Web Forms

Fluix Form Library

The Form Library consists of a list of templates created by Fluix and forms that you, as an admin, can build in Fluix Form Builder.

To create a new form, navigate to the Admin Tab -> Process Setup -> Forms section. Click Create form in the upper right corner. Later, you will be able to use it while creating a workflow.

Upon selecting any form, you will see the list of available actions that you can perform with a form. In particular, you will see Edit, Rename, Duplicate, and Delete actions.

• Edit, Duplicate, and Rename actions will be helpful if you plan to build a variety of workflows that need a similar form included. Create one form from scratch or adjust one from the template library and edit it according to the specific workflow. Duplicate it and edit it to suit the other workflows related to your processes.

Use Fluix Templates or Create Your Own Forms

Ready-to-Use Fluix Templates

On the next page, you’ll see a list of templates created by Fluix.
Browse the catalog, choose any template, and click Use this Template to customize it for your workflow.

Create a Form from Scratch

Click Start From Scratch above the templates list to build your own form. You can create either a classic static form or a dynamic one.
We’ll guide you through using the Form Builder in the next article.

Convert Your Existing Form

Need to digitize your existing document? Use the Convert my Form option to send us your file (accepted formats: PDF, PNG, JPG, DOC, DOCX, XLS) up to 5 MB.

Once submitted, our experts will turn your document into a fillable Fluix form and contact you to walk you through using it in your process.

In case of any questions, feel free to contact us at support@fluix.io

Fluix Form Builder

In the Fluix Forms section, you can create fillable and dynamic forms and add them to the Workflow. This way, your team can collect data on mobile devices and submit it further according to the preconfigured flow.

To create a form, navigate to the Admin tab -> Process Setup -> Forms, and click Create Form. In the opened window, you will see two options to select from:

• Classic View – a static fillable form;

• Dynamic View – a fillable form with dynamic layouts and the possibility to add conditions to the fields in the form;

Upon selecting the form’s view and typing the form’s name, the form builder will open, allowing you to start building the form.

In the next tutorials, we will guide you on creating a Web form with a static or dynamic view.

How to create a web form with a static view in Fluix?

To create a form, navigate to the Admin tab -> Process Setup -> Forms, and click Create Form. On the left, click Start from Scratch, select Classic View in the opened window, and name your form.

Menu of the form elements

On the left, you will see a menu with a list of elements that can be used to create a form. Click on the element to add it.

The elements are divided into three different groups:

• Blocks – use presets of the most commonly used fields combined into blocks for your convenience.
• Layout – customize your forms by adding the text, your company’s logo, and divider.
• Fields – the different types of fields to add to the forms to collect the most relevant data in the forms.

Actions that can be done with the fields

• Modify its properties by clicking on the added field on the page.
  Please note: depending on the field’s type (e.g. text field, number field etc), different modifications will be suggested.

• Duplicate or delete the element by hovering it over and selecting the option.
• Select one or multiple elements by clicking on it/them, continuing to hold down to draw a selection box, and selecting the necessary element(s).

• Move one or multiple elements through the page by a simple drag-and-drop.
• Undo the action done earlier or redo it to discard the results of the last Undo action by clicking on the arrows.

• Report a problem by clicking on the exclamation mark near the Discard button.

Modifying pages of the form

• To add a new page, click Add Page at the bottom of each page.

• To delete the page, click the garbage icon on the top right side of the page.

Once the form is ready, click Create Form in the upper right corner to save the form. Once done, the form will appear in the Forms section, from where you may select it while building a workflow.

How to create a dynamic form in Fluix?

Dynamic forms in Fluix are mobile-friendly and designed to adapt to user input. You can set conditions so that specific fields appear, become required, read-only, or hidden based on what users select in the form. With unlimited photo uploads, users can attach as many images as needed for each task, without predefining a fixed number of image fields as an admin.

To create a dynamic form, navigate to the Admin tab -> Process Setup -> Forms, and click Create Form. On the left, click Start from Scratch, select Dynamic View in the opened window, and name your form.

The Dynamic Form Builder works similarly to the classic one but offers more flexibility. It allows you to configure advanced settings for each field, such as applying conditional logic to show, hide, or change field behavior based on user input.

In the upper panel of the Dynamic Form Builder, there are two tabs:

• Form creation tab – displays a menu with a list of elements that can be used to create a form. Click on the element to add it or drag and drop it to the centre to start creating your form.
• Add Logic tab – here you can configure the conditions for fields in the form to make them required, read-only, and hidden dynamically based on the options the users select in the form.

Menu of the form elements

On the left, you will see a menu with a list of elements that can be used to create a form. Click on the component to add it.

• Fillable fields  – the different types of fields to add to the forms to collect the most relevant data.
• Layout – helps you customize your forms by adding a header, text, your company’s logo, and a divider.

To learn more about building Dynamic forms from scratch, visit our Feature Tutorial Center. 

If you have any questions about setup, contact our team at support@fluix.io, and we’ll be happy to help.