Customer Forms

Overview

How to access

What you can do today

• Create and edit forms with custom fields (text, textarea, number, date, email, phone, dropdown, checkbox).
• Reorder fields and set required flags.
• Copy a portal link to the clipboard, optionally pre-filling email or phone query parameters.
• Delete forms you no longer use.
• Publish forms for customer self-service completion outside the staff app.

Prerequisites

• Admin role for Settings → Customer Forms.
• Customer portal deployed and reachable (production: https://customer.serviceflow-pro.com; local dev uses port 3002).
• Valid form token in the link — generated when the form is saved.

Step-by-step

Create a form

1. Go to Settings → Customer Forms.
2. Click New Form → /settings/customer-forms/new.
3. Enter name and optional description.
4. Click Add Field for each question; set label, type, required, and dropdown options where needed.
5. Save the form.

Share a form link

1. On the forms list, click Copy Link (link icon) for the form.
2. Optionally enter email and/or phone to pre-fill the customer portal URL.
3. Click Copy Link in the modal — or Skip to copy the base URL without parameters.
4. Send the link to the customer by email or SMS.

https://customer.serviceflow-pro.com/forms/{formToken}?email=customer@example.com

Edit or retire a form

1. Open the form from the list → Edit.
2. Adjust fields and save.
3. To remove, use Delete on the list (confirm in the dialog).

Current limitations

• Forms are customer-portal experiences; they are separate from staff Intake Flows at /intake.
• Link copy uses environment-based portal base URLs — confirm production hostname with your deploy admin.
• Field validation follows configured types; conditional logic between fields is limited to what the builder exposes today.

Related features

• Intake Flows — staff-guided intake vs customer self-service forms
• Customer Management — where submission data lands
• Customer portal settings under Settings → Customer Portal