Displaying Flow Data on Forms

Last Updated: 06/27/2018 Introduced in Version: 2.0

A form displays controls that allow a user to perform an action, such as enter data, display a report or folder, or manage entities. You can create a flow that, when it runs it will opens a form.

Create a new flow in which the form will be placed. In the Toolbox panel, expand the category Forms [Interaction] > [Pick or Create Form], and drag a form to the workspace. 

Example

In our example, we will:

  1. Create a flow that opens a form to capture a simple information request.
  2. Access the Form Designer from within the Flow Designer to edit the form.
  3. Preview the form in the Form Designer, then make additional changes to it.
  4. Close the Form Designer and return to the Flow Designer.
  5. Create Dynamic Form that will display user’s input.

 

Dynamic Form is a form that can be reused. One way to accomplish this task is to create a form that is using variables from Flow Data to display data that has been passed into this variables by the user. This is done by creating and using value labels in the Form Designer that will use data from the flow itself.

We begin with navigating to the Designer Folder and clicking Create Flow button.

 

Next Name the Flow and click OK to proceed to the Flow Designer window.

 

 

In the Flow Designer Quick Add window we locate [Pick or Create Form] under Flows, Rules, Forms and Reports > Forms[Interaction] and select this step. Click Add to add it to the workspace.

 

 

Next, we select [Pick or Create Form] from this step’s options. We give our form name and click Create to proceed to the Form Designer.

 

The first form is designed as follows. It has a title, an Action button. Also, it has Labels and Text Box fields for a user to provide input. After the form is designed we can save and close to return back to our Flow Designer.

 

Next, we add a second [Pick or Create Form] step and connect the steps.

 

Now, we can create and design our dynamic form. Give it a name and click Create.

addsecondform

 

First, we drag the Label that will serve this form as its title from Data section. Next, we expand Flow Data section where we can see all data that available for us from the flow. We select Phone Number  and drag to the workspace. This will retrieve user’s input from the First Name text box from the first form and display it here.

Do the same for all data we want to display from the flow. Not only are we using Flow’s Data to get user’s values but as well we use these variables’ names to display. Finally we add Action Button to the form to be able to close it. Our dynamic form design should look like this. After we finished designing our form we save it and close it to return back to our Flow Designer.

 

Finally, we connect our steps and it completes our flow. 

To test the flow we click the Debug link on the top panel of the Flow Designer.

 

 

We fill in our fields with the user’s information in the first form and click done to check the result.

 

And the second form displays our user’s information in value labels.

Additional Resources