Forms
Learn how to build clear, useful forms.
Applies to
Key concepts
- Forms in approvals help you show information to people and collect their responses.
- Before creating a form, decide what you want to display and what you need users to submit.
- In Trigger steps, forms only collect information—they cannot show existing data.
- In Activity steps, forms can both display information and collect it.
- Once you know what to show and gather, you can start designing your form.
- To use data in a form, create it in the Flow Builder.
- You can add Input data to an Activity, and Output data to either an Activity or a Trigger.
- Connect Input data to Display Data and Output data to Capture Data in the Form Builder.
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