📄️ Fields and Questions
The Form Builder and the Assign Task allow you to create interactive web forms using a variety of different fields and question types.
📄️ Forms library
When a form in a workflow is published, it will appear as a card in your Forms page. Here you can see and search for all forms across all of your published workflows. Clicking on a card will open that form in a new tab.
📄️ Form Builder
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📄️ Assign Task
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📄️ Task inbox
When a workflow session is run and it reaches an Assign Task component, a task will be created. This task and the corresponding link to the task page will be emailed to any users and emails specified in the component. It will also show up in the My Tasks page
📄️ Form Section
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📄️ Converting forms to tasks
A Form, Form Section or Assign Task can be converted from one to the other. For example, you may have a Form in a workflow which you now need as an Assign Task or Form Section. The Form conversion feature allows you to convert the existing Form into an Assign Task or Form Section while preserving all questions, question settings (such as conditional logic), placeholder values and form settings.