> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Form Builder

> Create forms, add fields, set the confirmation screen, and share or embed them for partners in Introw.

**Open in Introw:** [Forms](https://app.introw.io/forms)

## 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).

## Prerequisites

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

## Settings & configuration

Forms are built at [Forms](https://app.introw.io/forms) and edited at
`/forms/{org}/{formId}/edit`.

### 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.

### Layout

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

### Confirmation

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

### 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.

### Branding

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

## Setup walkthrough

<Steps>
  <Step title="Create a form">
    On [Forms](https://app.introw.io/forms), create a form and name it.
  </Step>

  <Step title="Add fields">
    Add the fields you need and mark required ones.
  </Step>

  <Step title="Lay it out">
    Add headings and structure so the form is easy to fill in.
  </Step>

  <Step title="Set the confirmation">
    Choose an end screen or redirect after submit.
  </Step>

  <Step title="Share or embed">
    Share a link, embed the form, or add it to a portal experience.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Build and publish a form" icon="book-open" href="/features/forms/form-builder/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.
  </Card>

  <Card title="Bulk upload multiple records" icon="book-open" href="/features/forms/form-builder/guides/bulk-upload-multiple-records">
    Let partners submit many records in one form with a CSV batch upload.
  </Card>

  <Card title="Set up a partner application form" icon="book-open" href="/features/forms/form-builder/guides/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.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  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.
</Warning>

## 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.