# Forms

Nutrient Workflow Automation platform uses forms as the primary means to gather information from users during the execution of a process. You may define as many forms as you need within the platform and you can also present multiple forms within a single process if necessary.

Form creation and editing are done with Form Designer, which enables any user with basic knowledge of using a Word processing tool to manipulate the layout of the form. Form Designer enables the user to drag and drop form questions, change fonts, or add custom styles.

Learn more about [electronic forms](https://www.nutrient.io/blog/electronic-forms/).

## Guides

- [Form library overview](/guides/workflow-automation/admin-guide/forms/form-library-overview.md)
   Learn how to navigate the Form library, create and import forms, and configure user roles and permissions.

- [Create a new form](/guides/workflow-automation/admin-guide/forms/create-a-new-form.md)
   Learn how to create and configure new forms in Nutrient Workflow Automation, including naming, categorization, and working with form tabs.

- [Create form questions](/guides/workflow-automation/admin-guide/forms/create-form-questions.md)
   Learn how to design and customize forms using sections, containers, and various question types in Nutrient Workflow Automation.

- [CSS styling](/guides/workflow-automation/admin-guide/forms/copy-and-paste.md)
   Discover how to create stunning forms in Integrify with just a few clicks! Follow our simple guide to copy and paste CSS styles for the latest version of Workflow Automation, ensuring your forms look professional and inviting. Check out the custom CSS tutorial for detailed steps and tips to optimize your form design.

- [Edit form questions](/guides/workflow-automation/admin-guide/forms/edit-form-questions.md)
   Discover how to edit form questions using the Form Question Editor. Explore settings, validation, and more for a seamless form-building experience.

- [Use AI data extraction to populate forms](/guides/workflow-automation/admin-guide/forms/using-ai-data-extraction-question.md)
   Use the AI Data Extraction question type to extract information from PDFs and automatically populate Workflow form fields using AI.

- [Generate forms using AI](/guides/workflow-automation/admin-guide/forms/using-ai-form-generator.md)
   Generate form structures using natural language with Nutrient Workflow Automation’s AI form generator. Supports Claude and OpenAI. Premium feature.

- [Contact search question](/guides/workflow-automation/admin-guide/forms/contact-search-question.md)
   Learn to limit contact search results to specific groups for streamlined approvals. Optimize user selection with step-by-step guidance.

- [Form preview and editor](/guides/workflow-automation/admin-guide/forms/form-preview-and-editor.md)
   Learn to preview and edit forms efficiently. Discover field validation testing and enhance page load performance for better user experience.

- [Form rules (show / hide)](/guides/workflow-automation/admin-guide/forms/form-rules-show-hide.md)
   Learn how to implement form rules to show or hide fields, add conditions, and perform calculations effectively for better user experience.

- [Calculations in forms](/guides/workflow-automation/admin-guide/forms/calculations-in-forms.md)
   Learn to set up dynamic calculations in your forms to display totals in real time, enhancing user experience and data management.

- [Import and export forms](/guides/workflow-automation/admin-guide/forms/importing-and-exporting-forms.md)
   Learn to import and export forms in Workflow Automation while retaining all functionality.

- [Form templates](/guides/workflow-automation/admin-guide/forms/form-templates.md)
   Learn how to create, use, and manage form templates in Nutrient Workflow Automation, including exporting and importing templates.

- [Using grid questions](/guides/workflow-automation/admin-guide/forms/using-the-grid-question.md)
   Use grid questions to create structured tables for user input in forms. Configure columns, rows, and data types.

- [Importing and exporting grid data](/guides/workflow-automation/admin-guide/forms/importing-data-into-grids.md)
   Import data from spreadsheets, CSV files, and tables into grid questions. Export to CSV format. Includes workflows and troubleshooting guidance.

- [Set up a Request Record](/guides/workflow-automation/admin-guide/forms/set-up-a-request-record.md)
   Learn how request records enable continuous updates and seamless incident management through streamlined form management. Discover best practices now!

- [CSS styles in forms](/guides/workflow-automation/admin-guide/forms/css-styles-in-forms.md)
   Learn how to use CSS to personalize forms with our step-by-step guide, sample code, and prebuilt templates for effective customization.

- [Developer Form](/guides/workflow-automation/admin-guide/forms/developer-form.md)
   Unlock design control with the Developer Form task. Create tailored HTML forms using JavaScript and CSS, plus download our sample template to start.

- [RESTful Data Elements](/guides/workflow-automation/admin-guide/forms/restful-data-elements.md)
   Integrate external APIs into your workflow forms. Make HTTP requests, process responses, and populate form fields with retrieved data.

- [Calendar field](/guides/workflow-automation/admin-guide/forms/calendar-field.md)
   Learn to configure calendar fields in forms, enabling easy date selection and validation, and enhancing user experience with effective guidelines.

- [Adding attachments to forms](/guides/workflow-automation/admin-guide/forms/adding-attachments-to-forms.md)
   Master the process of adding attachments in forms. Follow our simple steps to enhance user experience and streamline document sharing.
---

## Related pages

- [Add attachments to your forms](/guides/workflow-automation/admin-guide/forms/adding-attachments-to-forms.md)
- [Dynamic calculations for streamlined form entries](/guides/workflow-automation/admin-guide/forms/calculations-in-forms.md)
- [Calendar fields in forms](/guides/workflow-automation/admin-guide/forms/calendar-field.md)
- [Configure contact search groups](/guides/workflow-automation/admin-guide/forms/contact-search-question.md)
- [Create a new form](/guides/workflow-automation/admin-guide/forms/create-a-new-form.md)
- [CSS styling](/guides/workflow-automation/admin-guide/forms/copy-and-paste.md)
- [Create form questions](/guides/workflow-automation/admin-guide/forms/create-form-questions.md)
- [Form library overview](/guides/workflow-automation/admin-guide/forms/form-library-overview.md)
- [Design custom HTML forms with full control](/guides/workflow-automation/admin-guide/forms/developer-form.md)
- [Customize forms with CSS](/guides/workflow-automation/admin-guide/forms/css-styles-in-forms.md)
- [Edit and preview your forms effectively](/guides/workflow-automation/admin-guide/forms/form-preview-and-editor.md)
- [Master form question editing with ease](/guides/workflow-automation/admin-guide/forms/edit-form-questions.md)
- [Mastering form rules for dynamic responses](/guides/workflow-automation/admin-guide/forms/form-rules-show-hide.md)
- [Form template management](/guides/workflow-automation/admin-guide/forms/form-templates.md)
- [Import and export forms](/guides/workflow-automation/admin-guide/forms/importing-and-exporting-forms.md)
- [Import and export grid data](/guides/workflow-automation/admin-guide/forms/importing-data-into-grids.md)
- [Integrate with external REST APIs](/guides/workflow-automation/admin-guide/forms/restful-data-elements.md)
- [Enhance form management with request records](/guides/workflow-automation/admin-guide/forms/set-up-a-request-record.md)
- [Use AI data extraction to populate forms](/guides/workflow-automation/admin-guide/forms/using-ai-data-extraction-question.md)
- [Generate forms using AI](/guides/workflow-automation/admin-guide/forms/using-ai-form-generator.md)
- [Using grid questions in forms](/guides/workflow-automation/admin-guide/forms/using-the-grid-question.md)

