Customize forms using Plumsail Forms

The process pulls tokens from the document template and creates a web form based on them.

With the help of Plumsail Forms, it’s possible to create a custom form using the auto-generated one as a basis. You can add more complex controls and conditional logic to it.

Create custom form using Plumsail Forms

To create a new form based on the default one, open the process settings and go to the ‘Start process’ step.

customize form icon

You’ll be redirected to the same page if you click the gear button in the start process panel dropdown:

Start process

Next, click the ‘Customize icon’ located opposite the auto-generated form:

customize form icon

If you want to create a form from scratch, click on the ‘New form’ button and select ‘Create new form’:

create new form


At this point, you’ll be notified that you’re starting using Plumsail Forms under a free Scooter plan. It includes 100 submissions in a month and has some limitations of file storage. Switch to a higher plan at any time.

After that, you’ll be redirected to the web designer of Plumsail Forms. There you can customize the default form according to your needs.

Find out more about how to design Plumsail web forms.

Bind existing form to the process

If you need to associate an existing Plumsail web form with your process, click the ‘New form’ button and select ‘Bind existing form’.

bind existing form

Understand the structure of data sent by a form

The form sends JSON data to the process when it is submitted. This data will be applied to your template. It is crucial to understand the structure of this JSON object to create the correct document template.

Each control and field that you added to your form has an internal name. This internal name will represent the property in the JSON object submitted by your form. You can change it in the designer like this:

Change internal name

To see the full JSON object submitted by a form, go to the list of your forms. Click on the form and then pick the desired submission of it. Click on the dots and select </> View source:

Form submissions

It will open a dialog with JSON submission source:

Form submissions source