{"id":23904,"date":"2020-07-05T11:20:37","date_gmt":"2020-07-05T10:20:37","guid":{"rendered":"https:\/\/developer.kore.ai\/v10-2\/?p=23904"},"modified":"2024-04-29T09:30:58","modified_gmt":"2024-04-29T08:30:58","slug":"how-to-configure-digital-forms","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v10-2\/docs\/bots\/how-tos\/how-to-configure-digital-forms\/","title":{"rendered":"Configuring Digital Forms"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row type_default valign_top\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<p>In this How-To, we will explore a scenario in a Banking Bot, where the user can create an additional account. We will see how Digital Forms can be used to gather all the required information from the user and create the account.<\/p>\n<p>For details on what Digital Forms are and how it is implemented in the Kore.ai Bots platform, <a href=\"\/docs\/bots\/bot-builder-tool\/digital-forms\/\" target=\"_blank\" rel=\"noopener noreferrer\">refer here<\/a>.<\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h1><span class=\"ez-toc-section\" id=\"Problem_Statement\">Problem Statement<\/span><\/h1>\n<p>Consider a Banking Bot trying to address the following scenarios:<\/p>\n<ol>\n<li>An already registered user wants to open an additional account.<\/li>\n<li>There are three types of accounts that are available, each with further options:\n<ul>\n<li>Savings Account;<\/li>\n<li>Checking Account with an option to opt for a Cash Card and set a Minumum Balance;<\/li>\n<li>Credit Card with an option to choose the type of card to be Platinum, Gold, Silver or Basic<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/45\/FormUC-probstmt.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23649\" src=\"\/wp-content\/uploads\/sites\/45\/FormUC-probstmt.png\" alt=\"\" width=\"1388\" height=\"964\" \/><\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Pre-requisites\">Pre-requisites<\/span><\/h2>\n<ul>\n<li>Bot building knowledge<\/li>\n<li>A Banking Bot<\/li>\n<\/ul>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h1><span class=\"ez-toc-section\" id=\"Configurations\">Configurations<\/span><\/h1>\n<p>Let us consider each of the following scenarios one by one:<\/p>\n<ol>\n<li>Digital Form to gather input from the user;<\/li>\n<li>Dialog Task to:\n<ol>\n<li>trigger the above Digital Form; and<\/li>\n<li>capture the user-entered account information.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Digital_Form_Configuration\">Digital Form Configuration<\/span><\/h2>\n<p>Create a form to gather the following information:<\/p>\n<ul>\n<li>Account Name &#8211; pre-populated with the user&#8217;s name with an option to change it;<\/li>\n<li>Type of Account that the user wants to create, default selection to Savings Account;<\/li>\n<li>Based on the type of account selected above the following details to be gathered:\n<ul>\n<li>Savings &#8211; no further information needed;<\/li>\n<li>Checkings &#8211; whether Cash Card is required, if yes then the maximum withdrawal limit (range between $100 to $1000) to be enforced on that card;<\/li>\n<li>Credit Card &#8211; the type of card required\n<ul>\n<li>Platinum card levies additional charge,<\/li>\n<li>Gold,<\/li>\n<li>Silver, or<\/li>\n<li>Basic<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Form_Creation\">Form Creation<\/span><\/h3>\n<ol>\n<li>From the Kore.ai Bot Builder platform, open the Banking Bot.<\/li>\n<li>Select the <strong>Build<\/strong> tab from the top menu.<\/li>\n<li>From the left navigation menu, select <strong>Digital Skills -&gt; Digital Forms<\/strong> to access the Digital Forms page.<\/li>\n<li>Click\u00a0<strong>New Form<\/strong> and enter the following:\n<ol>\n<li><strong>Name<\/strong> &#8211; name to the form, say\u00a0<em>OpenAccount<\/em><\/li>\n<li><strong>Display Name<\/strong> for the form, say\u00a0<em>Open an Account<\/em><\/li>\n<li><strong>Description<\/strong> of the form.<\/li>\n<li><b>Select form\u2019s Header Style<\/b><span style=\"font-weight: 400;\">:<\/span> <span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">You can choose a specific header style from the listed illustrations &#8211; the circle indicates the position of logo\/icon with respect to the title of the form in the header. Click the card to select the style. If it has a logo, you can upload an image file (png or jpg) for the logo.<\/span><\/span><\/span><br \/>\n<table style=\"background-color: #fffbea; width: 100%;\" width=\"100%\">\n<tbody>\n<tr>\n<td width=\"100%\"><strong><em>Note<\/em><\/strong><em>: <span style=\"font-weight: 400;\">During the Export of the Bot, the logo is not exported along with Digital Forms. So, while importing this Bot, you need to separately copy the logo image file and then manually reupload the logo.<\/span><\/em><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n<li><b>Description<\/b><span style=\"font-weight: 400;\">: Turn on the toggle to show a description of the form in the header.<\/span><\/li>\n<\/ol>\n<\/li>\n<li><strong>Save &amp; Proceed<\/strong> to the next step.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911113527\/Req-4_How-to-configure-digital-forms-New-form-Add-logo-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-59307 size-large\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911113527\/Req-4_How-to-configure-digital-forms-New-form-Add-logo-1-1024x658.png\" alt=\"\" width=\"640\" height=\"411\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911113527\/Req-4_How-to-configure-digital-forms-New-form-Add-logo-1-1024x658.png 1024w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911113527\/Req-4_How-to-configure-digital-forms-New-form-Add-logo-1-300x193.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911113527\/Req-4_How-to-configure-digital-forms-New-form-Add-logo-1.png 1366w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3><span class=\"ez-toc-section\" id=\"Form_Editor\">Form Editor<\/span><\/h3>\n<ol>\n<li>Form Editor opens with components on the left, and a blank form. You can drag and drop components to the form as per your requirement.<\/li>\n<li>By default, a <strong>Submit button<\/strong> is added to the form. This would trigger the submit event which would capture the user input and save in context object.<\/li>\n<li>Drag and drop a <strong>Text Field<\/strong> component onto the form.<\/li>\n<li>As soon as you drag and drop a component, its property settings panel will be displayed.<\/li>\n<li>Configure the field level settings:\n<ul>\n<li><strong>Display Name <\/strong>say\u00a0<em>Name.<\/em><\/li>\n<li><strong>Name<\/strong> used for internal reference, say\u00a0<em>accountname.<\/em><\/li>\n<li><strong>Description<\/strong> of the field.<\/li>\n<li><strong>Placeholder<\/strong> value to be displayed in the field when blank, say, <em>Enter the name of the account holder<\/em>.<br \/>\nIn that panel set the following values:<\/p>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/45\/FormUC-formName.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-23652\" src=\"\/wp-content\/uploads\/sites\/45\/FormUC-formName.png\" alt=\"\" width=\"847\" height=\"450\" \/><\/a><br \/>\n<b><\/b><\/li>\n<li><b>Mask User Input\/Secure Field Data<\/b><span style=\"font-weight: 400;\"> is a toggle in <strong>Data Settings<\/strong> that enables securing of the input data. The label of this toggle varies as below:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">If <\/span><b>Secure Form Data<\/b><span style=\"font-weight: 400;\"> is enabled, the caption of this toggle is <\/span><b>Mask User Input<\/b><span style=\"font-weight: 400;\">. At runtime, the input data is masked.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">If <\/span><b>Secure Form Data<\/b><span style=\"font-weight: 400;\"> is disabled, the caption of this toggle is <\/span><b>Secure Field Data<\/b><span style=\"font-weight: 400;\">. At runtime, the data of this field will be redacted. This would be a component level setting for data redaction.<\/span><\/li>\n<\/ul>\n<\/li>\n<li><b>Transient Input<\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"> is a toggle in <strong>Data Settings<\/strong> which, if enabled, ensures that the data provided in this field is not stored anywhere after the session ends. This would mean that the data won&#8217;t be available in the database or logs as well.\n<p><\/span><\/span><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20240429092108\/mask-data-and-transient-input.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-61666\" style=\"border: 1px solid gray;\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20240429092108\/mask-data-and-transient-input-1024x574.png\" alt=\"\" width=\"613\" height=\"344\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20240429092108\/mask-data-and-transient-input-1024x574.png 1024w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20240429092108\/mask-data-and-transient-input-300x168.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20240429092108\/mask-data-and-transient-input.png 1264w\" sizes=\"auto, (max-width: 613px) 100vw, 613px\" \/><\/a><br \/>\n<b>Note: Mask User Input\/Secure Field Data<\/b><span> and <\/span><b>Transient Input<\/b><span> toggles are available for all the components, and need to be set on component level. Settings of one component will have no impact on others.<\/span><\/li>\n<\/ul>\n<\/li>\n<li>Next, a selection box for the type of account to be opened.\u00a0Drag and drop a <strong>Dropdown<\/strong>\u00a0component onto the form and set the following values:\n<ul>\n<li><strong>Display Name\u00a0<\/strong>say\u00a0<em>Type.<\/em><\/li>\n<li><strong>Name<\/strong> used for internal reference, say\u00a0<em>accounttype.<\/em><\/li>\n<li><strong>Description<\/strong> of the field.<\/li>\n<li><strong>Placeholder<\/strong> value to be displayed in the field when blank, say, <em>Select the type of account you want to open<\/em>.<\/li>\n<li>Scroll and locate\u00a0<strong>Data Settings,<\/strong> deselect <strong>Multi Select<\/strong> option and against <strong>Dropdown values<\/strong> click\u00a0<strong>Add Values<\/strong> to enter the values &#8211;\u00a0<em>Checkings, Savings, Credit Card.<\/em> You can mark one value,\u00a0<em>Savings<\/em>, as default. This would be selected by default at the time of execution<\/li>\n<\/ul>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/45\/FormUC-formType.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23653\" src=\"\/wp-content\/uploads\/sites\/45\/FormUC-formType.png\" alt=\"\" width=\"827\" height=\"499\" \/><\/a><\/li>\n<li>Next, for the Cash Card option when the account type is selected to be a Checkings account. Drag and drop a <strong>Toggle<\/strong>\u00a0component onto the form and set the following values:\n<ul>\n<li><strong>Display Name\u00a0<\/strong>say <em>Cash Card.<\/em><\/li>\n<li><strong>Name<\/strong> used for internal reference, say\u00a0<em>cashcard.<\/em><\/li>\n<li><strong>Description<\/strong> of the field. In this case, the question, <em>Want a cash card?<\/em><\/li>\n<li><strong>Value<\/strong> as <em>Yes<\/em> when selected and <em>No<\/em> when deselected.<\/li>\n<li>Scroll and locate\u00a0<strong>Visibility Settings.<\/strong> This component should be visible only when the account type is set to Checkings.\n<ul>\n<li>Add\u00a0<strong>Visibility Rules &#8211; Rule 1<\/strong> for the field to be\u00a0<strong>Visible<\/strong> when, select, <em>accounttype<strong>\u00a0<\/strong><\/em>field,\u00a0<em>=(Equal To)<\/em> operator,\u00a0<em>Value<\/em> comparison with,\u00a0<em>Checkings<\/em> value.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/45\/FormUC-formCCtoggle.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23655\" src=\"\/wp-content\/uploads\/sites\/45\/FormUC-formCCtoggle.png\" alt=\"\" width=\"819\" height=\"707\" \/><\/a><\/li>\n<li>If the user opts for cash card, then the withdrawal limit needs to be set on the same.\u00a0Drag and drop a <strong>Range Slider<\/strong>\u00a0component onto the form and set the following values:\n<ul>\n<li><strong>Display Name\u00a0<\/strong>say <em>Withdrawal Limit.<\/em><\/li>\n<li><strong>Name<\/strong> used for internal reference, say <em>withdrawallimit.<\/em><\/li>\n<li><strong>Description<\/strong> of the field.<\/li>\n<li><strong>Placeholder<\/strong> value to be displayed in the field when blank, say, <em>Set the withdrawal limit<\/em>.<\/li>\n<li>Deselect\u00a0<strong>Is Percentage<\/strong><\/li>\n<li><strong>Value<\/strong> as <em>100<\/em> for Min and <em>1000<\/em> for Max.<\/li>\n<li>Under\u00a0<strong>Data Settings,\u00a0<\/strong>you can set the\u00a0<strong>Default Value<\/strong> to be 150, this would be pre-selected.<\/li>\n<li><strong>Visibility Rules<\/strong> would be a compound rule &#8211; account type is checkings and cash card is selected.<\/li>\n<li>Scroll and locate\u00a0<strong>Visibility Settings.<\/strong> This component should be visible only when the account type is set to Checkings and the Cash Card is opted.\n<ul>\n<li>Add\u00a0<strong>Visibility Rules &#8211; Rule 1<\/strong> field to be visible when, select, <em>accounttype<strong>\u00a0<\/strong><\/em>field,\u00a0<em>=(Equal To)<\/em> operator,\u00a0<em>Value<\/em> comparison with,\u00a0<em>Checkings<\/em> value\u00a0 AND selecting <em>cashcard<strong>\u00a0<\/strong><\/em>field,\u00a0<em>=(Equal To)<\/em> operator,\u00a0<em>Value<\/em> comparison with,\u00a0<em>Yes<\/em>\u00a0value.<\/li>\n<li>You can switch to <strong>Advanced Mode<\/strong> to enter the visibility rules<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/45\/FormUC-formCheckSlider.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23656\" src=\"\/wp-content\/uploads\/sites\/45\/FormUC-formCheckSlider.png\" alt=\"\" width=\"855\" height=\"691\" \/><\/a><\/li>\n<li>For the Credit Card option, the user needs to further select the type of card. Drag and drop a <strong>Radio Button<\/strong>\u00a0component onto the form and set the following values:\n<ul>\n<li><strong>Display Name\u00a0<\/strong>say <em>Card Type.<\/em><\/li>\n<li><strong>Name<\/strong> used for internal reference, say <em>cardtype.<\/em><\/li>\n<li><strong>Description<\/strong> of the field.<\/li>\n<li><strong>Placeholder<\/strong> value to be displayed in the field when blank, say, <em>Choose the type of credit card<\/em>.<\/li>\n<li>Under\u00a0<strong>Data Settings,\u00a0<\/strong>you can set the\u00a0<strong>Radio values<\/strong> to be <em>Platinum, Gold, Silver, <\/em>and <em>Basic<\/em>.<\/li>\n<li>Scroll and locate\u00a0<strong>Visibility Settings.<\/strong> This component should be visible only when the account type is set to Credit Card.\n<ul>\n<li>Set\u00a0<strong>Is visible<\/strong> flag to <em>Yes<\/em><\/li>\n<li>Add\u00a0<strong>Visibility Rules &#8211; Rule 1<\/strong> for the filed to be <strong>Visible<\/strong> when, select, <em>accounttype<strong>\u00a0<\/strong><\/em>field,\u00a0<em>=(Equal To)<\/em> operator,\u00a0<em>Value<\/em> comparison with,\u00a0<em>Credit Card<\/em> value.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/45\/FormUC-formCCType.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23658\" src=\"\/wp-content\/uploads\/sites\/45\/FormUC-formCCType.png\" alt=\"\" width=\"831\" height=\"677\" \/><\/a><\/li>\n<li>Finally, the Pro-Tip, when user selects a Platinum card. Drag and drop a <strong>Pro Tip<\/strong>\u00a0component onto the form and set the following values:\n<ul>\n<li>Set <strong>Display Name <\/strong>as\u00a0<em>Platinum Tip.<\/em><\/li>\n<li><strong>Name<\/strong> used for internal reference, mention <em>platinumtip.<\/em><\/li>\n<li><strong>Description<\/strong> would be the tip you want to display, eg. <em>Additional charges will apply<\/em>.<\/li>\n<li>Scroll and locate\u00a0<strong>Visibility Settings.<\/strong> This component should be visible only when the account type is set to Credit Card.\n<ul>\n<li>Set\u00a0<strong>Is visible<\/strong> flag to <em>Yes<\/em><\/li>\n<li>Add\u00a0<strong>Visibility Rules &#8211; Rule 1<\/strong> for the field to be <strong>Visible <\/strong>when, select, <em>accounttype<strong>\u00a0<\/strong><\/em>field,\u00a0<em>=(Equal To)<\/em> operator,\u00a0<em>Value<\/em> comparison with,\u00a0<em>Credit Card<\/em> value AND selecting <em>cardtype<strong>\u00a0<\/strong><\/em>field,\u00a0<em>=(Equal To)<\/em> operator,\u00a0<em>Value<\/em> comparison with, <i>Platinum <\/i>value.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/45\/FormUC-formCCTip.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23659\" src=\"\/wp-content\/uploads\/sites\/45\/FormUC-formCCTip.png\" alt=\"\" width=\"831\" height=\"673\" \/><\/a><\/li>\n<li>Your form is ready.<\/li>\n<li>You can toggle between Desktop View and Mobile View to see how it looks in those devices.<br \/>\n<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/45\/FormUC-final.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23660\" src=\"\/wp-content\/uploads\/sites\/45\/FormUC-final.png\" alt=\"\" width=\"1366\" height=\"768\" \/><\/a><\/li>\n<li><span style=\"font-weight: 400;\">You can select how the VA handles the conversation when the user cancels the form. <\/span><span style=\"font-weight: 400;\">You can choose from two options:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Discard the task and trigger End of Task Event<\/b><span style=\"font-weight: 400;\">:<\/span> <span style=\"font-weight: 400;\">This is the default option.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911105732\/Req-1_Form-Cancel-Default-behavior.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-59294\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911105732\/Req-1_Form-Cancel-Default-behavior-281x300.png\" alt=\"\" width=\"281\" height=\"300\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911105732\/Req-1_Form-Cancel-Default-behavior-281x300.png 281w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911105732\/Req-1_Form-Cancel-Default-behavior.png 433w\" sizes=\"auto, (max-width: 281px) 100vw, 281px\" \/><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Continue with this task and transition to this node: In the <\/span><b>Select Node<\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"> drop-down list, you can select any node present in the current dialog task.<\/span><\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911105900\/Req-1_Form-Cancel-Task-not-ending.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-59297\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911105900\/Req-1_Form-Cancel-Task-not-ending-209x300.png\" alt=\"\" width=\"209\" height=\"300\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911105900\/Req-1_Form-Cancel-Task-not-ending-209x300.png 209w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911105900\/Req-1_Form-Cancel-Task-not-ending.png 378w\" sizes=\"auto, (max-width: 209px) 100vw, 209px\" \/><\/a><\/li>\n<\/ul>\n<table style=\"background-color: #fffbea; width: 100%;\" width=\"100%\">\n<tbody>\n<tr>\n<td width=\"100%\"><strong><em>Note<\/em><\/strong><em>: <span style=\"font-weight: 400;\">The target node has to be in the same dialog, you cannot make a jump to a target node outside the current dialog. The list of target nodes only shows the local nodes.<br \/>\nIf the target node is not present during runtime, the platform presents the error Error in continuing the conversation, and the task should get discarded..<\/span><\/em><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n<li>Use the\u00a0<strong>Test<\/strong> button to see a preview.<\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Dialog_Task_Configuration\">Dialog Task Configuration<\/span><\/h2>\n<p>We will be creating a dialog task and adding a form node to trigger the Digital Form created in the above step and use a service node to make a service call to add the new account from the form data.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Create_Dialog_Task\">Create Dialog Task<\/span><\/h3>\n<ol>\n<li>Select the <strong>Build<\/strong> tab from the top menu<\/li>\n<li>From the left navigation menu, select\u00a0<strong>Conversational Skills -&gt; Dialog Tasks.<\/strong><\/li>\n<li>Click the\u00a0<strong>+<\/strong> against the\u00a0<strong>Dialog Tasks<\/strong> to create a new Task\n<ul>\n<li>Enter\u00a0<strong>IntentName<\/strong>, say,\u00a0<em>OpenAccount<\/em><\/li>\n<li><strong>Create &amp; Proceed<\/strong> to open the dialog builder page.<\/li>\n<\/ul>\n<\/li>\n<li>Retain the Intent Node default settings, and close the Intent Node.<\/li>\n<li>Click the\u00a0<strong>+<\/strong> next to the intent node and select the <strong>Form<\/strong> option.<\/li>\n<li>From the dropdown list select the form (<em>OpenAccount<\/em>) we created earlier.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20210811123155\/ht_form_dialog.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-29049\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20210811123155\/ht_form_dialog.png\" alt=\"\" width=\"399\" height=\"553\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20210811123155\/ht_form_dialog.png 399w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20210811123155\/ht_form_dialog-216x300.png 216w\" sizes=\"auto, (max-width: 399px) 100vw, 399px\" \/><\/a><\/li>\n<li>You will be prompted to select the\u00a0<strong>Form Experience.<\/strong> Kore.ai Bots platform allows you to gather user input both from the form and through conversation based on the channel.<\/li>\n<li>For this use case, let us select\u00a0<em>Only Form UI<\/em> experience.<\/li>\n<li>A Form Node would be added, you can customize the form name, etc.<\/li>\n<li>We are changing the <strong>Name<\/strong> to <em>OpenAccountForm<\/em> and <strong>Display Name<\/strong><em>\u00a0<\/em>to <em>Form to open account<\/em>.<\/li>\n<li>Next, we will see how to capture the values returned by the Form Node using a Script node and displaying the same.<\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<ol start=\"11\">\n<li>Add a\u00a0<strong>Message Node<\/strong> to the form node.<\/li>\n<li>Set the\u00a0<strong>Name<\/strong> to\u00a0<em>FormMessage<\/em>\u00a0and\u00a0<strong>Display Name<\/strong> to\u00a0<em>Form Message<\/em>.<\/li>\n<li>Click the\u00a0<strong>MANAGE RESPONSES<\/strong> to open the message editor.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20210811123626\/ht_form_message.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-29052\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20210811123626\/ht_form_message.png\" alt=\"\" width=\"459\" height=\"707\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20210811123626\/ht_form_message.png 459w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20210811123626\/ht_form_message-195x300.png 195w\" sizes=\"auto, (max-width: 459px) 100vw, 459px\" \/><\/a><\/li>\n<li>Select the\u00a0<strong>JavaScript<\/strong> tab and enter the following code. This code would capture from the context object, the data submitted by the user in the Form and display it accordingly.\n<pre>var message;\r\nmessage = 'You have opened a '+context.forms.OpenAccount.accounttype+' account in the name of '+context.forms.OpenAccount.accountname;\r\nif (context.forms.OpenAccount.accounttype == 'Checkings' &amp;&amp; context.forms.OpenAccount.cashcard == 'Yes')\r\n  message = message + ' and opted for cash card with withdrawal limit set to '+ context.forms.OpenAccount.withdrawallimit;\r\nif (context.forms.OpenAccount.accounttype == 'Credit Card')\r\n  message = message + ' and opted for a '+ context.forms.OpenAccount.cardtype+' card';\r\nprint(message);<\/pre>\n<p><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911111622\/Req-3_HowToConfigureDigitalForms_Updated-pro-tip-for-manage-user-prompt.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-59301 size-large\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911111622\/Req-3_HowToConfigureDigitalForms_Updated-pro-tip-for-manage-user-prompt-1024x645.png\" alt=\"\" width=\"640\" height=\"403\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911111622\/Req-3_HowToConfigureDigitalForms_Updated-pro-tip-for-manage-user-prompt-1024x645.png 1024w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911111622\/Req-3_HowToConfigureDigitalForms_Updated-pro-tip-for-manage-user-prompt-300x189.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230911111622\/Req-3_HowToConfigureDigitalForms_Updated-pro-tip-for-manage-user-prompt.png 1363w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/li>\n<li>Your dialog with form is ready<\/li>\n<li><strong>Talk to bot<\/strong> and trigger the above dialog. The form will be displayed, enter the values and click Submit, the message would be displayed.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20210811124637\/ht_form_dialogRun.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-29061\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20210811124637\/ht_form_dialogRun.png\" alt=\"\" width=\"499\" height=\"455\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20210811124637\/ht_form_dialogRun.png 499w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20210811124637\/ht_form_dialogRun-300x274.png 300w\" sizes=\"auto, (max-width: 499px) 100vw, 499px\" \/><\/a><\/li>\n<li>You can use the context object as shown above it a <strong>Script<\/strong> or <strong>Service<\/strong> nodes for further processing.<\/li>\n<li><a href=\"\/docs\/bots\/how-tos\/how-to-add-data-into-data-tables-from-digital-forms\/\" target=\"_blank\" rel=\"noopener noreferrer\">See here<\/a> for how to add this data into data tables.<\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h1><span class=\"ez-toc-section\" id=\"Conclusion\">Conclusion<\/span><\/h1>\n<p>In this post, we have seen:<\/p>\n<ul>\n<li>How to create a Digital Form;<\/li>\n<li>Add components to the Form;<\/li>\n<li>How to trigger the From from a Dialog;<\/li>\n<li>How to capture the Form data from the Dialog post submission.<\/li>\n<\/ul>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"In this How-To, we will explore a scenario in a Banking Bot, where the user can create an additional account. We will see how Digital Forms can be used to gather all the required information from the user and create the account. For details on what Digital Forms are and how it is implemented in...","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[74],"tags":[],"class_list":["post-23904","post","type-post","status-publish","format-standard","hentry","category-how-tos"],"_links":{"self":[{"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/posts\/23904","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/comments?post=23904"}],"version-history":[{"count":23,"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/posts\/23904\/revisions"}],"predecessor-version":[{"id":61669,"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/posts\/23904\/revisions\/61669"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/media?parent=23904"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/categories?post=23904"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/tags?post=23904"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}