Create a form

As a Bot Creator, you can create a form to provide interaction between humans and bots. You enter required data using any of the supported form elements that can be rendered in the web interface. Additionally, you can add or remove form actions when creating a process.

Prerequisites

Note: As a user, you can interact with the form only when it is assigned to you. If the form is unassigned, it is not enabled and is read-only. To edit the form, you can assign the form to yourself or to any team member who has access to the process. After editing the form, the assignee can submit the form or use any other action options. After the form is submitted or an action option is used, the request view displays the next step or task.
  • You must have a Bot Creator license.
  • You must be assigned a custom role with the create folder permission.

Forms in Automation Co-Pilot can be displayed in two scenarios:

  • Case creation: This is the initial form that is displayed when you want to create a new case and enter the required business data.
  • Form step: This form is displayed to show information and prompt for additional inputs.

Procedure

  1. On the left pane, click Automation.
    A list of available bots and forms is displayed.
  2. Click Create new > Form.
  3. In the Create form page, enter a name for the new form.
    Forms are saved in the \Bots\ folder by default. Click Browse to change the default folder.
  4. Click Create & edit.
    The form builder page appears with a single row Column layout.
  5. Drag any of the supported elements (for example: Checkbox, Document, Table, and so on) into the form from the Elements panel on the left.
  6. If you want to delete a row, click the vertical ellipsis in the form layout and click Delete row.
  7. Confirm the delete action in the confirmation message.
  8. Use the Properties panel on the right to update or change the form properties.
  9. Click Save.
  10. Click Close.

Next steps

Create a process automation in Process Composer