Twist ERP
Twist ERP
AI-Powered Business Ecosystem

Form Builder

Launch forms without code and connect them to workflows.

Create data capture forms for any module or custom process with validations, reference data, and conditional logic. Publish to users with permissions and audit every submission.

Extend your data model safely while keeping Finance, HR, Sales, and Projects aligned on structure and approvals.

Twist ERP preview

What you get

A governed way to add data capture without touching code.

Drag-and-drop builder

Fields, sections, validations, conditional visibility, and file uploads built visually.

Reference data aware

Lookups for customers, vendors, projects, items, and chart of accounts to keep data consistent.

Permissions & audit

Role-based access, required approvals, and full submission history with attachments.

Workflow ready

Trigger workflows, notifications, and postings from form submissions.

Core workflows

Give business teams the forms they need while IT keeps control.

Design & validate

  • - Choose fields, defaults, and required rules.
  • - Add conditional sections and file uploads.

Connect reference data

  • - Use pickers for customers, items, projects, or GL codes.
  • - Keep submissions aligned to master data.

Publish & permission

  • - Decide who can view, submit, or approve.
  • - Time-box forms or restrict by branch/project.

Trigger workflows

  • - Start approvals, notifications, and tasks on submit.
  • - Map fields to Workflow Builder actions.

Post to modules

  • - Create records in Finance, HR, Sales, Projects, or Inventory.
  • - Keep audit logs of every change.

Report & improve

  • - Analyze submissions and bottlenecks.
  • - Iterate quickly with versioning and rollbacks.

Need new forms without waiting for dev?

Build, publish, and govern forms quickly while keeping data aligned to your ERP modules.