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External Form

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Step Details

Introduced in Version---
Last Modified in Version7.12.0
LocationDesigner Entities > Forms [Interaction]

The External Form step was designed in Decisions to interact with forms using HTML methods or service calls. This method can also pass data into the external form and retrieve data from the External Form.



Properties

Assignment

PropertyDescriptionData Type
Assignment TypeLink to Assignment doc---

Service Definition

PropertyDescriptionData Type
External System Is Form Based
Boolean
Generate Service
Boolean

Service Name

String
Service OutcomesAdd Outcomes; the Outcome Name is important because the Form needs to know the Outcome path. If desired, parameters may be added.---
Return URL TypeHTML, Auto, Silverlight---
Expose Data On ServiceAdds desired inputs.---
Open in New WindowWill open the External Form in a new window.Boolean
Exclude All URL ParametersRemoves the need for the Set Custom Callback URL Parameter Name and URL Encode the Callback URL settings.Boolean
Set Custom Callback URL Parameter NameAdds Callback URL Parameter Name as an input.Boolean
URL Encode the Callback URL
Boolean

On Step Run

PropertyDescriptionData Type
Step Start Flow TypeThis setting allows for additional options for Runtime behaviors via the On Step Run section. Such options allow users to define the Step Start Flow Type as either None, SharedFlow, or Private. Triggering one of these options will allow the user to define which Flow To Run and the URL Parameter Name, the Assignment ID, Step Tracking ID, and Flow Tracking Parameters for the Assignment.
---
Specify Queue for Running the Start Flow
Boolean

Queue Name for Running the Start Flow
---

Inputs

PropertyDescriptionData Type
URLEnter the Form's URL. The URL should be formatted as http://[PortalBaseUrl]/[Name of virtual directory]/
String

Email

PropertyDescriptionData Type
Email Notifications

Notification PolicySelect the Default notification policy, choose no policy or create a custom policy.---
Email Response Handling

Get Email Address From InputsRetrieve the Email Address from the Inputs of the step.Boolean

Email Template
Email Templates are HTML documents that define the look and feel of Emails sent from a Flow.
---

Auto Resume

PropertyDescriptionData Type
Make Auto ResumeThe Expiration and Auto Resume Form properties allow Forms to be suspended, tasked for continuation, and automatically resolved with specified Flow outcomes.
Boolean

Save DataChoose to save data Immediately or OnAssignment.---

Make Auto Resume Delay


Auto Resume ExpiresExpire Type and Expire Auto Resume Delay settings will be available when set to True. Add an "Auto Resume Timeout" outcome path to the External Form step.Boolean

Email Retry

PropertyDescriptionData Type
Show Fail on PathDisplays an outcome path labeled "On Error."Boolean
Retry on FailSets the step to send an email again if it fails.Boolean

Retry CountLimits the number of times that the step will retry sending the email. The default number is "3".Int32

Retry Delay In SecondsDelays retrying sending the email. Int32

Related Information

Articles:
Basic External Form Process
Passing Data to External Forms (Basic)

Example Labs:
Using External Forms

Forum Posts:
Decisions External Forms
Using External Forms CallBackURL