Using Data Inputs To Forms

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.

Example

In this example we will create some input variables within the form to pass values into them from outside of the form and use these variables to display data in the form.

 

We begin with navigating in Designer Folder. Click Create Flow from folder’s Actions menu.

createFlow

Name the Flow and click Create to continue.

nameFlow

From the Flow Designer start-up window Flows, Rules, Forma and Reports > Forms[Interaction] > [Current Folder] locate User Input Form select it and click Add to add it to the workspace. This form designed with textboxes to retrieve user’s information and a Button to proceed.

flowStarts

 

Next, drag [Pick or Create Form] from Forms[Interaction] category into our workspace. Click Pick Or Create Form from this step’s Options menu.

dragPickOrCreateForm

Name form and click Create to continue to the Form Designer. In the Form Designer with Surface selected locate Input Data box in Properties. We are going to Add our variables here to pass values into them later… Click Add button to create an Input Data

adInputData

In the resulting pop-up window we Name our Input Object and define its Type… In this example all input objects are going to be of type String.

nameAndPickType

 

When we are done with defining our Input Data we click Ok to save and close this pop-up window.

clickOktoSvaInputData

We add all Input Data objects we are going to use…

dataDefined

Next in the toolbox we can see that our Input Data objects are now available to use in form from Form Input Data category.

dataCanBeAdded

For the display purposes we drag [create] label (value)s into our workspace…

dragLabels

Finally our form should look like this… We save and close this form to return back to the flow designer.

secondFormDesigned

We connect all steps and select Show Mapping Editor from our second (Display) form’s Options menu…

showMappingEditor

In the mapping editor we connect Input fields from the first form to our Input Data variables in the second form. In this way we are passing user’s inputs from the first form as values for our Input Data variables in the second Form. Click Ok to save and close Mapping Editor.

mappingDone

This completes our flow so we click Debug Flow link at the top of Flow Designer to test our Flow.

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

debugFlow

We fill out first form and click dome to pass the values into the second form.

fillUpFirstForm

And second form displays our information.

result

Additional Resources