Forms

In Signavio Workflow Accelerator, you can use forms to enter information when you run a process. You can use forms in two places: form triggers and user tasks.

Form triggers

You use a form trigger to set the values of workflow variables when you start a new case for a process.

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Starting a new case with a form trigger

This form has a description (Enter personal details) and two fields. The icon next to the Name field label indicates that the field has an additional description.

To add a form trigger to a process, use the process builder’s Triggers page to select When a form is submitted.

User task forms

You use a user task form to view and edit the values of workflow variables.

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Viewing and editing values on a user task form

To add a user task form to a process, use the process builder’s Actions page to add a user task, and on the user task’s configuration panel, select the Form tab.

Viewing form data

When you enter data in a form, it appears on the case view’s event stream:

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Form data in a case event stream

You can use the forms link at the top of event stream to only show form data.

Using the form builder

To create a form in the process editor, for a form trigger or user task, you use the form builder.

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The process editor’s form builder for a new empty form

Use the Description text area to provide initial instructions to people who complete the form. You can use Markdown to format the description, which makes it convenient to link to additional information, for example.

The Add a field second contains a field types palette. Click one of the field types to add a field of that type to the form.

The Reuse a field section lists variables that the process has already defined on other forms, such as a trigger form:

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Adding an existing workflow variable to a form

Adding an existing field to a form makes it possible to view or update existing information, such as a user task form that you use to complete information the person who started the case did not enter on the trigger form.

Configuring form fields

The Fields section shows the fields you add to a form:

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Configuring a form field in the process editor’s form builder

Select a field in the Fields section to open its configuration panel. The top row of the field configuration panel shows the field type label, the editable field name.

To delete a field, click the delete button in the top-right corner, and click the confirmation tick mark button to confirm:

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Deleting a form field

You can also configure the following properties.

  • Description - an optional field description, shown via context-sensitive help icon
  • Initial value - an optional default value that pre-populates the form field
  • Read-only - specifies that you cannot edit the value, used to display previously-entered information
  • Mandatory - specifies that you must enter a field value, so that you cannot complete the form without a value for this field
  • Allow entering multiple values - specifies that the field has a list of values that you add and remove independently

Text fields also have an additional Multi-line option that configures Workflow Accelerator to display the form field as a multi-line text input area, for longer text values.

When you enable the Allow entering multiple values option, the field appears differently on forms. Entering a value adds it to the list. Use the × icon to remove a value.

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Entering multiple field values in two text fields

Choice fields have a Options - the list of values to choose between:

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Choice field configuration

Date fields have a Date/time option for choosing between a date and time, just a date without a time of day, or just a time:

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Date field configuration

User fields also have a Candidates option that you can use to choose which users you can assign:

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User field configuration