Web forms look like a questionnaire and collect information from people for a Workflow instance. Because a web form is a publicly accessible web page with a form built in, you can loop customers, partners, or vendors into your automation. When a web form is submitted, all entries are available as fields in the process.
With a web form sent by email or SMS, the web form is a unique address sent directly to a recipient. It can only be filled out once. Once it is submitted, the task completes.
- Add an Email: Send a form action to any Workflow. Click the action to configure it,
From the configure task page, select Add a field in the Form Fields section.
- Continue adding fields to the action in the order they should appear on the form.
- Select each field to configure field specific settings, like type or description. See How to configure fields for more details.
- Configure the rest of the action as usual. See Email: Send a form or SMS Text: Send a form via text for more information.
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