- 14 Jul 2022
- 2 Minutes to read
Create a Form
- Updated on 14 Jul 2022
- 2 Minutes to read
To have an end-user interact with a Form, it has to be created in a Flow. The Show Form step in the Flow Designer allows a user to create or pick an existing Form.
Creating a Form
- In an existing Flow, attach a Show Form step from the Toolbox panel to the Start step.
- On the Properties panel, click PICK OR CREATE A FORM. This will open the Create or Pick Form dialog window that allows a user to create a new Form via CREATE or select an existing Form via PICK.
- Click CREATE.
- The Create New window will display a list of Form types and templates to use. After selecting one of the options a Create dialog window will appear to allow the user to enter a name for the Form. Select Form, name the Form and click CREATE.
Form Type Description Form Creates a blank Form Approval Form [template] A Form containing two Buttons: Approve and Deny Mobile Form [template]
A Form that creates a user interface designed for interaction from mobile devices
Mobile Form (iPhone) [template]
A Form that creates a user interface designed for interaction from iPhone devices
Simple Form Form created with commonly used controls Section Form [template] A Form containing a HeaderContainer control that may be expanded once clicked on 4 Column Form [template] A Form containing 4 Columns upon creation
- In the Form Designer, the Toolbox panel contains all the Form Control that can be added to the Form workspace. Click and drag a Form control and place it on the Form.
- When adding a control to the Form workspace, enter a name for the control and click enter to set the name.
- The Form can also be resized and configured to display a different layout. The default layout for the Form is the GridLayout which can be modified by adding/removing columns and rows.
- Configure the Form with a Label, Text Box (name), and Button (Submit) control. Click Save and close the Form Designer.
- In the Flow Designer, set the name input field to Ignore mapping and connect the Submit path to the End step. Click Save to save changes to the Flow.
- On the top action bar, click Debug.
- Click START DEBUGGING.
- When the Form opens, enter a name in the Text Box and click Submit.
- After the debugger runs, select the step, click Execution 1, and select View Output Data to see the data passed in.
Active Form Flows logically govern how a Form behaves based on process input. These behaviors can include validating a user's input, hiding/showing controls, enabling/disabling controls, or setting values on controls.