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Template designer

Build the form your work actually needs

Most tools hand you a form and ask you to bend your work around it. Formif hands you the designer and gets out of the way — this is a real inspection template, built by the people who run the inspections.

A completed inspection form in Formif, with its tabs, sections and filled-in fields
One filled record. Everything below is how it got made.
Field types

Whatever the answer looks like

Text and numbers, yes — but also a date, an amount in euros, a person from your team, a folder on SharePoint, a row pulled from one of your tables, or a button that starts an automation.

Text
Date
Currency
Person
Folder
Table row

A few of them. The dialog above has the rest.

The Add Field dialog in Formif, showing the grid of field types you can choose from
Add Field, step one: choose the type.
Fields

Pick the field, drop it in

Text, number, date, currency, person, file, a row from one of your tables. Pick the type, name it, and it is in the form. The ones that look missing are usually a switch on the type you already picked — long text is a toggle on text, multi-select a toggle on dropdown.

Give each dropdown option its own colour and short code, so a table cell stays readable
Hide a single option from a team without hiding the field
The Add Field dialog in Formif, showing the grid of field types you can choose from
Add Field, step one: choose the type.
Section types

And whatever the block looks like

Most sections are yours to fill. A few are built for one job and come wired: an upload area, a checklist, a drawing canvas, a 3D model viewer.

The Add Section dialog, listing section types with a wireframe preview of the selected one
Every section type previews itself before you add it.
Custom
Upload
Checklist
Canvas
3D viewer

Switch on the energy module and four more appear.

Layout

Put things where they belong

Set how many columns a section runs at, then drag a field edge to make it span more of them. When a block needs to look like a real document rather than a form, switch the section to free layout: a grid you can merge cells in and drop text, images and fields anywhere.

Inline labels for the sections that read better as a list
Card, bordered or transparent — per section
The free layout grid editor in the template designer, with merged cells holding text and fields
Free layout, for the sections that have to look like paper.
Formulas

Let a field work it out

Any field can carry an expression instead of a typed answer — arithmetic, dates, text, or a lookup into one of your worksheets. The form shows where each value came from, so nobody has to guess whether a number was entered or calculated.

The formula editor open on a template field, with the expression sidebar beside it
The expression editor, with the function list beside it.
Conditional logic

Make the form react

An answer can reveal a field, filter the options of the next one, or bring a whole section into view. Worth knowing where the switch lives: the rule runs inside the form, but you draw it in the automation builder, on the same canvas as everything else that reacts to your data.

A field link node in the automation builder, mapping a parent option to the child options it allows
A field link: pick a parent option, get the child options that belong to it.
Document

Design the PDF it comes out as

The same template carries the document it prints to. Lay out a cover page, a header and a footer on an A4 preview, decide which tabs are printable, and let a formula name the folder it lands in.

Generate the PDF on every save, or on demand
A formula decides the folder path
The document tab of the template designer, showing an A4 preview with cover, header and footer bands
Cover, header and footer, previewed at A4.
Living templates

Change it without fear

Undo and redo the whole canvas. Export a template as JSON and import it into another workspace. Decide which branches see it, and which one it is the default for.

The template designer top bar with undo, redo, import, export and save controls

Build your first form today

Start on the free plan and grow the plan as the team grows. No setup fee, no mandatory consultant.

No credit card required