Lleverage Documentation
WebsiteLegalPlatform
  • Get Started
    • Introduction
    • Co-Pilot
    • FAQ
  • Key Terms
  • Action Guide
    • Triggers
    • Output
    • Prompt
    • Agents
  • Extracting Information
  • Using Information
  • Custom Code
  • Subworkflows
  • Knowledge Bases
  • Intergrations
  • Canvas Guide
    • Canvas Controls
    • Action Cards
    • Action Connections
    • Variables and Data Flow
  • The Run Panel and Testing
  • Error Handling
  • Publishing Guide
    • How to Publish
    • API Endpoint
    • Chat App
    • Form App
    • Integration Configuration
    • Scheduling Workflows
  • Sharing
  • Settings
    • Account Setup
  • Projects
  • Subscription Management
  • Sharing & User Permissions
  • Technical
    • Models
    • Security & Performance
  • Analytics & Monitoring
  • Support
    • Release Notes
      • April 2025
      • March 2025
      • February 2025
      • January 2025
      • December 2024
      • November 2024
      • October 2024
      • September 2024
      • August 2024
      • July 2024
    • Getting Help and Troubleshooting
Powered by GitBook
On this page
  • Key Features
  • How to Create a Form Application
  • How to Access Your Form Application URL
  • How to Embed Your Form in a Website
  • How to Configure Required Fields
  • How to Customize Your Form Application
  • Best Practices for Form Applications
  1. Publishing Guide

Form App

Last updated 21 hours ago

When you create a workflow with a Form trigger in Lleverage, you can publish it as a standalone form application with its own dedicated URL. This allows you to collect structured inputs from users and process them through your workflow.

Key Features

  • Dedicated URL for your form application

  • Configurable input fields with validation options

  • Required field capabilities for ensuring complete data collection

  • iFrame embedding options for integration into existing websites

  • Similar functionality to Chat applications but with structured inputs

How to Create a Form Application

  1. Create a workflow with a "Form" trigger

  2. Configure your input fields in the trigger settings

  3. Set fields as required or optional based on your needs

  4. Build your workflow to process the form submissions

  5. Test the workflow using the Run Panel

  6. Click the "Publish" button in the top right corner

💡 Forms are ideal for collecting structured information that needs to follow a specific format.

How to Access Your Form Application URL

  1. Publish your workflow with a Form trigger

  2. The Publish Panel will display your app link

  3. Copy this URL to share with users

  4. Anyone with the link can access and submit your form

💡 The app link provides a dedicated interface for users to interact with your workflow through a structured form.

How to Embed Your Form in a Website

  1. Publish your workflow with a Form trigger

  2. In the Publish Panel, locate the iFrame embed code

  3. Copy the embed code provided

  4. Paste this code into the HTML of your website

  5. The form will now appear directly on your website

💡 Embedding forms in your website creates a seamless experience for your users without redirecting them to another page.

How to Configure Required Fields

  1. Create or edit a workflow with a Form trigger

  2. Configure your input fields in the trigger settings

  3. Enable the "Required" option for fields that must be completed

  4. Users will be prompted to complete these fields before submission

⚠️ Be mindful about which fields you mark as required. Only make fields required if they are truly necessary for your workflow to function properly.

How to Customize Your Form Application

  1. Publish your workflow with a Form trigger

  2. In the Publish Panel, locate and click the "Customize" button

  3. Upload your logo to brand the form interface

  4. Save your customization settings

  5. Your branded form application is now ready to share

💡 Adding your logo helps create a more professional and branded experience for users.

Best Practices for Form Applications

  1. Keep forms concise and focused on collecting necessary information

  2. Provide clear labels and placeholder text for each field

  3. Use validation to ensure data quality

  4. Test your form thoroughly before sharing it with users

  5. Consider the user experience and minimize the number of required fields

⚠️ Remember that anyone with your form application URL can access it, so consider authentication needs for sensitive information.

Form Publish Panel