---
title: "Create a Form"
slug: "create-forms"
updated: 2025-08-27T13:28:38Z
published: 2025-08-27T13:28:38Z
canonical: "knowledge.lightico.com/create-forms"
---

> ## 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.

# Create a Form

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]
> Note
> 
> Forms can be added to a collaboration session only as part of a Workflow.

> [!TIP]
> Tip
> 
> You can create a new Form when you add the Form item to a Workflow. See [Create Workflows](/v1/docs/design-workflows).
> 
> The instructions below show how to create a new Form from the Forms page.

**To create a new Form:**

1. In the Admin Center navigation pane under **Journey**, click **Forms**. The Forms page opens, showing all saved Forms.
2. In the top right corner of the Forms page, click **Create new**.
3. In the **New Form name** dialog, type a name for the Form and click **Create**. The Form builder opens.
4. Add Attribute fields to the Form - see [below](/v1/docs/create-a-form#add-attribute-fields-to-the-form).
5. Design and format the Form - see [Design the Form](/v1/docs/design-the-form).
6. Click **Save**.

---

## Add Attribute fields to the Form

You can add the following types of fields to a Form:

- **Text**- Enter free text
- **Number**- Enter a number
- **Checkbox**- Select one or more options
- **Dropdown**- Select one option from a dropdown list
- **Radio button** - Select one of the button options
- **Boolean**- Select true or false
- **Date**- Select a date from a calendar
- **Address**- Enter an address (only available when you are integrated with an address verification service, see [Address Auto-Complete and Validation](/v1/docs/address-auto-complete-and-validation))
- **Complex**- Groups multiple Attributes under one parent Attribute, acting as a label for the grouped Attributes in the Form. Enhances organization and clarity in data entry.
- **List**- Holds multiple values for the same Attribute

**To add Attribute fields to a Form:**

1. Click the **+** button in the relevant section and select **Attribute**.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image-1671460650427.png) The Select Attribute dialog appears.
2. Search an existing Attribute or create a new one (see [Create and edit Attributes in Form builder](/v1/docs/create-and-edit-attributes-in-form-builder)), then click **Add**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image-1671461426490.png) The field is added to the Form.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/field_example_form.PNG)
3. Configure the fields settings.

When you select a field, the settings for that field are displayed in the settings pane on the right.

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

For a description of each of the field settings and how to configure them, see [Configure Form Field settings](/v1/docs/configure-form-field-settings).
4. Click **Save**to update the Form.

---

## Add nested fields

When you add a **checkbox**or **radio button** field to your Form, you have the option to add nested fields to each of the options.

For example, you can create a radio button Attribute with options as follows:

- Married
- Single

Then under the Married option you can nest a number field that asks how many dependents the customer has.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(248).png)

> [!NOTE]
> Note
> 
> The following types of Attributes are **not supported** for nested fields:
> 
> - List Attributes
> - Complex Attributes

**To add a nested field:**

Click the + button under the relevant checkbox or radio button option and add/create the desired Attribute field. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(246).png)

> [!TIP]
> ### Display all nested fields
> 
> It may be helpful to your customer’s understanding of the options if they can see the nested fields for each option.
> 
> 
> 
> By default, nested fields are NOT displayed in the customer Form until the main option is selected.
> 
> ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(249).png)
> 
> 
> 
> **To display all nested fields upon opening the Form:**
> 
> 1. Select the relevant radio button or checkbox field.
> 2. In the settings panel, turn on the **Show nested items** toggle.
> 
> ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(247).png)

Digital form that captures information provided by the customer or agent during a session.

A series of customer interactions that must be completed in a certain order. Workflows are configured by a business configurator (BC) and added to the session by an agent or API.

Area of the Lightico platform where you will find all settings, user management, and asset configuration pages. Access to this area is defined by a user's role and permissions.