Creating & Managing Forms
Build, edit, and understand the structure of forms in Triploft
Written By triploft
Last updated 8 days ago
Library › Forms › Creating and Managing Forms
Create a New Form
From the Forms Template page, click the + Create Forms Template button in the top-right corner.
Once created, you'll be taken directly to the form editor with a success confirmation.
Editing an Existing Form
To open an existing form, click its name in the Forms Template list. This takes you to the form's Overview page, where you can navigate between four sections:
Form Structure Basics
Every form is built using the Form Builder. The editor is split into two areas:
Left Panel - Form Elements
A library of draggable elements grouped into Travel Information and Contact Information. Click or drag any element to add it to your form.
Available elements include: Basic Trip Details, Trip Notes, Phone, Address, Birthday, Anniversary, Passport, Activities & Interests, Health, Secure Travel IDs, and more.
Right Panel - Form Canvas
This is where your form takes shape. It has two parts:
• Form Details - Set the form title and an optional description shown to clients at the top.
• Form Sections - Grouped blocks of fields (e.g., Traveller Details › Basic Details). Each section can be expanded, collapsed, or deleted. Required fields are marked with checkboxes at the bottom of each element.
