---
title: "Add Forms to a Workflow"
slug: "add-forms-to-a-workflow"
updated: 2025-07-15T10:50:29Z
published: 2025-07-15T10:50:29Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Forms to a Workflow

Forms are used to capture customer information during a Workflow.

For information about creating Forms, see [Create Forms](/v1/docs/create-forms).

---

**To add a Form to your Workflow:**

1. Add the **Form**item to the canvas.

The **Add item** window appears.
2. Select the Form you want to add, and click **Add**

-OR-

Click **Create new**and create a new Form in the Form designer.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_13898ad6.png) The Form is added to the canvas.

---

## Edit the Form step

After adding the Form item to the Workflow canvas, you can select it, and, in the *right panel*, edit it as follows:

- **Edit**- Click **Edit**to open the Form builder and make changes to the Form.
- **Step name** - Click the edit icon and change the name that appears for this step in the collaboration room
- **Assign to** - Select **Agent**from the dropdown to require the agent, rather than the customer to fill in the Form before the Workflow is added to the session.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(54).png)

> [!NOTE]
> Note
> 
> You can only define an agent Form if it is the first step in the Workflow.
- **Send step data to email** - Turn on the toggle and select an email connector hub to have session sent to a predefined email at the completion of this step. For more information, see [Configure general Workflow settings](/v1/docs/configure-workflow-settings#send-workflow-data-to-an-email-address).

Use the context menu above the selected item to do the following:

- Edit the Form in the Form builder
- Replace this Form with another one
- Duplicate this step
- Delete this step

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(55).png)

###