Custom Value Forms

Create and manage custom onboarding forms tailored to your needs. Build new forms, edit existing ones, or delete forms as required. Design forms using custom values to collect and organize user information efficiently during onboarding.

Provides a detailed documentation entry for the Custom Value Form – Create New Custom Form workspace, which enables agency administrators to initialize multi-step onboarding and data collection forms synchronized with GHL custom values.

Provides a detailed documentation entry for the Custom Value Form – Form Location Assignment table column, which displays the target sub-account location or group assigned to each custom multi-step form.

Provides a detailed documentation entry for the Custom Value Form – Multi-Target Location Selection container workspace within the Create New Form modal window, which houses all controls for searching, selecting, and managing sub-account location assignments.

Provides a detailed documentation entry for the Custom Value Form – Multi-Location Targeting selection controls within the Create New Form modal window, which enables agency administrators to assign custom forms to one or multiple specific sub-account locations.

Provides a detailed documentation entry for the Custom Value Form – Multi-Select All Locations control within the Create New Form modal window, which allows agency administrators to instantly select or clear all sub-account locations for custom form assignment.

Provides a detailed documentation entry for the Custom Value Form – Location Search input field within the Create New Form modal window, which allows agency administrators to filter and select target sub-account locations for custom form assignment.

Provides a detailed documentation entry for the Custom Value Form – Form Editing (Edit) action control and Form Builder workspace, which enables agency administrators to customize steps, input fields, visual styling, and live previews for multi-step forms.

Provides a detailed documentation entry for the Custom Value Form – Form Preview (Preview) action control and modal preview interface, which allows agency administrators to view and test multi-step custom form layouts as experienced by sub-account end-users.

Provides a detailed documentation entry for the Custom Value Form – Form Deletion action control, which allows agency administrators to permanently remove custom forms from the platform dashboard.

Provides a detailed documentation entry for the Custom Value Form – Custom Multi Step Form Builder management dashboard, which displays active multi-step forms, quota warnings, plan upgrade prompts, and form action controls.

Provides a detailed documentation entry for the Custom Value Form – Form Preview (Preview) action control and modal preview interface, which allows agency administrators to view and test multi-step custom form layouts as experienced by sub-account end-users.