5. Create and Customize Forms
Forms are a great way to get structured data from a user that you can leverage in your workflow.
A form consists primarily of fields of various types, such as text, date, and dropdown. You can combine multiple forms in a series to walk users through predetermined paths to direct them to the resources they need or put them in touch with the right person.
In this walkthrough, we work through a few steps required to create a form flow: first, we create an initial form that provides two paths to a user. Then, we create some follow-up forms a user can fill out depending on their selections in the initial form.
Est. time to complete: 8 minutes
Prerequisites
An Ask a Question action block with a button configured to "Open a form"
Complete 4. Create an Ask a Question Action before starting this walkthrough.
Video Walkthrough
Follow Along
Create the First Update Form (0:00 - 2:26)
First, we create a form that asks the users what kind of question they have. This is an initial step so we know where to direct them through the rest of the workflow:
Select the Submit a Ticket action block. The Submit a Ticket configuration panel displays.
Select the Choose form dropdown and select + Add Update Form. The Update Form screen displays.
At the top of the screen, select the edit icon,
, and rename the form "Submit a New Request".Select the Builder tab. The Builder tab displays.
In the Form Questions section, select the Store value in field dropdown. Scroll to the bottom of the dropdown list and select New Manual Field. The Field Settings screen displays.
In the Name field, enter "What do you need help with?"
Select the Field type dropdown and select Dropdown. The Dropdown field options display.
Scroll down to the Create options for selection field, where multiple Option fields display.
Enter the following values in the appropriate fields:
Option 1 - "Legal Question"
Option 2 - "HR Question"
Then, select the X to remove the Option 3 field.
When finished entering the field values, select Save in the upper right. The preview of the form displays in the right portion of the screen.
Create the Second Update Form (2:27 - 3:47)
Next, we create the Legal Question form that includes some legal-specific options users can select. This is the form a user would fill in if they select "Legal Question" in the first form:
In the module builder, select the Forms button. The Forms panel displays.
Select + New in the upper right of the panel, then select Update Form. The Update Form screen displays.
At the top of the screen, select the edit icon,
, and rename the form "Legal Question".Select the Builder tab. The Builder tab displays.
In the Form Questions section, select the Store value in field dropdown. Scroll to the bottom of the dropdown list and select New Manual Field. The Field Settings screen displays.
In the Name field, enter "Legal Request Type".
Select the Field type dropdown and select Dropdown. The Dropdown field options display.
Scroll down to the Create options for selection field, where multiple Option fields display.
Enter the following values in the appropriate fields:
Option 1 - "NDA"
Option 2 - "Contracts and Agreements"
Option 3 - "General Legal Questions"
When finished entering the field values, select Save in the upper right. The Field Settings screen closes and you return to the Builder tab.
In the Form Questions section, select + Add Question. A new pair of Question Title and Store value in field fields display.
Select the new Store value in field dropdown. Scroll to the bottom of the dropdown list and select New Manual Field. The Field Settings screen displays.
In the Name field, enter "Additional Details".
Select the Field type dropdown and select Long Text.
When finished entering the field values, select Save in the upper right.
Create the Third Update Form (3:48 - 5:07)
Finally, we create the HR Question form that includes some HR-specific options users can select. This is the form a user would fill in if they select "HR Question" in the first form:
In the Forms panel, select + New, then select Update Form. The Update Form screen displays.
At the top of the screen, select the edit icon,
, and rename the form "HR Question".In the Form Questions section, select the Store value in field dropdown. Scroll to the bottom of the dropdown list and select New Manual Field. The Field Settings screen displays.
In the Name field, enter "HR Request Type".
Select the Field type dropdown and select Dropdown. The Dropdown field options display.
Scroll down to the Create options for selection field, where multiple Option fields display.
Enter the following values in the appropriate fields:
Option 1 - "New Employee Onboarding"
Option 2 - "Employee Benefits"
Option 3 - "General HR Question"
When finished entering the field values, select Save in the upper right. The Field Settings screen closes and you return to the Builder tab.
In the Form Questions section, select + Add Question. A new pair of Question Title and Store value in field fields display.
Select the new Store value in field dropdown. Scroll down to and select the Additional Details field we created earlier.
When finished, select Close in the upper right. The Update Form screen closes.
You've created three update forms that will make up a form sequence, guiding users to select the options that correspond with their specific questions and move down the right path. Next, we'll leverage conditional logic to guide users to the appropriate form based on their selections.