Forms

A Form is an end-user interactive interface that can display or collect user input. Forms are built using various Form Controls and can have logic applied to them using Active Form Flows. To have a Form displayed to an end-user, the Form must be used in a Flow. 

Forms can be used to:

• Collect important information from the end-user
• Display data to a user
• Create tasks for users through Assignments

Forms are created within the Decisions Studio in the Form Designer. The Form Designer offers a visual interface to build a Form and provides additional functionality that can be applied to Forms.

Form Designer Features

Creating a Form in a Designer Project or using a Show Form step within a Flow will open the Form Designer that will contain different options and settings to create, configure, and implement Forms. 

Create

1. Side Panel
   The Form Designer has four tabs on the left side of the window to create and configure the Form.

   Panel Name	Description
   Info	Displays general information about the Form such as the Form Name, Description, Owner, Tags, and more.
   Toolbox	Set of categorized Form controls that provide various functions on the Form.
   Explorer	Lists all the control elements and the layouts each is contained in
   Tab Editor	Sets the sequential order in which controls are navigated by when pressing the Tab key

2. Top Action Bar
   The Top Action Bar contains the core actions used by all Designers. Keyboard shortcuts may also be used to perform certain actions.

   Action Name	Description
   Save	Saves the Form. Will display a dialog window to write notes for the current save if needed.
   Checkpoint	Creates a Backup of the Form at the place where the checkpoint is saved, then stores it in the history folder. This is useful when making drastic changes that could affect the Form's functionality.
   Undo	Reverses the last change
   Redo	Reapplies the last change
   View	Displays the edges of controls added to the Form
   Preview	Displays how the Form will render to the end-user
   Dependencies	Displays the Dependency Browser for the Form that will display the elements the Form depends on.

3. Workspace
   The Workspace enables the ability to build a Form with the drag and drop functionality of the Form Controls. The Form can be manually resized using the icon in the bottom left corner of the Form.

Configure

1. SETUP INPUT DATA
   The SETUP INPUT DATA button allows input data to be passed into the Form. After entering an input data value, the Data panel will be displayed on the Side Panel.  
2. Properties Panel
   Allows the configuration for the layout, appearance, and added functionality with Active Form Flows for the Form.
   
   

Implement

Forms can be implemented into a Flow to have various business logic that responds to user input or implemented by the various types of Forms available.

Form Types

Forms can be created from a variety of template types to output data to the end-user

Active Form Flows

Active Form Flows allow users to dynamically alter how Form controls and their data are handled within the Form. The most common use cases involve visibility rules that hide a certain control when another is enabled/disabled, enforcing validation checks to ensure data accuracy, and enabling/disabling a control altogether to prevent additional editing to its contents.