Build a form

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

In Pyn, open Flows in the left navigation, then select Forms.
Select Add Form in the top-right corner. A form titled New Form opens at /flows/form/....
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.
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.
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.
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.
Select Preview to see the form as a respondent sees it on the respond page, then close the preview.
Select Publish. The button is enabled whenever there are unpublished changes.

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. 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.

Form field types for what each field collects and how it renders.
Embed a form in a message to send it.
Review and export submissions once answers arrive.