Drag And Drop To Build Forms Without Code

Build any kind of form your business needs by simply dragging fields onto the canvas, without writing a single line of code, and start collecting data in minutes. [Source]

Show Available Options Based On Previous Selections

A marketing director is filling out a form to assign tasks for a marketing campaign. They select “Social Media” as the campaign type, and the next dropdown instantly shows just 5-10 relevant platforms, like Instagram, LinkedIn, or TikTok: no wading through irrelevant choices. [Source]

Accept File Uploads In Form Submissions

A hiring agency is automating their recruitment process for a big client. Job applicants can easily attach their resumes, portfolios, or certifications right in the application form. Give candidates a digital briefcase to share their best work, making it simple for the agency to collect and review everything in one place, and ensuring the hiring process stays smooth and organized. [Source]

Create Multi-Page Forms (Wizards)

The same marketing director wants to break up a longer client feedback survey into 5 questions per page to increase survey completion metrics. [Source]

Provide Your Team Pre-Designed Form Templates For Common Tasks

That same client feedback survey is already designed and configured as a form template which the PM grabs from the library and edits for their latest survey. [Source]

One-Click Form Duplication

The marketing director can also duplicate an existing form survey and edit its fields to create a new survey.

Change The Appearance Of Your Forms

Ensure form builders can roll out new forms that match your company's brand and style with custom CSS and JavaScript. [Source]

Mobile Responsive Forms That Auto-Adjust To Any Device

A nurse practitioner never has to worry what device a patient is using to complete a patient intake form, whether on a desktop, tablet, mobile, or even a screen kiosk.

Show Or Hide Fields Based On User Responses And/Or Who's Filling It Out

Present a different set of survey questions based on what country or industry a client selects or if it's an internal survey, only show questions related to the department of the logged-in user. [Source]

Numerous Component Types To Choose From

Build forms from a list of components you'd expect such as text fields, numbers, dates, dropdowns, file uploads, and a number of others you might not expect such as a map, signature pad, table input, and more. [Source]

Trigger Confirmation, Notification, And Approval Workflow Emails

An employee submits a leave request. They receive a confirmation their request has been sent. Their manager receives a notification that an approval request is pending for them. The manage approves the request and the employee receives confirmation of the approval. [Source]

Build Reports For Forms Without Code

A banking organization builds a reporting module using a simple wizard that lets them see which clients from which countries and in which industries have onboarded and it updates automatically as more clients complete the onboarding process. [Source]

API Access To Forms And Submissions

When a sales executive opens a client's profile in their CRM, the CRM accesses the form and submission data via API to show which lead form the propect has completed, when it was completed, and the responses they provided. [Source]

Fully Accessible And Compliant Forms

Forms are accessible for individuals with disabilities (e.g. screen readers) and comply with relevant data protection and privacy regulations (e.g. GDPR, HIPAA, CCPA, etc.). [Source]

Form Versioning And Revisions

An insurance administrator updates a claims form with new fields and changes to some existing fields. Notes for the edits are required so that explanations for the changes are recorded. Previous submissions remain intact with a version of the form as it was when past submissions were made. [Source]

Integrated Security

Your HR team is handling sensitive employee data, like payroll or personal info. Forms are wrapped in SSL encryption right from the start and let you track every action: form changes, submissions, actions, you name it. It's like having a secure vault with a detailed logbook, ensuring your business data stays safe and every move is traceable for audits or compliance, giving you peace of mind. [Source]

Embed Forms In Your Apps Or On Your Website

A customer service lead wants a feedback form on your company website or a secure order form inside your employee app. Drop a single line of code to pop the form right where you need it, public for anyone to use or locked down for logged-in users only. Let customers or staff jump in and engage. [Source]

Dynamic Language Translation

Make global customers feel welcomed when they fill out a form survey in their own language. Configure a single form survey to render in multiple languages automatically based on country of origin or other criteria, removing the need to create multiple versions. [Source]

Flexible Deployment Options

A healthcare technology company needs to keep sensitive customer data ultra-secure while using forms for claims tracking. They can deploy the Form.io platform in the cloud for easy access or on-premise to lock down their data and servers completely. Either way, their data stays under their control, safe and tailored to their needs. [Source]

Single Sign On (SSO) And Email Token Authentication

A corporate training team wants their employees to jump into a feedback form without extra logins. They can use the company's existing SSO system to let staff access forms seamlessly, or send a quick email with a secure token for instant access. It's like handing out all-access passes that work with your current ID system or a special key delivered straight to their inbox, making form access smooth and secure for everyone. [Source]

Collect Offline, Resync When Connected

A home insurance adjuster responds to a claim in a remote area, but is still able to collect the required information while offline and have it sync when they're connected. [Source]

Auto-Populate And Validate Mid-Completion

You're halfway through a customer order form and need to check their account status...ahh your form already pulls in the live info, like their latest purchase, right as you type. Nice. You always know everything's correct before hitting submit. [Source]

PDF Forms And PDF Exports

A healthcare provider needs patients to fill out insurance forms that look exactly like the familiar PDF documents, but the data needs to feed into their system for easy integration and reporting. Ppatients complete a form that mirrors the PDF layout, while the info is stored as JSON for seamless integration with internal tools. Plus, they can export submissions as PDFs or send templated confirmation emails or downloads to patients. It's like handing out a classic paper form that magically syncs with your database and sends polished receipts with zero fuss. [Source]

Update The Form.io Platform When You're Ready

New releases are available every month detailing new features, bug fixes, and performance improvements. Any breaking changes are clearly documented so you can update your platform with confidence. [Source]

Data Separation With Multi-Tenancy

A consulting firm serves multiple clients, each needing their own branded portal for project forms. With this feature, the firm runs one app where every client logs into the same interface, but their end users get a custom look and feel. Each client's forms and data stay completely separate, all on the same infrastructure. It's like hosting multiple private offices in one building: everyone shares the foundation, but their workspace is uniquely theirs, secure and tailored. [Source]

Unlimited Data Exports

A marketing agency runs customer surveys for a big campaign and needs to pull all the responses for analysis. They export every bit of form data, like survey answers, whenever they want, manually or programmatically through their app, with no restrictions. All their data is ready to grab anytime, letting the team slice and dice insights for reports or presentations without ever hitting a limit. [Source]

Store Data In Your Own Database

A retail company needs their customer order forms to feed directly into their existing MySQL database for inventory tracking. They can set up forms to send data straight to their database, whether it's MySQL, PostgreSQL, or another system, using simple webhooks, a custom API layer (e.g. Node.js or Python), the Form.io data source compoinent, or customize the Form.io server itself. Set up a direct pipeline that funnels form data right into your company's data hub, keeping everything organized and ready for action without extra hassle. [Source]

Transform Incoming And Outgoing Submission Data

Think of your marketing team collecting event registrations, but the CRM needs the data in a specific format. This feature acts like a magic translator, tweaking incoming responses (like renaming fields) or reshaping outgoing data to fit perfectly into your CRM or analytics tool. It's like having a personal assistant who reformats every form submission so it fits into your systems, saving hours of manual cleanup. [Source]

Dynamically Generate Forms

A logistics manager has a database full of product details and needs a form to capture new shipments. Instead of building it from scratch, their app automatically generates a form based on their existing data model using the form API, like turning your spreadsheet columns into a ready-to-use form in seconds and stays in sync with your business data. [Source]

Give Non-Technical Users Access To A Customized Form Builder

A non-profit organization wants their event planners to create registration forms without touching code. They embed a slick, white-labeled form builder right into their app, tailored for events and styled to match their brand, or even their sponsor's look. Hand your team a custom craft kit: they drag and drop to build perfect forms, no tech skills needed, while everything looks polished and on-brand for registrants, fully integrated. [Source]

Integrate With External APIs

Your sales team needs to pull customer info from Salesforce or patient data from a healthcare system right into a form. Use webhook actions or the webhook receiver to connect with external APIs like Salesforce, FHIR, or even clunky old legacy systems, so data flows in and out as they need. [Source]

Granular Stage & Team Permissions

Only the finance team should see budget fields, while HR handles employee details. This feature lets you fine-tune who sees what, down to specific form sections or fields, based on roles, departments, or even evenironment stages. Give everyone the access they need without hindrance, keeping sensitive info secure and workflows crystal clear. [Source]

Customize And Extend The Form.io Platform

A tech startup's dev team wants to supercharge their client portal with unique features, like a custom progress tracker or a branded theme. With this feature, they can use Form.io's APIs, SDK, and CLI to craft tailored components, actions, or modules that fit their app perfectly. They get a fully stocked toolbox to build bespoke form features, letting developers flex their creativity while keeping everything tightly integrated and on-brand for clients.

Run Calculations On The Server

When your sales team quotes a project, the totals and discounts are crunched securely on your server. No one can fiddle with the numbers and your finance team gets clean, reliable data for audits. [Source]

Let Users “Pick Rows Then Submit” From A Live Table

Got a big table of pending orders? Let your warehouse manager check off the ones they're shipping today and submit just those...in one go. This is how bulk approvals and assignments should work. [Source]

Dynamic, Server-Side Dropdown Filtering

Looking for a client in a huge list? Start typing their name to narrow it down fast, so your teams can find them in context. [Source]

Built-In Request Caching

If your team keeps pulling the same client list, your forms remember it to make things lightning-fast, saving time on those daily reports. [Source]

Did You Know...

A Quick Reference Of Some Obvious, Some Less-Obvious, Powerful Capabilities (With Use-Case Examples) Hiding In Plain Sight, That Turns "We Wish We Could" Into "We Already Can."