Tutorial: How to Build a Form Using the Form Builder

Learn how to create custom forms using the EBRAINS Form Builder. This tutorial walks you through building a complete form with advanced features like conditional logic, multi-step pages, and custom validation.

What you’ll build: A user feedback survey with conditional questions and multi-step navigation

Time required: 20-30 minutes

Prerequisites: An EBRAINS account

Why Build from Scratch?

While templates are great for common use cases, building from scratch gives you:

  • Complete control - Every field exactly as you need it
  • Custom workflows - Multi-step forms tailored to your process
  • Advanced features - Conditional logic, groups, custom validation
  • Unique design - Match your specific requirements

The Form Builder provides a visual, drag-and-drop interface with real-time preview and auto-save.

Open the Form Builder

  • Go to EBRAINS Form Builder
  • The builder opens with a blank draft
  • You’ll see a 3-panel layout (desktop):
    • Left: Field palette and settings
    • Center: Form canvas (drag fields here)
    • Right: Field properties (shows when field selected)
  • Mobile: Use bottom tabs to switch between Builder, Palette, and Settings

Auto-save is always on! Your draft saves every second as you work. You can leave and return anytime via My Forms > Drafts.

Configure Form Details

In the General tab (left sidebar):

Form Name (required):

  • URL-friendly identifier (e.g., user-feedback-2025)
  • Use lowercase letters, numbers, and hyphens only
  • This becomes part of your form URL: forms.ebrains.eu/f/user-feedback-2025

Form Title (required):

  • Display title users see (e.g., “User Feedback Survey”)
  • Can contain any characters, spaces, emoji

Description (optional):

  • Explain the purpose of your form
  • Example: “Help us improve EBRAINS by sharing your experience”
  • Appears below the title on the form

Form Style:

  • Default - Standard card layout
  • Shadow - Card with subtle shadow
  • Brand - EBRAINS branded styling

Submit Button:

  • Label - Customize text (default: “Submit”)
  • Style - Choose from primary, secondary, ghost, or brand

Add Your First Field

Now let’s add fields to your form.

Desktop - Drag and Drop:

  • Find “Text Input” in the left sidebar palette
  • Click and drag it to the center canvas
  • Drop anywhere in the form area
  • Field appears instantly

Mobile:

  • Tap “Palette” tab (bottom)
  • Tap field type to add it
  • Switch to “Builder” tab to see it

Your first field:

  • Add a Text Input field
  • It auto-selects and shows properties on the right

Configure Field Properties

With your text field selected, configure it in the right sidebar:

Label (required):

  • Enter: “What is your name?”
  • This is the question users see

Required:

  • Toggle ON (users must answer)

Hint (optional):

  • Add help text: “First and last name”
  • Shows below the field in lighter text

Placeholder:

  • Enter: “John Doe”
  • Shows inside empty field as example

Message (optional):

  • Additional context or instructions
  • Example: “We use this to personalize follow-up communications”

Add More Field Types

Let’s add variety to the form.

Select (Dropdown) Field:

  • Add a “Select” field
  • Label: “How often do you use EBRAINS?”
  • Required: ON
  • In properties, add Options:
    • Click "+ Add Option"
    • Add: “Daily”, “Weekly”, “Monthly”, “Rarely”
    • Each option needs a label (can be same as value)

Text Area (Long text):

  • Add a “Text Area” field
  • Label: “What do you like most about EBRAINS?”
  • Required: OFF (optional question)
  • Hint: “Share your thoughts…”

Rating Field:

  • Add a “Rating” field
  • Label: “How would you rate your overall experience?”
  • Required: ON
  • Configure:
    • Rating Type: Star
    • Count: 5 stars (recommended: 3-7)

You now have 5 fields! Let’s organize them.

Organize with Groups

Groups help structure multi-section forms:

Create a Group:

  • Click "+ Add Group" (top panel)
  • A group appears in the canvas
  • Click the group name to rename it: “About You”

Assign Fields to Group:

  • Drag the Name field and drop it to the group.
  • Repeat for the Email field

Create a Second Group:

  • Add another group
  • Name it: “Your Feedback”
  • Assign the remaining fields to this group

Reorder Groups:

  • Hover over a group header
  • Drag handle (☰) appears on the left
  • Drag groups to reorder them

Add Conditional Logic

Let’s make a field appear only based on a previous answer:

Add a Conditional Field:

  • Add a new Text Area field
  • Label: “What improvements would you suggest?”
  • Required: OFF

Set the Condition:

  • In the field properties, find “Conditional Display”
  • Show when: Select “How often do you use EBRAINS?”
  • Equals: Select “Daily” or “Weekly”
  • The field now only shows if user selected “Daily” or “Weekly”

How it works:

  • Users who use EBRAINS frequently see this field
  • Others don’t see it at all
  • Reduces form clutter and improves UX

Limitations:

  • Can only reference fields above the current field
  • Prevents circular dependencies
  • Works with: Select, Radio, Checkbox fields

Configure Advanced Settings

Click “Advanced” tab (left sidebar):

Multi-Step Form:

  • Enable: Toggle ON
  • Your groups automatically become separate pages/steps
  • Show Progress Bar: Toggle ON to show completion %
  • Users see “Next” and “Previous” buttons
  • Each step validates before proceeding

Expiration Date:

  • Set a deadline for accepting responses
  • Click the date picker
  • Choose date and time
  • After expiration, form shows “This form is no longer accepting responses”

Submission Policy:

  • Allow Multiple Submissions:
    • OFF (default) - One response per user
    • ON - Users can submit multiple times
  • Max Submissions: Set a limit (e.g., 3 submissions max)

Visibility:

  • Private (default) - Only authenticated EBRAINS users
  • Public - Anyone with the link (no login required)
  • Accepting Submissions: Toggle to temporarily pause responses

GitLab Integration (optional):

  • Auto-create GitLab issues from submissions
  • Requires:
    • GitLab Project ID (e.g., 12345)
    • Personal Access Token (with api scope)
  • Each submission creates a new issue with form data

Preview Your Form

Before publishing, always preview:

  • Click “Preview” button (top of page)
  • A modal opens showing your live form
  • Test everything:
    • Fill out all fields
    • Test required field validation
    • Check conditional logic (select “Daily” to see the conditional field)
    • Test multi-step navigation (Next/Previous buttons)
    • Try submitting with missing required fields (should show errors)
  • Close preview when satisfied
  • Make any final adjustments in the editor

Publish Your Form

  • Click “Publish Form” (top right)
  • System validates your form
  • If valid, form goes live immediately
  • Draft is deleted (no longer in Drafts)

Share and Manage

Manage Form Settings:

  • Go to My Forms > Live
  • Click your form
  • You can:
    • Edit - Modify fields, settings (re-publish required)
    • Share - Copy link, embed code
    • Membership - Add collaborators (Admin, Editor, Viewer roles)
    • Delete - Remove form (careful - this is permanent!)
    • Toggle submissions - Pause/resume accepting responses

View Submissions:

  • Click your form in My Forms
  • See real-time submissions as they arrive
  • Each shows:
    • Respondent name
    • Submission timestamp
    • All answers
  • Filter and search submissions

Export Data

When ready to analyze responses:

  • Open your form in My Forms
  • Click the download icon
  • CSV format downloads automatically

Available Field Types

The Form Builder supports 24 field types across 3 categories:

Basic Input Fields

  • Text - Short text (single line)
  • Text Area - Long text (multi-line)
  • Email - Email address with validation
  • Number - Numeric input only
  • Tel - Phone number
  • URL - Website link with validation
  • Date - Date picker
  • Time - Time selector
  • Datetime - Combined date and time

Choice & Selection Fields

  • Select - Dropdown menu (single choice)
  • Radio - Radio buttons (single choice)
  • Checkbox - Checkboxes (multiple choices)
  • Rating - Star/thumbs rating (1-10 scale)
  • NPS - Net Promoter Score (0-10)
  • Range - Slider with min/max values
  • Color - Color picker
  • File - File upload

Advanced Fields

  • Time Poll - Doodle-style scheduling with timezone support

What You’ve Learned

You now know how to:

  • Create forms from scratch using the Form Builder
  • Configure form metadata (name, title, description, style)
  • Add and configure various field types
  • Organize fields into groups
  • Implement conditional logic for dynamic forms
  • Enable multi-step navigation with progress tracking
  • Set advanced options (expiration, submission policies)
  • Integrate with GitLab for issue tracking
  • Preview, publish, and share forms
  • Manage submissions and export data

Next Steps

  • Add complexity: Try building a form with 10+ fields and multiple conditional branches
  • Multi-step mastery: Create a 5-page survey with progress bar
  • GitLab integration: Connect a form to your project for automated issue tracking
  • Analyze data: Export CSV and create visualizations in spreadsheets