Form Type Designer
Form types are the heart of EC-Permit. They define what information is collected, how approvals work, and what the final document looks like.
What is a Form Type?
A Form Type is a template that defines:
The fields users fill out—text, dates, signatures, file uploads, and more.
The statuses and actions that move forms through approval chains.
Who can see, edit, and act on forms at each stage.
How the form looks when exported or printed.
Topics in This Section
Creating a Form Type
Step-by-step guide to creating a new form type from scratch.
Workflow Editor
Design approval workflows with statuses, actions, and transitions.
Question Types
Learn about all available question types and when to use each.
AI Form Creator
Use AI to generate form types from natural language descriptions.
Accessing Form Types
To manage form types, click Form Types in the sidebar. You'll see:
- List of all form types in your project
- Published vs. draft status indicators
- Quick stats (number of forms created)
- "Create Form Type" button
Form Type Lifecycle
- • Draft: Being designed, not yet available to users
- • Published: Available for creating forms
- • In Use: Has forms created from it
- • Archived: No longer available, but existing forms preserved
Editing Published Form Types
Best Practices
Start simple
Begin with essential questions only. You can always add more later. Overly complex forms discourage usage.
Test before publishing
Create test forms as a draft to ensure the workflow works as expected before making it available to your team.
Use clear names
Give form types descriptive names that users will recognize. "Hot Work Permit" is better than "Form Type 1".
Document your workflows
Add descriptions to statuses and actions so users understand what's expected at each stage of the process.