{"id":34,"date":"2020-01-16T18:11:57","date_gmt":"2020-01-16T18:11:57","guid":{"rendered":"https:\/\/workmap.ai\/help\/?page_id=34"},"modified":"2021-01-13T20:27:15","modified_gmt":"2021-01-13T20:27:15","slug":"forms","status":"publish","type":"page","link":"https:\/\/workmap.ai\/help\/forms\/","title":{"rendered":"Forms"},"content":{"rendered":"\n<p>Web Forms allow users to gather data from the world to begin their workflow. The information provided in these fields will automatically be entered into the table. These can be accessed from public links which can be embedded into any website.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Creating Web Forms in Workmap.ai<\/h4>\n\n\n\n<figure class=\"wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Creating Web Forms in Workmap.ai\" width=\"1020\" height=\"574\" src=\"https:\/\/www.youtube.com\/embed\/oyZBXL0yU_w?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-9.27.30-AM-1024x710.png\" alt=\"\" class=\"wp-image-140\" width=\"409\" height=\"283\" srcset=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-9.27.30-AM-1024x710.png 1024w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-9.27.30-AM-300x208.png 300w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-9.27.30-AM-768x533.png 768w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-9.27.30-AM.png 1450w\" sizes=\"(max-width: 409px) 100vw, 409px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"designer\">Form Designer<\/h2>\n\n\n\n<p>The form designer allows users to hide specific fields from the table so they may only be accessed internally. For example, if you would like to deny or approve an application, this could be a hidden field within the record which can trigger automation rules to move the record to a different location.<\/p>\n\n\n\n<figure class=\"wp-block-image alignwide size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"533\" src=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-10.03.02-AM-1024x533.png\" alt=\"\" class=\"wp-image-146\" srcset=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-10.03.02-AM-1024x533.png 1024w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-10.03.02-AM-300x156.png 300w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-10.03.02-AM-768x400.png 768w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-10.03.02-AM-1536x799.png 1536w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-10.03.02-AM-2048x1066.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>In the form designer users can also toggle specific fields as required, rearrange fields, rename each field and the title of the form.<\/p>\n\n\n\n<figure class=\"wp-block-image size-medium is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-9.54.15-AM-300x211.png\" alt=\"\" class=\"wp-image-145\" width=\"204\" height=\"143\" srcset=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-9.54.15-AM-300x211.png 300w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-9.54.15-AM.png 396w\" sizes=\"(max-width: 204px) 100vw, 204px\" \/><\/figure>\n\n\n\n<p>Users also have the option to add a their own image to the top of their form with a simple drag and drop of a file.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"695\" src=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-10.04.22-AM-1024x695.png\" alt=\"\" class=\"wp-image-147\" srcset=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-10.04.22-AM-1024x695.png 1024w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-10.04.22-AM-300x204.png 300w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-10.04.22-AM-768x521.png 768w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-10.04.22-AM.png 1418w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"sharing\">Sharing Forms<\/h2>\n\n\n\n<p>To share a form, select the &#8220;share&#8221; button in the top right hand side of the screen.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-11.14.29-AM.png\" alt=\"\" class=\"wp-image-153\" width=\"467\" height=\"60\" srcset=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-11.14.29-AM.png 684w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-11.14.29-AM-300x39.png 300w\" sizes=\"(max-width: 467px) 100vw, 467px\" \/><\/figure>\n\n\n\n<p>Once this has been selected there will be a pop-up providing users with the public link of the form along with an embed code.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-11.29.51-AM-1024x547.png\" alt=\"\" class=\"wp-image-154\" width=\"504\" height=\"269\" srcset=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-11.29.51-AM-1024x547.png 1024w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-11.29.51-AM-300x160.png 300w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-11.29.51-AM-768x410.png 768w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/01\/Screen-Shot-2020-01-31-at-11.29.51-AM.png 1280w\" sizes=\"(max-width: 504px) 100vw, 504px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Sub Forms<\/h2>\n\n\n\n<p>In order to configure sub-forms you must first make sure that you have established links to all of the other workflow tables you wish to be presented as such. Without doing this as the first step, the option to see sub-forms in the form builder will not be displayed.  Sub-forms help a user accomplish the task of adding data to multiple tables at once all in one place.  <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"514\" height=\"551\" src=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/09\/subform1.png\" alt=\"\" class=\"wp-image-686\" srcset=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/09\/subform1.png 514w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/09\/subform1-280x300.png 280w\" sizes=\"(max-width: 514px) 100vw, 514px\" \/><\/figure>\n\n\n\n<p>After doing so and entering the form builder you can then add sub-forms to your form by hitting the add button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"518\" height=\"643\" src=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/09\/subform2.jpg\" alt=\"\" class=\"wp-image-688\" srcset=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/09\/subform2.jpg 518w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2020\/09\/subform2-242x300.jpg 242w\" sizes=\"(max-width: 518px) 100vw, 518px\" \/><\/figure>\n\n\n\n<p>Once the add button is selected you will then be provided to select which columns you wish to be displayed in the sub-form widget that is movable on the form builder on the right. <\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Viewing Linked Records With Sub-forms<\/h3>\n\n\n\n<p>While the instructions above will allow you to add data to other tables from your sub-form, in order to view linked records with an embedded sub-form view, you must check the box for &#8220;Use to view and add items in workflow tables.&#8221; The second checkbox will replace the default modal design if selected when pressing the button add new in the workflow section.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"359\" height=\"72\" src=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2021\/01\/checkboxes.png\" alt=\"\" class=\"wp-image-748\" srcset=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2021\/01\/checkboxes.png 359w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2021\/01\/checkboxes-300x60.png 300w\" sizes=\"(max-width: 359px) 100vw, 359px\" \/><\/figure>\n\n\n\n<p>Once you have enabled and saved the top selection you will now be able to see your sub-form records in the workflow section. You can do so by selecting the record modal button for the record of your choice.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"577\" height=\"515\" src=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2021\/01\/open-record-modal.png\" alt=\"\" class=\"wp-image-750\" srcset=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2021\/01\/open-record-modal.png 577w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2021\/01\/open-record-modal-300x268.png 300w\" sizes=\"(max-width: 577px) 100vw, 577px\" \/><\/figure>\n\n\n\n<p>Now that you have selected your record&#8217;s modal, the sub-form&#8217;s linked record will appear below.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2021\/01\/example1-1.jpg\" alt=\"\" class=\"wp-image-756\" width=\"752\" height=\"554\" srcset=\"https:\/\/workmap.ai\/help\/wp-content\/uploads\/2021\/01\/example1-1.jpg 952w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2021\/01\/example1-1-300x221.jpg 300w, https:\/\/workmap.ai\/help\/wp-content\/uploads\/2021\/01\/example1-1-768x566.jpg 768w\" sizes=\"(max-width: 752px) 100vw, 752px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Web Forms allow users to gather data from the world to begin their workflow. The information provided in these fields will automatically be entered into the table. These can be accessed from public links which can be embedded into any website. Creating Web Forms in Workmap.ai Form Designer The form designer allows users to hide [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/workmap.ai\/help\/wp-json\/wp\/v2\/pages\/34"}],"collection":[{"href":"https:\/\/workmap.ai\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/workmap.ai\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/workmap.ai\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/workmap.ai\/help\/wp-json\/wp\/v2\/comments?post=34"}],"version-history":[{"count":19,"href":"https:\/\/workmap.ai\/help\/wp-json\/wp\/v2\/pages\/34\/revisions"}],"predecessor-version":[{"id":758,"href":"https:\/\/workmap.ai\/help\/wp-json\/wp\/v2\/pages\/34\/revisions\/758"}],"wp:attachment":[{"href":"https:\/\/workmap.ai\/help\/wp-json\/wp\/v2\/media?parent=34"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}