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Form actions are canvas actions that work with App triggers to create user-friendly data collection interfaces. When published, they become standalone form applications that anyone can use to submit information to your workflow.

How to Configure a Form Action

  1. Select "App" as your trigger type

  2. Choose "Form" as your canvas action

  3. Click "Add Field" to create a new input field

  4. Enter the name of your field

  5. Select the field type from the dropdown menu

  6. Click "Create" to add the field to your form

  7. Repeat steps 3-6 to add additional fields as needed

💡 When you create a field, it automatically generates a variable chip that you can use to pass the output throughout your workflow.

How to Edit Form Fields

  1. Locate the field you want to edit on your form

  2. Click the pencil icon next to the field

  3. This opens the field configuration panel where you can modify:

    • Variable Name: The name used to pass data through the workflow

    • Label: The display name shown to users (defaults to variable name if not edited)

    • Field-specific settings: Varies by field type

⚠️ If you delete the label, it will default to the variable name. You can add variables within labels.

Available Field Types

Text Field

Input Options:

  • Single-line or multi-line text input

  • Multi-line option affects styling presentation

Configuration Options:

  • Label

  • Default value

  • Placeholder text

  • Hint text

  • Minimum length

  • Maximum length

  • Multi-line toggle

Number Field

Input Options:

  • Standard input field

  • Slider input (can be checked/enabled)

Configuration Options:

  • Required field toggle

  • Label

  • Default value

  • Placeholder text

  • Hint text

  • Minimum value

  • Maximum value

Toggle Field

Input Options:

  • Switch style

  • Checkbox style

Configuration Options:

  • Required field toggle

  • Label

  • Default value (true or false)

  • Hint text

Single Select Field

Input Options:

  • Dropdown menu

  • Radio buttons

Configuration Options:

  • Required field toggle

  • Label

  • Default value (dropdown selection)

  • Placeholder text

  • Hint text

  • Selection options (add and reorder options)

Multi-Select Field

Input Options:

  • Multiple selection interface

Configuration Options:

  • Required field toggle

  • Label

  • Placeholder text

  • Hint text

  • Selection options (add and reorder options)

Date Picker Field

Configuration Options:

  • Label

  • Default value (year, month, day format)

  • Placeholder text

  • Hint text

File Field

Configuration Options:

  • Label

  • Placeholder text

  • Hint text

  • File type restrictions

  • File size limits

Look Up Field

Configuration Options:

  • Connects to external data sources

  • Dynamic field population

  • Search and selection capabilities

Item List Field

Style Options:

  • Card list display

  • Table display

Configuration Options:

  • Required field toggle

  • Label

  • Hint text

  • Form structure for list items

  • Initial items (pre-populated entries)

  • Allow users to add more items toggle

💡 The Item List field creates a table-like structure where users can add multiple entries with the same field structure.

Field Validation and Requirements

  • Required Fields: Mark any field as required to prevent form submission until completed

  • Field-specific Validation: Each field type has appropriate validation (number format, file type, etc.)

  • Length Limits: Set minimum and maximum character limits for text fields

  • Value Ranges: Define minimum and maximum values for number fields

  • Real-time Feedback: Users receive immediate validation feedback

Variable Creation and Usage

  • Each form field automatically creates a variable chip for use in subsequent workflow actions

  • Variable names can be customized in the field edit panel

  • Labels can include variables from other parts of your workflow

  • Form outputs are available throughout your entire workflow

When to Use Form Actions

Use Form Actions when:

  • You need structured data collection

  • Users should provide specific information in defined formats

  • You want to validate input fields before processing

  • The workflow requires multiple, organized data points

  • You need file uploads or complex data structures

  • You're collecting tabular data with Item Lists

Publishing and Sharing

When published with an App trigger:

  • Creates a standalone form application

  • Generates shareable links

  • Provides embed codes for integration

  • Works independently of the Lleverage platform

  • Can be customized with your branding

  • Responsive design works on all devices

💡 Form actions create comprehensive variable outputs that make all collected data available to subsequent workflow actions, enabling powerful data processing and automation.

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