Overview
The following outlines the process for Built internal team members to create and manage Order Forms to implement clients and support clients as they expand their use of Built’s Marketplace Platform. Order Forms unlock granular, personalized control for Ordering giving Buyers the power to create Order Forms they can use again and again ensuring key data points are delivered each time a Vendor fulfills an Order.
Creating a New Order Form from Settings
Description
Users can create new Order Forms for any Order Type available in Built via the platform's Settings. When Built Recommended Forms are available, users can choose to create an Order Form using a Built Recommended Form or start from scratch. If a Built Recommended Form does not yet exist for an Order Type, users can still create their own Order Form from scratch.
Steps
Navigate to Settings
Click on Settings in the top navigation.
Go to Order Forms
From the left-side rail menu, select Order Forms.
You will be taken to the Order Forms Table where you can view all existing forms.
If no Order Forms exist, you will be prompted to create a new Order Form.
Click “New Order Form”
From the Order Forms Table, select New Order Form.
Enter Form Details
Provide a Form Name.
Select the Order Type (e.g., Inspection, Title Endorsement, Title Search).
Choose Form Template Type
Option 1: Built Recommended Form
Prebuilt based on Order Type.
Includes Default Form Elements specific to that Order Type
Users can also add Custom Form Elements as needed.
Key Notes:
Built Recommended Forms may not exist for all Order Types yet. The Marketplace Team is actively expanding support.
Built Recommended Forms can also be configured at the Tenant level (e.g., Citi has a prebuilt form for Draw Inspections).
Option 2: Start from Scratch
Build a new form using Default Form Elements (based on the selected Order Type) and Custom Form Elements.
Key Notes:
Some Order Types may not yet have Default Form Elements available. These will be added as Marketplace capabilities expand.
Navigate to the Custom Form Builder
Click Next to proceed to the Custom Form Builder.
Click Save Draft to return to the Order Forms Table. A draft version of the form will be saved. (See Editing Order Forms for more info.)
Customize the Form
In the Custom Form Builder, users can:
View and edit suggested form elements.
Add Default or Custom elements using drag-and-drop.
Default Form Elements: These are based on SKU or order type.
Custom Form Elements: Use when a needed field doesn't exist in the default set (e.g., a text input labeled “Reporter Name”).
Use the search bar to quickly find specific form elements.
Mark form elements as required—these must be completed by the Vendor before submitting the order to the Buyer.
Toggle between Build and Preview modes to check the form’s appearance.
Navigate to Review & Create
Click Next to move to the Review & Create step.
Click Save Draft to return to the Order Forms Table with your draft saved. (See Editing Order Forms for more info.)
Review and Publish
If everything looks good, click Publish. The new Published Order Form will now appear in the Order Forms Table.
If updates are needed, click Edit or use the Previous button at the bottom-left corner of the screen.
Click Save Draft to return to the Order Forms Table with your draft saved. (See Editing Order Forms for more info.)
Editing an Existing Order Form from Settings
Description
Users can edit existing Order Forms, whether in Draft or Published state, directly from the application’s Settings. This allows teams to update form details, customize data collection fields, and reorganize layouts to match evolving buyer or vendor needs. Changes can be saved as drafts or published immediately to reflect in Orders.
Steps
Navigate to Settings
Click on Settings in the top navigation.
Go to Order Forms
From the left-side rail menu, select Order Forms.
You will be taken to the Order Forms Table where you can view all existing forms.
Find and Select a Form
Locate the desired Order Form or use the search bar at the top to quickly locate a specific form.
Click the Edit Icon
Click the Edit pencil icon next to the form.
You can edit both Draft and Published Order Forms.
Edit Basic Details (Optional)
You can update the Form Name, Order Type, or the Template.
If no changes are needed, click Next proceed to the Custom Form Builder.
Navigate to the Custom Form Builder
Click Next to proceed to the Custom Form Builder.
Click Save Draft to return to the Order Forms Table. A draft version of the form will be saved.
Edit using the Custom Form Builder
In the Custom Form Builder, users can:
View and edit suggested form elements.
Add Default or Custom elements using drag-and-drop.
Default Form Elements: These are based on Order Type.
Custom Form Elements: Use when a needed field doesn't exist in the default set (e.g., a text input labeled "Reporter Name”).
Search for form elements using the search bar.
Mark fields as required—vendors must complete these before submission
Rearrange fields via drag-and-drop
Toggle between Build and Preview modes to visualize the form
Navigate to Review & Create
Click Next to move to the Review & Create step.
Click Save Draft to return to the Order Forms Table with your draft saved.
Review and Publish
If everything looks good, click Publish. The new Published Order Form will now appear in the Order Forms Table.
If updates are needed, click Edit or use the Previous button at the bottom-left corner of the screen.
Click Save Draft to return to the Order Forms Table with your draft saved.
Archiving and Restoring an Order Form from Settings
Description
Users can archive Order Forms they no longer wish to use, helping to keep their Order Forms Table organized. Archived forms are moved to the Archived tab and can be restored at any time. Restored forms return as Drafts and must be published again before they can be used in new orders.
Steps: Archiving a Draft or Published Order Form
Navigate to Settings
Click on Settings in the top navigation.
Go to Order Forms
From the left-side rail menu, select Order Forms to access the Order Forms Table
Order Form Page Active Tab
By default, you will land on the Active tab, which shows all current Draft and Published Order Forms.
View Archived Order Forms
From the Order Forms Table, click the Archive tab.
Archived forms are listed here, with the most recently archived appearing at the top, along with the Last Updated date.
Locate the Order Form to Archive
Toggle back to the Active tab.
Find the form you want to archive, this can be either Draft or Published.
Use the search bar if needed.
Select the Overflow Menu
In the Action column of the form row, click the overflow menu.
Select "Archive"
Choose Archive from the menu.
A modal will appear to confirm the action: Archiving the form will make it unavailable for use in any orders.
Confirm the Archive
Click Confirm in the modal.
You’ll be returned to the Active tab, and the form will no longer appear there.
View Archived Order Forms
Click the Archived tab to confirm the form has been archived.
Archived forms are listed here, with the most recently archived appearing at the top, along with the Last Updated date.
Steps: Restoring an Archived Order Form
Find the Form in the Archive Tab
Locate the form you want to restore. Use the search bar if needed.
Click "Restore"
Click the Restore button next to the form.
A modal will appear to confirm the action: Restoring the form will return it as a Draft. To use it in new orders, you will need to publish it.
Confirm the Restore
Click Confirm.
The form will move back to the Active tab under the Drafts section.
Publish a Restored Form
From the Active Tab, Locate the Draft of the Order Form restored
Edit the Form
Click Edit to review and make any updates before re-publishing.
While updates are optional, users must review the Order Form before it can be published again.
Save or Publish
Click Publish to make the form available for use in new orders.
Or click Save Draft to keep it in draft state for future use.
Creating a New Order Form from the Create New Order Flow
Description
In addition to creating an Order Form through Settings, users can also create a new Order Form directly from the Create New Order flow. This path is useful when users realize they need an Order Form during order setup and one does not yet exist for the selected Order Type.
Steps
Log in and Navigate to Your Deal
Log in to Built and select the deal where you want to place an order.
Go to the Orders Section
From the deal page, navigate to the Orders section.Click “New Order”
In the top-right corner of the Order Table, click New Order.
Select an Order Type
Choose the desired Order Type and complete the Order Details section.
Go to Fulfillment Options
Proceed to the Fulfillment Options step.
Select “Require an Order Form”
Check the option to Require an Order Form to be completed for this order.
Alert: No Order Form Exists
If no Order Form exists for the selected Order Type, the user will be alerted with a message indicating there are no available Order Form templates.
Click “Create Order Form”
In the alert message, select Create Order Form to proceed.
Follow Order Form Creation Steps
You will be redirected to the New Order Form Builder, where you can follow the standard steps for creating a new form:
Enter Form Name and Order Type
Choose a Built Recommended Form or Start from Scratch
Customize using the Form Builder
Save or Publish the form
Return to the Order Flow
Once the form is saved or published, return to the Orders section to continue placing your order using the newly created Order Form.
Terms & Definitions for Order Forms
FAQ
What is the purpose of Order Forms in Built's Marketplace Platform?
Order Forms allow Buyers to create and manage personalized orders, ensuring key data points are consistently delivered each time a Vendor fulfills an order.
Can I create a new Order Form from scratch?
Yes, users can create a new Order Form from scratch if a Built Recommended Form does not exist for the selected Order Type.
How can I edit an existing Order Form?
To edit an existing Order Form, navigate to Settings, select Order Forms, find the desired form, and click the Edit icon.
What happens to archived Order Forms?
Archived Order Forms are moved to the Archived tab and can be restored at any time, but they must be published again before use.
Is it possible to create an Order Form during the order setup process?
Yes, users can create a new Order Form directly from the Create New Order flow if one does not already exist for the selected Order Type.