Creating Customer Forms¶
Beta — limited availability
Customer Forms is in beta and currently only available to a small group of pilot users. If your team can't see this feature in the ZAI portal, that's expected.
The fastest way to build a customer form is to generate it from an existing workflow — the form's fields are created automatically from the workflow's input parameters, and the mapping back to those parameters is wired up for you.
Generate a form from a workflow¶
The walkthrough below covers the end-to-end flow: opening the wizard, picking the workflow, naming the form, configuring ticket creation, restricting access, and saving.
Wizard steps¶
The wizard has five steps. Steps adapt based on the source you pick — for example the ticket configuration step only appears when you enable PSA ticket creation.
| Step | What it does |
|---|---|
| Source | Pick a workflow, a Cloud Radial catalog item, or start blank. |
| Workflow / Catalog / Blank | Pick the specific workflow or catalog item (skipped for Blank). |
| Details | Set the form name, short code (URL slug), description, and toggle PSA ticket creation. |
| Ticket Config | (Only when Create ticket is on.) Pick board, type, subtype, item, and statuses. |
| Access | Restrict who can submit. Allow all clients, or pick specific clients and pods using the searchable dropdowns. |
Tip
The short code becomes the form's public URL: /f/<short-code>. Pick something short and memorable.
What gets generated¶
When you generate from a workflow, ZAI creates:
- One form field per input parameter (Runtime or Context).
- The right field type for each parameter (M365 lookup → user picker, boolean → checkbox, etc.).
- The link from each field to its workflow parameter, so submissions feed straight into the workflow with no manual mapping.
For forms imported from Cloud Radial the question text and field names come from CR's catalog item — you'll need to map those to your workflow's parameters on the Edit page. See Cloud Radial Integration.
After saving¶
Saving lands you on the form's Edit page where you can:
- Reorder, rename, or remove fields.
- Add new fields manually.
- Toggle the form active, change access restrictions, edit the success message.
- Open the public URL to test the form.
- View submissions, configure webhooks, or run a test submission.