The Form app provides self-service to allow users to submit a request to change data which includes create, update, delete, assignment or any other data changes. A couple of examples would be a request to create a new account or a request to create a campaign in a CRM or Marketing Automation platform.
The Form App requires an API Job or API Bot in order to work properly.
Navigate to the Apps menu and select Configuration.
Select Add App in the upper right and then select Form as the app type.
Configure the App
- App Name: Give your app a descriptive name
- Openprise API Jobs or Bots: Select the Job or Bot that runs this app.
- Execute as: Select the user to execute the job or bot.
- Add Image: Select add image to provide an image for your app.
Select the This Device option to use an image from your computer. Image Library contains available stock images.
- App Description: Provide a description for your app
- Labels:Select a label to organize and find your app
- Select who can access this app by selecting Admins only which only allows the Openprise platform users to access the app or Public which allows your end users to access the app.
5 Configuration Sections
1. Grant Access
This section configures who can view and edit the app.
- Who can view: Select the users who can view the app by selecting from the available groups on the left and clicking add to add them to the selected groups on the right.
- Who can edit: Select the users who can edit this app (when the section is clicked a picklist of groups will appear).
2. Form Input
This section lets administrators define the fields to appear in the form. End user's form submission will submit fields into the selected Openprise API job / bot. Note that the order of the fields selected will be the order they appear in the form.
- Select the attributes to include in the Form by selecting available attributes on the left and adding them to the right, Attributes Included in Form section.
- Attribute Name: Shows the attribute name from the job or bot used for the app.
- Display Name: Edit how the attribute name appears in the app by selecting the pencil icon.
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Field Type: Select the field type for the attribute. Options are: Field entry, Picklist, Calendar, Checkbox.
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Customize: Customize the options for the field.
- Required Attribute: Check the box if this attribute should be required.
3. Form Output: Attributes
- Select the attributes to include in the form output. All attributes appear on the left side and can be moved to the right to be included.
- Attribute name: The attribute name from the Job/Bot is shown here
- Display name: Select the pencil icon to change the attribute name in the output.
- Edit the text to display after form submission.
4. Form Output: Summary Table
If there are attributes configured to form output, then this section lets administrators define a summary table to display the form submission results to end users.
- Use: Select Display Name or API Name.
- When to display summary table: Options are: Always show table, Only show table if more than one record, Never show table.
- Select this option to allow your end user to see and edit the summary table columns.
- Table Columns: Click in this section to add attributes to the summary table. The columns can be rearranged by dragging the column headers (i.e. A, B, C).
5. Form Output: Result Details
If there are attributes configured to form output, then this section lets administrators define the details view if the end user clicks on an entry in the table.
- Use: Select Display Name or API Name.
- Section title: Rename your section here.
- Pick Attributes for Section: Select the attributes that should appear in the section.
- New Section: Select this option to add additional sections.
App Factory Overview and Use Guide
How to Enable and Manage App Factory
How to Build a List Loading App
How to Build a Search & Edit App
How to Build a Targeted Enrichment App