Form Builder Overview

The BizForms builder is where you design and configure your forms. It has four main areas:

Toolbar (top bar)

The toolbar runs across the top of the builder and contains:

• Form name — click to rename your form inline
• Preview — opens a live preview of the form in a side panel
• Settings — form-level configuration (access, notifications, theme)
• Publish / Unpublish — toggle your form between draft and live
• Share — opens the share panel with your form's public URL and embed code

Field palette (left panel)

The field palette lists all available field types, organised by category:

• Text — Short Text, Long Text, Email, Phone, Number, URL
• Choice — Dropdown, Radio, Checkbox, Rating, Ranking
• Date & Time — Date, Time, Date Range
• Media & Files — File Upload, Image Choice
• Advanced — Signature, Payment, Calculated, Consent, Section Title, Section Break
• AI — Conversational AI field (Pro+)

Click any field type to add it to the canvas, or drag it to a specific position.

Canvas (centre)

The canvas shows your form fields in order. In the canvas you can:

• Drag fields to reorder them (grab the handle on the left of each field)
• Click a field to open its settings in the right panel
• Duplicate a field using the copy icon
• Delete a field using the trash icon
• Drag fields into Section containers for multi-section forms

Fields marked with a red asterisk are required.

Field settings panel (right panel)

Clicking any field in the canvas opens its settings panel on the right. Settings vary by field type but typically include:

• Label — the question text shown to the respondent
• Description — optional helper text below the label
• Placeholder — ghost text inside the input
• Required — whether the field must be filled in
• Validation — min/max length, regex patterns, etc.
• Conditional logic — show or hide this field based on other answers

Keyboard shortcuts

Action	Shortcut
Duplicate selected field	Cmd/Ctrl + D
Delete selected field	Backspace or Delete
Undo	Cmd/Ctrl + Z
Redo	Cmd/Ctrl + Shift + Z
Preview form	Cmd/Ctrl + P
Save	Cmd/Ctrl + S

Changes are saved automatically every few seconds. The toolbar shows a Saved indicator when your latest changes are persisted.