Form Builder

The form builder lets you customize how data is collected from your document recipients. When you add variables to a template, Crove auto-generates form fields — but the form builder gives you full control over the experience.

Accessing the form builder

1. Open a template in the editor
2. Click the Form tab in the editor panel
3. You'll see all auto-generated fields from your template variables

Field types

Crove supports 14 field types, each optimized for different kinds of data:

Text inputs

Numeric and date

Selection

Advanced

Configuring fields

Click any field in the form builder to configure it:

Basic properties

• Label — The field name shown to respondents
• Placeholder — Hint text in the empty field
• Help text — Description shown below the field
• Default value — Pre-filled value
• Required — Whether the field must be completed

Validation rules

Add validation to ensure data quality:

Required:     true
Min length:   2
Max length:   100
Pattern:      ^[A-Z].*     (must start with uppercase)
Min value:    0             (for numbers)
Max value:    1000000       (for numbers)

Dropdown and radio options

For selection fields, define the available options:

1. Click the field to open settings
2. Go to Options
3. Add, remove, or reorder options
4. Set a default selection (optional)

Organizing fields

Reordering fields

Drag and drop fields to change their order in the form. The order in the form builder is the order respondents see when filling.

Sections

Group related fields into sections for better organization:

• Sections have a title and optional description
• They can be collapsed/expanded
• Use sections to break long forms into logical groups

Example sections for a contract:

• Section 1: "Client Information" — Name, email, address
• Section 2: "Project Details" — Description, timeline, budget
• Section 3: "Terms & Signatures" — Agreement checkbox, signature

Multi-page forms

For complex documents with many fields, split your form across multiple pages:

• Each page shows a subset of fields
• Respondents navigate with Next/Previous buttons
• Progress indicator shows completion status
• Validation runs per-page before advancing

Conditional fields

Show or hide fields based on the values of other fields:

1. Select a field in the form builder
2. Set the Visible when condition
3. Write a JEXL expression referencing other variables

Example:

Field: "Business Registration Number"
Visible when: accountType == "Business"

The field only appears when the respondent selects "Business" as their account type. See Expressions for the full syntax reference.

Role assignment

In multi-party documents, assign each field to a role:

1. Create roles in template settings
2. For each field, select which role fills it
3. When the document is sent, each recipient only sees their assigned fields

This is essential for workflows like:

• Sales contracts — Sales rep fills pricing; client fills company details and signs
• HR onboarding — HR fills job details; new hire fills personal information
• Vendor agreements — Procurement fills terms; vendor fills bank details

Form preview

Preview how your form looks to respondents:

1. Click Preview in the editor
2. The form renders exactly as recipients will see it
3. Test conditional visibility by filling in trigger fields
4. Verify validation rules work correctly

Best practices

1. Group related fields — Use sections to organize logically related fields together
2. Set smart defaults — Pre-fill values that are usually the same to save time
3. Use help text — Brief descriptions prevent confusion and reduce errors
4. Make it short — Only ask for information you actually need in the document
5. Test the flow — Preview the form and fill it yourself before sending
6. Use conditional fields — Hide irrelevant fields to keep forms clean and focused