The Form step pauses a workflow and presents a form to the user for manual input. You define the form fields, and the workflow resumes once the user submits. Form fields can receive data from previous steps and pass data to the next steps.

• Collect initial data to kick off a workflow (e.g., a lead intake form)
• Add a human review or approval gate mid-workflow
• Let users edit or correct data before it moves to the next step
• Build multi-step wizards by chaining multiple Form steps

When execution reaches a Form step, the workflow pauses and waits for user input. The form displays the fields you define. Mark fields as required in the step settings to enforce validation before the user can submit. If fields are connected to previous steps, they are pre-populated with that data. Once the user submits, the form data becomes the step's output and the workflow advances. Form steps can have multiple groups of fields, each able to receive data from and pass data to other steps.

Can I use a Form to start a workflow?

Yes. Place a Form step at the start of your workflow to collect initial input. The workflow waits for submission before any other steps run.

Can users upload files in a form?

Yes. Add file input fields to the form. Uploaded files become available to downstream steps like PDF Extract or Send Email attachments.

Can I pre-fill form fields with data from previous steps?

Yes. Connect fields from upstream steps to form fields and they will be pre-populated. Users can review and edit before submitting.