Forms and Linked UIs at a Glance

Start by familiarizing yourself with these form and linked UI concepts.

How are forms used in process applications?

Use forms to interact with end users. Many process application start with a form, although they can also start with data.

As part of creating a web form, add its controls, configure its data, change its style, and define form behavior.

What is a linked UI?

Instead of creating a form in Process Automation, you can use a linked UI (such as an external form) instead for displaying the information a user needs to view (or supply) in order to complete the task.

See Linked UIs at a Glance.

Can I present alternate views of a form?

Use presentations to provide other views of a form. For example, present different form views to a user and a manager. You can even dynamically change a presentation during runtime, based on data such as values entered in controls.

See Work with Presentations.

Are there two form editors?

The forms editor is available in two modes: Quick and Web Form.

• Use the Quick editor to lay out a basic form in seconds. If you decide you need additional features later, convert the form to use the full editor.
• Use the Web Form editor for full functionality, including presentations, advanced controls, dynamic behavior.

See Work in the Forms Editor.

What controls can I add to a form?

The web form editor provides a wide variety of controls. Many of these controls, such as dropdown select fields, can make connector calls or use data to control their behavior.

See Configure Basic Controls and Configure Advanced Controls.

How can I position and combine controls on a form?

In addition to dragging, you have many options for positioning controls in your form. You can group them in panels, sections, and tabs, and arrange them in tables and repeatable sections.

See Position Controls on Forms.

Can I change the style of forms?

You can customize your form's appearance in many ways using stylesheets and styling, including CSS.

See Work with Styling.

Can forms include dynamic behavior?

Using events, you can include dynamic behaviors in your forms. Combine them with actions, conditions, functions, and REST connector calls. Create filters, loops, and list of value fields.

When you add an event to a control that supports them, the event editor appears. When specifying functions, an embedded Help provides details on each function. View details and examples about selected functions.

See Add Dynamic Behavior to Forms.

Can I preview a form?

At any point in configuring a web form, preview it to see its appearance at different device sizes, test its behavior, and view its payload.

See Preview Forms and Their Payload.