Forms

Dynaforms are the forms a process uses to collect and display data. In a case, the form is shown as part of the current step or in the forms panel.

Work with a form

1. Open the case and go to the current step or the forms panel.
2. Fill in the fields.
3. Check any validation messages before you continue.
4. Continue with the case step.

Whether a form is editable depends on the step, the case state, and your permissions. A form shown for reference is read-only.

Form behavior is defined in Designer

Fields, validation, and conditional visibility come from the process definition. If a form does not behave as expected, contact the process designer. See DynaForms.

Related

• Opening a case — complete the step that contains the form.
• Change log — see the fields that changed.