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Display a form

A form is an application interface that triggers a process when launched. It allows users to interact with process flow visually and collects their data into FA through the process tasks you defined.

To display a form, you need to link a form to a user task in your process:

  1. Create a form in the Forms view. For instructions, see Create a form.

  2. Add a new User task in the process. In the component properties, do the following:

    • Define the Form key to be the same as the Form ID in the Forms application.

    • In the Assignment option, choose Fixed values type and add $INITIATOR value to the Assignee field.

  3. Optionally, name the task to differentiate it from other user tasks when the process flow extends.