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Overview

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

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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

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Form Elements

Forms are built from Form Elements — individual fields and layout components:
Element TypeDescription
TextSingle-line text input
Text AreaMulti-line text input
EmailEmail address with validation
PhonePhone number with country code
NumberNumeric input
DateDate picker
TimeTime picker
DropdownSingle-select dropdown
Multi-SelectMultiple choice selection
RadioRadio button group
CheckboxSingle checkbox or checkbox group
File UploadDocument/image upload
E-SignatureDigital signature capture
AddressAddress with autocomplete
Rich TextFormatted text display (instructions)
SectionVisual grouping of fields
Page BreakMulti-page separator

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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.

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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

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Form Submissions

When a user fills out a form, a Form Submission is created containing:
ComponentDescription
Form SubmissionThe overall submission record
Element SubmissionsIndividual field values
File AttachmentsUploaded documents
TimestampsCreated, updated, and submitted times
StatusDraft, submitted, or reviewed

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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

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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

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Check-In Forms

Check-In Forms are recurring forms designed for periodic data collection:
  • 30/60/90 day performance reviews
  • Weekly safety check-ins
  • Monthly compliance attestations
  • Recurring training acknowledgments
Check-in forms can be:
  • Scheduled automatically
  • Triggered by automations
  • Assigned to specific contracts or groups
Custom Links 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

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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

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Document Requirements

Company Document Requirements define which documents candidates must submit:
ConfigurationDescription
Document TypeType of document required (ID, certification, etc.)
RequiredWhether the document is mandatory
VerificationHow the document is verified (manual, OCR, automated)
ExpirationWhether the document has an expiration date
Compliance RuleRule that evaluates the document data

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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