Core Docs - Core Concepts - Create a Form

Rock Version: v20.0
Last Modified: 2026-04-06 3:59 PM

There's nothing you need to do in advance to start using the Form Builder. You can start creating and using forms right away. In this article we'll walk you through the basic parts of the Form Builder and some of the options you have for your forms. Later we'll cover the details of adding fields to your forms for people to fill out.

Your first step will be to navigate to Tools > Form Builder. There you'll be able to create a new form or access an existing one. But there's more you can do on this page besides looking for or creating forms.

Category Security 
Since the Category is treated as the parent for security purposes, individuals with Edit permission on a Workflow Category can also modify the category itself and manage items within it. This includes deleting workflows and deleting the category if it does not contain any workflows.

Creating a New Form

Let's start with the basics of creating a new form. First, we'll cover how to create a form, and then we'll go over the different parts of the form that you'll be working with.

After clicking the Start Building button pictured above, you'll be brought to the main Form Builder page pictured below. This is where you'll actually design your form.

As pictured above, you'll see four areas on your new form. There are areas for the form's header, a Person Entry form, your form's fields and the form footer. Each of these areas can be customized by clicking the ti ti-pencil or ti ti-settings icons along the right of each area. We'll look at each of these areas individually below.

To copy a link to your form, click the ti ti-link icon. Want to see what others will see? Click the ti ti-eye icon to open a live view of your form. These options are available on most screens in the form builder, so you’ll have quick access wherever you’re working.

Form Header/Footer

You can optionally add content to your form's header or footer area. This content will appear above (header) and below (footer) the rest of your form, as it's shown on the screen.

Person Entry Form

If you've ever worked with the Form workflow action, then you might already be familiar with the Person Entry form. This is a mini form that collects a person's information and will match the person to a record in your system or create a new record if needed. In the workflow type that gets created, the result of the information gathered here will be stored in a Person attribute. In most cases you'll probably want to use the Person Entry form, but it can be disabled by toggling the Enable Person Entry setting on the main Form Builder panel.

Sections

A section is where you can group the fields that make up your form. You can have a single section or multiple sections. Each section has its own settings that you can use to add content and styling to your form, which we'll look at below.

Those are the settings for the form section itself. In the next article, we'll look at adding fields to the section for people to fill out.