Getting Started
Build complex, logic-driven forms without code
What You'll Learn
This guide walks you through activating your workspace, configuring team permissions, and deploying your first live intake form in under ten minutes.
1. Account Setup & Verification
Secure your workspace, invite collaborators, and configure domain authentication.
2. Builder Interface Overview
Navigate the drag-and-drop canvas, asset library, and logic rule panel.
3. Publish & Embed
Generate shareable links, configure webhook endpoints, and monitor live submissions.
Step 1: Account Setup
After completing checkout, you'll land on the Onboarding Dashboard. Follow these exact steps to prepare your environment for production traffic.
Verify your primary email: Check your inbox for the confirmation message from auth@formflow.io. Click the blue "Confirm Workspace Access" button to unlock the builder canvas.
Configure team roles: Navigate to Settings > Members. Assign "Admin" privileges to project leads and "Editor" access to field designers. FormFlow enforces row-level permissions automatically, so junior staff can draft questions without altering published logic.
Connect your data destination: We recommend linking a primary CSV export folder or a native Slack channel before building. Open Integrations > Webhooks, paste your endpoint URL, and toggle "Test Payload" to verify connectivity.
Open Settings Panel Read Permission DocsStep 2: Build Your First Form
You're ready to create a functional intake form. This example builds a "Client Onboarding Questionnaire" with conditional routing and file uploads.
Create a blank project: Click the "+ New Form" button in the top navigation. Select "Blank Canvas" and name your project "Q3 Client Intake".
Add core fields: Drag a "Single Line Text" block for Full Name, a "Dropdown" for Department, and a "File Upload" for Signed Contracts. Enable "Required" toggles on all three. Set the file upload limit to 5MB and restrict accepted types to .pdf and .docx.
Apply conditional logic: Select the Department dropdown. Open the Logic tab and add a rule: "If value equals 'Engineering', show Section B". Create Section B with a "Multi-Line Text" field for Technical Requirements.
Preview and publish: Hit the eye icon in the top right to test the flow on desktop and mobile viewports. When satisfied, click "Publish to Live URL". Copy the generated link and share it with your pilot group.
Start Building Now View Field Reference