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
yamlmetadata: 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 ${ service_type } request.
Conditional Logic
yaml--- question: | Are you a business or individual? field: client_type choices: - Business - Individual --- if: client_type == "Business" question: | What is your company name? fields: - Company: company_name - EIN: ein required: False --- if: client_type == "Individual" question: | What is your date of birth? fields: - Birthdate: birthdate datatype: date
Field Types
yamlfields: # Text - Name: name # Email - Email: email datatype: email # Number - Age: age datatype: integer # Currency - Amount: amount datatype: currency # Date - Start Date: start_date datatype: date # Yes/No - Agree to terms?: agrees datatype: yesno # Multiple choice - Color: color choices: - Red - Blue - Green # Checkboxes - Select options: options datatype: checkboxes choices: - Option A - Option B # File upload - Upload document: document datatype: file
Document Generation
yaml--- mandatory: True question: | Your document is ready. attachment: name: Contract filename: contract content: | # Service Agreement This agreement is between **${ client_name }** and **Service Provider**. ## Services ${ service_description } ## Payment Total amount: ${ currency(amount) } Date: ${ today() }
Example: Client Intake
yamlmetadata: 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.
