Intake Forms

Creating and using intake forms is an easy to setup and use solution to allow your business to capture account details from a business that you want to allow access to Orderwerks. This process allows you to validate the business and user first before they get access. Further it allows you to quickly configure their account and push it into another system using one of the many integrations within Orderwerks as well on creation.To get started, navigate to the Intake Forms section:

Then click 'Create' to make a new Intake Form. The Intake Form is comprised of a few items

Name - The name of the intake form. Helpful if you for some reason have multiple forms.Success URL - Where should the user be redirected to after submitting the form, such as a success page on your business web site.Field - Any additional data fields you want to be captured, to display when reviewing the account.Once, completed, click 'Save'.To view the setup details for a new Intake Form, click the 'Setup' button on that forms row. It will give you all of the details to properly setup the form on your web site.The Form GUID field should be a hidden field using

<input type="hidden" name="formGuid" value="<guid value>"/>

You will need to setup your form to make a POST action to the provided url at the bottom of the Setup Modal. Example:

<form action="/v1/account_intake_form" method="POST">

Note that there are 4 minimum required fields for a new form when you build it on your web site as detailed in the Setup Modal.Otherwise, the rest of the form and how you set it up is up to you for styling and uses general form components. If you are more advanced you can also submit a JSON fetch request to the intake form url with the field names, but a standard HTML form is fine too.