How to Integrate a Form into a Validation Flow

This guide explains how to integrate a form into a validation flow to collect user data. For detailed instructions on creating forms, refer to the Create forms guide.

Flow builder

To add a form to your validation flow, locate the Forms block in the sidebar under the Advanced Blocks section and drag and drop this block into your flow.

After selecting the Forms block, the sidebar will show a dropdown with a list of your existing forms. Select a form that will be displayed during the flow execution.

Form variables

Below the form selector, you will see a list of variables representing the questions from the form. These variables can be copied and used in other blocks, such as the electronic signature block.

Additionally, the variable selector will display the form questions, allowing you to reference them in subsequent blocks within the flow.

Process with form excecution

When a user executes the flow, the form will be displayed for the end user to fill it out. If the form has multiple sections, each section will appear on a separate page for easier navigation.

Each input includes validation to prevent incorrect data entry. If the input is invalid, a message will be displayed, and the user will not be able to proceed to the next section or complete the form.

Once the form is completed, the process will move to the next step, and the variables will be processed based on the configuration of the subsequent block.