Docs

Create the Patient Intake form — two pages, six fields, publish.

Build your first form

This is the first stop on the 101 → 201 → 301 path. Each step takes about a minute. Use the names exactly as written — later tutorials build on this form by slug and field key, so renaming things now will trip you up later.

1. Create the form

From the admin shell, open Forms and click New form.

  1. Set the name to Patient Intake.
  2. Set the slug to patient-intake. The slug is the public URL fragment, so keep it lowercase and hyphenated.
  3. Click Create. The builder opens with one empty page.

2. Add the demographics page

Rename the first page to demographics in the left rail. Drag the following fields into the page in this order, marking the required ones:

  • first_name (text, required)
  • last_name (text, required)
  • dob (date, required)
  • preferred_language (select, optional)

The field key is what the submission payload uses — the label on screen can be whatever reads cleanly, but the key stays machine-friendly.

3. Configure the language select

Click preferred_language to open its side panel and add four options. The saved field looks like this:

{
  "type": "select",
  "key": "preferred_language",
  "options": ["English", "Spanish", "Mandarin", "Other"]
}

You can edit the JSON directly in the Advanced tab if you'd rather skip the form — both views write the same field row.

4. Add the contact page

Add a second page from the left rail and name it contact. Drag in these six fields:

  • email (email, required)
  • phone (text)
  • street (text)
  • city (text)
  • state (text)
  • postal_code (text)

Only email is required on this page. Leave the others optional — not every submitter will have a full mailing address, and the form should still accept what they can give you.

5. Save and publish

Click Save to persist the draft, then Publish to mint the public version. A draft form is visible only in the admin; once published, the slug patient-intake resolves to a public URL the admin shell shows in the form's detail header.

┌──────────────┐    ┌─────────┐    ┌────────┐
│ demographics │ -> │ contact │ -> │ submit │
└──────────────┘    └─────────┘    └────────┘

The renderer walks the pages in order. Each page validates its own fields before the Next button advances. The final page swaps Next for Submit.

Verify it worked

Copy the public URL from the form's detail header in the admin shell and open it in an incognito window. Fill in plausible values on both pages — anything that satisfies the required fields will do — and click Submit.

Back in the admin shell, open Forms → Submissions and pick Patient Intake from the form filter. Your test row should be at the top of the list, with the demographics and contact values you typed visible in the row detail.

If the submission isn't there, check that you clicked Publish and not just Save — a draft form has no public endpoint and the URL will 404.

Next

Continue with Style and brand your form.