--- title: "Create a new form" canonical_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/forms/create-a-new-form/" md_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/forms/create-a-new-form.md" last_updated: "2026-05-25T14:09:00.410Z" description: "Learn how to create and configure new forms in Nutrient Workflow Automation, including naming, categorization, and working with form tabs." --- # Create a new form This guide explains how to create a new form. A video tutorial is also available at the end of this guide. ## Prerequisites - Access to the Nutrient Workflow Automation administration menu - Administrator or form designer permissions ## Creating a form To add a new form, navigate to **Forms** in the administration menu and click **Create New Form**.![Forms page showing Create New Form option](@/assets/guides/workflow-automation/shared/forms/forms-page.png) On the screen that appears, enter the details for the new form: - **Name (required)** — The name of the form. - **Category (required)** — The category in which the form will be stored. This category can be different from the category of a process that uses the form. A single form may be shared among multiple processes if desired. - **Description (optional)** — A brief description or purpose of the form. This is added to the form layout by default, but it’s possible to remove it later.![New form dialog with Name, Category, and Description fields](@/assets/guides/workflow-automation/admin-guide/forms/enter-form-details.png) Once added, click **Save** in the lower-right corner. ## Working with the form The form consists of the following configuration tabs: - **Form Builder** — Enables the form designer to add, configure, and remove questions from the form, as well as format and create sections. For more information, refer to the [creating form questions](https://www.nutrient.io/guides/workflow-automation/admin-guide/forms/create-form-questions.md) guide. - **Rules** — Enables the form designer to add conditional behavior to questions based on values of specified fields using a menu-driven wizard. - **JavaScript** — Enables users to create additional coded functionality to enhance the behavior of the form for more specific effects, such as parsing numeric data for calculations. - **CSS** — Enables users to add styling and formatting to a form to provide a more customized appearance. - **Preview** — Enables users to visualize how the form appears during the execution of a process. - **Detail** — Contains basic information about the form, such as name, category, and description. - **References** — Displays a list of processes and tasks that use this form, showing the process name, task name, and task type. - **Print Settings** — Enables users to configure print options for the form, including page size, orientation, and margins (top, bottom, left, and right).![Form detail definition tab showing form configuration options](@/assets/guides/workflow-automation/admin-guide/forms/form-detail-definition.png) On the **Detail** tab, any items highlighted in black can be changed. To change the name of the form, place the cursor on the **Name** field and delete or modify the current name. Once you finish applying the changes, click **Save**. To change the category where the form is stored, place the cursor on the **Category** field and select the new category from the provided list. Even if a form has been created and is associated with one (or many) currently running processes, changing the category doesn’t impact how a process functions. It’ll change the location where the form is stored in the system. You can make a copy of the form by clicking **Copy**, or delete the form by clicking **Delete**. If you’re ready to create a form approval workflow or any other kind of workflow, refer to the [create a process](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/create-a-new-process.md) guide. ## Watch a video --- ## 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) - [Configure contact search groups](/guides/workflow-automation/admin-guide/forms/contact-search-question.md) - [Calendar fields in forms](/guides/workflow-automation/admin-guide/forms/calendar-field.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) - [Customize forms with CSS](/guides/workflow-automation/admin-guide/forms/css-styles-in-forms.md) - [Design custom HTML forms with full control](/guides/workflow-automation/admin-guide/forms/developer-form.md) - [Form library overview](/guides/workflow-automation/admin-guide/forms/form-library-overview.md) - [Master form question editing with ease](/guides/workflow-automation/admin-guide/forms/edit-form-questions.md) - [Edit and preview your forms effectively](/guides/workflow-automation/admin-guide/forms/form-preview-and-editor.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) - [Forms](/guides/workflow-automation/admin-guide/forms.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)