website logo
⌘K
Explore our documentation
Contact APIANT support
What is APIANT?
Automation Editor
Key Concepts
Account Management
Managing Automations
App Connections
Building Automations
Alert Mappings
Troubleshooting
CRMConnect: Mindbody → HubSpot
CRMConnect: DonorPerfect → HubSpot
CRMConnect: DonorPerfect → ActiveCampaign
MailConnect: DonorPerfect → Mailchimp
ShopConnect
ShopConnect Settings
Sync Products
Manually sync Mindbody services/pricing options to Shopify
How to tag products in Shopify to prevent sync during sales sent to Mindbody
Retrying orders from Shopify → Mindbody
Manually pushing Mindbody orders to Shopify
Mindbody Pricing Discontinuation: Integration with Shopify
Guide to manually syncing Mindbody Packages with Shopify Products
Features that are not supported in ShopConnect
Automation Alert Reports
Linked Accounts
ZoomConnect
New features in version 4
Settings
General
Email & SMS
BOTs
MINDBODY
Zoom
ZoomConnect Mindbody Appointments - Setup and requirements
Troubleshooting
Assembly Editor
Key Concepts
Account Management
API Key Management
Managing Content
Building Assemblies
API Integrations
Other Assembly Types
Keyvalue Storage
Assembly development cycle
APIANT for Integrators
Help Forum
Automation Templates
Development Server
Module IDE
Shared App Connections
Tenants and Linked Accounts
APIANT Inline
Supported functionality
Embed Inline
Sandbox
Docs powered by
Archbee
Automation Editor
...
Building Automations
Forms Overview

Form Actions

8min

Form actions are where the form is created as an action, which can optionally include data-mapped values to populate the form design with dynamic content. The output from a form action is the unique URL to the form, which is then typically sent to someone via email or some other mechanism. An "await form submission" action pauses the automation and awaits the form submission. When the form is submitted, the automation wakes up, the "await form submission" action emits the submitted form field values, and the automation continues its processing.

The "create a form" action is found under System Utilities within the Human Interaction app:

Create a Form Action
Create a Form Action


Click the Edit button to open the form designer:

Edit Form
Edit Form


The drag-drop form designer lets you design your form and preview it.

Form Designer

The "create a form" action emits the URL to the form, which is typically sent to someone via another action like email:

Form URL
Form URL


The Human Interaction app under System Utilities includes "await form submission" actions that pause the automation until the form is submitted:

Await Form Submission
Await Form Submission


The "await form submission with timeout" action is a variation that will emit an empty form response if no submission is received within the specified amount of time.

The "await form submission" action is automatically associated to the closest preceding "create a form" action. It is ok to place other actions in between the "create a form" action and the "await form submission" action (and generally it is required in order to send the form URL to someone), but generally you want to keep these two actions close to each other so it is readily apparent that these two actions are associated with each other.

After adding the "await form submission" action, the form's fields must first be fetched:

Fetch Form Fields
Fetch Form Fields


Dynamic Inputs

The form's data fields can optionally be pre-populated with information, including dynamic data-mapped values:

Data-mapped Form Inputs
Data-mapped Form Inputs


The input field names come from the UI elements within the form. For example, in the previous example the "first_name" field comes from this text entry field's name in the design:

Document image


If no input values are entered for the form's fields, then the default values in the form's design will be used when the form is opened.

If the UI element is a dropdown control and an array of values is mapped to it, the dropdown will display the array as the selectable choices in its pick list.

To send array data into a form for display, see Array Data.

NOTE: any time the form design is edited, the corresponding "await form submission" action must be opened and the Refresh Fields button must be clicked and the action saved in order for the revised form fields to be processed!

Refresh Fields
Refresh Fields


When the form is submitted, the automation wakes up and the "await form submission" action will emit the form field values, which can be mapped to other actions:

Form Output Fields
Form Output Fields


An automation may contain multiple forms, allowing complex workflows to be created where different forms with varying dynamic content are generated based upon previously received form submissions:



Form Logic
Form Logic




Updated 03 Mar 2023
Did this page help you?
PREVIOUS
Form Triggers
NEXT
Array Data
Docs powered by
Archbee
TABLE OF CONTENTS
Dynamic Inputs
Docs powered by
Archbee