Overview

Forms in CX Platform are built inside the Receive module. Each form lives in its own template and can include a wide variety of question types — text inputs, checkboxes, dropdowns, file uploads, signature pads, and more — along with validation, logic, prefill, and authentication options.

Whether you're building a data collection form, a member application, an onboarding flow, or a feedback survey, the process is the same: create the template, design the layout, configure the details, and publish.

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Create the form template

1. In the Receive module, go to Form management and select Templates.
2. Click + Add new at the top right of the templates list.
3. Enter a Name for the form — this is the internal label you'll use to find and manage it.
4. Enter a unique Code for the form. This is used for reference and integration purposes, so pick something short and recognisable (e.g. NEW01, PEN002).
5. Select a Category from the dropdown to organise the form within your template library.
6. Click Create. The form template will open, ready for you to build.

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Design the form layout

Once your template is created, you'll land in the Form Designer. This is where you build out the structure and content of the form using a drag-and-drop toolbox.

1. Click the Template tab and select Form Designer.
2. From the Toolbox on the right, drag components onto the form canvas to add questions and inputs.
3. Reorder questions within a page by dragging them up or down. To add a new page, click Add New Page.
4. If your form needs branching or conditional steps, add logic via the Form Logic tab.

‍Heads up — you can drag and reorder questions within a page, but you can't move questions between pages. Plan your page structure before you start adding questions — it'll save you time later.

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Configure field settings

For each question or input on the form, click on it to edit its properties. This is where you set the label, help text, whether the field is mandatory, and any validation rules or conditional logic it needs.

Take your time here — well-configured fields mean fewer errors at submission and cleaner data on the other end.

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Set access and authentication

Access and authentication settings live in the Details tab, under the Access and Authentication section. These settings control how users reach the form and what they need to do before they can interact with it.

• Access mode — set to Public for open access, or Private / API for secure, token-based access.
• Authentication mode — choose how users verify their identity before accessing the form.
• SMS MFA mode / Email MFA mode — optionally require multi-factor authentication (MFA) via SMS or email.
• Chandler Verify KYC mode — enable Know Your Customer (KYC) verification if your form requires identity checks, and set the associated policy and creation mode.

If your form is set to Private and delivered via an outbound email from CX Engine or a single sign-on link, you can use pre-filled data to validate against — for example, requiring the user to confirm their surname or date of birth before the pre-filled data is shown. See the Access and Authentication guide for examples of how to combine these options.

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Set up prefill and save/resume options

These settings are also in the Details tab, beneath the access settings.

Prefill Data Settings control whether pre-populated field data is visible before the user has authenticated. For security, you can restrict prefilled data until authentication is complete — useful when sending a personalised link that pre-populates fields with account data.

Save and Resume lets users save a partially completed form and come back to it later. This is handy for longer forms like applications or onboarding flows where users might not complete everything in one sitting. Options include:

• Enable save/resume via copying a link — users can copy a resume link to return later.
• Enable save/resume via email — users receive an email with a link to continue.
• Require password for resume form — add an extra layer of security to the resume link.
• Require authentication on resume — users must authenticate again when they return.
• Require MFA / KYC on resume — apply the same verification requirements when resuming.

If a user saves and resumes a form, the save and resume settings will override the prefill data settings. If you don't require MFA on resume, it will bypass MFA and supply the prefilled data after the user opens the saved/resume link.

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Save and publish

1. Click Save at any point to save your work as a draft without making it live.
2. Use Test Form to preview the form and confirm all fields, rules, and authentication work as expected before publishing.
3. When you're happy, click Publish to make the form available to users.

Your form is now live. From here, you can share the public link, embed it, or send it via a personalised email — depending on your access setup. See the Publishing and Hosting Forms guide for next steps.

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