frappe-web-form-builder

name: frappe-web-form-builder description: Generate Frappe Web Forms for public-facing forms. Use when creating customer portals, registration forms, surveys, or public data collection forms.

Frappe Web Form Builder

Generate public-facing web forms with validation, file uploads, and integration with Frappe DocTypes.

Global Rules

These Frappe conventions apply to everything this skill generates, and override any conflicting example below.

• Bench commands: use bare bench (never ./env/bin/bench or a full path). Always pass --site <site> explicitly — never run a bare bench migrate / bench run-tests. Run bench start in the background and only if it isn't already running. Don't run discovery commands (which bench, bench --version).
• DocType files live at apps/<app>/<app>/<module>/doctype/<name>/<name>.json — the app name appears twice (directory + Python package) — with an empty __init__.py alongside. Never mkdir the folder; write the JSON and run bench --site <site> migrate to create the structure. Don't add creation, modified, owner, modified_by, or docstatus as fields — Frappe manages them.
• Database & ORM: prefer frappe.qb.get_query() over raw frappe.db.sql(). Use frappe.db.get_all() for server logic (ignores permissions) and frappe.db.get_list() for user-facing APIs (enforces them). Never use frappe.db.set_value() on a field with validation or lifecycle logic — load the doc and doc.save() so controller hooks run. Batch-fetch related records; never query inside a loop (N+1).
• Never call frappe.db.commit() in controllers, request handlers, background jobs, or patches — Frappe auto-commits on success and rolls back on uncaught errors. Flush manually only to make a write visible to a subsequent frappe.enqueue() (or pass enqueue_after_commit=True).
• Permissions & APIs: put permission checks inside controller methods (enforced on every call path), not in API wrappers. Type-hint every @frappe.whitelist() parameter so Frappe validates and casts it, and pass methods=[...] to pin the HTTP verb.

When to Use This Skill

Claude should invoke this skill when:

• User wants to create public forms
• User needs customer-facing forms
• User mentions web forms, surveys, or registration
• User wants portal functionality
• User needs forms without login

Access & Security

• Guest vs authenticated: set "login_required": 1 to require a logged-in user (the submission is tied to frappe.session.user); set "login_required": 0 to allow anonymous/Guest submissions. Use anonymous access only for genuinely public intake (registration, surveys, contact).
• DocType permissions still apply. A Web Form is a thin layer over its doc_type. The underlying DocType's permission rules govern who can create/read/edit records — exposing a form does not bypass them. For Guest submissions, the Guest role needs create permission on the DocType (commonly via has_web_view/web permissions), so review those before publishing.
• Never expose sensitive fields (internal status, approval flags, pricing, owner/role fields) in web_form_fields on a public form. Only list the fields the submitter should fill.
• Validate on the server. Web Form client scripts (and reqd/depends_on in the JSON) are UX only and can be bypassed. Authoritative validation must live in the target DocType's controller validate() method.
• Success handling: success_message shows inline confirmation text after submit; success_url redirects to another route instead (e.g. /thank-you). Set one or the other to control the post-submit experience.

Capabilities

1. Web Form JSON

Customer Registration Form:

{
  "name": "Customer Registration",
  "route": "customer-registration",
  "title": "Register as Customer",
  "doc_type": "Customer",
  "is_standard": 0,
  "login_required": 0,
  "allow_multiple": 1,
  "show_sidebar": 0,
  "success_url": "/thank-you",
  "success_message": "Registration successful! We'll contact you soon.",
  "introduction_text": "Please fill in your details to register",
  "web_form_fields": [
    {
      "fieldname": "customer_name",
      "label": "Full Name",
      "fieldtype": "Data",
      "reqd": 1
    },
    {
      "fieldname": "email_id",
      "label": "Email",
      "fieldtype": "Data",
      "options": "Email",
      "reqd": 1
    },
    {
      "fieldname": "mobile_no",
      "label": "Phone",
      "fieldtype": "Data",
      "reqd": 1
    },
    {
      "fieldname": "customer_group",
      "label": "Type",
      "fieldtype": "Select",
      "options": "Individual\nCompany",
      "reqd": 1
    },
    {
      "fieldname": "company_name",
      "label": "Company Name",
      "fieldtype": "Data",
      "depends_on": "eval:doc.customer_group=='Company'"
    }
  ]
}

2. Multi-Step Form

Multi-Page Web Form:

{
  "name": "Job Application",
  "is_multi_step": 1,
  "web_form_fields": [
    {
      "fieldname": "step_1",
      "fieldtype": "Section Break",
      "label": "Personal Information"
    },
    {"fieldname": "full_name", "fieldtype": "Data", "reqd": 1},
    {"fieldname": "email", "fieldtype": "Data", "options": "Email", "reqd": 1},

    {
      "fieldname": "step_2",
      "fieldtype": "Section Break",
      "label": "Experience"
    },
    {"fieldname": "years_experience", "fieldtype": "Int"},
    {"fieldname": "current_company", "fieldtype": "Data"},

    {
      "fieldname": "step_3",
      "fieldtype": "Section Break",
      "label": "Documents"
    },
    {"fieldname": "resume", "fieldtype": "Attach", "reqd": 1}
  ]
}

3. Routing

A Web Form is served at its own route (e.g. /customer-registration). If you need a custom public URL that maps to a portal page or DocType instead of the form's default route, add a rule to website_route_rules in the app's hooks.py:

# apps/<app>/<app>/hooks.py
website_route_rules = [
    {"from_route": "/register", "to_route": "customer-registration"},
]

Keep the Web Form route and any website_route_rules entries consistent so a single public path resolves predictably.

References

Web Form Implementation:

• Web Form DocType: https://github.com/frappe/frappe/tree/develop/frappe/website/doctype/web_form
• Web Form Controller: https://github.com/frappe/frappe/blob/develop/frappe/website/doctype/web_form/web_form.py