> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ravenna.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Form steps

> Collect a form at a lifecycle step: prefill it from HR, the lifecycle and earlier steps, choose who it's sent to, and share a link that works without an account.

## Mental model

* A Form step's ticket opens with its form requested and prefilled; a person submitting it completes the step. Later saves are edits.
* Answer sources: only Form steps the step depends on, directly or transitively (Depends on). Shared answers are readable anywhere in the lifecycle; private ones only from the step's own workspace.
* Send form to: the owner (default), the person or a role (Slack DM plus email with a sign-in link), the person's personal email or an earlier step's email answer (email with a link that needs no account; shared forms only).
* Personal email: the address typed at start, else the HR system's. None means no email is sent.
* Links without an account fill one step's form and expire at submission, skip, the lifecycle ending, or the due date plus 7 days (at least a day after minting).
* Submitting the form completes a Form step; Skip is the way past one nobody will fill.


## Related topics

- [Build lifecycle templates](https://docs.ravenna.ai/documentation/automate/lifecycles/templates.md)
- [Get the answers of a lifecycle's form steps](https://docs.ravenna.ai/api/lifecycles/get-the-answers-of-a-lifecycles-form-steps.md)
- [Set or clear the personal email a lifecycle's form steps are sent to](https://docs.ravenna.ai/api/lifecycles/set-or-clear-the-personal-email-a-lifecycles-form-steps-are-sent-to.md)
- [Lifecycles](https://docs.ravenna.ai/documentation/automate/lifecycles/overview.md)
- [Run lifecycles](https://docs.ravenna.ai/documentation/automate/lifecycles/run.md)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.