GETTING STARTED
Process Assistants Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building Process Apps from Scratch
What's New
Current Version

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing
  1. Home
  2. Forms
  3. Form Creation

Form Creation

A Digital Form includes a definition and various components to capture the user input. You can access Digital Forms from the Forms tab. 

To create a form, follow the below steps:
1. Click the Forms tab on the top.

2. On the Forms page, click New Form .

3. On the New Form dialog box, enter the following details:

  • Name – Enter a name for the form
  • Display Name – Enter a display name for the form
  • Description – Enter a brief description of the form

4. Click Create and you can find the newly created form.

5. As soon as a form is created, a default form instance is also created and displayed on the UI.

Note: All the changes or edits are done at the default instance level.

6. You can create a new instance by clicking Add New Instance. To configure this instance, do the following:

  • Provide the Instance Name.
  • Select either Default Instance or another instance name from the dropdown list for Inherit Attributes From to inherit the attributes of the instance.
  1. Home
  2. Forms
  3. Form Creation

Form Creation

A Digital Form includes a definition and various components to capture the user input. You can access Digital Forms from the Forms tab. 

To create a form, follow the below steps:
1. Click the Forms tab on the top.

2. On the Forms page, click New Form .

3. On the New Form dialog box, enter the following details:

  • Name – Enter a name for the form
  • Display Name – Enter a display name for the form
  • Description – Enter a brief description of the form

4. Click Create and you can find the newly created form.

5. As soon as a form is created, a default form instance is also created and displayed on the UI.

Note: All the changes or edits are done at the default instance level.

6. You can create a new instance by clicking Add New Instance. To configure this instance, do the following:

  • Provide the Instance Name.
  • Select either Default Instance or another instance name from the dropdown list for Inherit Attributes From to inherit the attributes of the instance.
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