Forms (Plugin)
Forms is the free Omniscio marketplace plugin for asking people questions: build a form, publish it as a public link anyone can open without an Omniscio account, and collect the answers back in the app — where an optional auto-send rule can hand a new response to an agent session.
Marketplace plugin — Forms is not built into Omniscio. Install it from the Plugin Marketplace and enable it; until you do, there is no Forms screen and no form link.
What it is
A form builder and response collector that lives inside Omniscio. You build a form out of fields, publish it, and get a public link — anyone can open that link and answer it, with no Omniscio account and nothing to install. Answers come back into the app attached to the form that collected them.
Its point is the last step: a response is one click from an agent. A form can carry an auto-send rule that hands a new response to a project's agent session with a prompt you wrote, so an answer can turn into work without anyone copying and pasting it.
Two safety properties are built into that shortcut, and both are deliberate:
- The plugin never puts a respondent's answer into the agent's prompt by itself. The rule starts the session with your template; the agent reads the answers with a separate call.
- An auto-send rule is always created disabled. Only you can arm it.
Where to find it
- Install it from the Plugin Marketplace (
plugin-marketplace.md) — it is free, categoryproductivity, authored by JLS Trading Co. - Its own screen — once enabled it adds a Forms row to the sidebar (clipboard icon) and hides the project panel inside it. That screen is where forms are built, published, and read.
- The public link — a published form is served by Omniscio's cloud, not by your machine, so the link keeps working for answerers after you close the app.
- For agents — its CLI routes are listed in
plugin-cli-discovery.mdalongside every other plugin's.
How it behaves
Draft, published, closed. A form is in one of a few states. A draft is yours alone. A published form is live on its public link and collecting. Closing stops it collecting while leaving the link working — a visitor sees that the form is closed, and you can reopen it later. Unpublishing takes a published form back to a draft so you can edit it; answers already collected are kept.
Publishing publishes the whole form. Both closing and unpublishing re-publish the form's current content, so anything you edited since the last publish goes public as part of that action. Treat "close" as "publish what is on screen, then stop collecting".
Answers survive. Closing, unpublishing and editing never delete collected responses.
Deleting really deletes, so it is guarded: it takes the published form down first, then removes the form's auto-send rules and its stored responses. If the take-down fails, nothing is deleted. A delete without an explicit confirmation is refused and returns a preview of what it would actually do.
Auto-send rules are capped. A rule carries a match condition, a target project, a prompt template, and a daily cap on how many times it may fire in a day. The plugin keeps a run record for every attempt — fired, skipped because the cap was hit, skipped because the rule was tripped, skipped because it is disabled, or failed — along with the response it acted on and the session it started, so "why didn't that answer reach an agent?" always has an answer.
Editing fields replaces the question list. When a form is updated, the field list is replaced whole rather than merged. Removing a question you did not ask to remove is refused; removing one on purpose means leaving it out and naming it as a removal.
For agents
The plugin exposes CLI routes (plugin-cli-discovery.md) for discovery, listing and reading forms,
creating and updating them, previewing the respondent-facing definition, publishing and its two
reverses, listing responses, listing and drafting auto-send rules, and listing run records.
Three of them are confirm-first, because each is hard to undo or reaches real people:
- Close and unpublish — both re-publish the form's current content, so a pending edit goes public as part of the call. Only a 2xx means the form actually stopped collecting.
- Delete — takes the form down and removes its rules and responses.
Creating an auto-send rule is not confirm-first, but the rule it creates is disabled, so drafting one cannot start a session on its own — arming it is a human action in the UI. A form's status cannot be set through the update route; publishing and its reverses are the only way.
Related
How plugins are found, installed and enabled is on Plugin marketplace, and how a plugin adds a sidebar row like Forms is on Plugin UI access. Where a plugin's own options live is on Plugin settings panel, and the CLI-route surface these routes appear in is Plugin CLI discovery.
Last verified 2026-09-28