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Open in Introw: Forms

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How it works

Forms are managed under Forms. You create a form, then build it in an editor with three tabs: Form builder for the fields and layout, Automation for what happens on submit, and Workflow for a visual view of the submission flow. Forms inherit your organisation’s portal branding, so the header, colors, and button match your portal. A form reaches partners through a share link, an embed, or a section in a portal experience. General links work for anyone, while partner-specific links tie a submission to a known partner. Embedding a form requires a portal domain (a subdomain or verified custom domain).

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Prerequisites

  • Write access to forms.
  • A portal domain set up if you want to embed a form.

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Settings & configuration

Forms are built at Forms and edited at /forms/{org}/{formId}/edit.

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Fields

Add fields from the field menu. Field types include text input, text area, file upload, checkbox, partner select, CRM object, quote selector, and batch (CSV) upload. For each field you set a label, placeholder, and whether it is required, plus any CRM mapping.

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Layout

Structure the form with headings, lists, columns, tables, images, and call-to-action links so it reads clearly.

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Confirmation

In the automation tab, set the submission confirmation: show an end screen or redirect partners to a URL after they submit.

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Sharing and embedding

Use Share form to get a general link or a partner-specific link, or to embed the form. Embedding requires a portal domain. You can also add the form to a portal experience as a section.

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Branding

Forms automatically use your portal branding, so there is no separate per-form branding to set.

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Setup walkthrough

1

Create a form

On Forms, create a form and name it.
2

Add fields

Add the fields you need and mark required ones.
3

Lay it out

Add headings and structure so the form is easy to fill in.
4

Set the confirmation

Choose an end screen or redirect after submit.
5

Share or embed

Share a link, embed the form, or add it to a portal experience.

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How-to guides

Build and publish a form

Create a no-code form, add and configure every field, set the confirmation, and get it in front of partners.

Bulk upload multiple records

Let partners submit many records in one form with a CSV batch upload.

Set up a partner application form

Turn a form into a self-serve partner application that auto-creates the partner in Introw, links company and contact records in your CRM, and invites the applicant to their portal.

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Limits & gotchas

Embedding a form requires a portal domain (subdomain or verified custom domain). Batch (CSV) upload has a per-submission row limit, so very large imports must be split. Forms use your portal branding, so update branding centrally rather than per form.

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Troubleshooting

  • The embed option is unavailable - set up a portal domain first.
  • A partner-specific link does not attribute the submission - use the partner link from the share dialog, not the general link.
  • A required field is being skipped - confirm it is marked required in the field settings.