Getting Started with WorkspaceBuilder
WorkspaceBuilder is a Low-Code / low-code platform that lets you build custom forms, automate workflows, generate PDFs, and manage your entire team's operations — without writing a single line of code.
What you can build
| Capability | What it does |
|---|---|
| Form Builder | Drag-and-drop 50+ components into classic, wizard, PDF forms or Dashboard forms |
| Workflow Automation | Trigger emails, Slack alerts, and webhooks when forms are submitted |
| PDF Generator | Design print-ready PDF templates with a visual editor |
| AI Assistant | Generate form fields from a plain-English description |
| Role-Based Access | Control who sees, edits, or submits each form |
| Analytics Dashboard | Track submissions, trends, and team activity in real time |
Who is it for?
- Operations teams — replace spreadsheets and paper forms with structured digital workflows
- HR & People teams — manage onboarding, leave requests, and compliance forms
- IT & Admins — build internal tools and automate repetitive processes
- Developers — embed forms via iframe or JavaScript into any website or app
Set up your workspace in 3 steps
Step 1 — Create your organization
Sign in at app.workspacebuilder.com and create your workspace. Your organization is the top-level container for all your projects and users.
- Give your organization a name and logo
- Configure your workspace settings (address, contact info)
- Customize the sign-in experience with your brand colors
Step 2 — Invite your team
Go to Workspace Settings → Users and invite team members by email. You can:
- Assign organization-level roles (Admin, Designer, User)
- Upload a CSV for bulk invites
- Set project-level permissions independently from org roles
Step 3 — Build your first form
- Create a Project (a module that groups related forms together)
- Inside the project, click Create Form and choose a form type:
- Classic Form — single-page, standard layout
- Wizard Form — multi-step guided experience
- PDF Form — generates a print-ready document
- Dashboard — analytics canvas with charts and KPI cards
- Drag components from the left panel onto the canvas
- Configure validations, conditions, and logic in the Configure tab
- Set up automation triggers in the Workflow tab
- Click Share to get a public link or embed code
Core concepts
Design Mode vs. User Mode
WorkspaceBuilder has two distinct interfaces:
- Design Mode — where Admins and Designers build and configure forms. Access it from the dashboard.
- User Mode — the clean, end-user-facing interface for filling and submitting forms. Users see only what they have permission to access.
→ Design Mode · User Mode
Projects and Forms
A Project is a logical container (like a folder) for related forms. For example, an "HR" project might contain Leave Request, Onboarding Checklist, and Exit Interview forms.
Each form inside a project can have its own:
- Visibility rules per role
- Workflow triggers
- PDF output template
- Share / embed settings
→ Projects Overview · Form Creation guide
Role-Based Access Control (RBAC)
Every user in WorkspaceBuilder has a role at the organization level and optionally a role at the project level. Roles determine:
- Which projects a user can see
- Which forms a user can open
- Whether a user can submit, view, or edit form data
→ Roles and Permissions · UI Access Control
Explore the documentation
Authentication
| Page | What's inside |
|---|---|
| Authentication Overview | Sign-in options and account setup overview |
| Account Creation | How to create a new WorkspaceBuilder account |
| Sign In | Sign-in flow, credentials, and session management |
Dashboard
| Page | What's inside |
|---|---|
| Dashboard Overview | Modes, how to switch between Design Mode and User Mode |
| Workspace Analytics | Stat cards (Projects, Forms, Users, PDFs, Workflows) and activity charts |
| User Management | Inviting users, assigning roles, bulk import, removing access |
| Sign-in Experience | Branding the login page — logo, color, and favicon |
| Theme Settings | Customizing workspace appearance for Design Mode, User Mode, and mobile |
Projects
| Page | What's inside |
|---|---|
| Projects Overview | What a project is and the difference between Design Mode and User Mode |
| Design Mode | Creating projects, grouping, searching, and switching modes |
| User Mode | Submitting forms, managing records, statuses, PDFs, and mobile layout |
Project Settings
| Page | What's inside |
|---|---|
| Project Settings Overview | All six settings panels and how to access them |
| Menu Configurations | Layout style (expandable / sticky / horizontal) and menu background colour |
| Users | Invite project members, assign roles, edit and remove users |
| Roles and Permissions | Create custom roles and define module-level permissions |
| UI Access Control List | Role × form/menu toggle matrix controlling what each role can see |
| Unique ID Configurations | Auto-incrementing ID sequences with prefix, suffix, and step |
| External Users Signup | Enable a public signup URL with user limit and branding |
Form Schemas
| Page | What's inside |
|---|---|
| Form Schemas Overview | What a schema is, the form lifecycle, and how forms live inside menus |
| Creating Forms | Creating menus, choosing a form type, naming, and managing existing forms |
| Form Categories | Comparison of all four form types — Classic, Wizard, PDF, and Dashboard |
| PDF Forms | Upload a PDF, detect fields, add overlays, and configure checkboxes and radio buttons |
| Dashboard | All 11 dashboard chart and widget types explained with settings |
Form Building
| Page | What's inside |
|---|---|
| Form Builder Overview | Drag-and-drop basics, the Form Studio, and Workspace AI |
| Form Builder UI | The four Form Studio modes — Design, Configure, Workflow, Share |
| Design Tab | Building forms on the canvas — drag, drop, configure, save |
| Configure Tab | Form status, PDF settings, device view, and shared submission options |
| Workflow | Automating email, Slack, webhook, and OTP triggers on submission |
| Share | Public links, iframe embeds, and JavaScript integration |
| PDF Settings | Designing and attaching PDF output templates to a form |
| Workspace AI | Generating form fields from a plain-English prompt |
| Form Approval | Submitting form versions for admin review and approving or rejecting changes |
| Form Version History | Browsing past versions, previewing, and restoring an older state |
| Component Role Visibility | Showing or hiding individual fields per role on the same form |
Form Components
| Page | What's inside |
|---|---|
| Components Overview | Component groups and how they are organized in the builder palette |
| Basic Components | Text, email, number, phone, password, date, checkbox, select, and more |
| Advanced Components | Signature, file upload, data grid, and other advanced input types |
| Data Components | Components that fetch and display data from external sources or other forms |
| Layout Components | Panels, columns, tabs, and containers for structuring form layout |
| Premium Components | Mantine-powered components — advanced tables, modals, and UI widgets |
| Custom Components | User-defined components built with custom HTML, CSS, or JavaScript |
| Component Settings | Shared settings available across most components — label, key, validation |
| Conditional Settings | Show, hide, enable, or disable components based on other field values |
| Logic Settings | Advanced logic rules that trigger actions and modify component behaviour |
Need help?
- Browse the full docs using the left sidebar
- Search with the Search bar at the top
- Contact support at stridefuture.com