Questions, answered

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.

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

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

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

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

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.

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.

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

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