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Forms

Overview​

Forms provide the user interface for interacting with an agent.

They are used to collect information from users, display data, and support human-in-the-loop workflows.

The Forms explorer displays all forms associated with the currently active workflow. From the Forms explorer you can:

  • Create forms
  • Open and edit forms
  • Clone forms
  • Import existing forms
  • Export forms
  • Delete forms
  • Configure Form Data Binding

Open the Forms explorer from More (⋮) → Forms in the Designer Command Bar.

Creating a Form​

To create a new form:

  1. Open the Forms explorer.
  2. Click Add Form.
  3. Enter the form name and description.
  4. Click Add.

The new form opens automatically in the Form Designer, where you can design the form layout and configure its components.

Opening a Form​

To edit an existing form:

  1. Open the Forms explorer.
  2. Select the form you want to edit.
  3. Click Edit.

The selected form opens in the Form Designer, where you can modify its layout, components, and properties.

Importing a Form​

Forms can be imported from previously exported .iform files.

To import a form:

  1. Open the Forms explorer.
  2. Click Import.
  3. Browse to the required .iform file.
  4. Click Open.

The imported form is added to the current workflow and becomes available in the Forms explorer.

Exporting a Form​

Forms can be exported as .iform files for backup, sharing, or reuse in other agent projects.

To export a form:

  1. Open the Forms explorer.
  2. Click Export for the required form.
  3. Choose the destination folder.
  4. Click Save.

The form is exported as an .iform file.

Cloning a Form​

Cloning creates a copy of an existing form that can be modified independently without affecting the original form.

To clone a form:

  1. Open the Forms explorer.
  2. Click Clone for the required form.
  3. Enter the name and description for the new form.
  4. Click Clone.

The cloned form is added to the current workflow and opens automatically in the Form Designer.

Deleting a Form​

To delete a form:

  1. Open the Forms explorer.
  2. Click Delete for the required form.
  3. Confirm the deletion.

The selected form is permanently removed from the current workflow.

Form Data Binding​

Forms can retrieve enterprise data by binding to one or more configured Data Sources.

To configure Form Data Binding:

  1. Open the Forms explorer.
  2. Click Bind Data and Events for the required form.

The Bind Data and Events dialog opens, allowing you to:

  • Bind form controls to Data Source fields.
  • Configure when Data Sources are refreshed.
  • Apply filters to returned data.
  • Sort and limit returned rows.

For more information, see Form Data Binding.