Form Builder - Simplifying human and robot collaboration. Design professional looking forms for assisted automation using the Form Builder and customize with advanced styling options to match your process and branding.

Important Note: To use the form builder make sure to install form builder activity, using feature manager.

The Form Builder package is ideally suited for front office activities, such as personnel who are in sales, customer- care enquiries or tech support. Such personnel are required to save or access details even as the robot is running. In order to do this, one can use the activity to design forms to collect/verify data from the customers. Thus, the various control used to create customized forms will be grouped under Form Builder. Thus, Form builder facilitates the user to create customizable forms that will help consolidate and enter values during execution of the robot and with the values, decide the sequence of workflows that has to be executed. So, even before storing data, if user can create the forms as per requirement, it would be easy for them to collect or pass information seamlessly. This is extremely helpful in validations, or quickly collecting missed out details, etc. Additionally, the user will be able to group multiple forms in a workflow using simple drag and drop activities. The forms can be created swiftly and creatively, based on individual needs.  It cannot get simpler than this, because there is no necessity to create variables or get into complex steps.  Due to the many font styles and sizes, various background and font colors, provision for icons and headers, resizing and positioning, the forms can be customized as creatively as possible.

Description of the activity

It is good practice to appropriately name all controls, as they are being created in order to pull the values for use, while the robot is running. Thus, for easy identification and quick retrieval, names are used. There are several options provided for each control, which facilitates creating design forms that can be called and used during the execution of robots. Thus, DesignAndRuntime activity can be described as one that designs and creates forms that can be invoked during runtime of the workflow in order to collect/validate information from users and use it for further actions.

Benefits

Valuable information can be created securely, not using an open source, thereby safeguarding confidential customer data or other details.  This is possible because information is not stored in desktops or note pads, but as a form and can be called for use in a most secure manner.

Highly customizable, so, it encompasses a wide variety of workflows and is suitable for a number of processes.

Easy to create, hence does not require technocrats or specialists-even a beginner can design and call the forms, so it is invaluable for nontechnical agents because it does not need setting variables or complex steps.

Any number of forms can be created simultaneously saving a lot of time and energy. And such forms can be invoked for use, numerous times by using the ok and clear options.

How to start?

Download the Form Builder activity from Manage Features menu in the SmartDesigner. Only if you download the Form Builder activity can you use the controls available in the Form Builder Menu. Click on the Form Builder that is available as a menu at the top middle in the Home Tab.

Figure 1

The General Form will be enabled. You can name it as desired and customize it using the options provided in the Property Window.

Figure 2

For more details on how to create a customized General Form, please refer: Activities --> Form Builder--> General Form and Runtime.