Create a form

Choose a template, edit fields, set ownership, and publish a capture form.

6 min readUpdated July 2026

Before you begin

  • Admin or form builder permission is required
  • Know the form purpose before choosing a template
  • Decide who owns new submissions
Video walkthrough placeholder for creating a Flowforce form from a template.
Video: Create a form
Video walkthrough placeholder for creating a Flowforce form from a template.

Create and save

  • Open Forms
  • Click New form
  • Choose a template such as open house, listing inquiry, buyer intake, contact us, or demo request
  • Edit fields, required questions, and consent copy
  • Set assignee and save
New form template picker showing open house, listing inquiry, buyer intake, contact us, and demo request templates.
New form template picker showing open house, listing inquiry, buyer intake, contact us, and demo request templates.
Form builder showing editable fields, required toggles, consent text, and save button.
Form builder showing editable fields, required toggles, consent text, and save button.
Saved form success state showing the form name and next steps to share or publish.
Saved form success state showing the form name and next steps to share or publish.

What you should see

The saved form should appear in the Forms list and open to a detail page where you can preview, share, automate, and review submissions.

Common issues

  • Template missing — confirm workspace industry
  • Cannot save — check required name, fields, and permissions
  • Wrong assignee — update automations before sharing the form

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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