Create Forms

Forms are one of the basic elements in a Lightico customer journey. They enable capturing information from the customer or agent during a collaboration session. Form as it appears on a customer mobile device As part of a Workflow , the...

The article gives basic instructions about how to create a digital Form . More advanced features of Forms are covered in subsequent articles in this section. How to create a Form Note Forms can be added to a collaboration session only as...

All fields in a Form are bound to an Attribute . When you add an Attribute field to the Form , you can do one of the following: Select from existing Attributes Create a new Attribute This article explains how to create a new Attribute and...

After you've added an Attribute field to a Form, you can select the field and configure settings for the field in the right pane of the Form designer. See below for an explanation of each type of setting. Field settings The following section...

There are two types of filters for limiting the dropdown options that the customer sees in the Form : Local filter Cascade filter Local filter Applies to dropdown fields only. Apply a filter to a dropdown field that limits the op...

The design of your Form helps customers understand and complete it more easily. For long Forms, breaking it into logical sections and pages improves clarity. Labels and rich text formatting guide customers and highlight key information. This ar...