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.
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¶
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:
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.
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:
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:
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:
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.
Choice fields have a Options - the list of values to choose between:
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:
User fields also have a Candidates option that you can use to choose which users you can assign:
Dynamic form fields¶
New in version 3.40.
In the Arrange Business Trip process example, the Book flights user task records whether the trip requires flights.
When a trip requires flights, additional flight information fields become relevant.
Sometimes, a process only uses a form field when another field has a certain value. You can configure form fields with a dynamic configuration that depends on custom rules.
When you select Define custom rules, you can specify conditions that determe when the form shows the field.
You combine multiple conditions and use them to determine whether to show or hide the field.
On the Configurations tab, you can also configure conditions that make the field read-only or mandatory.