Creating forms

What is the maximum number of steps I can include in a form with workflow?

There is currently no limit on how many steps you wish to include in your approval flow. However, we recommend to keep your workflows to a maximum of 5 steps.

Some of my fields are grayed out after I created a new field.

Do ensure that when new fields are added, you would need to assign them in the workflow builder.

Can I configure the form so approver's signature is optional or only shown on approval?

Yes. Make the signature field optional, or use logic to show/hide it based on the Yes/No approval field.

How can respondents receive a PDF copy of the completed form?

Add an email field to the form, then enable "Respondent copy of submissions" in Settings.

If it is a workflow completion email, go to settings > email notifications and add the corresponding email field in "Step 1".