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, set due dates, send reminders, 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
Due Dates, Reminders & Progress
Forms can help you collect information on time by showing progress, setting due dates, and sending reminder emails.
Progress Bar
Forms show viewers how much of the form has already been completed. This is especially useful for longer forms with many required questions.
Once all required questions are filled in, viewers are reminded to submit the form.
If you don’t want to show the progress bar, you can turn it off in the form’s Appearance settings.
Form Due Dates
You can set an optional due date for a form to make it clear when the form should be completed.
Due dates can be set in templates or directly in spaces.
In templates, you can configure a relative due date, for example a set number of days after the space is created. This is useful when every new customer should follow the same timeline.
In spaces, you can set or adjust the due date for the specific customer or project.
The due date is visible to viewers in the space. It can also be used to send form reminder emails.
Form Reminder Emails
You can send reminder emails before, on or after the due date.
To set them up:
Open the space / template
Go to Settings
Open Email notifications
Find the form due reminder notification at the bottom
Enable the notification
Choose when reminders should be sent
If multiple forms are due on the same date, Valuecase groups them into one reminder email.
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: