Forms

Forms

Folder: forms/ Colour: Teal #00897b

Dynamic form builder and submission system with a unified sidebar + editor layout, AI-assisted form generation, A4-style fillable rendering, and CSV-exportable submissions.

Form List & Builder (index.php)

Unified sidebar + editor layout:

• Sidebar shows a searchable list of all forms with quick actions per form (Fill In, Submissions, Delete)
• Main area has full-width title/description inputs and a tabbed editor:
  • Fields tab — drag-and-drop field reordering, type-aware editors
  • Preview tab — live preview of the filler-style rendering

Click a form in the sidebar to edit it inline. Unsaved-changes indicator + browser leave warning. Toast notifications on save and delete.

AI Assist

Toolbar button opens a modal where the analyst describes the form in plain English. A streaming Claude call (claude.ai-style live token output via SSE) generates a complete form definition:

• Title
• Description
• Field types
• Labels
• Required flags
• Dropdown options

…and applies it to the builder. Three example prompts on the modal for quick starts.

Reuses the Anthropic API key configured for the RFP Builder under Contracts → Settings → RFP AI.

Filler (fill.php)

A4-style form rendering with company logo (alignment configurable in settings — left / centre / right). Required field validation. Submissions are saved to the database and immediately visible on the Submissions page.

Submissions (submissions.php)

• Table view of all submissions
• Click any row for a detail modal with all field values
• Date range filtering
• CSV export with UTF-8 BOM so Excel handles non-ASCII correctly

Settings

Gear icon in the sidebar opens a settings modal:

• Logo alignment (left / centre / right) — applied to both Preview and Fill-In views

Field Types

Type	Notes
text	Single-line input
textarea	Multi-line input
checkbox	Boolean
dropdown	Single select with configurable options

Help

Full-page guide at forms/help.php with left-pane navigation, scroll-spy, and 7 sections covering the form builder, field types, filling in forms, submissions, CSV export, settings, quick tips.

Key Tables

Table	Purpose
forms	Form definitions
form_fields	Per-form field definitions (type, label, options, required, display order)
form_submissions	One row per submission
form_submission_values	Per-field values per submission