Work in the Web Forms Editor

Use the web forms editor to create forms for your human tasks and start form events without scripting rules.

The web forms editor is available in two modes - simple and full.

Create a simple form in two minute using the simple editor. See Use the Simple Editor.

If you want to avail all the features such as multiple presentations, stylesheets, dynamic behavior through Events and REST connectors, then use the full editor. Get started by creating and configuring a form in the full editor, and then try it out in runtime. See Ready to create a web form?.

Want to learn more about configuring a specific control? See Basic Controls or Advanced Controls.

Accessing the Web Forms Editor

Creating or opening a web form displays the editor. Add, edit, open, or delete web forms using either of these methods:

  • On the Forms page

    On the Application Home tab, select Forms in the Components pane. The Forms page displays all forms defined for the application.

    Add, edit, or delete a web form on this page. Note that to activate a web form, you must associate it with a flow element, by selecting it in a human task or form start event in a process.

  • From the process editor

    On the Application Home tab, select Processes in the Components pane and open a process. Select a human task or start form event and open its properties. Add, edit, select, or delete a form on the human task’s implementation pane. Adding or selecting a web form in this way associates it with the selected human task or start form event.

Using the Web Forms Editor

In the editor, drag, drop, and position controls onto the form’s central canvas. Select from a wide variety of controls on the Basic and Advanced Palettes, ranging from standard text and drop-down fields to tables, list of value (LOV) fields, sections, panels, and special fields such as URLs, videos, and images. Alternatively, automatically create a form from a business type defined for the application.

After adding some controls, further develop your form by creating multiple views (presentations), reusing other forms in the form, and customizing its styling by uploading a CSS stylesheet and applying styling properties.

Working with Web Form Data

An integral part of implementing a web form is defining and using its data, both within the form itself and in the human task or start form event.

Building Dynamic Forms Using Events and REST Connections

Incorporate dynamic behavior in web forms without scripting by configuring events on controls that upon firing, trigger conditions, actions, or REST connector calls. Populate controls from REST or data connections.

Associating Forms with Flow Elements

If you’ve created a form but haven’t associated it with a process, select Processes in the Components pane of the Application Home tab and open a process. Select a human task or start form event and open its properties. In the implementation pane, click Browse and select a form from those defined for the application. Note that you can select a web form or a basic form. You can use either or both types of forms in processes. If associating a web form with a flow element, also select a presentation to display. (Basic forms don’t use presentations.)