📄️ How To: Create Your First Form
Follow the steps below to create your first form
📄️ Introduction to Forms
In this article, you will find a short introduction to Forms, as well as tips, tricks, and articles for working with Forms.
📄️ Best Practice Guide for Making Forms Accessible - Conforming to WCAG, level AA
Accessible forms conform to level AA, as per the standard defined in WCAG 2.1. Most organizations strive to meet this level, and it is also the minimum legislated level for the public sector.
📄️ How To: Make a Form Available to External Users
It is possible to make a form accessible for a user that does not have an account in Process Automation, such as a supplier or a customer.
📄️ How To: Make Forms Mobile Friendly
Some users will want to complete tasks from a tablet or phone, and some want to complete tasks from their desktop. It is important to ensure that both groups can do so, and the easiest way is to ensure that the form is built to be responsive to screen widths. This article provides guidance on how to make forms mobile-friendly/responsive. If you need assistance, please get in touch with our support team, and we will be happy to provide you with a form definition that is mobile-friendly.
📄️ Field Attributes
E-form fields define your e-form and the information that you contain in a process application. If you have not created an e-form yet, follow the instructions in the article How To: Create Your First Form. In this article, there is a list of the most common e-form fields and the most common properties with a description of how they are used.
📄️ Rules Editor
When using forms in your processes, it can be helpful to change form field settings depending on previous selections or inputs in the form. The rules editor makes it easy to change if a field is optional or not, hidden or shown, or if it is enabled or disabled according to conditions depending on previous inputs in the form.
📄️ Copying a Form Between Applications
To copy a form from one application to another within the same space, copy the form definition.
📄️ Attachments Folder
The Attachments Folder is a form field that displays the content in the instance's content folder. This gives users who have access to the form the ability to upload, update, and delete the files inside that folder directly from the form.
📄️ Process Aware Forms
A process aware form is a form that shows, hides, or locks parts of its content depending on how the process model and form are configured. Your form displays different sections depending on where it is in the process and which role is watching it.
📄️ How To: Embed Forms as iFrames
When using External start for Start Events or Intermediate Events, it is possible to embed them as iFrames. When doing so, you may wish to hide the InRule design parts such as logo, ribbon, and colors that by default are shown. It is possible to hide either only the start button, or to hide the entire InRule graphical user interface (GUI).