Create and edit a form

Build a new form from scratch, a template, or an imported file - and learn how to edit existing forms.

Create and edit a form

Create a new form

  1. Navigate to the Forms page.

  2. Click + Form in the top-right corner.

  3. Choose a starting point:

Start from blank canvas
Create your form from scratch in the Form Builder.
Convert to Droplet form
Upload a PDF or image, and Droplet will automatically extract text and fields to give you a head start. You'll still need to fine-tune the layout and configure the workflow manually.
Start from template
Choose from pre-made templates with preconfigured fields, workflows, and notifications. Customize as needed.
Create an eSign document
If your organization is a DropletSign customer, you can create an eSign document from an existing PDF.
I have a .drplt file
Upload a droplet form from a colleague or another organization. It brings in both form layouts and workflow settings, saving you time and effort.
The new form dialog showing Blank, Convert, Template, and eSign options

Choose how to start your new form.

Navigate the Form Builder

The Form Builder is your main tool for designing form layouts. It includes several key areas:

Layers
Forms have two main layers: Form and Workflow.
Canvas
The central workspace where you add, move, resize, and delete components.
Components
The component library on the left side. Drag and drop elements onto the Canvas to build your form.
Layout Tree
A hierarchical list of all components on your Canvas. Useful for rearranging elements and selecting containers like Sections, Groups, and Tiles.
Properties Panel
The right-hand panel where you adjust settings for the selected component.
Code Mode
Toggle in the upper-right corner to switch between the visual editor and the code editor for advanced customizations.
Visibility
Choose a workflow step to edit in the upper left-hand corner. Then use the Visibility section in Input Properties to select the correct option for each component.
The Form Builder interface showing the component library, canvas, layout tree, and properties panel

The Form Builder with its key areas labeled.


Layers
Forms have two main layers: Form and Workflow.
Canvas
The central workspace where you add, move, resize, and delete components.
Components
The component library on the left side. Drag and drop elements onto the Canvas to build your form.
Layout Tree
A hierarchical list of all components on your Canvas. Useful for rearranging elements and selecting containers like Sections, Groups, and Tiles.
Properties Panel
The right-hand panel where you adjust settings for the selected component.
Code Mode
Click the three dots in the upper-right corner, then select </> Code Builder to switch to the code editor for advanced customizations. To return to the Visual Builder, click the three dots again and choose Visual Builder.
Visibility
Choose a workflow step to edit in the upper left-hand corner. Then use the Visibility section in Input Properties to select the correct option for each component.

Required components

Every Droplet form requires two components to function properly:

  • Submitter Name (component ID: submittedByName) - collects the submitter's name.

  • Submitter Email (component ID: submittedByEmail) - collects the submitter's email address.

Do not delete these components or change their IDs. Every form starts with them, and removing them will break form submission. You can edit the Label so they appear as something else (i.e. Employee Name instead of Submitter Name).

Edit an existing form

  1. Go to the Forms page and find the form you want to edit.

  2. Click Edit on the form card. If you don't see this option, you may not have the required permissions.

  3. To make changes to a published form, open the version menu by clicking the current version number and select New Draft. This lets you edit without affecting the live form.

  4. Make your changes in the Form Builder using the Visual Editor or Code Editor.

Animated walkthrough of creating a new draft from a published form

Create a new draft to edit a published form without affecting the live version.

Save your work frequently to avoid losing changes. When you're ready, click Publish in the top-right corner to make your changes live.

Preview and publish

Preview, test, and share your form

There are three ways to preview your form while building:

  • In the Workflow Editor, click Test to open a full form preview alongside the workflow canvas. Use the Inputs & Values panel at the bottom to debug field values.

    Image

  • In the Form Editor, click Preview to see a preview. To share this preview, click Share to copy the link - others can interact with the form without generating real submissions.

  • In the Form Editor, click the three-dot menu and select ** test fields and switch between workflow steps.

    Image

Publish your form

  1. Save any final changes.

  2. Click Publish in the top-right corner of the Form Builder.

  3. Your form is now live and accepting submissions.

We recommend running a few test submissions after publishing to make sure everything works as expected, especially for complex workflows.

If you have any errors, the form may not be able to publish. In that case, a pop up will appear that tells you which errors need to be fixed.

Last updated March 20, 2026