Form

Starts a Flow whenever a custom web form is submitted. (Available as an Event choice if included in your plan.) The form is automatically generated using the fields that are added to the card.

Step 1: Create a field for each input you want on the form

Each custom field that you create on the card will result in an input field added to your custom form. They look like output fields on the card (that can be used to map values to later steps in your Flow). But, after step 2, you'll be able to preview the actual form or access it via a web page.

For each field, use the type dropdown to configure the form inputs:

  • Text - appears as a text input box on the form

  • Number - like a text input box, but only accepts valid numbers

  • Date - appears as a date picker control on the form

  • True/False - appears as a checkbox on the form

  • File - appears as a file picker on the form, with a "Choose File" button

  • Customize... -  gives access to changing the display name as well as optional default value and optional help text. The display name shows up as the form control label (e.g. the text of the checkbox). Optional help text appears as a non-bold subtitle beneath the label.

Step 2: Save and Turn On the Flow

Once you've saved and turned on the Flow, you'll be able to preview your form by clicking the "form" link at the top of the card or the "Form Settings" button on the bottom. You'll be give a URL that leads to the form or the iframe snippet to embed the form in an existing web page.

Step 3: Build the rest of your Flow

The Flow will run each time someone clicks the "Submit" button on the form and will pass all of the input values. Drag and drop your form fields to later steps in the Flow to run actions or functions on those values.

Use a {{< function_link flocontrol return >}} card at the end of your Flow to display one or more values to the form user when the Flow completes, e.g., show a custom message and/or calculated results.

In addition to the form fields, all Form cards have one additional output field, called "Execution ID," that does not appear on the form. It's assigned a unique value every time a new form is submitted.