Forms in Valuecase let you easily collect customer data, whether for intake forms, feedback, KYC, AML questionnaires, or other use cases. This guide covers how to create, customize, and manage forms.
How to Add a Form
Open the block picker and select the Forms block.
Customize your form using different question types (see below). To add a question, simply click on the "+Add Question" button in the sidebar or at the bottom of the block.
Control question visibility manually or with content automation to create dynamic forms that adapt to specific cases.
Question Types
Forms in Valuecase support five types of questions:
Short Text – For brief responses like names or emails.
Long Text – Ideal for detailed answers, such as feedback or descriptions.
Dropdown – Allows users to select one option from a predefined list.
Checkboxes (Multi-Select) – Lets users select multiple options.
File Upload – Enables users to attach files (e.g., documents, images).
Edit Answer Options
For the Checkboxes and Dropdown question type you can edit or remove answer options. Click on the 3 dot menu in the sidebar next to the question item and select "Edit Question".
Remove an answer by clicking on the "minus"next to the option.
Add more options by clicking on "+Add Option".
You can also change a required question to optional, allowing the form to be completed without an answer. To do this, simply uncheck the "Question Required" box in the bottom left corner of the edit answer modal.
Tracking Answers & Collaboration
You can see responses in real-time—no need to wait for form submission.
Collaborate with customers directly in the form, similar to our action plan and collaborative block.
A form is marked as 'Completed' when the Complete button at the bottom right corner is clicked. Once completed, all form inputs are locked and can no longer be edited. However, you can undo the form completion anytime via the sidebar to make further changes.
Exporting & Automating Data Collection
Click Download in the form sidebar to export responses. This will generate a ZIP folder containing all uploaded files and a CSV file with all text-based answers.
Automate workflows with Zapier or Make.com to push responses into your systems.