Web Form Trigger

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馃暀 3 minute read

A Web Form Trigger starts a Workflow instance when a web form is submitted. Web forms look like a questionnaire and collect information from people.

When a web form set up to a trigger is completed, the trigger initiates an instance of that Workflow using the information entered into the form. This is often used as an intake mechanism for requests, tickets, or issues that can then be addressed through a Workflow.

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A web form trigger is useful for collecting input from customers, partners, vendors and employees who are not users within your Catalytic team.

How a web form trigger works

Fields filled out in a web form, like Name, Date, Claim Type, or Claim Image in the example below, are available as fields in the triggered process.

With a web form trigger, the web form is hosted on a publicly accessible link, like example-team.pushbot.com/form/submit-new-claim-trigger.

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Each submitted web form starts a Workflow instance. In this example, the form is submitted and the Workflow uses the field data to create a dynamic PDF. The PDF is then uploaded online and sent over email.

How to create a web form trigger

Add or edit a web form trigger from the Workflow Settings screen. Triggers are configured for each Workflow. The trigger is set up in two steps:

Add a web form trigger

  1. Select Workflows from the top navigation bar.
  2. Choose a Workflow, this will open the Workflow detail page.
  3. Select Settings in the upper-right corner to get to the Workflow Settings page.
  4. Head to your triggers under the Triggers section.

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  5. Select Add a Trigger. Expand the Triggers section by selecting Edit if the Add a Trigger button isn鈥檛 visible. This opens the Select trigger type screen.
  6. From the list of triggers available to your team, select the Web Form type trigger.
  7. Information on the trigger is shown, when ready, select Add this Trigger. This opens the Create Web Form Trigger screen, where you enter in the trigger details.

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  8. Enter a Trigger Name. The trigger name is how it appears to other members of your team in Catalytic.
  9. Enter a Form title and Form instructions to appear to people completing the web form.

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  10. In the URL box, enter the text to appear at the end of a URL: https://teamname.pushbot.com/forms/{{URL Field}}
  11. If you want people completing the form to see the names of actions and track the progress of the instance, turn on Public Status Tracking.
  12. Select Done

Here鈥檚 an example of that process:

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This will set up the relationship between the web form trigger and a Workflow. The next step is to add fields to the web form.

Add fields to the web form

You can add fields to a web form trigger from the Workflow Settings screen.

First follow the steps above to create a web form trigger. After the web form trigger is created, follow the steps below to add fields to the web form.

  1. From the Workflow Settings page, head to your Workflow level fields under the Fields section.
  2. Select Add a Field. Expand the Fields section by selecting Edit if the Add a Field button isn鈥檛 visible. This opens the Add a Field screen.

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  3. Add fields to the action in the order they should appear on the form
  4. Select each field to configure field specific settings, like type or description. See How to configure fields for more details.
  5. When finished, select Save.

The web form trigger associated with the Workflow will list each field added. These fields are considered Workflow Level Fields.

Output

Every time the web form is completed, a Workflow instance will start. That instance will have access to all fields entered in the web form.

Tips

  • Team admins can add your company logo to the top of the web form by uploading the logo under My Team > Customization.
  • Since Web Form triggers are publicly accessible, it is suggested to use this type of trigger only for Workflows that need to be initiated by individuals who are not users in your Catalytic team.
  • Web Form triggers are ideal for allowing non-Catalytic users to initiate Workflows requiring a significant amount of data input. An alternative, ideal for less data input (1-2 text fields and/or a few files), is through an Email trigger, which creates a dedicated email address that starts an instance whenever a message is received to that address.