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Strata Forms

OverviewForm builder basicsCalculated fieldsOption valuesNumber formatsConditional visibilityThe workflow

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Help

Strata Forms help

Guides for building forms in Strata Forms — laying out fields, calculating values, showing fields conditionally, and designing the workflow. Pick a topic below.

Form builder basics

The canvas, adding fields, sections, the field inspector, and the Flow view.

Calculated fields

Make a number field compute itself from other fields or rate-sheet prices, with a visual builder or a typed formula.

Option values

Give each dropdown choice a number (a price or score) a calculation can use.

Number formats

Show numbers as currency, percentages, or fixed decimals.

Conditional visibility

Show or hide a field based on the answers someone gives.

The workflow

What happens after submission — decisions, tasks, holds, routing, send-back, and the case file every request carries.

Using Strata Pass? Its guides are at Strata Pass help.