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
Where responses are submitted and viewed:
Feature | Collaborative Form | Survey Form |
Who fills it out? | All space members collaborate on one response | Each space viewer submits individually |
Who sees responses? | Everyone in the space | Only your internal team |
How to submit? | Press Complete button once all inputs are ready | Each viewer sees their own form and submits individually |
Can it be reopened? | Yes — click Undo submission in the sidebar | No — your internal team can close the survey, but existing submissions cannot be changed. |
Accessing responses:
Inside the space: View submissions directly within the form block
Sidebar in the space dashboard: Track form completions from all spaces
Exporting
Click Download responses to get a ZIP file with:CSV of all responses
Uploaded files, if any
Integrations
Push form data to your tools via:Zapier
Make.com
Custom API or webhook (contact support if needed)
What's Next?
To build advanced forms, continue with: