Form Data Sets

Designers use Form Data Sets to present users of flows with custom forms built using the Form Data Set Design Tab. These custom forms allow Designers to retrieve input from the user at run-time to produce a customized output for their flow.

By default Form data sets are set to private so only authenticated users can complete the form via the link. To use anonymous forms, your Form Data Set must be public via the Data Sets Setting Tab.

Example

Shelly in Benefits Management needs to be to get the updated benefits selections for everyone in the company before the end of Q3. She can create a custom form with field selections and then share that form with all employees. If everyone in the company is authenticated to use Experlogix Documents, she can keep her Form Data Set private. However, if not everyone who needs to complete the form is authenticated, she'll need to make Form Data Set public to allow non-authenticated users to complete the form.

General Information

Form Data Sets Field Definitions

Data Sets Design Tab

Data Sets Setting Tab

Procedures

Create a Data Set

Clone a Data Set

Import a Schema

Generate a Schema

Set Data Set to Public

Add Translations to a Form Data Set

Preview Form Translations