Build dynamic forms with 15+ field types, validation rules, and conditional logic.
Creating Workflow Forms
WorkflowHero allows you to create custom forms for any workflow stage. Forms can collect structured data, validate inputs, and even show/hide fields based on user responses.
Available Field Types
Text Input Fields
Text (single line)
Textarea (multi-line)
Email
Phone
URL
Password
Date & Time Fields
Date picker
Time picker
Date & Time combined
Selection Fields
Dropdown (single select)
Multi-select
Radio buttons
Checkboxes
Special Fields
Number
File upload
Digital signature
Hidden fields
Field Validation
Each field can have validation rules to ensure data quality:
Required Fields: Mark fields as mandatory
Length Constraints: Set minimum and maximum character lengths
Number Ranges: Define min/max values for numeric fields
Custom Patterns: Use regex patterns for complex validation
Custom Messages: Display custom error messages for validations
Conditional Logic
Show or hide fields based on other field values:
Depends On: Specify which field this field depends on
Conditions: Equals, Not Equals, Contains, Not Contains
Show/Hide: Configure whether to show or hide when condition is met
Example: Show a "Company Name" field only when user selects "Business" in the Account Type dropdown.
Organizing Forms with Tabs
Break long forms into organized tabs for better user experience:
Create multiple tabs within a single form
Each tab can contain multiple fields
Set tab order for logical flow
Add descriptions to guide users
Optionally require all tabs to be completed
Form Settings
Configure form behavior and permissions:
Allow Draft: Let users save incomplete forms as drafts
Auto-Save: Automatically save form progress at intervals
Auto-Save Interval: Customize save frequency (default 30 seconds)
Require All Tabs: Force completion of all tabs before submission
Multiple Submissions: Allow users to submit forms multiple times
Submission Deadline: Set a deadline for form completion
Notifications: Send notifications when forms are submitted
Form Permissions
Control who can view, submit, and edit forms:
Can View: Users or roles who can see the form
Can Submit: Users or roles who can fill out and submit
Can Edit: Users or roles who can modify the form structure
Form Submissions
All form submissions are tracked with:
Who submitted (user ID and email)
When it was submitted (timestamp)
Which stage it was submitted for
Complete form data
Version number for audit trails
Pro Tip
Use conditional logic to simplify complex forms. Hide irrelevant fields to reduce cognitive load and improve completion rates.