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Applications / Planning and running work

Forms

Build data-driven online forms with a drag-and-drop editor, 23 components, reusable variables and custom themes, alongside many more features. Publish forms for internal teams or external audiences, with every submission stored in PostgreSQL and ready to use across the platform.

Highlights · 01

Multi-page forms

Guide a respondent through clear stages using tabs, a stepper or progress navigation.

A four-stage discovery brief with real client and project context
Highlights · 02

Custom form themes

Create a distinct visual treatment for fields, layout, navigation and completion screens.

The custom Harbour & Field theme with configurable page navigation
Highlights · 03

Conditional questions and sections

Reveal the questions that are relevant to the respondent's previous answers.

A guest-experience question appears for a hospitality project
Highlights · 04

Multi-form automation

Use an initial form, follow-up data requests and approval forms in one workflow.

A launch request is shaped inside one visual stage, then routed through a second stage to open bookings or pause for review.
Highlights · 05

Centralised task completion

Let staff complete the next form or approval from My Tasks with earlier submissions visible as context.

Read the original client brief alongside the current review, with earlier answers protected

A closer look

06 — 20
A closer look · 06

Rich field catalogue

Combine text, choices, dates, ratings and other structured inputs in one form.

Structured inputs, media and display fields are available beside the form canvas
A closer look · 07

Layout containers

Organise questions into columns, cards, fieldsets, accordions and other readable groups.

A shared header, four pages and the layout container catalogue
A closer look · 08

Repeating groups

Let respondents add several line items, people or other repeated records.

A repeating table collects the people shaping the client project
A closer look · 09

Validation rules

Enforce required answers, formats and configured rules before accepting a submission.

Require a valid email address and configure validation rules with clear, field-specific guidance.
A closer look · 10

Variables and calculated content

Derive values and insert them into the respondent's experience.

A calculated brief reference uses the entered organisation and project names
A closer look · 11

Earlier answers in context

Show the original brief alongside the next form so reviewers can make informed decisions.

Read the original client brief alongside the current review, with earlier answers protected
A closer look · 12

Data-backed choices

Populate supported selections from configured datasets and sources.

The review project is selected from the live Client Pipeline dataset
A closer look · 13

File uploads

Collect supporting documents and images with the submission.

Reference imagery and a supporting link accompany the discovery brief
A closer look · 14

Signatures

Capture a signature as part of a form or workflow task.

A review decision, actionable feedback and typed signature are recorded together
A closer look · 15

Save and resume drafts

Let respondents save unfinished answers using the configured server/device draft options.

Saved drafts retain a project label and follow a seven-day retention limit
A closer look · 16

Custom submission outcomes

Configure the success message and supported follow-on actions after a successful submission.

A successful internal submission closes the respondent journey
A closer look · 17

Submission browsing and export

Review actual responses and export them for downstream use.

Seven stored discovery responses with client, project and investment details
A closer look · 18

Form analytics

Inspect submission activity and the available form-level reporting.

Submission activity and response measures across the studio forms
A closer look · 19

Versioned form snapshots

Preserve the form structure associated with an answer or an in-flight task.

Version comments preserve the form structure used by the client discovery process
A closer look · 20

Internal and external publishing

Choose the audience and publishing destination appropriate to the form.

Internal publication and external destinations are managed from the same form

Additional Details

The main areas Forms brings together.

Drag-and-drop building

Compose multi-page forms from structured fields, content blocks and flexible layout containers.

Rules and validation

Use validation, conditional behaviour and variables to guide people towards complete, usable submissions.

Connected data

Bring platform and PostgreSQL-backed data into forms where questions need governed choices or context.

Themes and presentation

Apply reusable themes, responsive layouts and language settings to internal and external experiences.

Publishing and access

Publish forms for internal teams or external networks with the access controls appropriate to each audience.

Submissions and follow-on work

Review incoming data, understand response activity and pass submissions into connected platform processes.

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