Building Forms in Tacklit's New Form Builder
Use Tacklit's new form builder to design, customise, and publish rich, branded forms with advanced question types, conditional logic, pagination, and tailored completion pages — all while linking responses directly to client data fields in your workspace.
📹 Video walkthrough
Prefer to watch rather than read? This short video walks through the whole form builder from start to finish.
Step 1: Access the new form builder interface
The new form builder provides a live, on-screen view of the exact form and questions you are building in real time. You can see changes instantly as you add or modify questions and structure.
Step 2: Add and configure question types
Use the question controls to add different types of fields to your form, such as:
Address
Phone number
Multiple choice
Ratings or sliders
Date fields
File upload (for attaching documents)
E-signature fields
These options give you flexibility over the kinds of information and documents you collect in each form.
You can also pull in questions from your existing library, including workspace client data fields and questions used in previous forms, so you don't need to retype or recreate them.
Step 3: Create and edit individual questions
Add a question with a single click, then configure it directly in the form preview. For each question:
Enter the question text (e.g. "What is your first name?").
Optionally add a description or supporting context to guide the respondent and explain why the information is important.
Configure the answer field as required or optional, depending on whether it must be completed before the form can be submitted.
As you select a question, a panel on the right-hand side displays all configuration options for that question. You can adjust the same settings either directly in the editor or via this side panel.
You can also type a custom question and then link it to a specific client data field. This lets you phrase the question however you like while still storing the answer in the correct electronic record field.
Step 4: Add multiple question types and options
Add multiple questions to capture different types of information — for example a Yes/No question and a multiple choice question.
For multiple choice questions:
Enter the answer options (e.g. Yes, No, Maybe).
Add as many options as needed.
Define whether the respondent can select a single answer, any number of answers, or must choose within a specific minimum and maximum number of options (e.g. at least one and at most three).
This gives you fine-grained control over how respondents can answer each question.
Step 5: Configure conditional logic for question flows
Use conditional logic to control which questions or pages a respondent sees based on their answers. This helps you avoid asking for information that isn't relevant.
For example, you might add a question such as "Are you a new client?" and then:
If the answer is "Yes," route the respondent to the next page.
If the answer is "No," allow them to submit the form or skip certain sections.
As you build out pages in your form, you can define how the flow progresses depending on these conditions.
Step 6: Paginate your form and add sections
Use the pagination tools to control how many pages your form has and where the natural breakpoints occur in the information being collected.
On each page, you can insert section breaks to group related questions into categories while keeping them on the same page. This helps organise content and influences how long and complex the form feels for the respondent.
For each page you can:
Edit the page title (e.g. "Emergency contact information").
Add a short description explaining why the information is needed (e.g. "In case we need to reach someone").
Add the relevant questions, such as phone number and email address for the emergency contact.
Step 7: Preview the form experience
While building the form, switch to Preview mode to see the client's experience. In Preview mode you can:
Add or edit the form title (e.g. "Test form").
Confirm the form status (e.g. Draft vs. Published).
Review how each question appears in sequence.
You can view how the form renders on a wider screen (desktop/tablet) and also how it will look on a mobile phone. The preview includes a native navigation progress bar that shows respondents how far through the form they are as they move between pages.
Step 8: Adjust form settings and branding
Open the form settings to configure overall form properties. From here you can:
Edit the form name and description.
Customise the background colour using pre-set options or by entering a hex code.
Set an accent (primary) colour that matches your brand, so the form looks and feels consistent with your service.
Step 9: Configure completion pages and logic
Set up what respondents see after submitting the form. You can:
Use a default "Thank you" page that confirms responses have been submitted, or
Create custom completion pages that display different messages based on logic.
For example, you might add a completion page that says "We will call you in the next 24 hours" and label it as an "immediate callback" completion page. Then configure when that completion page should appear by defining conditions:
Choose whether to show it when any or all selected conditions match.
Use any of the questions in the form as triggers for these conditions.
This allows you to tailor post-submission messaging to the respondent's answers.
Step 10: Save, publish, and manage form variations
When you are satisfied with your configuration, save and publish the form. Publishing works as normal, and you can create as many different forms and variations as your workflows require. You can continue to build, maintain, and iterate on multiple forms in your workspace.
Step 11: Reorder questions and maintain logic
If you decide to change the order of questions to improve the flow:
Use the hand tool to drag and drop questions into a new sequence.
After reordering, carefully review any conditional logic that references those questions or pages (e.g. "which page to send somebody to next") to ensure the logic still makes sense with the new order.
Some conditional rules may need to be updated to reflect the new structure.
Step 12: Get help and share feedback
The new form builder is designed to enhance your ability to customise and create forms while improving the client experience for information collection and communication.
If you have questions or need assistance, contact Tacklit's support team via the in-app chat button or support ticketing system for further help.