# Build a request form

> Build founder request forms with amounts, dates, links, repeating rows, sections and follow-up questions that appear only when an earlier answer matches.

Source: https://delsivo.com/help/founder-requests/building-a-form · Updated 2026-11-07

## Key takeaways

- The builder has three panes on a wide screen. Questions on the left, the canvas in the middle, the selected question's settings on the right.
- Answer types include amounts with a currency, dates, web addresses and repeating rows, such as one row per month of MRR.
- Put questions in sections. A founder can hand a section to a teammate, for example Legal to their lawyer.
- Show only when asks a follow-up only when an earlier answer matches. The server applies the same rule when the founder sends.
- Preview as a founder tries the form with the follow-ups live. Publishing never changes a request already sent.

Open **Settings → Request templates** and click a template to open the builder. Admins and Partners edit; everyone else can read the questions and preview them.

## The three panes

| Pane | What it holds |
|---|---|
| **Questions** | Every question in order, under its section. Drag a question by its handle to reorder it, or focus the handle and use Space, the arrow keys and Space again |
| **Canvas** | The form as founders see it. Click a question to select it |
| **Question settings** | The selected question: its wording, answer type, help text, section and condition |

On a laptop or phone the panes are tabs at the top: **Questions**, **Canvas** and **Settings**. Selecting a question in the list opens its settings.

The menu bar above the panes holds every action:

- **File**: **Save draft** (⌘S), **Publish version 3…**, **Discard draft**, **Back to templates**.
- **Insert**: a question of any type, or **New section**.
- **Question**: **Required**, **Duplicate**, **Move up**, **Move down**, **Remove question**. Removing shows **Undo**.
- **View**: **Preview as a founder** and **Versions**.

## Answer types

| Answer type | What the founder gives |
|---|---|
| **Short text** | A line of text, up to 500 characters |
| **Long text** | A longer answer, up to 10,000 characters |
| **Number** | A number, such as 42500. Commas are fine |
| **Amount and currency** | An amount and a currency. Under **Currency**, leave **The founder picks** or choose **One currency** and search for it. Founders can pick any currency |
| **Date** | A calendar date |
| **Web address** | A link, such as a pricing page. Delsivo accepts only http and https addresses |
| **Choice** | One of your options (at least two, one per line) |
| **File upload** | One file: PDF, XLSX, XLS, CSV, DOCX, PNG or JPG, up to 25 MB |
| **Repeating rows** | A small table: one row per month, customer or contract |

### Repeating rows

Under **Columns**, name each column and pick its answer type (text, number, amount, date, web address or choice). Mark a column **Required** if every row needs it, reorder columns with the arrows, and set **Up to** a number of rows (50 by default, at most 100). The founder adds rows as they go; an empty row is dropped. A row with a required cell left empty can't be sent.

The starter **Revenue quality** template uses rows for **Monthly recurring revenue by month** (a month and the MRR) and **Contract start dates** (a customer or code, a start date and an optional annual value).

## Sections

Choose a **Section** for each question, or **New section…** to name one. Questions in the same section sit under one heading. On the portal, the founder can ask a teammate to answer a section; the teammate sees only those questions and the founder still checks and sends. See [Invite a teammate to answer](/help/requests-and-uploads/inviting-a-teammate).

## Follow-up questions

Switch on **Show only when** to ask a question only when an earlier answer matches. Pick the earlier question, then **is**, **is not** or **is answered**, and the answer. For example, ask "How do you recognise revenue from annual prepayments?" only when "Do any customers prepay annually?" **is** **Yes**.

- The earlier question must sit above this one, and be one a founder types or picks (not a file or rows). If you move it below, the builder tells you which question to move.
- A hidden question is never required. When the founder sends, Delsivo checks the same rule on the server, so a hidden question can't block them and its answer isn't sent.
- If the earlier question is hidden too, so is this one.

The canvas shows the condition under the question, and the list marks it with a branch icon.

## Preview, save and publish

- **Preview** opens **Founder preview**. Answer the questions to see follow-ups appear. Switch between desktop and phone width. Nothing is saved.
- **Save draft** keeps your changes without affecting anything.
- **Publish version 3** lists what changed, such as **added**, **condition**, **columns** or **moved**, then makes it live.

Each request keeps the questions it was composed with. Publishing a new version never changes a request already sent, including its conditions and columns.

## Frequently asked questions

### Can a follow-up depend on a file or on repeating rows?
No. Conditions work with answers founders type or pick: text, numbers, amounts, dates, web addresses and choices.

### Does the founder see the condition?
They see the follow-up only when it applies, with a line such as "Asked because "Do any customers prepay annually?" is Yes."

### Can I set different questions for one founder?
Yes. Edit the questions in the composer when you prepare the request. See [Send a request to a founder](/help/founder-requests/sending-a-request).