Building Custom Forms

Hydra's form builder lets you create custom forms without any coding. Build intake forms, service checklists, customer surveys, and more.

Accessing the Form Builder

Navigate to Forms in your company sidebar, then click Create New Form.

Form Basics

Every form starts with:

• Form Name - Internal name for your reference
• Description - Explain the form's purpose
• Type - How the form will be used

Form Types

Adding Fields

Drag fields from the palette onto your form:

Text Fields

• Short Text - Single line (names, phone numbers)
• Long Text - Multiple lines (descriptions, notes)
• Email - Validated email input
• Phone - Formatted phone number

Selection Fields

• Dropdown - Single selection from a list
• Radio Buttons - Single selection, all options visible
• Checkboxes - Multiple selections allowed

Special Fields

• Date - Date picker
• Time - Time selection
• File Upload - Accept documents, images
• Signature - Digital signature capture

Configuring Fields

Click any field to configure:

• Label - The question or field name
• Placeholder - Example text inside the field
• Required - Must be filled to submit
• Help Text - Additional instructions

Validation Options

Set rules for data entry:

• Minimum/maximum length
• Number ranges
• Pattern matching (e.g., phone format)
• File size limits

Organizing Your Form

Sections

Group related fields under headings:

1. Add a Section element
2. Give it a title
3. Drag fields into the section

Conditional Logic

Show or hide fields based on answers:

1. Select a field
2. Click Add Condition
3. Set the trigger (e.g., "If Service Type = Oil Change")
4. Choose fields to show/hide

Saving and Publishing

• Save Draft - Work in progress, not visible
• Publish - Make the form active and usable

Published forms can be:

• Embedded in your booking flow
• Shared via direct link
• Used internally by staff