# Create New Form Builder Maybe when you are having a conversation with a customer, you need to send the form to follow up on the request from the customer. For example, when a customer contacts an agent via live chat regarding a registration account request, in order to be able to follow up on the customer request, the agent needs to obtain customer data by sending the form registration. Before sending the registration form to customers, you need to create the form by clicking the **'+New Form'** button at the top right corner of the **Form Builder** page, as shown below.

Add New Form

You will see the default page for creating a new form.

Add New Form

In the **Designer** tab, you can drag and drop objects to create a form based on the **Types** and **Basic** tabs. For example, if you want to create a form with fields for first name, last name, email, and phone number, you can drag the appropriate types into the designer area as shown in the image below.

Designer Tab

If you want to configure the label name, field validation, or other settings, you can click the **'Configuration'** icon (![](https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2FdDsbIPTMJCWiBKkQx7W2%2Fimage.png?alt=media\&token=e7bff2fd-e711-43a7-b9db-c1f29b64846e)) and a **Single-Line Text** pop-up will appear. You can modify the label name in the Label section, and to save the changes, simply click the **'Okay'** button.

Pop Up Single-Line Text

You can also configure settings such as minimum and maximum length, read-only fields, required fields, and more by clicking the **‘Schema’** button (![](https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2F2ldXeAi7rxlCHRGfp55T%2Fimage.png?alt=media\&token=1cf57b5a-a65b-4df0-a8aa-066b5e7fc210)).

Config Button

Once the form objects have been added, you can preview the form design directly in the View tab.

View Tab

Or, if you need to add or edit the schema, options, or data in the field, you can click the **Code** tab.

Code Tab

In addition, in the upper right corner, you can also add javascript code to validate the form by clicking the **'Code'** button.

Add Javascript Code

If you want the fields in the form to be filled in automatically without manual input, you can go to the **'Autofill Values'** tab. In this tab, you can add tagging as a form identifier, allowing the system to recognize and automatically populate the fields.

Add Tagging

In the Predefined Values section, you can configure the fields that will be automatically populated and click the **'Add'** button to save these values.

Add Button

Once the values are saved, you can view the fields with the predefined values in the **Preview** tab.
To save the form that is currently working, click the **'save'** button. Then, you will see form metadata, such as the images below.

Form Metadata

**Component Explanation:**
NameDescription
TitleTo specifies the name of a form.
DescriptionTo give people an introduction to your form or provide them with special instructions, especially if you have multiple forms with the same title.
Type

In the type section, several options are available:

  • Sales = The form will appear on the Sales page, such as Deals and Leads.
  • Task Management = The form can be added to the Task page.
  • Service = The form will appear on the customer support page.
When the form metadata has been filled in, click the **'save'** button and the form will be created and appear in the form builder list. After the form is created, you can edit the forms, configure e-mail settings, share the form, or delete forms.