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Create a user input form
Bassem Khalifa avatar
Written by Bassem Khalifa
Updated over 9 months ago

Create a form to get user input. This will generate a link which can be distributed for input. When used with the ‘Wait for a response from a user form’ the Wrkflow will wait for a form submission before continuing. Note: The form that gets created will contain one “yes or no” question with an optional field where users can write freeform text if a response is required. See documentation for an image of a sample form.

Application

  • User Input Tools

Inputs (what you have)

Name

Description

Data Type

Required?

Example

Form title

Title of the form the user will see

Text(Short)

Yes

Invoice Approval

Form instructions

Instructions to include at the beginning of the form to provide content regarding action to be taken

Text(Long)

Yes

Capture submitter’s email?

If set to true we will capture the submitter’s email when they complete the form

True/False

No

File

File to send along with the form

File

No

Note: the value of inputs can either be a set value in the configuration of the Wrk Action within the Wrkflow, or a variable from the Data library section. These variables in the Data library section are the outputs of previous Wrk Actions in the Wrkflow.

Outputs (what you get)

Name

Description

Data Type

Required?

Example

Form ID

ID of the created form

Text(Short)

Yes

asef4ewra54rew655v436

Response link

Response URL of the created form

URL

Yes

Outcomes

Name

Description

Success

This status is selected when an approval form is created.

Impossible to Complete

This status is selected in the event of the following scenario:

  • The external system is not accessible

Requirements

  • N/A

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