Configure Developer Form tasks

Use the Developer Form task to create HTML or HTML5 forms. Add JavaScript, script libraries, and CSS to customize the form. Configure data-entry and view-only layouts separately. Configure each Developer Form in the task’s Task Configuration menu. You can copy its code between task definitions, but you can’t reuse it across processes like a Power Form.

Recipient task runtime

Developer Form content continues to run in its existing iframe. The recipient-task update changes the surrounding layout, not the form code, validation, or submission endpoint.

Import a sample process

Download and import the sample process to review a Developer Form configuration.

Download the Developer Form sample process

Configure a Developer Form

Developer Form configuration has four tabs. Use each tab to configure and test the form.

Form code

Enter the HTML or JavaScript for the form in Form Code.

• Enter or paste your code.
• Omit the action attribute from the FORM element to use a regular form post.
• Optionally, add the script element <script id="IntegrifyForm"></script> to your form. Workflow Automation replaces it at runtime with helper code and a task variable.

The IntegrifyForm object also includes a Prefills property. It contains the key-value pairs configured in the Prefill Mappings tab.

The sample process includes complete code for this example. Import it using the link above.

View-only code

Use View Only Code to define the HTML shown when users view a submitted form from the Request Summary. Add JavaScript to display the submitted values.

Add the script element <script id="IntegrifyForm"></script> to your form. Workflow Automation replaces it at runtime with an IntegrifyForm variable. The variable’s submittedValues property contains the submitted key-value pairs.

The sample process includes complete code for this example. Import it using the link above.

Prefill mappings

Use Prefill Mappings to select process values to insert into the form code.

Fields to capture

Use Fields to Capture to define which submitted form fields Workflow Automation captures. The process can use captured fields in rules and prefills. The reporting engine can also use them.

Configure each field with these values:

• Key Name — Match this value to the field’s name attribute, such as <input name="email" type="text">.
• Label — Set the label shown in Task History, rules, and reports.
• Data Type — Select the type that determines which rule and report options are available.