How You Create Configurable Forms in Journeys
Use the Checklist Descriptive Flexfield task in the Setup and Maintenance work area to create a descriptive flexfield for use in a Configurable Form task.
Create a context within the descriptive flexfield representing the name of the form, for example, Onboarding Feedback. Create context specific segments and values to define the questions and responses respectively. When users create a task with the Configurable Form type, they can see the Onboarding Feedback option in the Configurable Form drop-down list and select it.
- Data is specific to the Descriptive Flexfield Context. If you require that multiple configurable forms use the same data, you must create a configurable form with a global DFF context.
- Data is available only within the configurable form. You can create a custom BI report to fetch that data for display.
Define Journey Descriptive Flexfield Context and Segments
Use the Checklist Descriptive Flexfields task in Setup and Maintenance and select the PER_PERSON_ALLOCATED_TASKS_DFF to specify the context, context sensitive segment, and the values required to display at run time.
Activate Journey Descriptive Flexfields
Activate the descriptive flexfield after you define the context and context sensitive segment values by deploying the flexfield. You must sign out and sign in to the application to see your descriptive flexfield.
Associate the Task Action Type to the Journey Descriptive Flexfield
If the Task Type is Configurable Form, the form created using the journey descriptive flexfield displays in the Configurable Form drop-down list when creating the task. At run time, the form appears as part of a task that workers need to complete.