Chatbot Overview
Conversational Bots
Intents & Entities
Intelligent Bots's Approach Conversational Platform
Bot Concepts and Terminology
Natural Language Processing (NLP)
Bot Types
Bot Tasks
Starting with Platform
How to Access Bot Builder
Working with Bot Builder
Building your first Bot
Getting Started with Building Bots
Using the Dialog Builder Tool
Creating a Simple Bot
Release Notes
Latest Updates
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Bot Builder
Creating a Bot
Dialog Task
User Intent Node
Dialog Node
Entity Node
Supported Entity Types
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Supported Time Zones
Supported Colors
Supported Company Names
Form Node
Logic Node
Message Nodes
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Service Node
Custom Authentication
2-way SSL for Service nodes
Script Node
Agent Transfer Node
WebHook Node
Grouping Nodes
Connections & Transitions
Managing Dialogs
User Prompts
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Ignore Words and Field Memory
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Fundamental Meaning
NLP Settings and Guidelines
Knowledge Graph Training
Ranking and Resolver
NLP Detection
Advanced NLP Configurations
Bot Intelligence
Context Management
Session and Context Variables
Context Object
Dialog Management
Amend Entity
Multi-Intent Detection
Sentiment Management
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Default Conversations
Default Standard Responses
Channel Enablement
Test & Debug
Talk to Bot
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Record Conversations
Publishing your Bot
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Custom Dashboard
Conversation Flows
Bot Metrics
Advanced Topics
Bot Authorization
Language Management
Collaborative Development
IVR Integration
Data Table
Universal Bots
Enabling Languages
Smart Bots
Sample Bots
Travel Planning
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Event Based Bot Actions
koreUtil Libraries
Bot Settings
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General Settings
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Customizing Error Messages
Manage Sessions
Bot Management
Bot Versioning
Using Bot Variables
API Guide
API Overview
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SDK Overview
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Web SDK Tutorial
Message Formatting and Templates
Mobile SDK Push Notification
Widget SDK Tutorial
Widget SDK – Message Formatting and Templates
Web Socket Connect & RTM
Using the BotKit SDK
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
Bot Administration
Bots Admin Console
User Management
Managing Users
Managing Groups
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Bots Management
Inviting Users
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Importing Users
Synchronizing Users from AD
Security & Compliance
Using Single Sign-On
Security Settings
Cloud Connector
How Tos
Creating a Simple Bot
Creating a Banking Bot
Transfer Funds Task
Update Balance Task
Context Switching
Using Traits
Schedule a Smart Alert
Configure Digital Forms
Add Form Data into Data Tables
Configuring Digital Views
Add Data to Data Tables
Update Data in Data Tables
Custom Dashboard
Custom Tags to filter Bot Metrics
Patterns for Intents & Entities
Build Knowledge Graph
Global Variables
Content Variables
Using Bot Functions
Configure Agent Transfer
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  5. Dialog Task
  6. Working with the Form Node

Working with the Form Node

Form node lets you integrate the UI Forms with Dialog Task. This facilitates the presentation of form to capture user inputs for specific use cases.

The primary purpose of the Form node is to represent a UI Form in the dialog task and make the form available for end-users on their channel. For example, let us consider a banking bot that has a form to capture the customer details to open a new account. You want to use the form instead of prompting for each and every entity value.

Add a Form Node to the Dialog Task

  1. Open the Dialog Task in which you want to add the Form node.
  2. Click the diydialogtaskplusicon icon next to the respective node.
  3. Select Form and select the UI Forms from the available list (Note you cannot create a new Form Node from within a Dialog like other nodes).
  4. The Form window is displayed with the Component Properties tab selected by default.

Configure the Component Properties

The Form Component Properties allow you to configure the General Settings, User, and Error Prompts.

Note: The configurations you set up or modify in this section are reflected in all other dialog tasks that use this node.

  1. On the Component Properties tab, under the General Settings section, enter a Name and Display Name for the entity node. Entity names cannot have spaces. The UI Form property is set to the UI Form you selected and it cannot be changed.
  2. In the Prompt Message text box, enter the prompt message that you want the user to see for this form. It gives instructions to the user to click on the link to initiate the form. It is not recommended to change the context variable reference (of the form {{context.form_node.formLink}})coded therein. You can enter channel-specific messages for user prompts. For more information, refer to Using the Prompt Editor.
  3. In the Error Message text box, review the default error message, and if required modify it. For more information, refer to Using the Prompt Editor.
  4. In the Submit Message text box, review the default message that is displayed after successful submission of the form, and if required, modify it. This message is applicable only when the UI Form is opened in a browser tab and not for Web/Mobile SDK. For more information, refer to Using the Prompt Editor.
  5. Under the Web/Mobile SDK Form Behavior section, you can set how the form is displayed. You can select:
    • Open full page popup form – This is the default setting where the form opens as a full page on the SDK chat interface.
    • Open inline form – The form opens as an inline form within the chat window.
  6. In the Variable Namespaces section (in v8.0), associate the variable namespaces used to execute this node and its transitions. This option is visible only when the variable namespace is enabled for the bot. You can go with the task level settings or customize it for this node. For more information, refer to Managing Namespace.

Configure the Instance Properties

Use the Instance Properties to define any user tags that you want to set.

Note: The settings in the Instance Properties tab are specific to the current dialog task and do not reflect in other dialog tasks that use this entity node.
  1. On the Form window, click the Instance Properties tab.
  2. Under the Custom Tags section, add tags to build custom profiles of your bot conversations. Click here for more

Configure the Connections Properties

From the node’s Connections tab, you can determine the node in the dialog task to execute next. You can write the conditional statements based on the values of any Entity or Context Objects in the dialog task, or you can use intents for transitions.
To setup Component Transitions, follow the below steps:

  1. On the Form window, click the Connections tab.
  2. Under the Connection Rules section, you can select a node from the Default drop-down list.
  3. To configure a conditional flow, click Add IF.
  4. Configure the conditional expression based on one of the following criteria:
    • Entity: Compare an entity node in the dialog with a specific value using one of these operators: Exists, equals to, greater than equals to, less than equals to, not equal to, greater than, and less than. Select the entity, operator using the respective drop-down lists, and type the number in the Value box. For example, PassengerCount (entity) greater than (operator) 5 (specified value).
    • Context: Compare a context object in the dialog with a specific value using one of these operators: Exists, equals to, greater than equals to, less than equals to, not equal to, greater than, and less than. For example, Context. entity.PassengerCount (Context object) greater than (operator) 5 (specified value).
    • Intent: Select an intent that matches the next user utterance.
  5. In Then go to drop-down list, select the next node to execute in the dialog flow if the conditional expression succeeds. For example, if the PassengerCount (entity) greater than (operator) 5 (specified value), Then go to Offers (sub-dialog).
  6. In the Else drop-down list, select the node to execute if the condition fails.
  7. Click Save.
Note: If you want to write multiple If conditions, click Add Else If below the last If conditional expression.