Form controls

Use form controls to define the fields, labels, and layout of your form.

Form controls are available in the Form toolbox of start forms and in the General group of the form toolbox in task forms. Task forms are accessed from task actions of a workflow whereas start forms are accessed from the Start event.

Note: Control configurations affect behavior of the form on loading only. You can define rules to set form behavior after loading, when user interacts with the form, or when the user finally submits the form. For more information on rules, see Rules.

  • In the Designer tab of the forms designer, drag the control you want onto the canvas.

    For example images and descriptions of form controls, see Form controls.

  • On the form designer canvas in the Designer tab, click the control.

    The control configuration panel appears on the right.

    For example images and descriptions of form controls, see Form controls.

  • On the upper right of the control you want to copy, click (Copy control). A duplicate of the form control is added to the form.

    • The duplicate control has the same configuration as the original control. If you want to change the configuration you can open the configuration panel and update as required.

Note: Deleting form controls does not remove any workflow references to those controls. If a workflow action references the newly deleted control, then we recommend managing that reference before publishing the workflow. The references are easier to manage before publishing because successful publish removes all references. (Publish fails if mandatory fields are now empty due to deleted controls.) For more information, see Manage control references.

  • On the form designer canvas in the Designer tab, click or hover over the control and then click .

    The example image shows a Date/time control being deleted.

    The control is removed from the form.

    Before you publish the workflow, we recommend managing any workflow references to the deleted control. You can manage references to deleted controls either automatically by removing or replacing all references or manually, one by one. For more information, see Manage control references.

Manage control references

  • In the forms designer, click the control to open its configuration panel and update the value for one of the following fields.
    • Title: The field title that appears on the published form.
    • Name: An internal name to identify your control within the form and workflow designer. This name is used to identify the variable that stores the value associated with the control.

    For example, you use a Choice - Multiple control to accept user input of a chosen dietary requirement. The Title that appears on the published from could be "Please choose your dietary requirement(s):" and the Name could be "Diet options". The following image shows how the control's title is being referenced in the form designer canvas.

    Form designer, Title and Name of variable

    The user's input will be stored in a variable named as "Diet options". The following image shows the variable being used in a rule.

You can also manage workflow references to deleted controls manually. Look for workflow actions that have unconfigured (unconfigured) or warning () indicators. Open the configuration panel for each of these actions to review variable warnings, identify deleted variables by their gray background, and remove and replace deleted variables as needed.

The example action configuration image shows a variable for a deleted control ("Email Cc" with gray background).

In the example, the variable for the deleted control does not prevent publishing of the workflow because it does not render a mandatory field empty (the Cc field is optional). If you published the workflow, then this variable would be removed from the Cc field.