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Form Builder Platform
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Form Builder Platform · Available now

Keep every form revision and decision traceable.

Form Builder Platform manages a form from field policy through a versioned definition, publication, submission review and follow-up. Organizations own field policies and forms.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewDefinitions in progress
Form Builder Platform · Form definitions

Definitions in progress

Form definitions in one list

New form definition
Form definitions in view
6
Draft
3
Validated
3
Draft3
Vendor onboarding questionnaire1.0
460
Employee equipment request2.0
670
Incident report intake3.0
480
Add
Validated3
Facility inspection checklist1.1
930
Customer feedback form2.1
620
Event registration form3.1
680
Add
Vendor onboarding questionnaireForm definitions · FD-12435
Draft
Revision460
Schema version1.0
OwnerJun Park
Review revisionFD-12435 · Vendor onboarding questionnaire

Independent Reviewer decides whether the source revision is approved, returned or rejected.

Waiting for Independent Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
14
Saved views
12
Roles with set permissions
6
Reports and dashboards
8
Features

See each form and submission in context

Every feature works on the same records. Pick one to see the screen your team works in.

Form definitions

Keep a form revision ready for publication.

  • Own the draft
  • Validate before review
  • Publish the reviewed revision
  • Form definitions
  • Field definitions
  • Review decisions
  • State history
Explore form definitions
OverviewMy form definitions
Form Builder Platform · Form definitions

My form definitions

Form definitions

New
NumberNameRevisionStatusOwner
FD-93618Vendor onboarding questionnaire810DraftIris Chen
FD-60866Facility inspection checklist750ValidatedMira Desai
FD-19393Employee equipment request250PublishedEvan Brooks
FD-81318Customer feedback form100RetiredAmir Okafor
FD-17004Incident report intake100ArchivedTheo Nguyen
6 of 6 records
Vendor onboarding questionnaireForm definitions · FD-93618
Draft
Revision810
OwnerIris Chen
Example screen with sample data
Process

Carry a definition through review

Definition to reviewed submission ships ready to use. One step needs a named approval before the work moves on: Review revision (Independent Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Define fields

    Record field policy and conditional rules for the organization.

    Vendor onboarding questionnaireFD-12435 · Form Owner
    Define fieldsBy Form Owner

  2. Validate definition

    Check the exact schema version before review.

    Vendor onboarding questionnaireFD-12435 · Form Owner
    Validate definitionBy Form Owner

  3. Review revision

    An Independent Reviewer decides against the source revision.

    Vendor onboarding questionnaireFD-12435 · Independent Reviewer
    Review revisionBy Independent Reviewer
    ApprovalIndependent Reviewer decides whether the source revision is approved, returned or rejected.

  4. Publish form

    An Operator publishes the validated revision with an action trace.

    Vendor onboarding questionnaireFD-12435 · Operator
    Publish formBy Operator

  5. Review submission

    An Independent Reviewer checks the line and its evidence.

    Vendor onboarding questionnaireFD-12435 · Independent Reviewer
    Review submissionBy Independent Reviewer

  6. Resolve follow-up

    The assignee records the resolution of due work.

    Vendor onboarding questionnaireFD-12435 · Follow-up Assignee
    Resolve follow-upBy Follow-up Assignee

Start with Definition to publication

Inside a record

Map fields and preserve receipts

Open any form definition to see its evidence documents, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Revision, Schema version and Owner.

  2. 2
    Evidence documents

    Each line is linked to this form definition.

  3. 3
    Who works on it

    Admin, Form Owner and Operator, each with their own permissions.

  4. 4
    Process stages

    Every status change, in order.

  5. 5
    Approvals

    Review revision, with who decides.

Definitions in progressVendor onboarding questionnaire
Form Builder Platform · Form definitions

Vendor onboarding questionnaire

1.0 · Draft

Log activity
1
Record details
Revision460
Schema version1.0
OwnerJun Park
2
Evidence documents

Vendor onboarding questionnaire

TitleSourceDocument date
Vendor tax form, October 2026Customer feedback form14 Oct
Fire exit inspection photoCustomer feedback form28 Oct
Laptop replacement quoteQuarterly compliance attestation04 Nov
Evidence documents
6
3

Who works on it

  • AdminManage Organizations, People, Users
  • Form OwnerManage form definitions, field definitions, source mappings
  • OperatorManage form submissions, operation runs, operation steps…
5

Approvals

  • Review revisionIndependent Reviewer
    Approved
Example screen with sample data
Approvals

Give each revision a named decision

The reviewer records a decision against a source revision; the operator handles the subsequent action.

OverviewApprovals
Form Builder Platform · Overview

Approvals

Signed in as Independent Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • RD-18995DOC-2026-4101
    Employee equipment requestRequested by Evan Brooks
    Pending2dActions
  • RD-39010PHOTO-2026-117
    Vendor onboarding questionnaireRequested by Salma Nasser
    Pending2dActions
  • RD-31865QUOTE-2026-084
    Facility inspection checklistRequested by Lucia Ferreira
    Pending3dActions
  • RD-92645RECEIPT-2026-291
    Quarterly compliance attestationRequested by Salma Nasser
    Pending5dActions

Who approves what

DecisionApprover
Review revisionAn Independent Reviewer decides against the source revision.Independent Reviewer
Approve form definitionsIndependent Reviewer
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Form Builder Platform to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains organizational access and the people who own form work.

  • Manage Organizations, People, Users
  • View form definitions, field definitions, state history

Roles and permissions

Reports

See outcomes and due work

Read form outcomes, review queues and operation results from linked records.

Overview
Form Builder Platform · Overview

Form Builder Platform dashboard

This quarter

Follow-up actions in view
6
Open
3
In progress
3
Due date within 14 days
3

Form definitions by status

How far records got this quarter

StageReachedStep
Draft39
Validated1949%
Published947%
Retired556%

Revision by status

Sample totals per stage

10.0k0
2.0kDraft
6.0kValidated
8.0kPublished
9.0kRetired
10.0kArchived
Example screen with sample data
  1. 01Form outcome mix

    Group submission lines by parent form and outcome.

  2. 02Publication states

    Count form revisions by status and owner.

  3. 03Pending revision decisions

    Show review decisions marked pending by reviewer and source revision.

  4. 04Evidence verification

    Group evidence documents by verification value and source form.

  5. 05Due follow-up actions

    Show open and in-progress actions by assignee and due date.

  6. 06Operation failure trace

    Follow failed operation runs into numbered steps and their failure details.

  7. 07Submission volume by revision

    Compare a form revision with its linked submission lines and outcomes.

  8. 08Field mapping inventory

    Show field definitions with their source and target mappings.

All reports and dashboards

Who it's for

Fit recurring form work

See how Form Builder Platform fits your kind of team.

Operations teams

Keep recurring intake forms and their decisions tied to a named revision.

Service organizations

Review submitted service information with evidence and follow-up ownership.

Multi-organization programs

Keep form ownership and field policy clear across organizations.

Controls

Trace revisions and action results

Each stage of definition to reviewed submission names the role that acts and the status it records, so a change is never anonymous.

OverviewDefinition to reviewed submission
Form Builder Platform · Process

Definition to reviewed submission

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
4
Tables touched
4
Validate definition
Form Owner
StatusDraft → Validated
Publish form
Operator
StatusValidated → Published
RecordsOperation runs, State history
Resolve follow-up
Follow-up Assignee
StatusOpen → in progress → Completed
Definition to reviewed submission
  1. Start
    Validate definitionDraft → Validated
    Form Owner
  2. Approval
    Review revisionIndependent Reviewer
    Independent Reviewer
  3. Step
    Publish formValidated → Published
    Operation runs
  4. Step
    Resolve follow-upOpen → in progress → Completed
    Follow-up Assignee
Example screen with sample data

See each stage in detail

AI agent

Prepare the next review with Proto

Ask Proto to prepare form configuration and trace a review case.

It can

  • Form Owner: Compare a proposed field rule with the current definition and prepare a revision for review.
  • Independent Reviewer: Gather the source revision, pending decision and linked evidence for a named case.
  • Operator: Trace a failed operation run through its numbered steps and recorded reason.
  • Follow-up Assignee: Summarize due actions with their source forms and resolutions.

Stays with a person

  • A person decides whether a revision is approved, whether evidence is verified and whether a returned submission is ready.
  • Review the exact source revision before authorizing a publication or acceptance action.
  • The agent can prepare the case and explain the linked records; your team owns the decision.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Form Builder Platform
  • Source systems
  • External action providers
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 14 tables
14tables
  • Form definitions4
  • Field policies4
  • Submissions5
  • Review and evidence4
  • Follow-up work4
  • Execution history5
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Choose the pilot

    Select an organization, owner and recurring form whose decisions can be reviewed with a real case.

  2. Define the schema

    Record the field policy, mapping, required setting, condition expression and validation rule.

  3. Assign people

    Identify the Form Owner, Independent Reviewer, Operator, Evidence Verifier and Follow-up Assignee.

  4. Rehearse decisions

    Validate a definition, record the revision decision and test complete and incomplete submitted lines.

  5. Inspect the trace

    Open the operation run, numbered steps, state history and any due follow-up action before expanding use.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Form Builder Platform.

All questions
How do I get started?

Click Get started, then use Proto to configure Form Builder Platform for your business. Begin with one organization, one form owner and a form with a conditional required answer. Rehearse its review and publication before adding more forms.

Who owns a form?

A Form Definition belongs to an organization and has an owner from People. Choose a named Form Owner for each working revision.

How are conditional answers handled?

The form definition carries a required setting, condition expression and validation rule. Test both sides of the condition against the version being published.

Where do submitted answers go?

Form Submissions are linked to their parent Form Definition. Each line has an outcome such as Pending, Accepted or Rejected.

Who reviews a revision?

An Independent Reviewer records a decision against the exact source revision. The decision can be Pending, Approved, Returned or Rejected.

How do we handle evidence?

Evidence Documents hold an attachment, source form and verification value. The Evidence Verifier records the check, and the reviewer considers the result with the decision.

What happens after a rejection?

Keep the rejected line visible and assign a Follow Up Action with an assignee and due date. Record the resolution when the work is complete.

Can we inspect a failed action?

Operation Runs and their numbered Operation Steps retain the source revision and action trace. Execution Attempts can carry a failure reason and provider reference.

How do we change a published form?

Create a successor Draft revision and review it before publication. Keep the prior revision and its operation evidence for earlier submissions.

Set up Form Builder Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

Get started with Proto

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