The Form action allows information to be collected via different Question types, with your users answering the generated Form via mobile or desktop. This article discusses the Form action in more detail.
NOTE: For a video overview of the Form action as it is used in a workflow, see Using the Form Action.
Table of Contents
- Understanding the Form Action
- Types of Questions
- Setting Up a Form Action
- How a Form Action Appears in the User Application
Understanding the Form Action
The Form action is one of the more commonly-used actions in Autto. Using a Form action, you can create questions to ask your users. When the workflow runs, your users answer your questions in turn via the form, as displayed on the User Application. The form can be viewed and answered using both desktop and mobile.
Types of Questions
Questions you can asked your users are classified into the following types:
- Multiple Choice
- Date and Time
- Table Upload
Click the links above to know more about each question type and its Advanced Options.
Each of the question types above can also be set to include Conditional Questions, if required. With Conditional questions, a question can be made to appear or disappear, depending on certain conditions. For more information, see Conditional Questions.
Setting Up a Form Action
Use a Form action anytime you need to get information from a workflow's users.
To set up a Form action:
- Drag a From action to the canvas of the Workflow Editor, then connect it to the previous action in the workflow.
- Position your cursor over the action, then click the Edit icon when it appears.
- On the Action Editor, optionally change the name of the Form action to a more descriptive one.
- Click a question type from the list.
- Under the Question box, enter the question as you want it to appear to your users. You may use the Rich Text Editor to format the question and make it more appealing to your users, or you can just enter it as simple text.
- Optionally, enter a description for the question. Like the question in Step 5, the description can also be formatted using the Rich Text Editor, if required.
NOTE: Square brackets can be used in both the Question and Description boxes (for more information, see Working with Square Brackets). There is also a 1,000-character limit for both fields.
- To make the question compulsory, meaning your users cannot advance to the next question on the form until they have answered the question, check the Compulsory question? box.
- To save the answer to the question in a square bracket, enter a name for the answer. With a square bracket, the answer will be available for use later in the workflow. For more information, see Working with Square Brackets.
- If required, set up the options for the question type by clicking Advanced Options. An option that you may want to set up is default value, which enable you to prepopulate answers and provide values for non-compulsory questions.
NOTE: Fields and Advanced Options may differ, depending on the question type. For more details, see Types of Questions.
- Click Done.
- To add more questions, click the Add button on the top-right of the Action Editor, then repeat Steps 5-10.
NOTE: In case you make a mistake ordering the questions, position your cursor over the icon on a question, then drag it into the desired place within the form. This feature is disabled if you enable Conditional Questions on any question within the form.
- Once all questions are added, you may optionally enable scrolling on the form by clicking the icon on the top-right of the Action Editor, then clicking Enable scrolling.
NOTE: If scrolling is enabled, all questions on the form are displayed continuously on the User Application. If scrolling is disabled, after answering a question, you have to click a button at the bottom right of the User Application to go to the next question.
- Click the x button on the top-left to save your changes and close the Action Editor.
NOTE: To know more about managing a Form action, see Managing Actions in a Workflow.
How a Form Action Appears in the User Application
When a workflow is run, the Form action is displayed on the User Application. Your users then go through the Form questions, then answer them accordingly.
If scrolling is enabled, the Form questions are displayed continuously across the page. If scrolling is disabled, the questions are displayed one by one, with users clicking a Next or equivalent button on the bottom right to go to the next Form question.
After answering the last Form question, the next step depends on the next action set up in the workflow. For example, if a Form action is followed up with a Page question that displays all the Form questions and the answers to each, this Page is then displayed on the User Application.