Build
Building forms
Fields, logic, calculated values, multi-step layouts, drafts, publishing and version history.
The editor has three columns: the field palette on the left, the form itself in the middle, and the inspector on the right with the Form, Logic, Shopify, Integrations and History tabs. A live preview sits under the canvas.
Fields
Drag a field from the palette onto the form, or click it to add it at the end. Click a field to edit its label, key, placeholder, help text, whether it is required, its width (full or half) and type-specific options.
| Field | Use |
|---|---|
| Short text, Paragraph | Free text, single or multi-line |
| Email, Phone | Validated on the storefront and the server |
| Dropdown, Single choice, Checkboxes | Options; give options numeric values to use them in formulas |
| Image choice | Options shown as pictures; single or multiple |
| Number, Date | Typed input; Number can be formatted as integer or currency |
| Rating | 1 to 5 |
| Consent | A checkbox that must be ticked, for example for a privacy notice |
| File upload | Files are stored privately and linked from the submission |
| Address | Street, apartment, city, region, postal code and country in one field |
| Signature | A drawing pad saved as an image; visitors without JavaScript type their name |
| Product | Pick products in the editor; renders as a dropdown and pre-selects the current product on product pages |
| Order table | Products and variants with quantity boxes and a live subtotal; see Quotes, payments and orders |
| Calculated | A value computed from other fields |
| Hidden | Not shown; filled from a URL parameter, the page or the customer |
Pre-fill
Any field can be pre-filled from the signed-in customer (email, first name, last name, phone, customer ID), the page URL, the product or variant on a product page, or a URL parameter. Set Pre-fill in the field settings. A visitor arriving via ?ref=summer-sale sees a field with URL parameter ref already filled in.
Calculated fields
Type a formula using other field keys: quantity * 24.5 + finish, round(width * height / 144, 2), days(pickup, return) * daily_rate, count(extras) * 5. The value updates as the visitor types and is recalculated on the server when submitted.
Logic
In the Logic tab, add rules of the form "when field condition value, then action". Conditions: equals, not equals, contains, does not contain, empty, not empty, greater than, less than. A rule can match all or any of its conditions.
Actions:
- Show or hide fields.
- Route the notification to different recipients (for example topic = Wholesale sends to sales@).
- Change the success message or redirect (for example estimate over 500 shows "A rep will call you"). Placeholders such as
{{name}}and{{estimate}}work in success messages.
Multi-step forms
Click Add step under the form. Each step has a title and its own fields; visitors see a progress indicator and can go back. Logic rules work across steps.
Form settings
The Form tab holds the form name, submit button label, success message, optional redirect URL, the option to restrict the form to signed-in customers, the Form Expert badge toggle (paid plans), duplicate submission rules and languages.
Save, publish and versions
- Save stores a draft. On a live form the storefront keeps serving the published version until you publish.
- Publish (or Publish changes on a live form) makes the draft live.
- Discard changes returns the draft to the live version.
- History lists every saved version with a live or editing marker. Restore loads an older version into the draft; publish it to make it live.
- Unpublish removes the form from the storefront without deleting anything.
Something missing? Submit a ticket.