Quickstart

Here's a quick guide on how to get started using Prelim. Prelim's features are constantly improving, but the core concepts remain the same.

This guide will show you how to create a client onboarding for business account opening. For most use cases, Prelim usually has pre-built forms, along with recommended integrations.

We'll walk you through these core concepts with one of these pre-built forms, showing you how to customize and change it to your needs.

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Here are the some of the Prelim core concepts that will be covered

• Inputs
• Rules
• Apps
• Connections & Interactions

Creating a form

1. To create a pre-built form, navigate to build and click on the dropdown arrow to the create form button.

2. Download the following file business account opening json. This file we'll be using to create the actual form.

3. Drag and drop the business account opening json into the form file, and click upload form.

Adding an input to the form

1. Now we're going to make some changes to the form's pages and inputs. The settings page is where we can change the name of the form, as well as top level changes to the form. Click on the ux builder and you'll see a preview of the form. From here we can add pages and inputs.

2. Everything on the left hand side is a preview of what will be seen by the customer walking through the form. The dotted lines show previews of the different inputs, and if you click and drag those, you can move them around the page.

3. You can also add an input by clicking on the right hand side and clicking the type of input you want to add to the page. Let's add a text input with the label of "What is your favorite color?"

Adding a rule to the form

1. Now we're going to add some conditional logic to the form. Using the input we added earlier, we'll add a rule that only customers who answer blue to "What is your favorite color?" can proceed to the next page. First we'll need to navigate to the rules tab.

2. From the rules tab you can see the other rules that have already been created for the business account opening form. We're going to add a new rule.

3. Rules are composed of triggers, conditions and actions. First let's add a trigger for when the customer is on the first page. Triggers are necessary to make sure the rule actually triggers!

4. Next let's add a condition that checks if the customer answer blue to the input we added earlier, "What is your favorite color?". We'll first find the input in the dropdown, and add the modifier "IS NOT", and put blue as the value.

5. And finally, let's add an action to hide the get started button! This will make it so now if the customer puts anything which IS NOT blue, it will hide the get started button.

Previewing the form

1. Ok! Now that we've made some changes to the form, let's actually preview what the customer will see. Click on the "Preview" button.

2. After clicking on Preview you will see the previewed application in a new tab. If you want to go back to the builder, just close out the current tab. Now we can verify that putting in the word blue in "What is your favorite color?" will show the button to go to the next page.