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[PU-032] Visual Forms

# [PU-032] Visual Forms

What is it?

Building forms with a traditional editor is slow and hard to visualize. Visual Forms gives you a modern drag-and-drop visual editor to design beautiful, complex forms — see exactly what your field team will see, with no coding or guesswork required. It's form building made easy.

How it Helps Your Business

  • Field Techs: Use forms that are better designed, more intuitive, and easier to fill out in the field.
  • Office Staff: Build and update forms in minutes with a visual editor — drag fields, rearrange sections, and preview the result instantly.
  • Managers: Ensure forms collect exactly the right data by designing them visually and testing the layout before deploying to the team.
  • Customers: Receive better-looking, more professional reports generated from well-designed digital forms.

Essential Details

Key Capabilities

  • Drag-and-drop form builder that makes creating forms fast and intuitive
  • Live visual preview so you see exactly what the finished form will look like
  • Advanced field types for capturing all kinds of data
  • Conditional logic to show or hide fields based on previous answers
  • Mobile-optimized output that looks great on phones and tablets

Getting Started

To enable Visual Forms, go to Settings → Marketplace in your Out-Smart back office. Find the Visual Forms Power-Up and click Activate. This Power-Up requires the Forms Power-Up to be active. Once enabled, you'll have access to the visual form editor whenever you create or edit forms.

Related Features

  • [Forms](forms.md) — The foundation that powers all digital forms in Out-Smart
  • [Form Templates](form-templates.md) — Save your visual form designs as reusable templates
  • [Certificates](certificates.md) — Generate certificates from data captured in your visual forms