Events and Process Triggers
You can trigger processes from your forms using events. These events can be configured to run synchronously, and they can also involve data mapping between form fields and process variables.
Form Events and Triggers provide a powerful mechanism to trigger processes directly from your forms. Whether you need to initiate specific actions upon form submission or handle dynamic data mappings, Form Events offer flexibility and automation to streamline your workflow.
Form Events support data mapping between form fields and process variables. This feature enables you to seamlessly transfer data from your forms to associated processes, enhancing data consistency and integrity.
- Dynamic Mapping:
- Establish dynamic links between form fields and process variables.
- Automate the transfer of relevant data, reducing manual efforts.
Form Events can be triggered by various actions within the form, creating a responsive and interactive user experience.
onLoad and onSubmit: A process (or more) can be configured to Run on one any of these events:
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To add events to your forms:
- Select the form.
- Expand the Events Section:
- Select the Event type and process:
- Configure Data Mapping (similar to mapping subproceses https://docs.procesio.com/how-to/call-subprocess) :
In Form Builder apart from the form events, there can be configured Button events:
- Add a Button to the form.
- Expand the Events Section:
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- Select the Event type:
- OnClick: Available now!
- OnHover: (coming soon) π
- Configure Data Mapping by mapping form fiels to input process variables and output process variables to form fiels.
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OnInput Field Events can be setup for the following components: Text, Number, Date, Textarea, Select, Checkbox, Radio, Approval, File Upload.
- Add the component.
- Expand the Events section and click "+ Add event onInput" and select "Trigger process"
- Configure Data Mapping by mapping form fiels to input process variables and output process variables to form fiels.
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- Clear Naming Conventions:
- Use descriptive names for your events and triggers to facilitate easy identification.
- Test Extensively:
- Before deploying forms with events in a live environment, thoroughly test all configurations to catch and resolve any potential issues.
If you encounter issues with your form events:
- Check the event logs for error messages and details.
- Verify the data mapping configurations.
- Ensure that the associated processes are correctly configured and accessible.
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In the Form Builder, once a task is displayed in the Assinged to me section, an email will be sent to the user. The email is sent for Approvers and Task Assignees as well.
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For support, please join our Discord community for further assistance and support.
