Online forms are used to submit data from a web browser. Business Pilot Studio offers a convenient drag and drop form builder so that you can build your forms quickly. In addition, a few form building wizards are availble to help generate common forms. Very often, forms are used as the starting point of a workflow.

Adding a blank form to a workflow

On your workflow, select Forms->Blank form. Drop the item on the whiteboard. When the new item is selected, it's configuration panel will be shown in the configuration view (at the bottom center of Business Pilot Studio).

When using the configuration panel, click on the icons to configure the corresponding field.

Open the form builder by clicking on the pencil in the configuration panel. This will open another tab in the document view with a blank board where you can drop form elements such as input fields, buttons and text.

This example show three items on the form: A text label that can display any text on the page A text input field that will let the user enter data in the form A button so that the user can submit the form Note that forms may not have a submit button, in this case, they are simply a web page meant to display data for information purposes (a confirmation page after submitting a form for instance).

Form and confirmation page typical configuration

When a Web browser submits a form, it always expects a response page from the server. In Business Pilot, this behavior is obtained by creating two workflow steps linked together. First, you add the form item representing the online form, then add the form item reprsenting the response page. Then link the first item to the second. The workflow engine will wait for the form to be submitted and as it jumps to the second step, will send the confirmation page back to the browser.

Business Pilot Studio comes with a standard workflow wizard to demonstrate this particular example. Right click on a folder within the Workflows folder and pick New->Simple form workflow. Follow the wizard to create the workflow as explained above.