Show Form
- 10 Nov 2022
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Show Form
- Updated on 10 Nov 2022
- 2 Minutes to read
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Step Details | |
Introduced in Version | 4.0.0 |
Last Modified in Version | 7.12.0 |
Location | Favorites Designer Entities > Forms [Interaction] > Default |
Used to display a Form in Decisions. Users may create a new Form or select a pre-existing one via the Properties panel.
Properties
Assignment
Property | Description | Data Type |
---|---|---|
Assignment Type | Select whether the Assignment is InSession, Assigned, Assigned to Guest, or Named Session. | --- |
Inputs
Inputs will change based on how the Form is configured.
Property | Description | Data Type |
---|---|---|
--- | --- | --- |
Outputs
Outputs will change based on how the Form is configured.
Property | Description | Data Type |
---|---|---|
--- | --- | --- |
On Step Run
Property | Description | Data Type | |
---|---|---|---|
Step Start Flow Type | This 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 | --- |
Form Setup
Property | Description | Data Type |
---|---|---|
Show Form In | Provides options to show the Form in a Dialog, on the Side Panel, or in a New Window. | --- |
Runtime Selection Enabled | When set to true, this will show a Target ID as an Input. | --- |
Pick or Create --- | Select the Default notification policy, choose no policy or create a custom policy. | --- |
Do Not Allow Resize | When set to true, the end user will not be able to adjust the size of the Form. | --- |
Form Title Source | This option can override the Form Title displayed with the Form shows. | --- |
Background Color | Changes background color of the Form | --- |
Display Options | Settings to provide a message if the assignment was completed. Show or remove the top bar, border, and background. If the Form is displayed in a dialog, set where the Form displays. | --- |
Sizing | Set sizing options for if the Form is set to open in a New Window or a Sub Dialog. | --- |
Property | Description | Data Type | |
---|---|---|---|
Email Notifications | |||
Notification Policy | Select the Default notification policy, choose no policy or create a custom policy. | --- | |
Email Response Handling | |||
Get Email Address From Inputs | Retrieve 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
Property | Description | Data Type | |
---|---|---|---|
Make Auto Resume | The Expiration and Auto Resume Form properties allow Forms to be suspended, tasked for continuation, and automatically resolved with specified Flow outcomes. | Boolean | |
Save Data | Choose to save data Immediately or OnAssignment. | --- | |
Make Auto Resume Delay | |||
Auto Resume Expires | Expire Type and Expire Auto Resume Delay settings will be available when set to True. Will also add an "Auto Resume Timeout" outcome path to the External Form step. | Boolean |
Related Information
Articles:
Create Forms
Configure Forms
Example Labs:
Creating Dynamic Forms
Dynamically Populate Lists in Forms
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