Building a form — fields, targets, and Suggest fields

Open a form to edit it. Set the form name and (optionally) the industry — the industry powers Wally's "Suggest fields" so you can stand a form up in a few clicks instead of typing every question.

Add a field:
1. Click + Add field. Choose structured or freeform.
2. For a structured field, pick the target — Contact → email, Property → beds, FieldServiceJob → preferredDate, and so on. The submitted answer writes straight to that field.
3. For a freeform field, pick an allow-list of candidate targets (for example: contact.notes, property.address, fieldServiceJob.description). At submission, Claude proposes how to split the answer across them, with the verbatim snippet from the customer's text — admins approve before commit.

Suggest fields:
With the industry set, click Suggest fields. Wally proposes a starter set tailored to that industry — common contact fields, the structured targets a business in your space usually needs, and a freeform "anything else?" wrapper. Keep what fits, remove what doesn't.

Auto-commit:
Form settings → Auto-commit. With it on, every submission routes directly to the target records the moment it's submitted (no review queue). Off — the default — every submission lands in a review queue for an admin to confirm first. Use auto-commit only when every field on the form is structured and trustworthy.

Publish:
Click Publish to make the public /i/{formId} link live. You can unpublish at any time and the link goes dark instantly.

Editing forms requires editor or admin role on the org.