Form Builder & Fields

The form builder uses a document-style canvas that looks and feels like writing a document:

• Each field appears as a card — hover to reveal a drag handle on the left for reordering
• On the right of each field: a gear icon (advanced settings) and a trash icon (delete)
• Between fields, a "+" button appears on hover so you can insert new fields anywhere
• At the bottom, type a question directly (press Enter to create a text field) or type "/" to open the slash command menu
• Click directly on field labels and placeholders to edit them inline
• Click the red asterisk (*) next to any label to toggle required/optional

Type "/" in the empty input at the bottom of the form canvas to open a searchable field picker. Fields are organized into three categories:

• Basic — text, number, email, phone, textarea, select, radio, checkbox, switch, date, time, file upload
• Healthcare — insurance info, medications, allergies, conditions, emergency contact, consent agreement, photo upload
• Advanced — e-signature, Stripe payment, appointment booking

Start typing to filter (e.g., "/ins" to find insurance). Use arrow keys to navigate and Enter to select.

Formisoft offers 25+ field types across three categories:

• Standard inputs — text, number, email, phone, text area, select dropdown, radio buttons, checkboxes, toggle switch, date picker, time picker, date & time, file attachment, copy/markdown content
• Healthcare-specific — insurance information (full form with carrier, policy, subscriber), medications list (repeating entries with dosage & frequency), allergies checklist (with severity), medical conditions (ICD-10 codes), emergency contact, consent agreement, photo upload (configurable slots)
• Advanced — digital e-signature (draw on any device), Stripe payment collection, appointment booking (real-time availability)

Yes. Click the gear icon on any field to open Advanced Settings, then configure a "Show if" rule:

• Choose a source field and an operator (equals, not equals, contains, not contains, is empty, is not empty, greater than, less than)
• Set the value that triggers the condition
• Fields with conditions show an amber badge on the canvas with the rule description
• The field is hidden from patients unless the condition is met

Example: show the "Medications list" only if the patient selects "Yes" to "Are you currently taking any medications?"

Yes. Click the "Add page" button at the bottom of the form canvas:

• Each page gets its own title (optional) and set of fields
• Patients see a progress indicator and navigate with Back/Next buttons
• Progress is auto-saved every 30 seconds to the patient's browser
• If they close the tab and come back later, they pick up exactly where they left off

Everything is edited live on the canvas — no dialogs needed for basic changes:

• Click directly on the field label text to edit it inline
• Click the grayed-out placeholder text (e.g., "Enter text...") to edit it inline
• For select, radio, and checkbox fields — click any option to edit, press Enter to add a new one, click X to remove

Yes. Click the gear icon on a field to open Advanced Settings. For text-based fields you can set:

• Minimum length and maximum length
• Regex pattern (e.g., a ZIP code pattern like "^\d{5}$")
• Custom error message shown to the patient

Validation runs when the patient clicks Next or Submit, with error messages displayed inline below the field.

Yes. Every 30 seconds, the patient's current answers and page position are saved to their browser's local storage:

• Survives closing the tab, switching apps, or losing connection
• Patient returns to the same URL and picks up where they left off
• Draft is cleared automatically after a successful submission

Every field gets a unique tag (auto-generated from the label, like "full_name" or "date_of_birth"). Tags are used for:

• Patient Mode field mapping — map tags to patient record fields so submissions auto-populate profiles
• Webhook payloads — tags become the keys in JSON data sent to your integrations
• CSV exports — tags are used as column headers for clean data mapping