Create and Configure Forms

Creating a Form

Forms → + button → Fill in:

• Name: Display name (max 200 chars)
• Linked Workflow: Workflow to execute on submit
• Scope: Global or Organization-specific

Tip

Drag workflow parameters directly to canvas for auto-configured fields.

Form Builder

Left Panel: Workflow parameters and field types

Canvas: Drag, drop, and reorder fields

Unique Features

Launch Workflows

Optional workflow that runs when form opens. Results available in context.workflow.* for visibility expressions and HTML templates.

Use cases:

• Pre-populate field options based on user
• Show/hide Dynamic Fields
• Display personalized content

// Example: Show field only for admins
context.workflow.is_admin === true;

Visibility Expressions

Show/hide fields with JavaScript expressions:

// Access form fields
context.field.country === "USA";

// Access launch workflow results
context.workflow.user_role === "manager";

// Access URL parameters
context.query.department !== null;

Note

Click Info (ℹ️) button to preview available context data.

Data Providers

Dynamically populate dropdowns from workflows.

Simple

Select a data provider from the dropdown. Options load when form opens.

Parameterized

If provider needs parameters, configure how to provide them:

Mode	Description
Static	Hard-coded value
Field Reference	Value from another field
Expression	JavaScript expression

Example: Managers dropdown updates when user selects department.

HTML Content Fields

Display dynamic content with full context access:

<div className="p-4 bg-blue-50 rounded">
    <h3>Welcome, {context.workflow.user_email}!</h3>
    {context.workflow.is_admin && (
        <p className="text-red-600">Admin Access Enabled</p>
    )}
</div>

Features: React-style className, conditional rendering, full context access.

Query Parameters

Pre-fill form fields from URL:

/execute/form-id?email=user@example.com&dept=IT

Enable per-field in configuration → Allow as Query Parameter

Access via context.query.field_name in expressions.

File Uploads

Settings: Allowed types (.pdf, image/*), max size, multiple files

Returns to workflow:

[
    {
        "filename": "document.pdf",
        "content_type": "application/pdf",
        "size_bytes": 1024000,
        "sas_uri": "https://..."
    }
]

The sas_uri is a secure, time-limited URL.

Best Practices

• Drag workflow parameters first: Auto-configures fields correctly
• Keep expressions simple: Easier to maintain and debug
• Use static options when possible: Faster than data providers
• Limit HTML templates: Can impact performance
• Test visibility expressions: Use context viewer to debug

Troubleshooting

Fields not appearing: Check visibility expression returns true, use context viewer

Data provider empty: Verify provider exists, check required parameters

Launch workflow not running: Verify workflow selected and parameters provided

Next Steps

• Data Providers - Dynamic dropdown options
• Visibility Rules - Conditional field display