Getting Started with Workflow
A Form to Start the Process
We need two forms for this process. One to start the process and another one for the agent's response. Values from the first form are passed to the process and can be used in the second form.
Our first form, called STARTASIMPLEPROCESS (Start A Simple Process), has the following fields.
| Field Type | Name | Description |
|---|---|---|
| Text Input | QUERY | This text field allows the user to ask a question |
| Text Input | NAME | A field for the user to enter their name. We'll use this name in our process model |
| Text Input | We need to know the user's email address so we can send them an email | |
| Workflow Start Action | START | This action field is used to start the workflow process. In this example we aren't going to use any of the advanced options. All that needs to be set is the name of the process we'd like to start. The "Process Definition" property lists all of the processes in the workflow engine. You'll need to come back and fill out this field once you've created and deployed the process model below. |
When this form is submitted, process variables called form_QUERY, form_NAME and form_EMAIL will be created in the process instance.
The values of these variables are the values of the form fields. You can display these values on subsequent forms in the process by including form fields with the same names.
Last modified on January 22, 2024
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