Forms Step

The Forms step presents users with an interactive form to collect structured data during a workflow. You define the form's components—fields, layout groups, and static content—and the values submitted become available for mapping in later steps. The step pauses workflow execution until the form is submitted. It can be used as the first step in a workflow and supports task assignment for notifying users.

Top-level configuration

name	type	required	description
`type`	string	no	Must be `data-capture` when provided.
`presentation`	object	no	Form-level display settings. See Presentation below.
`components`	array	yes	Ordered list of components defining the form's content and layout.
`taskAssignment`	object	no	Controls how form completion notifications are delivered. See Task assignment below.
`logic`	object	no	Conditional logic rules applied at the step level.

Presentation

name	type	required	description
`form.label`	string	no	The form's display label (max 500 characters).
`form.submitLabel`	string	no	Label for the submit button (max 255 characters, e.g. `"Submit"`).
`form.dateTimeConfig.offset`	string	no	Timezone offset in `+-HH:MM` format (e.g. `"+05:30"`, `"-08:00"`). Hours: -12 to +14, minutes: 00, 15, 30, or 45.

Component types

A form is built from an ordered list of components. Each component has a type field that determines its behavior and available properties.

All field and presentation properties listed as form.* are nested under a presentation object in the component payload. For example, form.label maps to presentation.form.label in the JSON body.

Common component properties

Every component supports these base properties in addition to its type-specific ones:

name	type	required	description
`id`	string	no	Stable component id (UUID). Auto-generated if omitted.
`type`	string	yes	The component type.
`label`	string	no	Internal label. Used as the mapping label.
`readonly`	boolean	no	Whether the field is read-only. Default: `false`.
`hidden`	boolean	no	Whether the field is hidden from the form. Default: `false`.
`parentId`	string	no	ID of the parent group component, if nested.
`logic`	object	no	Conditional logic rules for this component.
`value`	varies	no	Mapped value from a previous step. See Value and default value.
`defaultValue`	varies	no	Pre-filled value set at design time. See Value and default value.

Text

Use for single-line or multi-line text input, including formatted variants like email, phone, and ZIP.

name	type	required	description
`type`	string	yes	Must be `text`.
`validation.required`	boolean	no	Whether input is mandatory. Default: `false`.
`validation.format`	string	no	Input format constraint. One of: `none`, `email`, `phone`, `ssn`, `url`, `zip`, `ein`, `numeric`, `alpha-numeric`, `alphabetic`.
`validation.min`	number	no	Minimum character length (>= 0).
`validation.max`	number	no	Maximum character length (>= 0). Must be >= `min` when both are set.
`validation.errorMessage`	string	no	Custom error message shown on validation failure (max 255 characters).
`validation.regexp`	string	no	Custom regular expression for input validation.
`validation.countryCode`	string	no	ISO 3166-1 alpha-2 country code (exactly 2 characters, e.g. `"US"`, `"BR"`). Defaults to `"US"` when `format` is `phone`.
`validation.maskConfig`	object	no	Input mask configuration. Contains `mask` (string) and `definitions` (key-value pairs mapping mask characters to regex patterns).
`validation.options`	array	no	Predefined choices. See Option item.
`validation.optionsConfig`	object	no	Options source config. See Options configuration below.
`form.label`	string	yes	Human-readable field label (max 500 characters).
`form.type`	string	no	Input control type: `input`, `textarea`, `select`, `radio`, or `richtext`. Default: `input`.
`form.placeholder`	string	no	Placeholder text shown inside the input.
`form.helpText`	string	no	Additional instructions shown below the field.
`form.textRows`	number	no	Number of visible rows when `form.type` is `textarea`.
`validation.confirmation`	object	no	Confirmation field config. When present, a second input renders and the user must re-enter the same value. See ConfirmationConfig.

Number

Use for numeric input with optional range and format constraints.

name	type	required	description
`type`	string	yes	Must be `number`.
`readonly`	boolean	no	Whether the field is read-only. Default: `false`.
`validation.required`	boolean	no	Whether a value is mandatory. Default: `false`.
`validation.format`	string	no	Numeric format: `integer`, `decimal`, `currency`, `percentage`, or `regex`.
`validation.min`	number	no	Minimum allowed value (allows negative numbers).
`validation.max`	number	no	Maximum allowed value. Must be >= `min` when both are set.
`validation.regex`	string	no	Custom regex pattern. Required when `format` is `regex`.
`form.label`	string	yes	Human-readable field label (max 500 characters).
`form.type`	string	no	Must be `input`. Default: `input`.
`form.placeholder`	string	no	Example numeric value shown as placeholder.
`form.helpText`	string	no	Additional instructions shown below the field.
`form.locales`	string	no	Locale string for number formatting (max 10 characters, e.g. `"en-US"`).
`form.numberFormat`	object	no	Number display format configuration.
`form.numberFormat.style`	string	no	Format style: `decimal`, `currency`, `percent`, or `unit`.
`form.numberFormat.currency`	string	no	ISO 4217 currency code (e.g. `"USD"`, `"EUR"`). Used when `style` is `currency`.
`form.numberFormat.minimumFractionDigits`	number	no	Minimum number of decimal places to display.

Dropdown

Use for single-select input rendered as a dropdown/select control.

name	type	required	description
`type`	string	yes	Must be `dropdown`.
`validation.required`	boolean	no	Whether a selection is mandatory. Default: `false`.
`validation.options`	array	no	Predefined choices. See Option item.
`validation.errorMessage`	string	no	Custom error message (max 255 characters).
`form.label`	string	yes	Human-readable field label (max 500 characters).
`form.type`	string	yes	Must be `select`.
`form.placeholder`	string	no	Placeholder text for the dropdown.
`form.helpText`	string	no	Additional instructions shown below the field.

Radio

Use for single-select input rendered as a radio button group.

name	type	required	description
`type`	string	yes	Must be `radio`.
`validation.required`	boolean	no	Whether a selection is mandatory. Default: `false`.
`validation.format`	string	no	Inherits text validation formats (typically unused for radio).
`validation.min`	number	no	Minimum character length.
`validation.max`	number	no	Maximum character length.
`validation.options`	array	no	Predefined choices. See Option item.
`validation.errorMessage`	string	no	Custom error message (max 255 characters).
`validation.optionsConfig`	object	no	Options source config. See Options configuration below.
`form.label`	string	yes	Human-readable field label (max 500 characters).
`form.type`	string	yes	Must be `radio`.
`form.placeholder`	string	no	Placeholder text.
`form.helpText`	string	no	Additional instructions shown below the field.

List (checkbox)

Use for multi-select input rendered as a checkbox group.

name	type	required	description
`type`	string	yes	Must be `list`.
`validation.required`	boolean	no	Whether at least one selection is mandatory. Default: `false`.
`validation.options`	array	no	Predefined choices. Minimum 1 item when provided. See Option item.
`validation.errorMessage`	string	no	Custom error message (max 255 characters).
`validation.optionsConfig`	object	no	Options source config. See Options configuration below.
`form.label`	string	yes	Human-readable field label (max 500 characters).
`form.type`	string	yes	Must be `checkbox`.
`form.placeholder`	string	no	Placeholder text.
`form.helpText`	string	no	Additional instructions shown below the field.
`form.allowCheckAll`	boolean	no	Show a "check all" toggle. Default: `false`.

Email

Use for email address input. Extends the Text component with a fixed email type and enforced email format validation.

name	type	required	description
`type`	string	yes	Must be `email`.
`defaultValue`	string	no	Default email address to pre-fill.
`validation.required`	boolean	no	Whether input is mandatory. Default: `false`.
`validation.format`	string	no	Inherited from text. Typically set to `email` automatically.
`validation.min`	number	no	Minimum character length (>= 0).
`validation.max`	number	no	Maximum character length (>= 0). Must be >= `min` when both are set.
`validation.errorMessage`	string	no	Custom error message (max 255 characters).
`form.label`	string	yes	Human-readable field label (max 500 characters).
`form.type`	string	no	Input control type. Default: `input`.
`form.placeholder`	string	no	Placeholder text (e.g. `"[email protected]"`).
`form.helpText`	string	no	Additional instructions shown below the field.
`validation.confirmation`	object	no	Confirmation field config. When present, a second input renders and the user must re-enter the same value. See ConfirmationConfig.

ConfirmationConfig

Applies to text and email components (email and short answer formats). When validation.confirmation is present, a second input renders below the original field and the form blocks submission until both values match. An empty {} enables confirmation with default labels.

name	type	required	description
`label`	string	no	Label above the confirmation input. Defaults to "Confirm email" or "Confirm answer".
`placeholder`	string	no	Placeholder text for the confirmation input.
`helpText`	string	no	Helper text displayed near the confirmation input.

All properties are nullable — set to null to explicitly clear a default.

Phone

Use for phone number input. Extends the Text component with phone-specific validation and a country code that defaults to "US".

name	type	required	description
`type`	string	yes	Must be `phone`.
`defaultValue`	string	no	Default phone number to pre-fill.
`validation.required`	boolean	no	Whether input is mandatory. Default: `false`.
`validation.min`	number	no	Minimum character length (>= 0).
`validation.max`	number	no	Maximum character length (>= 0). Must be >= `min` when both are set.
`validation.countryCode`	string	no	ISO 3166-1 alpha-2 country code (exactly 2 characters). Defaults to `"US"`.
`validation.errorMessage`	string	no	Custom error message (max 255 characters).
`validation.options`	array	no	Predefined choices. See Option item.
`form.label`	string	yes	Human-readable field label (max 500 characters).
`form.type`	string	yes	Must be `input`.
`form.format`	string	no	Presentation format hint. Defaults to `phone`.
`form.placeholder`	string	no	Placeholder text (e.g. `"(555) 123-4567"`).
`form.helpText`	string	no	Additional instructions shown below the field.

Name part

Use for individual parts of a name field. Must be nested inside a Group with subType set to name and form.type set to full_name. A name group always contains first and last name parts by default. Optional parts are prefix, suffix, middle, and middle_initial. The middle and middle_initial parts are mutually exclusive—only one can be present at a time.

Each name part uses a groupId to identify its role within the name group: first, last, middle, middle_initial, prefix, or suffix.

When making a name field required, set validation.required: true on both the parent name group and each child name part.

name	type	required	description
`type`	string	yes	Must be `name_part`.
`groupId`	string	no	Role within the name group: `first`, `last`, `middle`, `middle_initial`, `prefix`, or `suffix`.
`defaultValue`	string	no	Default value to pre-fill.
`validation.required`	boolean	no	Whether input is mandatory. Default: `false`.
`validation.min`	number	no	Minimum character length (>= 0).
`validation.max`	number	no	Maximum character length (>= 0). Must be >= `min` when both are set.
`validation.errorMessage`	string	no	Custom error message (max 255 characters).
`form.label`	string	yes	Human-readable field label (max 500 characters, e.g. `"First Name"`).
`form.type`	string	no	Input control type. Default: `input`.
`form.placeholder`	string	no	Placeholder text.
`form.helpText`	string	no	Additional instructions shown below the field.

File upload

Use to accept file attachments from users. Supports restricting allowed file extensions and enforcing file size limits up to 2 GB.

name	type	required	description
`type`	string	yes	Must be `file_upload`.
`validation.required`	boolean	no	Whether at least one file is required. Default: `false`.
`validation.min`	number	no	Minimum file size in bytes (>= 0, max 2 GB).
`validation.max`	number	no	Maximum file size in bytes (>= 0, max 2 GB). Must be >= `min` when both are set.
`fileConfig`	object	no	File type restrictions.
`fileConfig.types`	array	no	Allowed file extensions (e.g. `["pdf", "docx", "png"]`). Minimum 1 item when provided. When omitted, all non-blocked file types are accepted. Blocked extensions include executables (`.exe`, `.app`, `.dmg`), scripts (`.bat`, `.cmd`, `.js`, `.vbs`, `.ps1`), installers (`.msi`, `.deb`, `.rpm`), macro-enabled Office files (`.dotm`, `.xlsm`, `.pptm`), and other potentially dangerous formats. Duplicate extensions are also rejected.
`form.label`	string	yes	Human-readable field label (max 500 characters).
`form.type`	string	no	Must be `input`.
`form.placeholder`	string	no	Placeholder text.
`form.helpText`	string	no	Additional instructions shown below the field.

Address group

Use to collect a structured address. The presentation.form.addressFormat property (ISO 3166-1 alpha-2 country code, default "US") controls country-specific behavior for labels, state/province options, and postal code validation.

An address group always contains these sub-fields, each identified by groupId:

address_line_1 — Street address line 1 (type: "address_line")
address_line_2 — Street address line 2 (type: "address_line")
city — City (type: "address_city")
state — State/Province/Region (type: "address_state")
postal_code — ZIP/Postal code (type: "address_postal_code")
country — Country (type: "address_country")

Individual sub-fields can be hidden by setting hidden: true, but at least one must remain visible.

name	type	required	description
`type`	string	yes	Must be `address_group`.
`validation.required`	boolean	no	Whether the address is required. When set, also set `validation.required` on each child sub-field.
`form.label`	string	yes	Human-readable label (max 500 characters).
`form.type`	string	yes	Must be `address`.
`form.addressFormat`	string	no	ISO 3166-1 alpha-2 country code (e.g. `"US"`, `"CA"`, `"GB"`, `"AU"`). Default: `"US"`. Controls state/province options and postal code validation.
`components`	array	no	Address sub-field components (see below).

Address sub-field types

All address sub-fields extend the Text component and accept a single string value. Each uses a groupId to identify its role.

Address line (type: "address_line")

Text input for street address. Typically two instances: groupId: "address_line_1" and groupId: "address_line_2".

City (type: "address_city")

Text input for the city name.

State (type: "address_state")

Extends Dropdown when the country has a known state/province list, or renders as a plain text input otherwise.

Country	Preset category	Renders as
US	`state-names` or `state-abbreviations`	dropdown
AU	`australian-states`	dropdown
CA	`canadian-provinces`	dropdown
GB	`uk-provinces`	dropdown
Other	none	text input

Set presentation.form.type to select and use validation.optionsConfig with source: "preset" to configure the preset. For countries without a preset, use presentation.form.type: "input".

Postal code (type: "address_postal_code")

Text input with optional mask and regex validation. Only US addresses have postal code presets:

Preset category	Mask	Regex pattern	Example
`zip-standard`	`00000`	`^\d{5}$`	`90210`
`zip-plus4`	`00000-0000`	`^\d{5}-\d{4}$`	`90210-1234`

For US addresses, set presentation.form.maskConfig with mask and definitions (e.g. {"0": "[0-9]"}), and validation.regexp for server-side validation. For non-US addresses, the postal code is a plain text input with no mask or regex.

Country (type: "address_country")

Extends Dropdown. Uses the country-names preset (ISO 3166-1 alpha-2 list of all countries). By default, the country field is hidden: true and readonly: true with defaultValue set to the addressFormat value (e.g. "US"). To allow users to select a country, set hidden: false and readonly: false.

Date

Use for date input with a calendar or dropdown picker.

name	type	required	description
`type`	string	yes	Must be `date`.
`validation.required`	boolean	no	Whether a date is mandatory. Default: `false`.
`validation.dateTimeConfig`	object	no	Date range constraints. See Date range validation.
`form.label`	string	yes	Human-readable field label (max 500 characters).
`form.placeholder`	string	no	Placeholder text.
`form.helpText`	string	no	Additional instructions shown below the field.
`form.dateTimeConfig`	object	no	Date display configuration. See DateTime configuration. Uses: `dateFormat`, `useCurrentDate`, `displayView` (`calendar` or `dropdown`), `offset`.

Time

Use for time input with a time picker or dropdown.

name	type	required	description
`type`	string	yes	Must be `time`.
`validation.required`	boolean	no	Whether a time is mandatory. Default: `false`.
`form.label`	string	yes	Human-readable field label (max 500 characters).
`form.placeholder`	string	no	Placeholder text.
`form.helpText`	string	no	Additional instructions shown below the field.
`form.dateTimeConfig`	object	no	Time display configuration. See DateTime configuration. Uses: `timeFormat`, `useCurrentTime`, `displayView` (`time_picker` or `dropdown`), `timeIncrement`, `offset`.

DateTime

Use for combined date and time input.

name	type	required	description
`type`	string	yes	Must be `datetime`.
`validation.required`	boolean	no	Whether a value is mandatory. Default: `false`.
`validation.dateTimeConfig`	object	no	Date range constraints. See Date range validation.
`form.label`	string	yes	Human-readable field label (max 500 characters).
`form.placeholder`	string	no	Placeholder text.
`form.helpText`	string	no	Additional instructions shown below the field.
`form.dateTimeConfig`	object	no	Date and time display configuration. See DateTime configuration. Uses: `dateFormat`, `timeFormat`, `useCurrentDate`, `useCurrentTime`, `displayView` (`calendar` or `dropdown`), `timeIncrement`, `offset`.

For datetime components, defaultValue cannot be set when both useCurrentDate and useCurrentTime are enabled.

DateTime configuration

The form.dateTimeConfig object controls display and behavior for temporal components. Not all properties apply to every component type—each component lists which properties it uses.

name	type	applies to	description
`dateFormat`	string	`date`, `datetime`	Display format for the date part (ICU pattern). See Allowed date formats.
`timeFormat`	string	`time`, `datetime`	Display format for the time part (ICU pattern). See Allowed time formats.
`useCurrentDate`	boolean	`date`, `datetime`	Pre-fill with the current date. Cannot be used with `defaultValue`.
`useCurrentTime`	boolean	`time`, `datetime`	Pre-fill with the current time. Cannot be used with `defaultValue`.
`displayView`	string	all	Picker style. `date`/`datetime`: `calendar` or `dropdown`. `time`: `time_picker` or `dropdown`.
`timeIncrement`	number	`time`, `datetime`	Minute interval for time selection (1–60).
`offset`	string	all	Timezone offset in `+-HH:MM` format (e.g. `"+05:30"`, `"-08:00"`).

Date range validation

The validation.dateTimeConfig.dateRange object constrains allowed dates for date and datetime components.

name	type	required	description
`start`	string	no	Earliest allowed date (ISO 8601 datetime, e.g. `"2026-04-01T00:00:00.000Z"`).
`end`	string	no	Latest allowed date (ISO 8601 datetime). Must be >= `start` when both are set.

Datetime value format

All temporal components store their value as an object:

name	type	required	description
`utc`	string	yes	ISO 8601 datetime string (e.g. `"2025-10-21T13:00:00Z"`).
`offset`	string	no	Timezone offset in `+-HH:MM` format, or `"UnknownOffset"`.
`format`	string	no	ICU format string used for display.
`formatValue`	string	no	The UTC value formatted using the `format` string.

Allowed date formats

Format	Example
`MM/dd/yy`	10/21/25
`MM/dd/yyyy`	10/21/2025
`MMM d, yyyy`	Oct 21, 2025
`MMMM d, yyyy`	October 21, 2025
`EEEE, MMMM d, yyyy`	Tuesday, October 21, 2025
`dd/MM/yy`	21/10/25
`dd/MM/yyyy`	21/10/2025
`dd MMM yyyy`	21 Oct 2025
`dd MMMM yyyy`	21 October 2025
`yy-MM-dd`	25-10-21
`yyyy-MM-dd`	2025-10-21
`MMM yyyy`	Oct 2025

Allowed time formats

Format	Example	Description
`HH:mm`	13:30	24-hour with leading zero
`HH:mm:ss`	13:30:00	24-hour with seconds
`h:mm a`	1:30 PM	12-hour without leading zero
`hh:mm a`	01:30 PM	12-hour with leading zero
`h:mm:ss a`	1:30:00 PM	12-hour with seconds, no leading zero
`hh:mm:ss a`	01:30:00 PM	12-hour with seconds and leading zero

Static content

Use to display non-interactive content such as headings, instructions, dividers, or formatted HTML/Markdown.

name	type	required	description
`type`	string	yes	Must be `static_content`.
`form.type`	string	yes	Display variant: `heading`, `html`, `md`, or `divider`.
`form.label`	string	yes	Human-readable label (max 500 characters).
`form.content`	string	no	Body content. For `heading`, this is the heading text. Required for `html` type. HTML content must contain valid HTML tags, and cannot include `<script>` tags or event handler attributes for security.
`form.level`	number	no	Heading level when `form.type` is `heading`: `1` (H1), `2` (H2), or `3` (H3).
`form.textAlign`	string	no	Text alignment when `form.type` is `heading`: `left`, `center`, or `right`.

Group

Use to arrange components into pages, sections, or grid layouts, and to define composite field types like Name. A group component placed directly in the top-level components array (without a parentId) acts as a page. All field components must be nested inside a page group.

name	type	required	description
`type`	string	yes	Must be `group`.
`subType`	string	no	Group variant. Set to `name` for name groups (used with `form.type: full_name`).
`validation.required`	boolean	no	Whether the group is required. When making a group required, also set `validation.required` on each child component.
`form.label`	string	yes	Human-readable label (max 500 characters).
`form.type`	string	yes	Layout mode: `full_name`, `grid`, `group`, `none`, `page`, or `section`.
`form.gridOptions`	array	no	Grid position hints for nested components. Each item requires `gridColumnStart`, `gridColumnEnd`, `gridRowStart`, `gridRowEnd` (all strings).
`components`	array	no	Nested components within the group.

Logic (conditional rules)

Logic rules allow you to dynamically control form behavior based on field values. Rules are evaluated in real time as users fill out the form. Logic can be defined at the step level (logic on the top-level config) or on individual components.

A logic object contains an array of logicRules. Each rule has a condition (what to evaluate) and an array of actions (what to do when the condition is true).

name	type	required	description
`logicRules`	array	yes	Array of logic rules.

Logic rule

name	type	required	description
`id`	string	yes	Unique rule identifier (UUID).
`name`	string	no	Human-readable rule name. Default: `"Untitled Rule"`.
`condition`	object	yes	Root condition to evaluate. See Condition.
`actions`	array	yes	Actions to execute when the condition is true. See Action.

Condition

Conditions can be leaf nodes (a single comparison rule) or branch nodes (nested conditions combined with and/or logic). Nesting depth is limited to 5 levels.

name	type	required	description
`id`	string	yes	Unique condition identifier (UUID).
`rule`	object	no	A single comparison rule (leaf condition). See Condition rule.
`conditions`	array	no	Nested conditions (branch condition). Each item is a Condition object.
`mode`	string	no	How to combine nested conditions: `and` or `or`.

A condition is a leaf when it has a rule and no conditions. It is a branch when it has conditions (and typically a mode).

Condition rule

A condition rule compares a left-hand expression against a right-hand expression using an operator. The type determines which operators are valid.

name	type	required	description
`id`	string	yes	Unique rule identifier (UUID).
`type`	string	yes	Comparison type. See Condition rule types.
`leftHandExpression`	object	yes	The value to test. See Expression.
`operator`	string	yes	The comparison operator. See Operators.
`rightHandExpression`	object	yes	The value to compare against. See Expression.

Condition rule types

Type	Description	Valid operators
`string_comparison`	Compare text values	`is`, `is_not`, `is_empty`, `is_not_empty`, `contains`, `does_not_contain`, `starts_with`, `does_not_start_with`, `ends_with`, `does_not_end_with`, `is_longer_than`, `is_not_longer_than`, `is_shorter_than`, `is_not_shorter_than`, `is_longer_or_equal_to`, `is_not_longer_or_equal_to`, `is_shorter_or_equal_to`, `is_not_shorter_or_equal_to`
`number_comparison`	Compare numeric values	`is`, `is_not`, `is_empty`, `is_not_empty`, `is_greater_than`, `is_less_than`, `is_greater_than_or_equal_to`, `is_less_than_or_equal_to`
`date_comparison`	Compare date/time values	`is`, `is_not`, `is_empty`, `is_not_empty`, `is_after`, `is_before`, `is_within`, `is_not_within`
`list_comparison`	Compare list/checkbox values	`is`, `is_not`, `is_empty`, `is_not_empty`, `contains`, `does_not_contain`
`always_true`	Always evaluates to true	any
`always_false`	Always evaluates to false	any

Expression

An expression provides the value for one side of a condition rule comparison.

name	type	required	description
`type`	string	yes	Expression type. See below.
`value`	string	yes	The expression value (template string or literal).
`dataMappingType`	string	no	Component type hint for data-mapped expressions.

Expression types:

Type	Description	Example value
`literal_template`	A static literal value to compare against.	`"show"`, `"100"`, `"US"`
`field_template`	References a field's current value. Uses the step description and the component UUID.	"{{`Form (new)`.`findComponentValueById.ad47b60e-...`}}"
`arithmetic_template`	An arithmetic expression combining field references.	"{{`Form (new)`.`findComponentValueById.uuid1`}} + {{`Form (new)`.`findComponentValueById.uuid2`}}"
`data_mapped_value`	References a value from workflow data mapping.	Mapping template string

Template reference functions:

Expression templates use backtick-wrapped references with the step description and a lookup function. Three reference functions are available:

Function	Purpose	Template format
`findComponentValueById.<componentId>`	Reference a field's current value by component UUID.	{{`<step description>`.`findComponentValueById.<UUID>`}}
`findOptionById.<optionId>`	Reference a specific option's value by option UUID. Used for inline (non-preset) options.	{{`<step description>`.`findOptionById.<UUID>`}}
`findStaticOptionByCategoryAndId.<category>.<value>`	Reference a preset option by category and value. Used for preset options (e.g. state names, countries).	{{`<step description>`.`findStaticOptionByCategoryAndId.<category>.<value>`}}

Action

An action defines what happens when a logic rule's condition evaluates to true.

name	type	required	description
`id`	string	no	Action identifier (UUID).
`type`	string	yes	Action type: `component_action`, `disable_submission`, or `theme_action`.
`componentAction`	object	no	Required when `type` is `component_action`. See Component action.
`themeAction`	object	no	Required when `type` is `theme_action`. Contains `type` (`modify`), `key`, and `value`.

When type is disable_submission, no additional configuration is needed—the submit button is disabled.

Component action

A component action modifies a specific component when triggered.

name	type	required	description
`type`	string	yes	The action to perform. See Component action types.
`componentId`	string	yes	ID of the target component.
`modifyConfig`	object	no	Required for `modify`. Contains `key` (property path) and `value`.
`excludeConfig`	object	no	Required for `exclude`. Empty object.
`valueConfig`	object	no	Required for `value`. Contains an `expression` object.

Component action types

Type	Description	Requires config
`show`	Make the component visible.	none
`hide`	Hide the component.	none
`show_and_include`	Show the component and include its value in submission.	none
`hide_and_exclude`	Hide the component and exclude its value from submission.	none
`exclude`	Exclude the component's value from submission (without hiding).	`excludeConfig`
`make_required`	Make the component required.	none
`make_optional`	Make the component optional.	none
`make_read_only`	Make the component read-only.	none
`make_editable`	Make the component editable.	none
`modify`	Modify a component property directly.	`modifyConfig`
`value`	Set the component's value via an expression.	`valueConfig`

Logic example

Logic examples

Condition: show a section when department is "Engineering"

A simple string comparison condition with a show action. The section starts as hidden: true and becomes visible when the dropdown value matches.

{
  "id": "rule-show-section",
  "name": "Show engineering details",
  "condition": {
    "id": "cond-1",
    "rule": {
      "id": "rule-1",
      "type": "string_comparison",
      "operator": "is",
      "leftHandExpression": {
        "type": "field_template",
        "value": "{{`Job Application`.`findComponentValueById.030d8c25-9133-4ab7-9dfe-f00cce153565`}}",
        "dataMappingType": "dropdown"
      },
      "rightHandExpression": {
        "type": "literal_template",
        "value": "engineering"
      }
    }
  },
  "actions": [
    {
      "type": "component_action",
      "componentAction": {
        "type": "show",
        "componentId": "engineering-section-id"
      }
    }
  ]
}

Action: hide and exclude from submission

When country is "US", hide the international section and exclude its data from the submitted values.

{
  "type": "component_action",
  "componentAction": {
    "type": "hide_and_exclude",
    "componentId": "international-section-id"
  }
}

Action: make a field required

Make the phone field required when work arrangement is "On-site".

{
  "type": "component_action",
  "componentAction": {
    "type": "make_required",
    "componentId": "53839acd-f783-43a0-9212-d33e8d926e45"
  }
}

Action: set a field value from another field

Copy the email value into a read-only confirmation field using value action with a field_template expression.

{
  "type": "component_action",
  "componentAction": {
    "type": "value",
    "componentId": "confirmation-email-id",
    "valueConfig": {
      "expression": {
        "type": "field_template",
        "value": "{{`Job Application`.`findComponentValueById.ad47b60e-9098-4f1f-9d19-9fb46ae242af`}}",
        "dataMappingType": "email"
      }
    }
  }
}

Action: disable form submission

Prevent the user from submitting the form when a condition is met. No additional configuration is needed.

{
  "type": "disable_submission"
}

Options configuration

Components that support predefined choices (text, radio, list) can use validation.optionsConfig to control the source of their options.

name	type	required	description
`customOptionId`	string	no	ID of a custom "other" option that allows free-text input.
`source`	string	no	Where options come from: `field-options` (inline list) or `preset` (built-in list).
`preset`	object	no	Preset reference when `source` is `preset`.
`preset.category`	string	yes	Preset category. See Option presets.
`preset.id`	string	yes	Preset identifier.

Option item

Each item in a validation.options array has this shape:

name	type	required	description
`id`	string	no	Option identifier.
`label`	string	yes	Display label.
`value`	string	yes	Stored value.

Option presets

Built-in option lists available via validation.optionsConfig.preset.category:

Category	Used by	Description
`state-names`	`address_state`	U.S. state full names (e.g. "California")
`state-abbreviations`	`address_state`	U.S. state 2-letter codes (e.g. "CA")
`australian-states`	`address_state`	Australian state/territory names
`canadian-provinces`	`address_state`	Canadian province/territory names
`uk-provinces`	`address_state`	UK county/region names
`country-names`	`address_country`	All countries (ISO 3166-1 alpha-2 codes and names)
`zip-standard`	`address_postal_code`	U.S. 5-digit ZIP code mask and validation
`zip-plus4`	`address_postal_code`	U.S. ZIP+4 (9-digit) mask and validation

Value and default value

Components can be pre-filled using value or defaultValue. value is populated at runtime from workflow mapping (data from a previous step), while defaultValue is set at design time in the builder. When both are present, value takes precedence. The accepted shape depends on the component type:

Component type	`value` / `defaultValue` type	Example
`text`, `email`, `phone`, `name_part`	string	`"John"`
`text` (with options via `select`)	string or array of strings	`"option1"` or `["option1", "option2"]`
`number`	number	`42`
`dropdown`, `radio`	string	`"engineering"`
`list`	array of strings	`["health", "retirement"]`
`date`, `time`, `datetime`	datetime value object	`{"utc": "2026-04-01T00:00:00.000Z"}`
`file_upload`	file object	`{"id": "file-uuid", "source": ...}`
`address_line`, `address_city`, `address_state`, `address_postal_code`	string	`"90210"`
`address_country`	string (ISO country code)	`"US"`

For date, time, and datetime components, defaultValue cannot be set when useCurrentDate or useCurrentTime is enabled. See Datetime value format for the value object shape.

File upload currently accepts only one file per component. The submitted value is normalized to an array of file IDs. When fileConfig.types is not set, all non-blocked file types are accepted.

Task assignment

The taskAssignment property controls how form completion notifications are delivered to users. It uses a discriminated union on type.

name	type	required	description
`type`	string	yes	`email`, `phone`, or `inheritFromPreviousStep`.
`name`	string	yes (if `type` is `email` or `phone`)	Assignment name.
`config`	object	yes (if `type` is `email` or `phone`)	Delivery configuration.

When type is inheritFromPreviousStep, no other properties are needed.

Email assignment config

name	type	required	description
`recipients`	array(string)	yes	Email addresses to notify.
`from`	string	no	Sender email address.
`replyTo`	string	no	Reply-to email address.
`subject`	string	yes	Email subject line.
`message`	string	yes	Email body.
`buttonLabel`	string	yes	Label for the action button in the email.

Phone assignment config

name	type	required	description
`recipients`	array(string)	yes	Phone numbers to notify.
`message`	string	yes	SMS message text.

Examples

A minimal form containing a single text field. All fields must be nested inside a page group—a group component placed at the top level of the components array acts as a page.

{
  "type": "data-capture",
  "presentation": {
    "form": {
      "label": "Contact Form",
      "submitLabel": "Submit"
    }
  },
  "components": [
    {
      "id": "835b17f8-f133-434e-a8d1-b43e1249557d",
      "type": "group",
      "label": "Page",
      "components": [
        {
          "id": "5db1b7be-479d-4a35-912c-9558e9ff1db3",
          "type": "text",
          "label": "email_address",
          "parentId": "835b17f8-f133-434e-a8d1-b43e1249557d",
          "validation": {
            "required": true,
            "format": "email",
            "confirmation": {
              "label": "Confirm email",
              "placeholder": "[email protected]",
              "helpText": "Re-enter your email to confirm."
            }
          },
          "presentation": {
            "form": {
              "label": "Email Address",
              "type": "input",
              "placeholder": "[email protected]"
            }
          }
        }
      ]
    }
  ]
}

A fuller form showcasing all documented component types across two pages with conditional logic. Page 1 (Contact Information) starts with a heading, followed by name, email, phone, resume upload, and a US address inside a section. Page 2 (Role Preferences) contains years of experience, department, work arrangement, benefits (hidden by default), temporal fields, and a terms block. Three logic rules demonstrate: making phone required when on-site is selected, showing benefits when department is Engineering, and disabling submission when experience is 0:

{
  "type": "data-capture",
  "presentation": {
    "form": {
      "label": "Job Application",
      "submitLabel": "Submit"
    }
  },
  "components": [
    {
      "id": "edbde9cd-5b03-4c8e-aaa8-71e415e78d13",
      "type": "group",
      "label": "Contact Information",
      "components": [
        {
          "id": "57c31542-2aac-4b98-b114-f547857108c3",
          "type": "static_content",
          "label": "",
          "parentId": "edbde9cd-5b03-4c8e-aaa8-71e415e78d13",
          "presentation": {
            "form": {
              "type": "heading",
              "label": "Job Application",
              "content": "Please fill out the form below to apply for an open position.",
              "textAlign": "left",
              "level": 1
            }
          }
        },
        {
          "id": "350d39fb-1223-48eb-9913-6e778b582c9b",
          "type": "group",
          "label": "Contact informations",
          "parentId": "edbde9cd-5b03-4c8e-aaa8-71e415e78d13",
          "components": [
            {
              "id": "c09c4caa-fcdb-4f0d-b163-e60e56a2c282",
              "type": "group",
              "label": "",
              "subType": "name",
              "parentId": "350d39fb-1223-48eb-9913-6e778b582c9b",
              "validation": {
                "required": true
              },
              "components": [
                {
                  "id": "86930da3-4a09-4e9d-81ce-64666a15d13e",
                  "type": "name_part",
                  "label": "",
                  "groupId": "first",
                  "parentId": "c09c4caa-fcdb-4f0d-b163-e60e56a2c282",
                  "validation": {
                    "required": true
                  },
                  "presentation": {
                    "form": {
                      "type": "input",
                      "label": "First name",
                      "helpText": "First name"
                    }
                  }
                },
                {
                  "id": "6e362adf-e2dd-43c5-92c4-49f3526edcfe",
                  "type": "name_part",
                  "label": "",
                  "groupId": "last",
                  "parentId": "c09c4caa-fcdb-4f0d-b163-e60e56a2c282",
                  "validation": {
                    "required": true
                  },
                  "presentation": {
                    "form": {
                      "type": "input",
                      "label": "Last name",
                      "helpText": "Last name"
                    }
                  }
                }
              ],
              "presentation": {
                "form": {
                  "type": "full_name",
                  "label": "Name"
                }
              }
            },
            {
              "id": "ad47b60e-9098-4f1f-9d19-9fb46ae242af",
              "type": "email",
              "label": "",
              "parentId": "350d39fb-1223-48eb-9913-6e778b582c9b",
              "validation": {
                "format": "email",
                "required": true
              },
              "presentation": {
                "form": {
                  "type": "input",
                  "label": "Email",
                  "placeholder": "[email protected]"
                }
              }
            },
            {
              "id": "53839acd-f783-43a0-9212-d33e8d926e45",
              "type": "phone",
              "label": "",
              "parentId": "350d39fb-1223-48eb-9913-6e778b582c9b",
              "validation": {
                "required": false,
                "countryCode": "US"
              },
              "presentation": {
                "form": {
                  "type": "input",
                  "label": "Phone",
                  "placeholder": "(000) 000-0000"
                }
              }
            },
            {
              "id": "81412186-9341-41b2-90df-186eea0a58b5",
              "type": "file_upload",
              "label": "",
              "parentId": "350d39fb-1223-48eb-9913-6e778b582c9b",
              "fileConfig": {
                "types": ["pdf", "docx"]
              },
              "validation": {
                "required": false
              },
              "presentation": {
                "form": {
                  "type": "input",
                  "label": "Upload Resume"
                }
              }
            },
            {
              "id": "6b466657-622f-4d69-ac9a-df091fb85495",
              "type": "address_group",
              "label": "",
              "parentId": "350d39fb-1223-48eb-9913-6e778b582c9b",
              "validation": {
                "required": false
              },
              "components": [
                {
                  "id": "d86d0f8f-901e-4cb2-b4e4-efafeecc3c76",
                  "type": "address_line",
                  "label": "",
                  "groupId": "address_line_1",
                  "parentId": "6b466657-622f-4d69-ac9a-df091fb85495",
                  "validation": {
                    "format": "none",
                    "required": false
                  },
                  "presentation": {
                    "form": {
                      "type": "input",
                      "label": "Address Line 1",
                      "helpText": "Address Line 1"
                    }
                  }
                },
                {
                  "id": "38bef146-0b06-4d7a-84dc-78a23bc742a2",
                  "type": "address_line",
                  "label": "",
                  "groupId": "address_line_2",
                  "parentId": "6b466657-622f-4d69-ac9a-df091fb85495",
                  "validation": {
                    "format": "none",
                    "required": false
                  },
                  "presentation": {
                    "form": {
                      "type": "input",
                      "label": "Address Line 2",
                      "helpText": "Address Line 2"
                    }
                  }
                },
                {
                  "id": "182f8268-b4bc-4f4d-84f2-a09d20015155",
                  "type": "address_city",
                  "label": "",
                  "groupId": "city",
                  "parentId": "6b466657-622f-4d69-ac9a-df091fb85495",
                  "validation": {
                    "format": "none",
                    "required": false
                  },
                  "presentation": {
                    "form": {
                      "type": "input",
                      "label": "City",
                      "helpText": "City"
                    }
                  }
                },
                {
                  "id": "112d34e9-e314-4add-a0fc-243f586755c9",
                  "type": "address_state",
                  "label": "",
                  "groupId": "state",
                  "parentId": "6b466657-622f-4d69-ac9a-df091fb85495",
                  "validation": {
                    "required": false,
                    "optionsConfig": {
                      "source": "preset",
                      "preset": {
                        "id": "preset-us-states",
                        "category": "state-names"
                      }
                    }
                  },
                  "presentation": {
                    "form": {
                      "type": "select",
                      "label": "State",
                      "helpText": "State"
                    }
                  }
                },
                {
                  "id": "ac4d9d1a-dde0-435a-93be-cd707a88afcc",
                  "type": "address_postal_code",
                  "label": "",
                  "groupId": "postal_code",
                  "parentId": "6b466657-622f-4d69-ac9a-df091fb85495",
                  "validation": {
                    "format": "none",
                    "required": false,
                    "regexp": "^\\d{5}$"
                  },
                  "presentation": {
                    "form": {
                      "type": "input",
                      "label": "ZIP Code",
                      "helpText": "ZIP Code",
                      "maskConfig": {
                        "mask": "00000",
                        "definitions": {
                          "0": "[0-9]"
                        }
                      }
                    }
                  }
                },
                {
                  "id": "ea3ad46c-c6c6-4e64-aa0e-a783a9b37189",
                  "type": "address_country",
                  "label": "",
                  "groupId": "country",
                  "parentId": "6b466657-622f-4d69-ac9a-df091fb85495",
                  "readonly": true,
                  "hidden": true,
                  "defaultValue": "US",
                  "validation": {
                    "optionsConfig": {
                      "source": "preset",
                      "preset": {
                        "id": "preset-countries",
                        "category": "country-names"
                      }
                    }
                  },
                  "presentation": {
                    "form": {
                      "type": "select",
                      "label": "Country",
                      "helpText": "Country"
                    }
                  }
                }
              ],
              "presentation": {
                "form": {
                  "type": "address",
                  "label": "Address",
                  "addressFormat": "US"
                }
              }
            }
          ],
          "presentation": {
            "form": {
              "type": "section",
              "label": "Contact Information"
            }
          }
        }
      ]
    },
    {
      "id": "d407e894-d8e7-419d-8462-5bf361e3083d",
      "type": "group",
      "label": "Role Preferences",
      "components": [
        {
          "id": "186dfca3-9133-4db8-9b27-d3203dd2e80a",
          "type": "number",
          "label": "years_of_experience",
          "parentId": "d407e894-d8e7-419d-8462-5bf361e3083d",
          "validation": {
            "format": "integer",
            "required": true,
            "min": 0,
            "max": 50
          },
          "presentation": {
            "form": {
              "type": "input",
              "label": "Years of Experience",
              "placeholder": "0",
              "helpText": "Enter a value between 0 and 50"
            }
          }
        },
        {
          "id": "030d8c25-9133-4ab7-9dfe-f00cce153565",
          "type": "dropdown",
          "label": "department",
          "parentId": "d407e894-d8e7-419d-8462-5bf361e3083d",
          "validation": {
            "required": true,
            "options": [
              {
                "id": "a3fa97d3-13e8-4ed0-8f72-7f8f341a337a",
                "label": "Engineering",
                "value": "engineering"
              },
              {
                "id": "f25aa7a2-658f-4b60-8f31-bbcf902115cd",
                "label": "Design",
                "value": "design"
              },
              {
                "id": "c7d8e9f0-1234-5678-9abc-def012345678",
                "label": "Product",
                "value": "product"
              }
            ]
          },
          "presentation": {
            "form": {
              "type": "select",
              "label": "Department",
              "placeholder": "Select a department"
            }
          }
        },
        {
          "id": "da800b8e-afae-4191-a05b-c7041ff6b07d",
          "type": "radio",
          "label": "work_arrangement",
          "parentId": "d407e894-d8e7-419d-8462-5bf361e3083d",
          "validation": {
            "required": true,
            "options": [
              {
                "id": "4770aed0-a624-49ad-9cf3-c46066c1d955",
                "label": "Remote",
                "value": "remote"
              },
              {
                "id": "eb316d5d-11a5-4630-a401-a9807067a210",
                "label": "Hybrid",
                "value": "hybrid"
              },
              {
                "id": "f1a2b3c4-5678-9012-3456-789012345678",
                "label": "On-site",
                "value": "onsite"
              }
            ]
          },
          "presentation": {
            "form": {
              "type": "radio",
              "label": "Work Arrangement"
            }
          }
        },
        {
          "id": "4cc8bfb0-a8f2-475c-b272-017b9ab9eb9f",
          "type": "list",
          "label": "benefits",
          "parentId": "d407e894-d8e7-419d-8462-5bf361e3083d",
          "hidden": true,
          "validation": {
            "required": false,
            "options": [
              {
                "id": "3035ee2a-5f84-444d-b52e-a4524dda17c6",
                "label": "Health insurance",
                "value": "health"
              },
              {
                "id": "b9c1a72f-6de3-4e88-bf91-2f3d84c1e5a7",
                "label": "401(k) matching",
                "value": "retirement"
              },
              {
                "id": "d7e4f190-3bc8-4a5d-9e12-8c6a2b4f7d01",
                "label": "Professional development",
                "value": "learning"
              }
            ]
          },
          "presentation": {
            "form": {
              "type": "checkbox",
              "label": "Benefits of Interest",
              "allowCheckAll": false
            }
          }
        },
        {
          "id": "6d45f473-4489-4f43-aa2f-a8c4c5364daa",
          "type": "date",
          "label": "start_date",
          "parentId": "d407e894-d8e7-419d-8462-5bf361e3083d",
          "validation": {
            "required": true,
            "dateTimeConfig": {
              "dateRange": {
                "start": "2026-04-01T00:00:00.000Z"
              }
            }
          },
          "presentation": {
            "form": {
              "label": "Earliest Start Date",
              "placeholder": "MM/dd/yyyy",
              "dateTimeConfig": {
                "dateFormat": "MM/dd/yyyy",
                "displayView": "calendar"
              }
            }
          }
        },
        {
          "id": "08c11aff-7ce7-43dd-94bc-79b1f9a5073a",
          "type": "time",
          "label": "interview_time",
          "parentId": "d407e894-d8e7-419d-8462-5bf361e3083d",
          "validation": {
            "required": false
          },
          "presentation": {
            "form": {
              "label": "Preferred Interview Time",
              "placeholder": "h:mm a",
              "dateTimeConfig": {
                "timeFormat": "h:mm a",
                "displayView": "time_picker",
                "timeIncrement": 30
              }
            }
          }
        },
        {
          "id": "6e2791cd-c790-4116-874c-7770bcd40a8b",
          "type": "datetime",
          "label": "follow_up",
          "parentId": "d407e894-d8e7-419d-8462-5bf361e3083d",
          "validation": {
            "required": false,
            "dateTimeConfig": {
              "dateRange": {
                "start": "2026-03-23T00:00:00.000Z"
              }
            }
          },
          "presentation": {
            "form": {
              "label": "Preferred Follow-up Date & Time",
              "placeholder": "MM/dd/yyyy h:mm a",
              "dateTimeConfig": {
                "dateFormat": "MM/dd/yyyy",
                "timeFormat": "h:mm a",
                "displayView": "calendar",
                "timeIncrement": 15
              }
            }
          }
        },
        {
          "id": "08bcc923-cbab-4f3c-b491-bf5693f29f1a",
          "type": "static_content",
          "label": "terms",
          "parentId": "d407e894-d8e7-419d-8462-5bf361e3083d",
          "presentation": {
            "form": {
              "type": "html",
              "label": "Terms & Conditions",
              "content": "<p>By submitting this application you agree to our privacy policy.</p>"
            }
          }
        }
      ]
    }
  ],
  "logic": {
    "logicRules": [
      {
        "id": "d96235f7-96a8-44f1-86f0-e2fb9eccd6ff",
        "name": "Require phone for on-site",
        "actions": [
          {
            "id": "75867a52-5e69-4b7b-ba28-1ae5d2dfcab6",
            "type": "component_action",
            "componentAction": {
              "type": "make_required",
              "componentId": "53839acd-f783-43a0-9212-d33e8d926e45"
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