Creating Your First Form
WittyForm gives you three distinct ways to create a form: starting from a blank canvas, selecting a pre-built template, or generating one with AI. This guide covers all three approaches plus essential configuration details.
Method 1: Start from Scratch
Click New Form from the dashboard and select Start from scratch. You will be placed in the drag-and-drop form builder with an empty canvas. From here:
- Click the + button in the canvas or drag a field from the left sidebar.
- Choose a field type (e.g., Short Text, Dropdown, Rating).
- Configure the field label, placeholder, and validation in the right panel.
- Repeat until your form is complete.
This method gives you full control over every detail and is ideal when you know exactly what you need.
Method 2: Use a Template
Select Use a template from the creation dialog to browse the template library. Templates are organized by category:
- Feedback: Customer satisfaction, NPS, product feedback.
- Registration: Event signup, course enrollment, membership.
- Order forms: Product orders, service requests, quotes.
- Surveys: Market research, employee engagement, polls.
- Applications: Job applications, grant applications, admissions.
Click any template to preview it. When you find one that fits, click Use This Template. The form builder opens with all fields pre-configured. Modify, add, or remove fields as needed.
Method 3: Generate with AI
Select Generate with AI and describe your form in natural language. For example:
A job application form with name, email, resume upload, years of experience, preferred start date, and a cover letter fieldWittyForm's AI analyzes your description and generates a complete form with appropriate field types, labels, and validation rules. Review the generated form in the builder and adjust anything that needs fine-tuning.
Form Settings
Before adding fields, configure your form-level settings by clicking the gear icon in the top toolbar:
- Form name: An internal label visible only to you on the dashboard.
- Title and description: Displayed to respondents at the top of the form.
- Confirmation message: The text or redirect URL shown after submission.
- Response limits: Cap the total number of submissions or set a closing date.
- Notifications: Enable email alerts for new responses.
Field Configuration
Click any field in the canvas to open its settings panel on the right. Every field supports:
- Label: The question or prompt shown to the respondent.
- Placeholder: Ghost text inside the input to guide the user.
- Helper text: A small description below the field for additional context.
- Required toggle: When enabled, the form cannot be submitted without this field.
Validation Rules
Different field types support different validation options. Common validation rules include:
| Rule | Applies To | Description |
|---|---|---|
| Min / Max length | Text fields | Enforce character count limits |
| Min / Max value | Number fields | Restrict numeric range |
| Pattern (regex) | Short Text | Custom format validation |
| Min / Max selections | Multi-select, Checkbox | Control how many options can be chosen |
| File type / size | File Upload | Restrict accepted file formats and size |
Preview and Test
Click Preview in the toolbar to see the live version of your form. Test every field, verify that validation messages appear correctly, and confirm that the submit button works as expected. The preview opens in a new tab so your builder state is preserved.
Tip: Test your form on mobile by resizing the preview window. WittyForm automatically adapts all field types to smaller screens.