---
title: "Build a form"
description: "Create a form in Flows, add and configure its fields, preview it as a respondent will see it, and publish it so it can be embedded in a message."
sidebar:
  order: 2
area: flows
feature: forms
appPath: /flows/home
lastVerified: 2026-10-22
version: "2026-10-16"
audience: admin
screenshots:
  - id: flows-forms-select-field
    caption: The Select Field dialog, with Common fields and Employee Fields.
related:
  - flows/forms/reference-form-field-types
  - flows/forms/embed-a-form-in-a-message
  - flows/forms/review-and-export-submissions
intercom:
  - id: "16857779"
    title: Create and Use Forms (Pyn 2)
    url: https://intercom.help/pyn/en/articles/16857779-create-and-use-forms-pyn-2
    note: replaces
---

You want a few answers from people at a moment in their journey, in a shape you can report on. A form is a titled list of up to ten fields, each with a label, a description and, where it makes sense, a **Required** flag.

## Before you start

- You are a Power User, Admin or Owner.
- You know the questions. Short forms get answered; three to five fields is typical.

## Steps

1. In Pyn, open **Flows** in the left navigation, then select **Forms**.

2. Select **Add Form** in the top-right corner. A form titled **New Form** opens at `/flows/form/...`.

3. Select the title (**Enter a Form Title**) and name it after the task, for example `First week check-in`. The name is what you pick from the **Form** list when embedding it, so make it specific.

4. Select **Add Field**. In **Select Field**, choose a **Common** field (**Checkbox**, **Content**, **Likert Scale**, **Text**) or an **Employee Field** (**Buddy**, **Mentor**). The field is added and its settings open.

![Add Field opens Select Field: Common fields and Employee Fields.](https://support.pynhq.com/media/flows/forms/flows-forms-select-field.png)

5. Enter the **Label** (the question) and a **Description** (shown with the field as a hint). Tick **Required** if the person must answer before submitting; checkboxes and content blocks cannot be required. Select **Save**.

6. Repeat for each field. Fields appear in the order you add them; select a field's row to edit it again, or its cross to remove it. A removed field can be put back from the **Undo** toast for eight seconds.

7. Select **Preview** to see the form as a respondent sees it on the respond page, then close the preview.

8. Select **Publish**. The button is enabled whenever there are unpublished changes.

> **Note:** A **Content** field is a block of formatted text, with images and links, shown between questions; it collects nothing. The **Confirmation Message** box in a field's settings is disabled.

## What you should see

The form is listed under **Forms** with a tick in the **Publish** column. The rail on the right of the editor opens the **Activity** drawer (submissions) and the **Settings** drawer (the webhook). You can now embed it in a step: see [Embed a form in a message](https://support.pynhq.com/flows/forms/embed-a-form-in-a-message/). Changes you make later are drafts until you select **Publish** again; a Buddy or Mentor field stays on the employee record once published, even if you later remove it from the form.

## Related

- [Form field types](https://support.pynhq.com/flows/forms/reference-form-field-types/) for what each field collects and how it renders.
- [Embed a form in a message](https://support.pynhq.com/flows/forms/embed-a-form-in-a-message/) to send it.
- [Review and export submissions](https://support.pynhq.com/flows/forms/review-and-export-submissions/) once answers arrive.

## Related Intercom articles

- [Create and Use Forms (Pyn 2)](https://intercom.help/pyn/en/articles/16857779-create-and-use-forms-pyn-2) — replaces