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Creating Forms — Visual Walkthrough

MegaForm gives you four ways to build a form, from a guided wizard to a plain-English AI assistant. This page walks through each one end to end, with a short recording of the real builder for every flow. In each case the result is a live, working form on your Oqtane page.

All four flows are reached from the module's Form Dashboard (the ⚙ / Form Dashboard button on a MegaForm module, or ?mfpanel=dashboard).

Flow Best for Jump to
Wizard A quick standard form, step by step Wizard
Multi-step Splitting a long form across pages Multi-step form
Create with AI Describing a form in plain English Create with AI
AI Designer Changing an existing form by chat Modify with AI

Wizard — a simple form

Click New Form to open the five-step Form Wizard (Setup → Fields → Workflow → Design → Publish). Name the form, add fields from the field-type gallery — the live preview builds up as you go — then publish. The form is immediately available on its Oqtane page, ready to fill in.

Using the wizard to build a simple contact form, ending with the published form live on an Oqtane page

Steps shown

  1. New Form → the wizard opens on the Setup step.
  2. Enter a Form Name (e.g. Customer Contact Form).
  3. On Fields, click field types to add them — Full Name, Email, Long Text — and watch the live preview populate.
  4. Step through Workflow → Design → Publish and click Create Form.
  5. The published form renders on the Oqtane page and accepts input.

The wizard produces a standard form. You can keep editing it later in the Form Builder.

Multi-step form

A long form reads better split across pages. In the wizard's Fields step, turn on the Multi-step form toggle and use + Add Step to create pages, then assign fields to each step. The published form shows a progress bar and Previous / Next navigation.

Building a multi-step Event Registration form and stepping through its pages live on an Oqtane page

Steps shown

  1. Name the form (Event Registration) and open the Fields step.
  2. Add the first page's fields (Full Name, Email, Phone).
  3. Flip the Multi-step form toggle, then + Add Step to create Step 2.
  4. Add the second page's fields (Date, Dropdown, Long Text).
  5. On the live Oqtane page, fill in Step 1, click Next, and Step 2 appears with its own fields — the stepper marks Step 1 complete.

Multi-step also works from the builder using Page Break layout blocks — see Form Builder.

Create a form with AI

Don't want to place fields by hand? Click ✨ Create with AI, describe the form in one sentence, and the assistant generates a complete, structured form in the live preview — correct field types, labels, and validation included. Review it, then Save & Use Now.

Describing a job application form in plain English and having the AI generate the full form

Steps shown

  1. ✨ Create with AI opens the assistant with a chat panel and a live preview.
  2. Type a description, e.g. "a job application form with name, email, phone, position, years of experience, expected salary, start date and cover letter."
  3. Click Send — the AI (OpenAI GPT-4o in this recording) returns a full form: composite name, email, phone with country code, dropdowns, dates, and a message field.
  4. Keep it with Save & Use Now, or open it in the builder to fine-tune.

The AI is a licensed feature and is configured under ⚙ Settings → AI (provider + model + API key). It is disabled on trial installs. See AI Form Designer.

Modify a form with AI

The same assistant lives inside the builder as the AI Designer. Open any form, ask for a change in plain English, and the AI applies it live to the form on the canvas.

Asking the AI Designer to add fields and make one required, applied live to the form

Steps shown

  1. Open a form in the builder and click AI Designer.
  2. Ask for a change, e.g. "Add a phone number field and a preferred appointment date, and make the email field required."
  3. The AI applies the edit to the canvas and confirms what it changed.

Under the hood the AI emits reviewable structured operations (add_field, set_required, …) rather than free-form code. See AI Form Designer for the tool-use model and AI Prompts for Form Design for prompt patterns.

Next steps