Skip to main content

Introduction to Forms

In FlowAgent, forms serve as a dynamic interface between the system and its users, offering a structured and interactive way to capture information. They are integral to various functionalities within FlowAgent, designed to present questions and fields that require user input. Whether it's for creating, editing, or managing data, forms play a crucial role in ensuring efficient and accurate data collection.

Use Cases for Forms​

Forms in FlowAgent are versatile and cater to a wide range of applications, including but not limited to:

  • Creating Items: Streamlining the process of adding new entries, such as registering a new customer.
  • Editing Items: Offering a user-friendly interface to modify existing data, like updating customer details.
  • Relating Items: Facilitating the creation of new relationships, for instance, linking a contact person to a customer.
  • Unlinking Items: Simplifying the process of removing existing relationships, such as detaching a contact person from a customer.
  • Deleting Items: Enabling the removal of data from the system, like deleting an outdated customer record.

Creating and Managing Forms​

To create, edit, or archive forms in FlowAgent:

  1. Navigate to the desired module and access the module settings.
  2. Proceed to the forms section.
  3. Assign a name to the form and configure group permissions.
  4. Utilize JSON code to customize the form's layout, fields, and functionalities.

Activation of Forms​

Forms are typically activated in two ways:

  • Through Apps: Certain applications within FlowAgent are designed to trigger forms, initiating specific workflows or data entry processes.
  • Via Actional buttons: Forms can be linked to actional buttons, providing users with immediate access to the forms through a simple click, streamlining the process of data entry or modification.