Summary

A review of what we've learned about creating forms

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Key concepts review

• Forms apply to Teams Trigger steps and Teams Activity steps.
• Forms are used to display and collect information from people.
• Trigger step forms can only collect information; they cannot display it.
• Activity step forms can both display and collect information.

Key steps review

Working with forms is a step-by-step process. You can iterate through these steps until your form meets your needs:

1. Decide which data to display (for Activity steps) and which to capture.
2. Create Input data for displaying and Output data for capturing using the Automation Builder.
3. Set Validation formulas for your Output data with the Automation Builder.
4. Add and arrange your content using the Form Builder.
5. Add any Conditional Logic with the Form Builder.
6. Preview and test your form using the Form Builder.
7. Amend your data as needed with the Automation Builder.
8. Adjust your Validation formulas if needed using the Automation Builder.
9. Go back to the Form Builder to amend content, layout, preview, and test.