This article walks through creating a new dynamic form. A form starts as a named container — once created, you build it on the form canvas and link it to your processes.
Choosing the Right Type
Main Form — the default. Choose this for a standalone form that will be linked directly to a process (e.g. an incident report, a request form, a checklist).
Sub Form — choose this only when the form will be embedded inside a Main Form to capture repeated groups of data (e.g. employee information, attendees,). Sub Forms are linked to activities.
If you are unsure, start with a Main Form — you can change the type later.
Permissions
You need Settings access to create dynamic forms. For more on permissions, see Dynamic Forms - Additional Features.
Quick Steps
Navigate to Settings > Dynamic Forms
Select the green Add button at the top right of the summary table
The Add Dynamic Form card pops up with the following fields:
Form Name: enter a descriptive name for the form — this is what users see when they open it, so name it for the task it captures (e.g. "Incident Report"), not the project that created it.
Type: select Main Form (this is the default) or Sub Form.
Owner: select the role accountable for this form. The owner maintains the form over time — assign it to the role, not the individual, so ownership survives staff changes.
Tags: select existing tag from dropdown or create a new one by typing it into the textbox. Tags help you group and filter forms (e.g. by department or project).
Author: select the user who created the form from the dropdown.
Select the green Save button
A blank form canvas opens, ready for you to add fields.
Important: Sub Forms are designed to be embedded within Main Forms using Repeater fields. A Sub Form on its own cannot be linked to a process. See Dynamic Forms: Create a Repeater Field for details.
Build the Form by Adding Form Fields
Once created, you are taken to the form builder canvas where you can:
Drag and drop form fields onto the canvas to add them to the form
Configure field properties
Add business rules for conditional logic
Set up shared option lists for dropdowns
Preview and test the form
Further Information
For details on designing your form layout, see Building a Dynamic Form. For configuring individual field settings, see Dynamic Forms: Form Field Details, Properties, Rules.