The Form action allows information to be collected using different Question types, with 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 Used in a Form Action
- Setting Up a Form Action
- Form Action-Specific Settings
- 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. In turn, your users answer your questions via the form, as displayed on the User Application. The form can be viewed and answered using both desktop and mobile.
The simple sample Form below asks users to provide their full name and email address, and IDs.
Types of Questions Used in a Form Action
Questions you can ask your users are classified into the following types:
- Text
- Rich Text
- File
- Number
- Yes/No
- Dropdown
- Multiple Choice
- Address
- Country
- Date
- Time
- Date and Time
- Rating
- Table
- Table Upload
- Lookup
- Content Block
Click the links above to know more about each question type and its Advanced Options.
Each question can also be set as a Conditional Question, if required. When set as a Conditional question, a question can be made to appear or disappear based 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.
- Enter a headline for the Form. The headline is displayed prominently at the top of the form when a user runs the workflow.
- Select 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 a 1,000-character limit for each of these 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 to the Form action, click the Add button on the top-right of the Action Editor, then repeat Steps 5-10.
- Click the x button on the top-left to save your changes and close the Action Editor.
To know more about managing a Form action, see Managing Actions in a Workflow.
NOTE: In case you make a mistake when ordering the questions, position your cursor over the icon on a question, then drag it into the desired place within the form. In the case of a Conditional Question, a warning will be displayed if reordering the questions will affect how the Form Action works. For more information, see Conditional Questions.
Form Action-Specific Settings
Settings available only to the Form Action are found from the icon on the top-right of the Action Editor.
Enable Scrolling in a Form Action, or Putting all Questions on a Single Page
All questions in a Form Action are displayed on a separate page by default. Thus, after answering a question, you have to click a button at the bottom right of the User Application to go to the next question.
You may optionally enable scrolling on the form by clicking the icon on the top-right of the Action Editor, then selecting Make All Qs on 1 Page.
By keeping all Questions on a single page, all questions on the form are displayed continuously on the User Application.
Disable/Enable Answer Reload
The reloading of previous answers to questions in a Form action is enabled by default. This means that all answers to questions are saved for the next time a user go through the same question, provided that the user has not submitted the Form yet.
To disable the above-mentioned default behavior, click the icon on the top-right of the Action Editor, then select Disable Answer Reload.
To check if answer reloading in a Form action has been disabled, click the icon again. This time, the option should now read Enable Answer Reload.
To enable the default behavior again, click the icon on the top-right of the Action Editor, then select Enable Answer Reload.
Back Button Settings
If you have not set the Questions to appear on a single page (see Enable Scrolling in a Form Action), that means that each Question in the Form action appears on its own page. By default, the Form action does not have a Back button, thus you cannot go back to a previous Question once you answer it.
To enable your users to go back to the previous Questions, you can enable the Back button on the Form action. To do this:
- Click the icon on the top-right of the Action Editor, then select Back Button Settings.
- Toggle the Back Button Enabled button.
- Enter a name for the Back button that will be displayed on the Form when users run the workflow.
- Click Done.
To disable the Back button:
- Click the icon, then select Back Button Settings.
- Toggle the Back Button Disabled button.
- Click Done.
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.
By default, 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. By opting to keep all Questions on a single page, the Form questions are displayed continuously across the page.
After answering the last Form question, the next step depends on the next action in the workflow. For example, if a Form action is followed by a Page action that displays all the Form questions and the answers to each, this Page is then displayed on the User Application.
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