Forms collect structured responses from your visitors — for support requests, onboarding, contact intake, or anything you need to triage in a kanban board. This article walks you through building your first one.
1. Create a new form
In your Yaplet dashboard, open Boards in the left navigation and select the board you want this form to feed into. Open the board's Settings tab, then click Add form. Give the form a name (visible to your team only) and click Create.
2. Add a welcome message
The first step in every form is a welcome message — a short intro that sets context before the fields appear. Click the welcome step to edit the heading and body text. This step is optional but recommended: it tells visitors what they're about to fill in and sets the right expectations.
3. Add fields
Click Add field to insert a new question. Yaplet supports six field types:
- Short text — single-line input, ideal for names, email addresses, order numbers.
- Long text — multi-line textarea for descriptions, messages, or bug descriptions.
- Single choice — radio buttons where the visitor picks exactly one option.
- Multiple choice — checkboxes where the visitor can pick several options.
- Numeric scale — a rating slider with configurable min/max values and optional labels for the lowest and highest end.
- File upload — lets visitors attach images, videos, or PDF documents (up to 25 MB per file).
For each field you can set:
- Question — the label the visitor sees.
- Subtitle — optional clarifying text below the question.
- Placeholder — hint text inside text inputs.
- Required — if toggled on, the visitor cannot submit without answering this field.
4. Add a thank-you message
The last step is a thank-you message shown after the form is submitted. Edit the heading and body to confirm receipt and set expectations (e.g. "We'll get back to you within 24 hours").
5. Save and use your form
Click Save. The form is now linked to the board you selected and ready to use. Every submission creates a ticket in the board's default column. You can share the form as a link, send it in a live chat conversation, or embed it in a chatbot workflow — see the next articles in this section.