Fieldwise — product requirements
Fieldwise is a form builder. Owners create forms from templates or a blank canvas, arrange and configure questions with drag-and-drop, add conditional logic and multiple pages, preview, publish to a public link, review submissions (filter, export to CSV) and read per-form analytics (completion rate, drop-off per page). There is no sign-in; each browser tab session has its own workspace of six sample forms and 62 responses.
Problem. Teams need to collect structured responses without code, and must trust that what the owner designs (order, rules, required fields, limits) is exactly what respondents experience and what the owner later exports.
Users
- Form owner — Build, publish and close forms, then read and export responses and see where respondents drop off.
- Respondent — Fill a multi-page form on any device, with clear validation and confirmation.
Goals
- A saved form is the form respondents see, in the order and with the rules the owner set.
- Validation is identical in the browser and on the server, on every page.
- Exports and counts always reflect exactly what the owner is looking at.
Out of scope
- Real file storage for upload questions (only name and size are kept)
- Email notifications
- User accounts and sharing between workspaces
Contents
Forms list
Home screen with all forms, search and status filter.
- Heading "Forms" and "6 forms in this workspace"
- Order: Newsletter preferences, IT access request, Customer feedback survey, Harbour Summit registration, Volunteer sign-up, Q3 pulse check; statuses Draft, Draft, Published, Published, Published, Closed
- Customer feedback survey: 24 responses, "10 questions · 3 pages", last response 16 Oct 2026
- Newsletter preferences: 0 responses, "3 questions", "None yet", "No description"
- Published: "3 forms match"; Draft: "2 forms match"; Closed: "1 form match"
- Searching "summit" leaves Harbour Summit registration
- Empty state "No forms match" with "Try a different search or status filter."; Clear filters restores all six
Create a form
New form dialog with templates.
- Contact us contains 3 questions: Short text "Your name", Email "Email address", Long text "How can we help?", each Required
- The new form opens at /forms/f-107 with a Draft pill and appears first in the list ("7 forms in this workspace")
- Empty: "Enter a name for the form"
- Duplicate: `A form named "Customer feedback survey" already exists`
- One character: "Form name must be 2 to 80 characters"
Builder
Canvas, palette of 11 element types, properties and options editor.
- A blank form shows "Your form is empty" and a palette of 11 types
- Adding Short text, Dropdown (default options Option 1 and Option 2) and Rating (5 stars) creates nodes in order
- Editing marks "Unsaved changes"; Save shows toast "Form saved" and "All changes saved"
- Newsletter preferences Email address, Topics, Frequency; Move up twice gives Frequency, Email address, Topics
- Move up is disabled on the first question
- Save then reload keeps that order
- Dropping Date above Topics inserts a selected "Date question" between Email address and Topics
- Dropping at the bottom appends
- Placeholder text appears in the canvas input
- Switching Required off removes the Required badge
- Empty label: "Add a label before publishing"
- Saving a changed label shows "Form saved" and the new node title
- Add option appends "Option 3"; Move option 3 up reorders
- Duplicate value (compared case-insensitively): "Options must be unique"
- With one option left: "Add at least two options to publish" and its remove button is disabled
Conditional logic
Show-when rules between questions.
- Customer feedback survey: badge 1; rule "Show "What went wrong?" when "Overall rating" is less than 3 stars"
- A form without rules shows "No rules yet" and an "Add rule" button
- Adding "Show Frequency when Topics contains Events": Frequency is hidden until "Events" is ticked and hidden again when unticked
- The Value control follows the source question’s options
- Delete rule returns to "No rules yet"
- Rating 2: "What went wrong?" appears with a required marker and a "0 / 300" counter
- Rating 3, 4 or 5: it stays hidden
- Leaving it empty: "This question is required"
- Initially neither is shown
- Choosing VIP hides Workshop track again; unticking Nut allergy hides the allergies question
Public form and validation
Multi-page respondent experience with a progress bar.
- Customer feedback survey starts at "Page 1 of 3" 33%, then "Page 2 of 3 · Your experience" 67%, "Page 3 of 3 · Final thoughts" 100% with the button "Submit"
- Result: "Response submitted", "Thank you for your feedback, it helps us improve." and a Submission ID such as "S-1063"
- Back returns to earlier pages with answers preserved
- Empty page 1: banner "Fix 3 questions to continue" and "This question is required" under Full name, Email address and Overall rating; still on page 1
- Invalid email: "Enter a valid email address"
- An empty required question on page 2 shows "This question is required" and the respondent stays on page 2
- The final submit rejects a response with an unanswered required question on any page
- 17: "Must be at least 18" and no submission is created
- 100: "Must be at most 99"
- "abc": "Enter a number"
- 18 and 99 are accepted
- Registration: "Response submitted", "You are registered. A confirmation is on its way."
- Submissions then shows "19 responses" with the new response first, device Desktop, and its detail dialog lists every answer
- "This form is closed and no longer accepts responses" and "If you think this is a mistake, contact the form owner."; no inputs or submit button
- "This form is not available. The link may be wrong, or the form has not been published."
Publish and close
Making a form live and taking it offline.
- Dialog "Your form is live" with the link containing /forms/f/newsletter-preferences, "Copy link" (becomes "Copied"), "Done", "Open public form"
- The pill becomes Published and a "Share" button replaces "Publish"
- The public page shows the form’s questions
- Toast "Cannot publish: Add at least one question before publishing"; banner "Not ready to publish"; pill stays Draft
- After adding one question publishing succeeds
- "Close this form?" with "Close form" and "Cancel"; Cancel changes nothing
- Toast "Form closed", pill Closed, "Reopen" shown, and the public link shows the closed notice
- Reopen shows "Your form is live" and the pill Published
Submissions
Response table, filters, detail, export and delete.
- Customer feedback survey: tab badge 24, "24 responses", headers ID, Submitted, Device, Full name, Email address, Date of stay, Time
- First row S-1024, 16 Oct 2026, 08:41, Desktop, Sofia Marchetti
- Pager "Page 1 of 3" with Previous disabled; page 3 ends with S-1004 … S-1001 and Next disabled
- Mobile: "11 responses match the filters"
- From 2026-10-10: 4 responses (S-1022, S-1021, S-1019, S-1018); From 10-10 to 10-12: 3 responses
- Search "Mei": 2 responses (S-1023, S-1010)
- No match: "No responses match" with Clear filters; "Oldest first" starts at S-1001
- S-1023: "Submitted 15 Oct 2026, 13:39 UTC from Desktop in 2:31"; Overall rating 2; Which services did you use? "Spa; Restaurant"; unanswered optional question "No answer"
- No filter: file f-101-submissions.csv, toast "Exported 24 responses to CSV"
- Device Mobile: toast "Exported 11 responses to CSV", header row plus 11 rows all Mobile
- Device Tablet: "Exported 4 responses to CSV"
- Dialog "Delete this response?" — "Response S-1024 will be permanently removed and excluded from exports and analytics."
- Cancel keeps it; confirming shows "Deleted response S-1024", "23 responses" and tab badge 23
Analytics
Completion rate and per-page drop-off.
- Customer feedback survey: Views 138; Started 64; Completed 24; Completion rate 37.5%; Average time 3:28
- Drop-off: Page 1 reached 64, dropped 17, 26.6%; Your experience 47, 14, 29.8%; Final thoughts 33, 9, 27.3%
- Devices: Desktop 9, Mobile 11, Tablet 4
- Harbour Summit registration: Views 96; Started 41; Completed 18; 43.9%; Average time 4:05; one row "Page 1" reached 41, dropped 23, 56.1%
- Newsletter preferences: "No activity yet" with "Analytics fill in once people open the public link. Publish the form and share it to get started."
Preview
Try a draft exactly as a respondent would.
- Banner "Preview mode. Answers are checked like a real response but nothing is saved. This preview includes your unsaved changes."
- IT access request: "Page 1 of 2" 50%; empty Next gives "Fix 3 questions to continue"; choosing Access level "Admin" reveals a required "Approver name"
- Result "Preview complete" — "Preview only. Nothing was sent and no submission was stored."; Submissions still shows "0 responses"
API
Form lookup and public submission endpoints.
- List forms: 200 with total 6
- Unknown form: 404 "Form f-999 not found"
- Submitting an empty answer set to Customer feedback survey: 422 with "This question is required" for q1, q2, q4, q7 and q10
- Submitting to a closed form: 410 "This form is closed and no longer accepts responses"
- Unknown public slug: 404 "This form is not available"
Non-functional requirements
Glossary and rules
| Completion rate | Completed responses divided by people who started the form. |
|---|---|
| Drop-off | People who reached a page but did not continue to the next. |
| Workspace | The set of forms and responses private to one browser tab session. |