Sending a Smart Form to External Users

To generate effective documents in your flow, you'll often need to get input or information from external users. You can use Smart Forms via the Get user input from anonymous Smart Form flow block to get information from external users. We have provided an example workflow below.

Requirements

• Smart Form data set
• An advanced flow

Create an Advanced flow

1.

On the Basic settings page for your template, select the Create a flow button.

Figure 1-328   Create a Flow button

2.

In the Create a flow window, configure your flow.

3.

Select the bubble next to advanced flow.

The bubble displays blue.

4.

Select the Create button

The flow builder displays in the Advanced view.

Figure 1-329   Configuring an Advanced flow

Configure input flow from external users

5.

Select the plus sign to add a Get user input from anonymous Smart Form.

6.

Configure your Get user input from anonymous Smart Form to use the correct Smart Form data set. Refer to Get user input from anonymous for more information.

Figure 1-330   Adding a Get user input from anonymous Smart Form flow block

7.

Select the plus sign to add an e-mail flow block.

8.

Configure your e-mail flow block send an e-mail to the required contact.

9.

In the body of the e-mail, map the Smart Form URL from the Get user input from anonymous Smart Form.

Figure 1-331   Adding and configuring a e-mail flow block

10.

On your Generate Document flow block, ensure you have mapped the flow block to use the data from your Smart Form.

Figure 1-332   Configuring Generate Document flow block run order