Working With Form Content In Workflow Studio

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How can I find Form Content in order to map it into a Workflow?

Form Content can be pulled by only 2 Commands from the SiteDocs Module:

Form or Resource Completed contains a selector to choose if you want to include Form Content.

When Form Content is pulled from your Site Docs account, it will show up at the bottom of your Data Point List for that command.

Sections and Questions are identified by number, not name, so you can either expand all Sections to find the one you want, or keep the Form Builder open in another window to make it easier to count which Section and Item you want.

If you have not filled out a Form of this type before, you will need to do that in order to populate the previews for each Item.

Using Select Worker Items

When using Select Worker Items, the Answer output doesn't only contain the Worker's Name, but also the Worker's unique ID, which can be used in other places, like to get more Worker information or to send a Chat message. Make sure to select the Answer output that you want to use in your Workflow. 

Note: If you don't answer a question on the Form, it will not be able to be mapped correctly, as the Name and ID Items will not populate in the Data Point list. You may need to fill in a testing Form to do so.

Using Select Multiple Lists

When using Select Multiple Lists, the output separates each individual answer, so if you need to put all of the answers in one place, you may need to use an Iterator and Aggregator. to look through the answers and group them together. For more information about using Select Multiple Lists, click here.

Note: If you don't answer a question on the Form, it will not be able to be mapped correctly, as the separate Answer Items will not populate in the Data Point list. You may need to fill in a testing Form to do so.

Using Form Content in a Filter

If you are using an answer to a question on your Form to filter your workflow (Ex: Filtering by Severity of an Incident), then we recommend making that item Mandatory, as a blank answer may cause errors in your Workflow.