Create a form

The form builder in Automation 360 enables you to create or edit forms using various form elements available through a browser interface. A form provides structural content with little or no changes in the layout. You can link a form to bots that perform predefined automated tasks.

The form builder requires no additional installation over the Bot Agent. Control Room users with the Bot Creator license can access the form builder to design a new form or edit an existing form.

This task provides an example scenario where you create a new user registration form that captures all the necessary information. When you link this form to a bot, it can trigger a third-party application to store user information.

The form builder includes the following features:

The title of your form can be changed with a double-click.
You can now add elements directly to the form builder without the need to add a column for each element.
You can add up to 25 elements in a form.
The width of the elements will automatically adjust in the form builder, depending on the number of elements that you add.
You can also adjust the width of your elements when you click and drag a corner of an element.
The minimum width of the element is greater than 20.

Procedure

On the left pane, click Automation.
A list of available bots and forms is displayed.
Click Create new > Form.
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.
Click Create & edit.
The form builder page appears with a single row Column layout.
Use the Properties tab on the right to update or change the form properties.
1. Enter the title in the Form title field.
2. Use the Formatting fields to set the display font or the font size of the form elements.
  
  Note: Use the Font name drop-down menu to select an English-only font.
  If you have used any of the supported non-English languages for the form elements, select Font name > System default. For example, if you added an element label or text in Japanese, select Font name > System default for the form elements to be displayed in Japanese during the bot runtime.
3. Use the Dimensions field to set the width and height of the form.
4. Use the Display behaviors field to set the way the form is displayed on the user desktop.
5. Optional: Use the Logos in footer field and select one of the following tabs:
  - One Logo
    Click Select File and use the Search, Browse, or Upload tabs to select an image file. The selected file is displayed in the footer of the form during bot runtime.
  - Two Logos
    Click the two separate Select File options to select two image files. The selected files are displayed in the footer of the form during bot runtime.
6. Set a variable using Hidden elements.
  For example, if the registration form is linked to a Social Security Number (SSN) that cannot be displayed to users, select the hidden element Type as Number. A user with a Bot Creator license can then access this variable when creating a bot.
Optional: Click Preview.
The form preview screen enables you to view the display resolution of the form and change the form position on the user's desktop. You can either enter the values for the X and Y coordinates or drag the form using the cursor to update the corresponding X and Y coordinates dynamically.
Optional: Drag Column to arrange elements horizontally.
For example, if you want the first name and last name fields to appear next to each other on the form, drag Column into the form. Then drag two text boxes into the columns. Use the row properties to customize the number of columns and the column width.

Click Delete or select any element and press the Delete button from the keyboard to remove it from the form.
In this scenario, drag the following elements into the form:
1. Textbox: Enter First Name in the Element label field of the first text box, and enter Last Name in the Element label field of the second text box.
2. Number: Enter Contact Number in the Element label field.
  For a new user registration form, some of the fields such as contact number might be mandatory. Use the Advance behaviors to make it mandatory and the Formatting option to set the input format.
3. Radio Button: Update the Element label as Gender. Change the values for the Radiobutton1 as Male and Radiobutton2 as Female.
4. Date: Enter Date of Birth in the Element label field.
5. Textbox: Enter Email ID in the Element label field.
6. Dropdown: Update the Element label as Newsletter. Enter Daily, Weekly, Monthly, or None in the Add dropdown content field.
  In this scenario, you can use the Dropdown element to create a newsletter option for the new user. This can be used to trigger an email based on the selected option.
7. Button: Enter Submit in the Button-text (required) field.
8. Drag another Button element and enter Cancel in the Button-text (required) field.
  Use the Button type drop-down menu and set this as Secondary.
Optional: Click Preview.
Use this feature to preview the appearance of the form based on the resolution of the destination device.
Click Save.
The new registration form is created and is ready to be linked to a bot.