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Products · IGNA Forms

Turn Salesforce data collection into connected workflows.

Build, configure, publish, and manage dynamic digital forms without creating a new hard-coded interface for every business requirement.

IGNA Forms is a Salesforce-native, metadata-driven no-code application that helps teams capture structured information, apply business rules, automate communication, and connect form submissions with the processes that come next.

Forms should be part of the process, not another disconnected step.

Business forms often start simply. A team needs to collect information. Then requirements grow.

Different fields become mandatory for different scenarios. Certain questions should only appear when they are relevant. Validation is required. Notifications need to be sent. Branding matters. Forms need to be published, updated, and managed over time.

When every change requires a new custom interface, a simple form can quickly become another development project.

IGNA Forms creates a reusable form foundation inside Salesforce so administrators can build and manage dynamic forms through configuration rather than rebuilding the experience each time.

From Form Idea to Published Experience

One continuous product flow, from design to management.

BuildApply LogicPreviewPublishManage
Build

Design the form

Create forms using a drag-and-drop designer and configure the fields required for the business process. Define labels, field behavior, required information, validations, layout, and presentation without hard-coding the complete user interface.

Apply Logic

Make the form respond

Make the form respond to the information being entered. Form Rules can: Show fields, Hide fields, Make fields required, Enable fields, Disable fields

Preview

Test before publishing

Preview helps administrators review the form experience, field behavior, styling, and configured rules before making it available to users.

Publish

Make it active

Move an approved form from configuration into an active experience and share it through the configured Salesforce site and access model.

Manage

Maintain the lifecycle

Search, filter, edit, duplicate, preview, publish, unpublish, and manage existing forms from one place.

Build smarter forms without building every experience from scratch

The capabilities behind every form.

Drag-and-drop form design

Create forms visually by adding Salesforce fields to the form layout and configuring how those fields should behave.

Dynamic form rules

Adapt the form based on user input using conditional show, hide, required, enable, and disable behaviors.

Validation

Apply field-level requirements and validation so information can be checked before it enters the next stage of the process.

Styling & Branding

Configure the presentation of the form so the experience can better align with the intended business use and brand.

Communication Rules

Trigger configured email communications based on the form process rather than relying on manual follow-up.

Preview Before Publishing

Review how the form will behave before making it available to users.

Native to the Salesforce environment

Capture information closer to the system that needs it.

IGNA Forms is designed as a Salesforce-native application. Instead of capturing information through one system and then manually moving it into Salesforce, forms can be designed around the Salesforce environment and the business data involved in the process.

That makes IGNA Forms particularly useful when the form is only the beginning of a larger Salesforce workflow. A submission could support processes such as:

Customer or partner intakeService requestsInternal requestsApplication or registration formsInspections and structured assessmentsIssue captureBusiness onboardingFeedback collectionOperational workflow intake

The exact workflow depends on the Salesforce objects, permissions, business rules, and processes configured for the implementation.

One form. Different experiences.

Ask for information when it is relevant.

Traditional forms often become longer as more business scenarios are added. IGNA Forms takes a different approach.

Conditional rules allow the experience to change based on the information being entered. For example:

If a user selects a specific request type

Show the additional fields required for that request.

If additional documentation is required

Display the relevant field or requirement.

If a response changes the process

Make another field required or enable the next part of the form.

If information is not relevant

Keep unnecessary fields out of the experience.

The result is a form that can support business logic rather than simply display a static list of fields.

Publish with control. Manage with confidence.

Forms have a lifecycle.

IGNA Forms provides defined states so administrators can control when a form is being developed and when it is available to users.

Draft

The form remains under configuration and can continue to be edited.

Published

The approved form becomes active according to the configured Salesforce site and access settings.

Unpublished

Access to the form can be disabled without treating it as an active published experience.

Administrators can also search, filter, edit, duplicate, preview, and manage forms from the centralized Manage Forms experience.

Published forms can be shared using generated links according to the configured access model.

Governance starts with who can change the form.

Form configuration can directly affect the information an organization collects and the workflow that follows it. IGNA Forms therefore restricts form creation and modification to authorized administrative roles.

Based on the current product design: Salesforce Admins and IGNA Forms Admins can create and manage forms. Published forms are made available according to the configured site and access settings. Form changes and actions can also be maintained for audit and governance purposes.

This helps separate the people completing a form from the people authorized to control its design and lifecycle.

From Static data capture to connected workflow

The value starts after Submit.

A form is rarely the final business outcome. The useful part begins when the captured information can move into the process that needs it. IGNA Forms provides a structured starting point for combining:

Data CaptureBusiness RulesCommunicationSalesforceWorkflow

That makes IGNA Forms more than a form-design utility.

It becomes part of the business workflow.

Reusable product thinking from Ignatiuz

Build the pattern once. Configure it for the next use case.

IGNA Forms reflects how Ignatiuz turns recurring operational needs into reusable intellectual property. Organizations repeatedly need to:

Instead of building a separate custom form application for every requirement, IGNA Forms packages those common patterns into a configurable Salesforce-native product foundation.

That gives teams a faster starting point while preserving the ability to configure the experience around the business process.

Start with one workflow

You do not need to transform every form at once.

Choose a process where:

Start there. Prove the pattern.

Then extend it to the next workflow.

Turn your next Salesforce form into a connected process.

See how IGNA Forms can help your team build dynamic forms, apply business rules, manage the publishing lifecycle, and keep structured information connected to Salesforce.

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