Create forms

Nintex Forms are quick and easy to create. You simply have to drag controls on to the form designer, configure the controls, define rules if required, and apply changes to the form. The published forms are accessed by form users via a web browser or Nintex Mobile.

You can create:

  • Start forms: A form that starts a workflow. Nintex Form is selected as the start event for a workflow. Use Nintex Form as the start event to initiate your workflow every time a user submits this form. For more information, see Nintex - Form.

  • Task forms: Created when configuring a task action. The form is displayed to users interacting with tasks that are assigned to them. Use a task form to collect data and interact with users in your workflow. For more information, see Assign a task to multiple users.

  • Table forms: A form for a Nintex Data table which can be used to save data directly to the table when the form is submitted - without requiring a workflow. For more information, see Table forms.

Jump to:

Open the form designer

Use the form designer to create your form and configure the form controls. The form can be a start form that starts a workflow or a task form to be sent to someone as a task.

Open the form designer to create a start form

A start form starts a workflow when it's submitted.

  1. Go to Workflows > All workflows

  2. Click Create workflow. The workflow designer is displayed.

  1. Click Start event.

    The Start event configuration panel is displayed.

  2. Select Nintex Form from the Start from drop-down list.

  3. Click Design form.

    The Form designer is displayed.

For information about configuring a start form, see Nintex - Form.

Access the form designer to create a task form or anonymous task form

A task form is designed when configuring a workflow task action. The form is displayed to users interacting with tasks that are assigned to them. The task action available in Nintex Workflow is Assign a task to multiple users.

  1. Go to Workflows > All workflows

  2. Open the workflow that has the task action.

  3. Click the task action to open the action configuration panel.

  4. In the Task type section, enable the Task form toggle.

    Note: The Task form toggle is enabled by default.

  1. Click Design form.

    The Form designer is displayed.

Create and save a form

After opening the form designer, you can start creating your form by adding controls.

  1. Open the form designer.

  2. Find the controls you want to add to the form in the control toolbox on the left and drag and drop controls to the Form designer canvas.

  3. Click a form control to open the action configuration panel and configure the control.

  4. (Optional) Configure Rules as required.

  5. Click Apply changes to save the form.

Note: You can save task and start forms even if they contain incomplete or invalid controls, variables, or rules. This allows you to save your progress and return later to complete the form design. However, workflows that include forms with incomplete configurations cannot be published until the forms are fully configured.

Anonymous forms

Anonymous forms allows users to open and submit a form without signing in. You can create anonymous start forms and task forms.

To allow anonymous submission in forms:

  • Start forms: Set Form access to Anyone with the form URL. For information about configuring a start form, see Nintex - Form.

  • Task forms: Disable Assignee authentication in the configuration of the Assign a task to multiple users action. For information about configuring task forms, see Assign a task to multiple users.

Note: 
  • Make sure you add the Save button to the form in the action panel while creating the form. The Save button lets participants save their changes to a form, and continue to edit the form or submit it later. For more details on how to enable Save on forms, see Form designer.
  • Saving drafts isn’t supported for embedded anonymous forms.

Users can save a draft and resume later with an encrypted return link. Draft data is stored in the user’s browser and not on Nintex servers. If the return link is altered or incomplete, the draft can’t be restored. An error message appears and a new form opens for a new submission.

Save anonymous draft form

  1. Open the form.

  2. Enter field details.

  3. Click Save.

  4. A pop-up appears with instructions to restore your draft. Review the instructions, then select Copy link to copy the return link.
    Store the link in a safe place to resume and complete the form later.

Note: 

  • The return link length depends on the browser and any corporate proxy. Modern browsers support URLs of at least 8,192 characters. Some proxies may allow fewer.

  • Signature field data is not saved. Users must sign before submitting.

Resume and submit anonymous draft form

  1. Open the return link you copied when you saved the draft form.

  2. Resume where you left off and complete the form.

  3. Click Submit.