Feature guide

Forms

Capture structured information with rules, validation, reusable templates, public links, and workflow bindings.

On this page

Actions

Data and values

Set a value Copy from another field Clear a field Calculate a value Transfer multiple fields Set dropdown options Populate a list

Display and interaction

Show a field Hide a field Show a section Hide a section Enable a section Disable a section Enable a field Disable a field Make required Make optional Focus a field Scroll to a field Scroll to a section Change label Change section title Change placeholder Change style Animate field

API and decisions

Call an API reference Make a raw HTTP request Run a decision table

Messages and navigation

Show a message Show form banner Clear form banner Ask for confirmation Show a validation error Clear validation error Clear all validation Submit the form Go to a URL Switch to a tab Open a page or form Close asset overlay

Workflow, lists, data sources, and advanced flow

Start a workflow Add a table row Remove a table row Save table row Clear all rows Update current row Duplicate current row Patch selected rows Save to data source Delete from data source Refresh data source Run another form rule Emit custom event Stop this rule Wait or delay

Complete feature description

Understanding forms in UserTasks

Forms are reusable, versioned data-capture experiences. They combine layout, typed components, validation, conditional rules, themes, translations, variables, bindings, and submission behavior in one template. A form can be published publicly, embedded in an authenticated application page, or attached to a workflow User Task.

The same form schema drives authoring, preview, runtime rendering, validation, and submission. Fields can collect basic values or richer operational content such as files, signatures, editable tables, lookups, ratings, reports, kanban references, and custom web components. Rules can react to values to change visibility, required state, messages, or calculated content.

A submission can start a workflow, update bound data, navigate to another experience, or become task completion data. This makes forms appropriate for both standalone intake and structured human work inside a longer-running process.

When to use this feature

People need to submit consistent structured information.
A workflow requires evidence or a decision from an assignee.
Fields or sections should change based on earlier answers.
The same intake experience should be reused across pages, projects, or processes.

What you can build

Public request and registration forms
Approval and review checklists
Internal service catalogs
Incident and exception intake
Audits, assessments, and surveys
Task completion and evidence forms

Production design notes

Use stable field IDs because bindings and workflow variables depend on them.
Validate critical constraints server-side at submission as well as in the designer.
Keep public forms narrowly scoped and avoid exposing internal-only reference data.
Publish and test a version before attaching it to active workflows.

Core concepts

Form templates

A form stores sections, components, rules, variables, translations, theme settings, and submission behavior.

Public and internal delivery

Publish tokenized public forms or use forms inside authenticated pages and user tasks.

Rules and validation

Control visibility, required state, allowed values, calculated behavior, and submit actions.

Bindings

Connect fields to task data, workflow variables, objects, references, reports, and page actions.

Actions and capabilities

What designers and operators can do in this product area.

Data and values

Set, copy, calculate, clear, and populate form values.

Data and values

Set a value

Write a static value, expression, parameter, variable, or field value into a target control.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Set a value”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Data and values

Copy from another field

Copy the current value of one control into another control.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Copy from another field”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Data and values

Clear a field

Remove the current value from a target control.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Clear a field”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Data and values

Calculate a value

Evaluate a numeric expression and store the result in a target control.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Calculate a value”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Data and values

Transfer multiple fields

Copy several source values to matching target controls in one action.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Transfer multiple fields”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Data and values

Set dropdown options

Replace the available choices for a dropdown, radio, multi-select, or lookup control.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Set dropdown options”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Data and values

Populate a list

Fill a list or editable table from mapped array data.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Populate a list”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Change visibility, editability, labels, layout focus, and presentation.

Display and interaction

Show a field

Reveal a hidden control.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Show a field”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Hide a field

Hide a control that is not relevant to the current path.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Hide a field”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Show a section

Reveal an entire section or tab.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Show a section”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Hide a section

Hide an entire section or tab.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Hide a section”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Enable a section

Make every control in a section interactive.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Enable a section”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Disable a section

Make every control in a section read-only.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Disable a section”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Enable a field

Allow interaction with a disabled control.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Enable a field”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Disable a field

Prevent interaction without hiding the control.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Disable a field”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Make required

Require a value before successful submission.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Make required”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Make optional

Remove a runtime required constraint.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Make optional”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Focus a field

Move keyboard focus to a target control.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Focus a field”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Scroll to a field

Bring a target control into view.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Scroll to a field”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Scroll to a section

Bring a section heading into view.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Scroll to a section”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Change label

Replace a control label using text or variables.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Change label”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Change section title

Replace a section heading at runtime.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Change section title”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Change placeholder

Replace a control placeholder at runtime.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Change placeholder”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Change style

Apply conditional visual styling to a control.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Change style”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Display and interaction

Animate field

Draw attention to an important state change.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Animate field”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

API and decisions

Call governed integrations, one-off endpoints, and reusable decision logic.

API and decisions

Call an API reference

Execute a saved, governed integration reference and map its outputs.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Call an API reference”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

API and decisions

Make a raw HTTP request

Call a one-off URL directly from a rule.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Make a raw HTTP request”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

API and decisions

Run a decision table

Map form values into a decision table and write its outputs back to the form.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Run a decision table”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Messages and navigation

Guide users, validate input, submit, redirect, and open related assets.

Messages and navigation

Show a message

Display immediate feedback to the user.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Show a message”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Messages and navigation

Show form banner

Display a persistent inline form message.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Show form banner”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Messages and navigation

Clear form banner

Remove a persistent form message.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Clear form banner”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Messages and navigation

Ask for confirmation

Require confirmation before later rule actions continue.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Ask for confirmation”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Messages and navigation

Show a validation error

Attach an immediate validation error to a control.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Show a validation error”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Messages and navigation

Clear validation error

Remove an error from one control.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Clear validation error”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Messages and navigation

Clear all validation

Remove all rule-generated validation errors.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Clear all validation”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Messages and navigation

Submit the form

Run validation and submit the current form.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Submit the form”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Messages and navigation

Go to a URL

Navigate to a configured internal or external URL.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Go to a URL”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Messages and navigation

Switch to a tab

Move the user to another form tab.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Switch to a tab”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Messages and navigation

Open a page or form

Open another asset in a modal, drawer, or page.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Open a page or form”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Messages and navigation

Close asset overlay

Close the current page or form overlay.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Close asset overlay”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Workflow, lists, data sources, and advanced flow

Start workflows, mutate lists, persist data, coordinate rules, and emit events.

Workflow, lists, data sources, and advanced flow

Start a workflow

Launch a workflow and map form context into its inputs.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Start a workflow”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Workflow, lists, data sources, and advanced flow

Add a table row

Append a mapped row to an editable table.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Add a table row”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Workflow, lists, data sources, and advanced flow

Remove a table row

Remove the current row from an editable table.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Remove a table row”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Workflow, lists, data sources, and advanced flow

Save table row

Commit the current editable row state.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Save table row”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Workflow, lists, data sources, and advanced flow

Clear all rows

Remove every row from a list control.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Clear all rows”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Workflow, lists, data sources, and advanced flow

Update current row

Patch the current row using mapped values.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Update current row”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Workflow, lists, data sources, and advanced flow

Duplicate current row

Copy the current row and append it.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Duplicate current row”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Workflow, lists, data sources, and advanced flow

Patch selected rows

Apply mapped values to every selected row.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Patch selected rows”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Workflow, lists, data sources, and advanced flow

Save to data source

Write mapped values to a table or API reference.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Save to data source”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Workflow, lists, data sources, and advanced flow

Delete from data source

Delete records using mapped filters or a reference.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Delete from data source”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Workflow, lists, data sources, and advanced flow

Refresh data source

Reload data for a bound control.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Refresh data source”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Workflow, lists, data sources, and advanced flow

Run another form rule

Execute another rule in the current form.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Run another form rule”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Workflow, lists, data sources, and advanced flow

Emit custom event

Broadcast a named event for other rules or embedded assets.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Emit custom event”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Workflow, lists, data sources, and advanced flow

Stop this rule

Prevent remaining actions in the current rule from running.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Stop this rule”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Workflow, lists, data sources, and advanced flow

Wait or delay

Pause rule execution for a configured duration.

Configuration inputs

Choose the rule trigger and optional conditions.
Select the target control, section, asset, or data source.
Map the required value, expression, inputs, or outputs for this action.

How to use it

1.Open the form designer and select Rules.
2.Create or edit a rule, then add “Wait or delay”.
3.Complete the target and mapping fields shown for the action.
4.Preview the form, fire the trigger, and verify both the visible behavior and resulting values before publishing.

Expected results

The action runs in sequence when the rule trigger and conditions match.
Updated form state and mapped outputs are available to subsequent actions in the same rule.

Potential use cases

Patterns you can adapt to your own operating model.

Request intake

Collect a consistent request and start the correct approval process.

Public form

Conditional sections

Validate inputs

Start workflow

Create requester confirmation

Task completion form

Give an assignee a structured checklist and capture evidence before completion.

Workflow creates user task

Bind form template

Upload evidence

Choose outcome

Resume workflow

Self-service application

Combine forms and pages into a guided operational experience.

Launch from page

Prefill parameters

Submit form

Show status page

Track resulting task