form-workflow

Form & Survey Workflow

Build production-ready forms and surveys — multi-step, themed, with conditional logic and response collection — then deploy as shareable links.

Sub-Skills

• rebyteai/form-builder — Typeform-style form composer API. Creates standalone HTML forms with multi-step flows, themes, conditional display, field types (text, email, choice, rating, file upload, scale, date), and a submission backend with admin UI for viewing responses.
• rebyteai/internet-search — Research for form content: industry-standard questions, best practices, compliance requirements, or competitor form examples.
• rebyteai/rebyte-app-builder — Deploy forms as web apps on rebyte.pro when the form needs custom branding, embedding, or a more complex surrounding page.

Workflow

Step 1: Understand the Form

Parse what the user wants. Identify:

• Type — Feedback, survey, registration, application, quiz, order form, booking, lead gen?
• Fields — What information to collect? How many questions?
• Flow — Single page or multi-step? Any conditional logic (show/hide fields based on answers)?
• Style — Theme preference? Brand colors? Formal or casual?

If the request is clear, proceed directly. If vague (e.g., "make me a survey"), ask:

1. What's the purpose? (feedback, research, signup, etc.)
2. Who's filling it out? (customers, employees, applicants, etc.)
3. Roughly how many questions?

Step 2: Research (if needed)

Use internet-search when the form needs domain-specific content:

• NPS survey best practices (standard wording, scale design)
• HIPAA-compliant patient intake questions
• Industry-standard employee engagement survey items
• Event registration form conventions

Skip for straightforward forms where the user specifies all fields.

Step 3: Design the Form

Plan the form structure before building:

1. Group related fields into logical sections (personal info → preferences → feedback)
2. Choose field types that match the data:
   • Short text: names, emails, single-line answers
   • Long text: comments, descriptions, open-ended feedback
   • Single choice: gender, yes/no, satisfaction level
   • Multiple choice: interests, skills, features wanted
   • Rating/scale: satisfaction (1-5 stars), NPS (0-10), Likert
   • Date: appointments, birthdays, deadlines
   • File upload: resumes, photos, documents
   • Dropdown: long lists (countries, departments, categories)
3. Add conditional logic where it makes the form smarter (e.g., show "Please describe" only if user selects "Other")
4. Set required vs optional — keep required fields minimal to improve completion rates

Step 4: Build

Use form-builder to create the form:

• Select a theme that matches the purpose (professional for business, friendly for feedback)
• Configure each field with proper labels, placeholders, and validation
• Set up multi-step flow with progress indicator for longer forms (5+ questions)
• Add a thank-you/confirmation screen

For forms that need custom surrounding pages (landing page with form embedded, form + marketing copy), use rebyte-app-builder instead to build a full web page with the form integrated.

Step 5: Deliver

• Share the form URL directly
• If built with rebyte-app-builder, share the deployed rebyte.pro URL
• Mention that responses can be viewed in the admin UI
• Note any fields that collect sensitive data (PII, health info) so the user is aware

Decision Points

• "form-builder or rebyte-app-builder?" — Use form-builder for standalone forms (most cases). Use rebyte-app-builder when the form needs to be part of a larger page (landing page + form, custom branding beyond themes, multi-form pages).

• "Multi-step or single page?" — Multi-step for 5+ questions (reduces overwhelm). Single page for short forms (contact, newsletter, quick feedback).

• "How many questions?" — Fewer is better. Target: feedback forms 3-5 questions, surveys 8-15, applications 15-25. Cut anything that's "nice to have" but not essential.