product.

To programmatically populate data into the Form elements of a dynamic form, use Data sources.

Note

Dynamic forms are also used for the underlying web forms in Delegated forms.