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Configure a dynamic form with workflow, defaults and submit tasks

Use the Form Builder to design form fields, control workflow behaviour, set default values, and configure what happens when a form is submitted.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Form Builder​

Open the form configuration screen where you can see the field palette, the current form structure, field details, and settings options based on any initial configuration loaded.

Step 2: Add and arrange form fields​

Use the Field Palette to add new fields to the form, then select, move, reorder, or remove fields so the form structure matches your process requirements.

Step 3: Configure individual field settings​

Select a field to edit its properties in the Field Editor, adjusting labels, types, options and validation rules so that each field captures the required information.

Step 4: Preview the form layout​

Switch to preview mode to see how the form will appear to end users and confirm that the layout and field behaviour are correct before saving.

Step 5: Enable and configure workflow by sections​

Open the settings panel and use the workflow tab to turn workflow features on or off, choose the workflow mode for sections, and update section-specific configuration so work can be managed in stages.

Step 6: Define default prefill values​

In the defaults tab, add or update default values for selected fields by choosing a field and specifying its prefilled value, so forms open with key information already completed.

Step 7: Lock or hide fields by default​

From the defaults area, select which fields should be locked (read-only) or hidden by default, ensuring users can only change or see information that is appropriate for their role or use case.

Step 8: Configure on-submit tasks​

In the tasks tab, define and manage submit tasks that should run when the form is submitted (for example, triggering a workflow action, storing a record, or notifying another system).

Step 9: Review validation issues​

Check any reported schema or configuration issues, adjust field definitions or settings as required, and ensure the form passes validation before it is used.

Step 10: Save or cancel your configuration​

Choose Save to apply your changes and produce the final form output for use in the application, or select Cancel to discard the current session’s edits.

Last updated: 2025-12-08