Dynamic Form Builder
Verification workflows rarely operate in a vacuum; applications typically require specific context, user declarations, or supporting files before identity or compliance checks can run.
The Dynamic Form Builder provides a zero-code visual schema builder for creating, publishing, and managing data intake forms.
Key Capabilities
- Pre-Workflow Data Collection: Collect user profiles, corporate declarations, or custom questionnaires before verification steps execute.
- Step Attachment: Bind specific forms to individual nodes within a workflow pipeline.
- Reusable Form Templates: Save standard forms (such as Tax Declaration, Vendor Intake, or Employee Emergency Contacts) as templates across multiple workflows.
Supported Form Field Types
The builder provides a rich library of input components with built-in validation rules:
| Field Type | Component | Validation Controls |
|---|---|---|
| Short Text | Single-line text input | Min/max characters, regex patterns, required toggle. |
| Long Text | Multi-line textarea | Character limits, required toggle. |
| Number | Numeric input | Min/max range, integer vs decimal, positive only. |
| Dropdown Select | Single-select menu | Custom options, default value, required toggle. |
| Radio Group | Mutually exclusive options | Predefined choices, inline or vertical layout. |
| Checkbox Group | Multi-select options | Minimum selections required. |
| Date Picker | Calendar selection | Past dates only (DOB), future dates only (expiry). |
| File Upload | Document & image uploader | Allowed file formats (PDF, PNG, JPEG), max file size (MB). |
| Signature Pad | Digital signature canvas | Required signature capture before form submission. |
Attaching Forms to Workflow Nodes
1. Create and Publish Your Form
Navigate to Workflows > Forms in the dashboard, click New Form, and assemble your fields using the visual canvas. Once satisfied, click Publish Form.
2. Connect to a Workflow Step
Open your target workflow in the visual builder:
- Click on an intake step or a custom step.
- Under Data Collection, select Attach Dynamic Form.
- Pick your published form from the dropdown.
3. Consume Form Data Downstream
Any fields submitted by the applicant through the form become immediately accessible to subsequent nodes in the workflow (e.g., using submitted tax IDs in registry verification steps or validating signatures against identity cards).
Forms attached to public share links render automatically as the first step of the hosted verification portal, creating a seamless, branded intake journey.