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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The New Web Form page opens the form builder at /ce/web-forms/new, where administrators can configure a lead capture form with custom fields, branding, and spam protection before publishing it to a website.

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Overview

Navigating to /ce/web-forms/new opens WebFormBuilderPage in create mode. The builder shows a two-column layout: a settings and field editor on the left, and a live preview on the right. On save, the form is created and the browser redirects to the new form’s detail page at /ce/web-forms/{id}. Alternate access: the same builder component also serves /ce/web-forms/{id}/edit for editing an existing form.

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Who it’s for

Permission required: ce.admin

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Before you start

  • You must belong to an organization — the form is scoped to currentOrganization.
  • Have the form’s intended name and a URL-friendly slug ready. The slug is auto-generated from the name but can be edited before saving.
  • Decide whether spam protection (reCAPTCHA) should be enabled on submission.

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Steps

1

Open the form builder

Navigate to Web Forms (/ce/web-forms) and click New Form, or go directly to /ce/web-forms/new.
2

Configure form settings

In the Form Settings card, enter:
  • Form Name (required) — the display name; the URL slug is auto-generated.
  • URL Slug (required) — used in the embed URL; edit before saving if the auto-generated value is unsuitable.
  • Description — internal reference only; not shown to submitters.
  • Success Message — text displayed after a successful submission.
  • Active toggle — controls whether the form accepts submissions.
  • reCAPTCHA toggle — enables spam protection.
3

Add and configure fields

Switch to the Fields tab. Click Add Field to open the field editor dialog. Configure each field (type, label, required flag) and save. Reorder or remove fields as needed.
4

Apply styling (optional)

Switch to the Styling tab to adjust branding, colors, and layout for the embedded form preview.
5

Review the live preview

The right column shows a live preview of the form that updates as you edit fields and styling.
6

Save the form

Click Save Form. On success, you are redirected to the new form’s detail page where you can copy embed code and review submissions.

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Key concepts

  • Slug — A URL-safe identifier auto-derived from the form name. It is used in the embedded form’s public URL. Once the form is saved you cannot change the slug without recreating the form.
  • Active toggle — Inactive forms do not accept new submissions even if the embed code is present on a website.
  • Default fields — New forms start with a default field set defined in DEFAULT_FORM_FIELDS (see src/cores/ce/types/web-forms.ts).

Community Engagement

Community Engagement core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/WebFormBuilderPage.tsx
  • src/cores/ce/hooks/useWebForms.ts
  • src/cores/ce/types/web-forms.ts
  • src/cores/ce/components/web-forms/WebFormFieldEditor.tsx