Making Forms Dynamic With Data Adjustment on Form

Last Updated: 07/15/2016 Introduced in Verision: 2.0

A form displays controls that allow a user to perform an action, such as enter data, display a report or folder, or manage entities. You can create a flow that, when run, opens a form.

Create a new flow in which the form will be placed. In the Toolbox panel, expand the category Forms [Interaction] > [Pick or Create Form], and drag a form to the workspace. 


In our example, we will:

  1. Create a flow that opens a form to capture a simple information request.

  2. Access the Form Designer from within the Flow Designer to edit the form.

  3. Preview the form in the Form Designer, then make additional changes to it.

  4. Close the Form Designer and return to the Flow Designer.

  5. Create Dynamic Form that will display user’s input.

Dynamic Form is a Form that can be reused. One way to accomplish this task is to create a Form that is using variables from Flow Data to display Data that has been passed into this variables by the user. This is done by creating Value Labels from the Flow Data in the Form Designer.


We begin with navigating to the Designer Folder and clicking Create Flow button.


Next Name the Flow and click Ok to proceed to the Flow Designer window.


In the Flow Designer start-up window  we locate [Pick or Create Form] under Flows, Rules, Forms and Reports > Forms[Interaction] and select this step. Click Add to add it to the workspace.



Next, we select Pick or Create Form from this step’s options. We give our form name and click Create to proceed to the Form Designer…



First Form designed as follow… It has a title, an Action Button… Also, it has some Labels and Text Box fields for user’s input. After the form is designed we can save it and close it to return back to our Flow Designer.


Next, we drag Second [Pick or Create Form] step and connect these steps as follow…


Now, we can create and design our dynamic form… Give it a name and click Create to start designing it.


First, we drag the Label that will serve this form as its title from Data section. Next, we expand Flow Data section where we can see all data that available for us from the flow. We expand First Name category and drag to the workspace [create] label (value) piece to our workspace. This will retrieve user’s input from the FirstName textbox from the first form and display it here.


Next, we will do the same for all data we want to display from the Flow. Mention that we are not only using Flow’s Data to get user’s values but as well we use these variables’ names to display. Finally we add Action Button to the form to be able to close it. Our dynamic form design should look like this… After we finished designing our form we save it and close it to return back to our Flow Designer.


Finally, we connect our steps and it completes our Flow.


To test the flow we click Debug Flow link on the top panel of the Flow Designer.

Note that in Decisions version 3.5 and above, you’ll need to click Test Flow to access the Debugger.

3.5 Test Flow Shot

We fill our fields with user’s info in the first form and click done to check the result…


And the second form displays our user’s information as labels…


To prove that this form is dynamic rerun the flow and enter different info into the first form…


As we can see, result proves that our form is dynamic and reusable…


Additional Resources