Forms Overview

Forms Overview

The Forms module is a fully integrated, no-code form builder that replaces the need for external tools such as Jotform or Typeform. Design custom forms with 20+ field types, conditional logic, multi-page layouts, and public-facing URLs — all without writing a single line of code. Capture leads, process booking requests, gather client feedback, and automate record creation directly within NexusRMS.

What the Forms Module Covers

• No-code form builder — drag-and-drop canvas with real-time preview
• 20+ field types — text, selection, date/time, file upload, signature, and more
• Conditional logic — show or hide fields based on user responses
• Public forms — share forms via a public URL with no login required
• Submissions management — review, filter, and export all responses
• Auto-create records — automatically generate clients, projects, or equipment records from submissions
• Webhooks — push submission data to external systems in real time
• Analytics — track views, submissions, and conversion rates

Key Concepts

Concept	Description
CustomForm	The form definition — its name, slug, fields, layout, and configuration.
FormSubmission	A single set of user responses captured when someone completes and submits a form.
FormRecordMapping	Rules that automatically create NexusRMS records (e.g. clients, projects) from submission data.
FormWebhook	External integrations that send submission payloads to third-party URLs upon submission.
FormAnalytics	Tracking data including page views, submission counts, and conversion metrics.

Form Statuses

• Draft — the form is being built and is not yet accessible to the public
• Published — the form is live and accepting submissions via its public URL
• Archived — the form is retired; existing submissions are retained but no new responses are accepted

Submission Statuses

• New — the submission has been received but not yet reviewed
• Contacted — a team member has followed up with the submitter
• Converted — the submission has resulted in a record (e.g. a new client or booking)
• Spam — the submission has been flagged as unwanted or fraudulent
• Archived — the submission has been processed and filed away

Common Use Cases

1. Lead capture — embed enquiry forms on your website to collect prospect details
2. Booking requests — let clients request equipment hire dates and requirements online
3. Equipment enquiries — gather specifications and quantities for custom quotes
4. Client feedback — collect post-event satisfaction surveys and ratings
5. Vendor applications — accept supplier registrations with documentation uploads
6. Crew applications — receive freelancer applications with certifications and availability

Public URL Format

Every published form is accessible at {subdomain}.nexusrms.io/form/{slug}. No login is required for submitters — anyone with the link can complete and submit the form. Slugs are auto-generated from the form name but can be customised before publishing.

Tips for Getting Started

• Start with a simple form containing five or fewer fields to maximise completion rates.
• Use conditional logic to keep the form concise — only show fields relevant to the submitter.
• Preview your form before publishing to verify layout, validation, and conditional behaviour.
• Set up record mappings early so submissions automatically create the records you need.
• Monitor analytics weekly to identify forms with low conversion rates and optimise them.
• Archive forms you no longer need rather than deleting them — this preserves historical submission data.