form-builder

name	form-builder
description	Build interactive document forms and questionnaires using docassemble
author	claude-office-skills
version	1.0
tags	["forms","questionnaire","docassemble","automation","legal"]
models	["claude-sonnet-4","claude-opus-4"]
tools	["computer","code_execution","file_operations"]
library	{"name":"docassemble","url":"https://github.com/jhpyle/docassemble","stars":919}

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

1. Describe the form or document you need
2. Specify conditional logic requirements
3. 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

metadata:
  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

---
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

fields:
  # 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 
        
  
  
    
     

Document Generation

---
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

metadata:
  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:   
 
    
    
       
        
       
    
    
     


 
    
      
      
      
  
        

Resources

• docassemble Documentation
• GitHub Repository