|
| 1 | +--- |
| 2 | +title: Form Deployment |
| 3 | +--- |
| 4 | + |
| 5 | +import { Callout } from 'fumadocs-ui/components/callout' |
| 6 | +import { Tab, Tabs } from 'fumadocs-ui/components/tabs' |
| 7 | + |
| 8 | +Deploy your workflow as an embeddable form that users can fill out on your website or share via link. Form submissions trigger your workflow with the `form` trigger type, and results appear in your execution logs. |
| 9 | + |
| 10 | +## Overview |
| 11 | + |
| 12 | +Form deployment turns your workflow's Input Format into a beautiful, responsive form that can be: |
| 13 | +- Shared via a direct link (e.g., `https://sim.ai/form/my-survey`) |
| 14 | +- Embedded in any website using an iframe |
| 15 | +- Customized with your brand colors and messages |
| 16 | + |
| 17 | +When a user submits the form, it triggers your workflow with the form data, executing all downstream blocks automatically. |
| 18 | + |
| 19 | +<Callout type="info"> |
| 20 | +Forms derive their fields directly from your workflow's Start block Input Format. Each field you define becomes a form input with the appropriate type (text, number, checkbox, etc.). |
| 21 | +</Callout> |
| 22 | + |
| 23 | +## Creating a Form Deployment |
| 24 | + |
| 25 | +1. Open your workflow in the editor |
| 26 | +2. Click the **Deploy** button in the top-right corner |
| 27 | +3. Select the **Form** tab |
| 28 | +4. Configure your form settings: |
| 29 | + - **Identifier**: A unique URL slug (e.g., `contact-form` creates `https://sim.ai/form/contact-form`) |
| 30 | + - **Title**: The form's heading displayed to users |
| 31 | + - **Description**: Optional subtitle explaining the form's purpose |
| 32 | +5. Click **Launch** to deploy |
| 33 | + |
| 34 | +## Input Format Mapping |
| 35 | + |
| 36 | +Your Start block's Input Format fields map to form inputs: |
| 37 | + |
| 38 | +| Input Format Type | Form Field | |
| 39 | +|------------------|------------| |
| 40 | +| `string` | Text input (or textarea for fields named "message", "description", etc.) | |
| 41 | +| `number` | Number input with validation | |
| 42 | +| `boolean` | Toggle switch | |
| 43 | +| `object` | JSON editor | |
| 44 | +| `array` | JSON array editor | |
| 45 | +| `files` | File upload dropzone | |
| 46 | + |
| 47 | +<Callout type="warn"> |
| 48 | +Make sure your Start block has at least one Input Format field defined. Forms with no fields will display a message indicating no inputs are configured. |
| 49 | +</Callout> |
| 50 | + |
| 51 | +## Customization Options |
| 52 | + |
| 53 | +### Branding |
| 54 | + |
| 55 | +- **Primary Color**: Hex color for buttons and accents (e.g., `#3972F6`) |
| 56 | +- **Logo URL**: Your logo displayed in the form header |
| 57 | +- **"Powered by Sim" Branding**: Toggle to show/hide the footer branding |
| 58 | + |
| 59 | +### Messages |
| 60 | + |
| 61 | +- **Welcome Message**: Introductory text shown above the form |
| 62 | +- **Thank You Title**: Heading displayed after successful submission |
| 63 | +- **Thank You Message**: Body text shown after submission |
| 64 | + |
| 65 | +## Access Control |
| 66 | + |
| 67 | +Forms support three authentication modes: |
| 68 | + |
| 69 | +| Mode | Description | |
| 70 | +|------|-------------| |
| 71 | +| **Public** | Anyone with the link can submit | |
| 72 | +| **Password** | Users must enter a password to access the form | |
| 73 | +| **Email Whitelist** | Only specified emails or domains can submit | |
| 74 | + |
| 75 | +For email whitelist, you can specify: |
| 76 | +- Exact emails: `[email protected]` |
| 77 | +- Domain wildcards: `@example.com` (allows all emails from that domain) |
| 78 | + |
| 79 | +## Embedding Your Form |
| 80 | + |
| 81 | +### Direct Link |
| 82 | + |
| 83 | +Share the form URL directly: |
| 84 | + |
| 85 | +``` |
| 86 | +https://sim.ai/form/your-identifier |
| 87 | +``` |
| 88 | + |
| 89 | +### Iframe Embed |
| 90 | + |
| 91 | +Embed the form in any webpage: |
| 92 | + |
| 93 | +```html |
| 94 | +<iframe |
| 95 | + src="https://sim.ai/form/your-identifier" |
| 96 | + width="100%" |
| 97 | + height="600" |
| 98 | + frameborder="0" |
| 99 | + style="border: none; border-radius: 8px; box-shadow: 0 2px 8px rgba(0,0,0,0.1);" |
| 100 | +></iframe> |
| 101 | +``` |
| 102 | + |
| 103 | +## Programmatic Form Submission |
| 104 | + |
| 105 | +You can also submit forms programmatically without using the UI. |
| 106 | + |
| 107 | +<Tabs items={['cURL', 'Python', 'TypeScript', 'Go']}> |
| 108 | + <Tab value="cURL"> |
| 109 | +```bash |
| 110 | +curl -X POST https://sim.ai/api/form/your-identifier \ |
| 111 | + -H "Content-Type: application/json" \ |
| 112 | + -d '{ |
| 113 | + "formData": { |
| 114 | + "name": "John Doe", |
| 115 | + |
| 116 | + "message": "Hello from the API!" |
| 117 | + } |
| 118 | + }' |
| 119 | +``` |
| 120 | + </Tab> |
| 121 | + <Tab value="Python"> |
| 122 | +```python |
| 123 | +import requests |
| 124 | + |
| 125 | +url = "https://sim.ai/api/form/your-identifier" |
| 126 | +payload = { |
| 127 | + "formData": { |
| 128 | + "name": "John Doe", |
| 129 | + |
| 130 | + "message": "Hello from the API!" |
| 131 | + } |
| 132 | +} |
| 133 | + |
| 134 | +response = requests.post(url, json=payload) |
| 135 | +result = response.json() |
| 136 | + |
| 137 | +if result.get("success"): |
| 138 | + print("Form submitted successfully!") |
| 139 | + print(f"Execution ID: {result['data']['executionId']}") |
| 140 | +else: |
| 141 | + print(f"Error: {result.get('error')}") |
| 142 | +``` |
| 143 | + </Tab> |
| 144 | + <Tab value="TypeScript"> |
| 145 | +```typescript |
| 146 | +interface FormSubmissionResult { |
| 147 | + success: boolean; |
| 148 | + data?: { |
| 149 | + executionId: string; |
| 150 | + thankYouTitle: string; |
| 151 | + thankYouMessage: string; |
| 152 | + }; |
| 153 | + error?: string; |
| 154 | +} |
| 155 | + |
| 156 | +async function submitForm( |
| 157 | + identifier: string, |
| 158 | + formData: Record<string, unknown> |
| 159 | +): Promise<FormSubmissionResult> { |
| 160 | + const response = await fetch( |
| 161 | + `https://sim.ai/api/form/${identifier}`, |
| 162 | + { |
| 163 | + method: 'POST', |
| 164 | + headers: { |
| 165 | + 'Content-Type': 'application/json', |
| 166 | + }, |
| 167 | + body: JSON.stringify({ formData }), |
| 168 | + } |
| 169 | + ); |
| 170 | + |
| 171 | + return response.json(); |
| 172 | +} |
| 173 | + |
| 174 | +// Usage |
| 175 | +const result = await submitForm('your-identifier', { |
| 176 | + name: 'John Doe', |
| 177 | + |
| 178 | + message: 'Hello from TypeScript!', |
| 179 | +}); |
| 180 | + |
| 181 | +if (result.success) { |
| 182 | + console.log('Submitted! Execution ID:', result.data?.executionId); |
| 183 | +} |
| 184 | +``` |
| 185 | + </Tab> |
| 186 | + <Tab value="Go"> |
| 187 | +```go |
| 188 | +package main |
| 189 | + |
| 190 | +import ( |
| 191 | + "bytes" |
| 192 | + "encoding/json" |
| 193 | + "fmt" |
| 194 | + "net/http" |
| 195 | +) |
| 196 | + |
| 197 | +type FormPayload struct { |
| 198 | + FormData map[string]interface{} `json:"formData"` |
| 199 | +} |
| 200 | + |
| 201 | +type FormResponse struct { |
| 202 | + Success bool `json:"success"` |
| 203 | + Data struct { |
| 204 | + ExecutionID string `json:"executionId"` |
| 205 | + ThankYouTitle string `json:"thankYouTitle"` |
| 206 | + ThankYouMessage string `json:"thankYouMessage"` |
| 207 | + } `json:"data"` |
| 208 | + Error string `json:"error"` |
| 209 | +} |
| 210 | + |
| 211 | +func submitForm(identifier string, formData map[string]interface{}) (*FormResponse, error) { |
| 212 | + payload := FormPayload{FormData: formData} |
| 213 | + jsonData, err := json.Marshal(payload) |
| 214 | + if err != nil { |
| 215 | + return nil, err |
| 216 | + } |
| 217 | + |
| 218 | + url := fmt.Sprintf("https://sim.ai/api/form/%s", identifier) |
| 219 | + resp, err := http.Post(url, "application/json", bytes.NewBuffer(jsonData)) |
| 220 | + if err != nil { |
| 221 | + return nil, err |
| 222 | + } |
| 223 | + defer resp.Body.Close() |
| 224 | + |
| 225 | + var result FormResponse |
| 226 | + if err := json.NewDecoder(resp.Body).Decode(&result); err != nil { |
| 227 | + return nil, err |
| 228 | + } |
| 229 | + |
| 230 | + return &result, nil |
| 231 | +} |
| 232 | + |
| 233 | +func main() { |
| 234 | + result, err := submitForm("your-identifier", map[string]interface{}{ |
| 235 | + "name": "John Doe", |
| 236 | + |
| 237 | + "message": "Hello from Go!", |
| 238 | + }) |
| 239 | + if err != nil { |
| 240 | + fmt.Printf("Error: %v\n", err) |
| 241 | + return |
| 242 | + } |
| 243 | + |
| 244 | + if result.Success { |
| 245 | + fmt.Printf("Submitted! Execution ID: %s\n", result.Data.ExecutionID) |
| 246 | + } else { |
| 247 | + fmt.Printf("Error: %s\n", result.Error) |
| 248 | + } |
| 249 | +} |
| 250 | +``` |
| 251 | + </Tab> |
| 252 | +</Tabs> |
| 253 | + |
| 254 | +### Password-Protected Forms |
| 255 | + |
| 256 | +For password-protected forms, include the password in your request: |
| 257 | + |
| 258 | +```bash |
| 259 | +curl -X POST https://sim.ai/api/form/your-identifier \ |
| 260 | + -H "Content-Type: application/json" \ |
| 261 | + -d '{ |
| 262 | + "password": "your-password", |
| 263 | + "formData": { |
| 264 | + "name": "John Doe" |
| 265 | + } |
| 266 | + }' |
| 267 | +``` |
| 268 | + |
| 269 | +### Email-Protected Forms |
| 270 | + |
| 271 | +For email-protected forms, include the email: |
| 272 | + |
| 273 | +```bash |
| 274 | +curl -X POST https://sim.ai/api/form/your-identifier \ |
| 275 | + -H "Content-Type: application/json" \ |
| 276 | + -d '{ |
| 277 | + |
| 278 | + "formData": { |
| 279 | + "name": "John Doe" |
| 280 | + } |
| 281 | + }' |
| 282 | +``` |
| 283 | + |
| 284 | +## Execution Logs |
| 285 | + |
| 286 | +Form submissions appear in your workflow's execution logs with: |
| 287 | +- **Trigger Type**: `form` |
| 288 | +- **Input Data**: The submitted form values |
| 289 | +- **Execution ID**: Unique identifier for tracking |
| 290 | + |
| 291 | +Filter your logs by trigger type `form` to see all form submissions. |
| 292 | + |
| 293 | +## React Component Example |
| 294 | + |
| 295 | +Embed forms in React applications: |
| 296 | + |
| 297 | +```tsx |
| 298 | +import { useEffect, useRef } from 'react'; |
| 299 | + |
| 300 | +interface SimFormProps { |
| 301 | + identifier: string; |
| 302 | + height?: number; |
| 303 | + className?: string; |
| 304 | +} |
| 305 | + |
| 306 | +export function SimForm({ identifier, height = 600, className }: SimFormProps) { |
| 307 | + const iframeRef = useRef<HTMLIFrameElement>(null); |
| 308 | + |
| 309 | + return ( |
| 310 | + <iframe |
| 311 | + ref={iframeRef} |
| 312 | + src={`https://sim.ai/form/${identifier}`} |
| 313 | + width="100%" |
| 314 | + height={height} |
| 315 | + frameBorder="0" |
| 316 | + style={{ |
| 317 | + border: 'none', |
| 318 | + borderRadius: '8px', |
| 319 | + boxShadow: '0 2px 8px rgba(0,0,0,0.1)', |
| 320 | + }} |
| 321 | + className={className} |
| 322 | + title="Sim Form" |
| 323 | + /> |
| 324 | + ); |
| 325 | +} |
| 326 | + |
| 327 | +// Usage |
| 328 | +function ContactPage() { |
| 329 | + return ( |
| 330 | + <div className="max-w-2xl mx-auto p-4"> |
| 331 | + <h1>Contact Us</h1> |
| 332 | + <SimForm identifier="contact-form" height={700} /> |
| 333 | + </div> |
| 334 | + ); |
| 335 | +} |
| 336 | +``` |
| 337 | + |
| 338 | +## Best Practices |
| 339 | + |
| 340 | +1. **Keep forms focused** - Include only the fields you need to trigger your workflow |
| 341 | +2. **Use descriptive field names** - Field names are converted to labels (e.g., `customerEmail` becomes "Customer Email") |
| 342 | +3. **Set field types appropriately** - Use `number` for numeric inputs, `boolean` for yes/no questions |
| 343 | +4. **Test before sharing** - Use the preview in the deploy modal to verify your form looks correct |
| 344 | +5. **Monitor submissions** - Check your execution logs regularly to ensure forms are working |
| 345 | + |
| 346 | +## Troubleshooting |
| 347 | + |
| 348 | +### Form shows "No input fields configured" |
| 349 | +Ensure your Start block has at least one Input Format field defined. |
| 350 | + |
| 351 | +### Form not loading in iframe |
| 352 | +Check that your website's Content Security Policy allows iframes from `sim.ai`. |
| 353 | + |
| 354 | +### Submissions failing |
| 355 | +- Verify the form identifier is correct |
| 356 | +- Check that required fields are filled |
| 357 | +- For protected forms, ensure credentials are correct |
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