Form Builder Skill

Overview

This skill enables creation of intelligent document forms using docassemble - a platform for guided interviews that generate documents. Create questionnaires that adapt based on answers.

How to Use

• Describe the form or document you need

• Specify conditional logic requirements

• I'll create docassemble interview YAML

Example prompts:

• "Create an intake form for new clients"

• "Build a conditional questionnaire for legal documents"

• "Generate a multi-step form for contract generation"

• "Design an interactive document assembly form"

Domain Knowledge

Interview Structure

metadata:

  title: Client Intake Form

  short title: Intake

---

question: |

  What is your name?

fields:

  - First Name: first_name

  - Last Name: last_name

---

question: |

  What type of service do you need?

field: service_type

choices:

  - Contract Review

  - Document Drafting

  - Consultation

---

mandatory: True

question: |

  Thank you, ${ first_name }!

subquestion: |

  We will contact you about your ${ service_type } request.

Conditional Logic

---

question: |

  Are you a business or individual?

field: client_type

choices:

  - Business

  - Individual

---

if: client_type == "Business"

question: |

  What is your company name?

fields:

  - Company: company_name

  - EIN: ein

    required: False

---

if: client_type == "Individual"

question: |

  What is your date of birth?

fields:

  - Birthdate: birthdate

    datatype: date

Field Types

fields:

  # Text

  - Name: name

  # Email

  - Email: email

    datatype: email

  # Number

  - Age: age

    datatype: integer

  # Currency

  - Amount: amount

    datatype: currency

  # Date

  - Start Date: start_date

    datatype: date

  # Yes/No

  - Agree to terms?: agrees

    datatype: yesno

  # Multiple choice

  - Color: color

    choices:

      - Red

      - Blue

      - Green

  # Checkboxes

  - Select options: options

    datatype: checkboxes

    choices:

      - Option A

      - Option B

  # File upload

  - Upload document: document

    datatype: file

Document Generation

---

mandatory: True

question: |

  Your document is ready.

attachment:

  name: Contract

  filename: contract

  content: |

    # Service Agreement

    This agreement is between **${ client_name }**

    and **Service Provider**.

    ## Services

    ${ service_description }

    ## Payment

    Total amount: ${ currency(amount) }

    Date: ${ today() }

Example: Client Intake

metadata:

  title: Legal Client Intake

  short title: Intake

---

objects:

  - client: Individual

---

question: |

  Welcome to our intake form.

subquestion: |

  Please answer the following questions.

continue button field: intro_screen

---

question: |

  What is your name?

fields:

  - First Name: client.name.first

  - Last Name: client.name.last

  - Email: client.email

    datatype: email

  - Phone: client.phone

    required: False

---

question: |

  What type of matter is this?

field: matter_type

choices:

  - Contract: contract

  - Dispute: dispute

  - Advisory: advisory

---

if: matter_type == "contract"

question: |

  Contract Details

fields:

  - Contract Type: contract_type

    choices:

      - Employment

      - Service Agreement

      - NDA

  - Other Party: other_party

  - Estimated Value: contract_value

    datatype: currency

---

mandatory: True

question: |

  Thank you, ${ client.name.first }!

subquestion: |

  **Summary:**

  - Name: ${ client.name }

  - Email: ${ client.email }

  - Matter: ${ matter_type }

  We will contact you within 24 hours.

Resources

• docassemble Documentation

• GitHub Repository