Create and Activate the Human Approval Form

Let's create the web form for managers to approve the expense. This is a very simple form with two text fields: Claim Amount and Approver Comments.

  1. Open the project.
    1. In the navigation pane, select Projects.
    2. Select Simple Expense Approval Project.
  2. Create the web form.
    1. In the left toolbar, select Human in the loop Human in the loop icon.
    2. In the Forms section, click Add.
    3. Complete the fields for the form:
      Field Description
      Name Enter a name for the form. For our tutorial, enter: Simple Approval Form.
      Identifier Leave this field as is. This field is automatically populated with a unique identifier based on the name value.
      Version Leave this field as is. Use the default value.
      Description Enter the description for the form: Form to approve expenses.

      Create Form page showing fields for Name, Identifier, Version, and Description, with example entries for a Simple Approval Form. Cancel and Create buttons are displayed at the bottom.

    4. Click Create.
  3. Add the text fields to your form. We're going to create two simple input text fields: Claim Amount and Approver Comments.
    1. From the Basic palette, drag the Input text control on to the canvas. Drag it twice to have two text input fields.
    2. Double-click on the first input text field to display the General tab, and in the Properties pane for the first input text field configure the following:
      • Name: Enter ClaimAmount.
      • Label: Enter Claim Amount to display to the user of the form.
      • Read only: Make sure this is checked. The amount claimed is received as input. The approver of the expense cannot change this.

      Form designer showing the Simple Approval Form with the Claim Amount field selected. The left Properties panel shows the General tab with configuration settings for Claim Amount, including input boxes for name, label, binding, and options such as min/max length and check boxes; 'Read Only' is checked. The canvas in the center shows a form preview with Claim Amount (read-only) and Approver Comments (required). The right sidebar contains selectable Basic and Advanced form controls. The top contains the form title, project, version, and Preview button. The Types section is empty.

    3. Configure the second field. Click on InputtText1, and in the Properties pane:
      • Name: Enter ApproverComments.
      • Label: Enter Approver Comments to display to the user of the form.
      • Required: Make sure this is checked. The approver must provide comments before submitting the form.

      Form designer showing the Simple Approval Form with the Approver Comments field selected. The left Properties panel shows the General tab with configuration settings for Approver Comments, including input boxes for name, label, binding, and options such as min/max length and check boxes; 'Required' is checked. The canvas in the center shows a form preview with Claim Amount (read-only) and Approver Comments (required). The right sidebar contains selectable Basic and Advanced form controls. The top contains the form title, project, version, and Preview button. The Types section is empty.

    4. Click outside the field on the canvas to save the configuration for the ApproverComments field.
    5. Click Back Back icon to return to the Human in the loop main page.
  4. Activate the form.
    1. In the Forms box, find the form to activate. For the tutorial: Simple Approval Form.
    2. Click Actions Actions icon, and select Activate.

      The form is now ready for use.


      Human in the loop page with the sections Workflow and Forms. The Forms section contains the Simple Approval Form with the status Active.

Next step: Create and Activate the Human Approval Workflow.