Forms in Valuecase help you collect structured input from your customers and team — whether it’s for onboarding, project intake, feedback, or compliance (e.g. KYC/AML). You can create flexible forms that support collaboration, allow multiple submissions, and integrate with your existing tools.
This article explains how to create a form, choose the right mode, customize questions, and manage submissions.
Adding a Form to Your Template / Space
Open your template / space and click + Add block
Select Form from the block picker
Choose your submission type (see below)
Click Create Block to add it to your space
Choosing the Right Form Type
When adding a form block, you’ll be asked to select how submissions are handled. If in doubt, stick to the default Collaborative Form - this is what 90%+ of our customers need.
Collaborative Form
One shared response per space (e.g., customer).
Everyone with access to the space can view, edit, and submit the form together
Common for onboarding, project briefs, and shared documentation
After submission, the form is locked. You can unlock it via the sidebar
Survey Form
Each space viewer can submit their own individual response
Only your internal team can view submissions
Ideal for feedback collection, surveys, or cases with multiple stakeholders
Editors can toggle whether new submissions are accepted
Creating & Customizing Questions
Question creation
Click + Add question either in the editor sidebar (A) or directly in the space/template preview (B) to choose from the following:
Question Type | Description |
Short Text | Single-line input for names, emails, etc. |
Long Text | Multi-line input for open responses |
Dropdown | User selects one option from a list |
Checkboxes | User selects one or multiple options |
Table | Input in table for with a flexible number of rows and columns |
File Upload | Allows files to be attached |
To learn more about the individual question types, consult the dedicated article.
Question Settings
Each question can be configured to:
Be required or optional
Accept only specific inputs (input validation - available for Short & Long Text Questions).
Show conditionally (based on answers to earlier questions - more details in this article)
Include a description (with formatting, links, lists, etc.)
Include images or videos for context
Managing Submissions
Once a form is submitted, responses can be viewed, tracked, downloaded, and — depending on the form type — reopened if changes are needed.
Collaborative Forms create one shared response per space. Survey Forms collect individual responses from each viewer.
For a detailed explanation of what customers see, how submissions work, and how to export responses, read:
Common Questions
Which form type should I use for onboarding?
Which form type should I use for onboarding?
In most onboarding cases, use a Collaborative Form. It allows all stakeholders to work on one shared response inside the customer space.
Which form type should I use for feedback?
Which form type should I use for feedback?
Use a Survey Form when each person should submit their own individual response.
What's Next?
To build advanced forms, continue with: