Form Builder

Overview

The Form Builder is a powerful tool for creating data collection forms that power hiring flows, onboarding, and custom workflows. Forms support multiple pages, conditional logic, various field types, document uploads, and real-time validation.

Form Structure

Form (FBForm)
├── Page 1
│   ├── Text Field: Full Name
│   ├── Email Field: Email Address
│   └── Phone Field: Phone Number
├── Page 2
│   ├── File Upload: Resume
│   ├── Dropdown: Years of Experience
│   └── Conditional Section
│       └── Text Area: Additional Details
└── Page 3
    ├── E-Signature: Agreement
    └── Submit Button

Form Elements

Forms are built from Form Elements — individual fields and layout components:

Element Type	Description
Text	Single-line text input
Text Area	Multi-line text input
Email	Email address with validation
Phone	Phone number with country code
Number	Numeric input
Date	Date picker
Time	Time picker
Dropdown	Single-select dropdown
Multi-Select	Multiple choice selection
Radio	Radio button group
Checkbox	Single checkbox or checkbox group
File Upload	Document/image upload
E-Signature	Digital signature capture
Address	Address with autocomplete
Rich Text	Formatted text display (instructions)
Section	Visual grouping of fields
Page Break	Multi-page separator

Form Templates

Form Templates are reusable blueprints that can be used to quickly create new forms. Firstwork includes built-in templates for common use cases:

Personal information
Employment eligibility
Background check authorization
Tax withholding (W-4)
Direct deposit setup
Emergency contacts
Non-disclosure agreements

You can also create custom templates from any existing form.

Conditional Logic

Forms support conditional visibility — fields or sections that show/hide based on the values of other fields. Examples:

Show “Visa Type” field only if “Are you authorized to work?” is “No”
Display “Other” text field when “Please specify” is selected from a dropdown
Show additional pages based on employment type selection

Form Submissions

When a user fills out a form, a Form Submission is created containing:

Component	Description
Form Submission	The overall submission record
Element Submissions	Individual field values
File Attachments	Uploaded documents
Timestamps	Created, updated, and submitted times
Status	Draft, submitted, or reviewed

Real-Time Saving

Form submissions are saved at the element level in real-time. This means:

Users can leave and return to a form without losing progress
Admins can see partial submissions
Automations can trigger on individual field changes

Form Compliance Rules

Form Compliance Rules attach conditions to forms that evaluate submission data:

Validate that required documents are uploaded
Check that field values meet specific criteria
Trigger automations based on submission data

Funnels

Funnels create public URLs for form access:

Candidates can submit forms without logging in
Pre-fill data via URL parameters
Track submission source with custom parameters
Set expiration dates and submission limits

Pre-filled Data

Custom links support pre-filling form fields:

https://app.firstwork.com/apply/{custom_link_id}?source=linkedin&role=engineer

Pre-filled values can map to any form element, enabling:

Source tracking for recruitment campaigns
Referral program attribution
Partner-specific application flows

Document Requirements

Company Document Requirements define which documents candidates must submit:

Configuration	Description
Document Type	Type of document required (ID, certification, etc.)
Required	Whether the document is mandatory
Verification	How the document is verified (manual, OCR, automated)
Expiration	Whether the document has an expiration date
Compliance Rule	Rule that evaluates the document data

OCR Processing

Document uploads can be processed with OCR to:

Extract text from images and PDFs
Auto-fill form fields with extracted data
Validate document content against compliance rules
Support multiple languages and document formats

Getting Started

Features

Settings

Overview

Form Structure

Form Elements

Form Templates

Conditional Logic

Form Submissions

Real-Time Saving

Form Compliance Rules

Funnels

Pre-filled Data

Document Requirements

OCR Processing

​Overview

​Form Structure

​Form Elements

​Form Templates

​Conditional Logic

​Form Submissions

​Real-Time Saving

​Form Compliance Rules

​Funnels

​Pre-filled Data

​Document Requirements

​OCR Processing

Overview

Form Structure

Form Elements

Form Templates

Conditional Logic

Form Submissions

Real-Time Saving

Form Compliance Rules

Funnels

Pre-filled Data

Document Requirements

OCR Processing