- Overview
- Callout
- Complex Scenarios
- Credentials
- Data Service
- Form
- Release notes
- Project compatibility
- Real Time Forms
- Updating form data
- Running forms using JavaScript
- Customizing Forms Using CSS
- Conditional components
- Adding multiple components on the same row in Columns
- Using the Data Table component
- Get File/Folder path
- Reading cell values from a Data Grid component
- Displaying PDF files
- Displaying images in forms
- Scrolling through Data Grids
- Using Dev Tools with forms
- Calculate form component values
- Managing dates in forms
- Opening hyperlinks inside forms
- Displaying a default tab in forms
- Displaying the full label of a component
- Searching long strings in drop-down lists
- About the pre 23.4 Form experience
- Project Compatibility
- Real Time Forms
- Dynamic Checkboxes
- Conditional Dropdowns
- Displaying a Default Tab
- Displaying Images
- Displaying PDF Files
- Displaying the Full Label
- Dynamic HTML Elements
- Managing Dates
- Searching Long Strings in Drop-downs
- Customizing Forms Using Local CSS Files
- Executing Do Block On Checkbox Change
- Customizing Columns Width
- Updating Form Data
- Resetting Collection Data
- Advanced Logic
- Executing Do Block on Dropdown Option Change
- Reading Cell Values From a Data Grid Component
- Conditional Components
- Scrolling Through Data Grid Components
- Using the Grid Component
- Dev Tools
- Calculated Value
- Dynamic Dropdowns
- Switching Tabs With Button Click
- Opening Hyperlinks Inside Form
- FTP
- IPC
- Persistence
- Release notes
- Project compatibility
- About the Persistence activity package
- Bulk Form Designer
- Start Job And Get Reference
- Wait for Job and Resume
- Add Queue Item And Get Reference
- Wait For Queue Item And Resume
- Wait for Form Task and Resume
- Resume After Delay
- Assign Tasks
- Create External Task
- Wait For External Task and Resume
- Complete Task
- Forward Task
- Get Form Tasks
- Get Task Data
- Add Task Comment
- Update Task Labels
- Create App Task
- Wait for App Task and Resume
- Working with App tasks
- Building Your First Form Action
- Advanced Controls for Drop-downs
- Embedding Objects in Form Actions
- Allowing Users to Upload Files to the Storage Bucket
- Adding Advanced Logic Using Java Script
- Setting a Default Tab
- Removing the Delete button from Edit Grid using custom CSS
- Customizing Edit Grid templates
- Using buttons to trigger custom logic
- Using an External Form Layout
- Dynamically expanding form components at runtime
- Sample Workflows
- Automation Ops Pipelines
- System
- Release notes
- About the System activity package
- Project compatibility
- RegEx Builder Wizard
- Is Text Matching
- Find Matching Patterns
- Modify Text
- Modify Date
- Replace Matching Patterns
- Text to Left/Right
- Add Data Column
- Add Data Row
- Build Data Table
- Clear Data Table
- Get Row Item
- Update Row Item
- Merge Data Table
- Output Data Table
- Remove Data Column
- Remove Data Row
- For Each Row in Data Table
- Generate Data Table From Text
- Create List
- Append Item to List
- Read List Item
- Update List Item
- Add Log Fields
- Comment Out / Disabled Activities
- Comment
- Change Type
- Log Message
- Remove Log Fields
- Invoke Com Method
- Format Value
- Lookup Data Table
- Filter Data Table
- Sort Data Table
- Remove Duplicate Rows
- Join Data Tables
- Report Status
- Append Line
- Compress/Zip Files
- Copy File
- Copy Folder
- Create Folder
- Create File
- Delete
- File Exists
- Folder Exists
- Extract/Unzip Files
- Wait for Download
- File Change Trigger
- For Each File in Folder
- For Each Folder in Folder
- Delete File
- Delete Folder
- Move File
- Move Folder
- Rename Folder
- Rename File
- Path Exists
- Read Text File
- Write Text File
- Get File Info
- Get Folder Info
- Get Processes
- Get Username/Password
- Kill Process
- Beep
- Get Environment Folder
- Get Environment Variable
- Invoke Power Shell
- Input Dialog
- Message Box
- Browse for File
- Browse for Folder
- Invoke VBScript
- Process End Trigger
- Process Start Trigger
- File Change Trigger V3
- Trigger Scope
- Repeat Number of Times
- Text to Upper/Lowercase
- Set Environment Variable
- For Each
- Break / Exit Loop
- Retry Scope
- Check True
- Check False
- Workflow Placeholder
- Invoke Workflow File
- Launch Workflow Interactive
- Invoke Code
- Continue / Skip Current
- Multiple Assign
- Invoke Process
- Run Parallel Process
- While
- Do While
- Repeat Number Of Times
- Raise Alert
- Orchestrator HTTP Request
- Get Asset
- Get Credential / Get Orchestrator Credential
- Set Asset
- Set Credential
- Get Jobs
- Get Current Job Info
- Start Job
- Stop Job
- Add Queue Item
- Add Transaction Item
- Delete Queue Items
- Get Queue Items
- Get Transaction Item
- Postpone Transaction Item
- Set Transaction Progress
- Set Transaction Status
- Should Stop
- Wait Queue Item
- Bulk Add Queue Items
- Write Storage Text
- Upload Storage File
- List Storage Files
- Read Storage Text
- Download Storage File
- Delete Storage File
- Custom Input
- Append Item to Collection
- Build Collection
- Collection to Data Table
- Exists in Collection
- Filter Collection
- Merge Collections
- Remove From Collection
- Reset Timer
- Resume Timer
- Start Timer
- Stop Timer
- Timeout Scope
- Manual Trigger
- When New Item Added to Queue
- Stop Local Triggers
- Run Local Triggers
- Repeat Trigger
- Time Trigger
- Disable Local Trigger
- Enable Local Trigger
- Notify Global Variable Changed
- Global Variable Changed Trigger
- Extract Text
- Find and Replace
- Return
- Extract Date and Time from Text
- Change Case for Text
- Add or Subtract from Date
- Download file from URL
- Format Date as Text
- Split Text
- Combine text
- AddDataRow
- AddQueueItem
- AddTransactionItem
- AppendLine
- BulkAddQueueItems
- ClearDataTable
- CompressZipFiles
- CopyFile
- CreateFile
- CreateFolder
- DeleteFileOrFolder
- DeleteQueueItems
- DeleteStorageFile
- DownloadStorageFile
- ExtractUnzipFiles
- FilterDataTable
- GetAsset
- GetCredential
- GetJobs
- GetQueueItem
- GetQueueItems
- GetResourceForLocalPath
- GetRowItem
- GetTransactionItem
- InvokeProcess
- JoinDataTables
- ListStorageFiles
- LookUpDataTable
- MergeDataTable
- MoveFile
- OrchestratorHTTPRequest
- OutputDataTable
- PathExists
- PostponeTransactionItem
- ReadStorageText
- ReadTextFile
- RemoveDataColumn
- RemoveDuplicateRows
- Replace
- SetAsset
- SetCredential
- SetTransactionProgress
- SetTransactionStatus
- SortDataTable
- StartJob
- StopJob
- UpdateRowItem
- UploadStorageFile
- WaitQueueItem
- WriteStorageText
- WriteTextFile
- Testing
- Release notes
- Project compatibility
- About the Testing activity package
- Project Settings
- Add Test Data Queue Item
- Address
- Attach Document
- Bulk Add Test Data Queue Items
- Delete Test Data Queue Items
- Get Test Data Queue Item
- Get Test Data Queue Items
- Given Name
- Last Name
- Random Date
- Random Number
- Random String
- Random Value
- Verify Control Attribute
- Verify Expression
- Verify Expression With Operator
- Verify Range
- Address
- AddTestDataQueueItem
- AttachDocument
- BulkAddTestDataQueueItems
- DeleteTestDataQueueItems
- GetTestDataQueueItem
- GetTestDataQueueItems
- GivenName
- LastName
- RandomDate
- RandomNumber
- RandomString
- RandomValue
- VerifyAreEqual
- VerifyAreNotEqual
- VerifyContains
- VerifyExpression
- VerifyExpressionWithOperator
- VerifyIsGreater
- VerifyIsGreaterOrEqual
- VerifyIsLess
- VerifyIsLessOrEqual
- VerifyIsRegexMatch
- VerifyRange
- Workflow Events
- Workflow Foundation
Create Form Task
UiPath.Persistence.Activities.FormTask.CreateFormTask
Creates a form action in both cloud and on-premises instances of Action Center. It also creates a form task in On-Premises Orchestrator version 21.4 and lower.
Prerequisites
- Install the UiPath.FormActivityLibrary package version 2.0.7 or higher to enable the form designer.
- The Form Layout has a limit of maximum 1MB. To fit in this 1MB limit, you need to embed images inside forms, using Storage Buckets only. Also, we suggest using images of type base64 only for logos and icons smaller than 2KB.
Designer panel
- TaskTitle - The title of
the action you want to create. This field supports strings and
String
variables only. - TaskPriority - Enables you to select the priority level of the action. By default, this property is set to TaskPriority.Medium The following options are available: TaskPriority.Low, TaskPriority.Medium, TaskPriority.High, TaskPriority.Critical.
-
TaskCatalog - An optional business classification of task items. This field supports only strings and String variables.
Important: Make sure the action catalog exists prior to the action creation. Otherwise, action creation fails with the following error message: "No task catalog exists with name [action_catalog_name] Error code: 2451". - FormData - A collection of
business data in the form
Dictionary<String,Argument>
that you want to display in a form within the Actions inbox. ModifyingOut
andIn/Out
arguments maps them back to the workflow after the task is completed. This field supportsDictionary<String,Argument>
objects only. - TaskObject(Output) - The
task object that is returned from Orchestrator as a
FormTaskData
object after the action is created. This object can be passed to the Wait for Form Task and Resume activity in order to suspend the execution of the workflow until the action is completed.
TaskUrl
attribute gives you the URL to the action
inside the Actions tab in Orchestrator On-Premises, while the
ActionUrl
attribute gives you the URL to the action inside the
Actions tab in Automation Cloud. To access the action from the Action
Center on-premises, add /actions_/tasks/taskID
to the Action Center
base URL, for example:
https://laptop-name:port-number/actions_/tasks/taskID
.
Clicking the Open Form Designer button opens the Form Designer Wizard, which enables you to customize the form that you want to use in your workflow.
The Open Bulk Form Designer button becomes available when the Enable Bulk Edit property is selected. This option opens the Bulk Form Designer allowing you to design form actions that can be bulk edited or completed in the Actions tab of the corresponding Action Center instance.
Properties panel
Common
- ContinueOnError - Specifies if the automation should continue even when the activity throws an error. This field only supports Boolean values (True, False). The default value is False. As a result, if the field is blank and an error is thrown, the execution of the project stops. If the value is set to True, the execution of the project continues regardless of any error.
- DisplayName - The display name of the activity.
- TimeoutMS - Specifies the amount of time (in milliseconds) to wait for the activity to run before an error is thrown. The default value is 30000 milliseconds (30 seconds).
Input
- Enable Advanced Forms - enables enhanced features and customization
options for form rendering and logic, such as:
- Customizable templates for Edit Grids.
- Buttons functioning as Events.
- The ability to customize forms using ES6 and modern JavaScript.
- The availability of the
instance
andoptions
variables for customizing forms.
- Enable Bulk Edit - If
selected, the Open Bulk Form Designer button becomes available in the
body of the activity. This option allows you to generate form actions that can be bulk edited or completed from the
Actions tab in Action Center.
- FormData - A collection of
business data in the form
Dictionary<String,Argument>
that you want to display in a form within the Actions inbox. ModifyingOut
andIn/Out
arguments maps them back to the workflow after the task is completed. This field supportsDictionary<String,Argument>
objects only. - GenerateInputFields - If selected, all the entries from the Form Data Collection are generated as components in the Form Designer. Leaving it empty does not add additional form fields to the designer.
- Labels - The robot adds the inputted labels to the action, allowing future filtering. This field support string values only and has naming restrictions.
- Orchestrator Folder Path - The path to the Orchestrator Folder you want to use with this activity. If left empty, the current Orchestrator folder is used. This field supports only strings and String variables.
- Reference - The name used as reference for future filtering of the actions. This field supports string values only.
-
TaskCatalog - An optional business classification of task items. This field supports only strings and String variables.
Important: Make sure the action catalog exists prior to the action creation. Otherwise, action creation fails with the following error message: "No task catalog exists with name [action_catalog_name] Error code: 2451". - TaskPriority - Enables you to select the priority level of the action. By default, this property is set to TaskPriority.Medium The following options are available: TaskPriority.Low, TaskPriority.Medium, TaskPriority.High, TaskPriority.Critical.
- TaskTitle - The title of
the action you want to create. This field supports strings and
String
variables only. -
Use Local Form File - enables the creation of Form Actions using a JSON form file, specified at execution. This field supports
Boolean
values only. When you enable it, the Form File Path property field appears in the body of the activity, where you specify the path to the JSON file, where a certain form layout is stored.After you select Use Local Form File, click Open Form Designer, select New, and start building a form. When you finish , select Save As, and save it inside the corresponding project folder. Now you have the form that you previously created stored inside a JSON file. Input the path to this JSON file inside the Form File Path field to use that form at runtime.
Misc
- Private - If selected, the values of variables and arguments are no longer logged at Verbose level.
Output
- TaskObject(Output) - The
task object that is returned from Orchestrator as a
FormTaskData
object after the action is created. This object can be passed to the Wait for Form Task and Resume activity in order to suspend the execution of the workflow until the action is completed.
Storage
- Storage Bucket Name - The storage bucket you want to use for large data files referenced in the form data.
-
Storage Folder Path - The full path to the folder in the specified storage bucket. This field supports strings and
String
variables only.Tip:Using image embedding with the Storage Buckets must be done in conjunction with the Upload Storage File activity. The argument name must be suffixed in the FormDataCollection property and mapped to an image in the form, by using underscore (_
) in an HTML Element component.The argument name (<key>_storage
) must be mapped to the storage value in the Destination property of the Upload Storage File activity.Note that image file names must not contain plus (+
), as this character is masked by the storage bucket upload process resulting in an error.
- TaskTitle - The title of
the action you want to create. This field supports strings and
String
variables only. - TaskPriority - Enables you to select the priority level of the action. By default, this property is set to TaskPriority.Medium The following options are available: TaskPriority.Low, TaskPriority.Medium, TaskPriority.High, TaskPriority.Critical.
-
TaskCatalog - An optional business classification of task items. This field supports only strings and String variables.
Important: Make sure the action catalog exists prior to the action creation. Otherwise, action creation fails with the following error message: "No task catalog exists with name [action_catalog_name] Error code: 2451". - FormData - A collection of
business data in the form
Dictionary<String,Argument>
that you want to display in a form within the Actions inbox. ModifyingOut
andIn/Out
arguments maps them back to the workflow after the task is completed. This field supportsDictionary<String,Argument>
objects only. - TaskObject(Output) - The
task object that is returned from Orchestrator as a
FormTaskData
object after the action is created. This object can be passed to the Wait for Form Task and Resume activity in order to suspend the execution of the workflow until the action is completed.
TaskUrl
attribute gives you the URL to the action
inside the Actions tab in Orchestrator On-Premises, while the
ActionUrl
attribute gives you the URL to the action inside the
Actions tab in Automation Cloud. To access the action from the Action
Center on-premises, add /actions_/tasks/taskID
to the Action Center
base URL, for example:
https://laptop-name:port-number/actions_/tasks/taskID
.
Clicking the Open Form Designer button opens the Form Designer Wizard, which enables you to customize the form that you want to use in your workflow.
The Open Bulk Form Designer button becomes available when the Enable Bulk Edit property is selected. This option opens the Bulk Form Designer allowing you to design form actions that can be bulk edited or completed in the Actions tab of the corresponding Action Center instance.
Advanced options
Common
- ContinueOnError - Specifies if the automation should continue even when the activity throws an error. This field only supports Boolean values (True, False). The default value is False. As a result, if the field is blank and an error is thrown, the execution of the project stops. If the value is set to True, the execution of the project continues regardless of any error.
- TimeoutMS - Specifies the amount of time (in milliseconds) to wait for the activity to run before an error is thrown. The default value is 30000 milliseconds (30 seconds).
Input
- Enable Advanced Forms -
enables enhanced features and customization options for form rendering and
logic, such as:
- Customizable templates for Edit Grids.
- Buttons functioning as Events.
- The ability to customize forms using ES6 and modern JavaScript.
- The availability of the
instance
andoptions
variables for customizing forms.
- Enable Bulk Edit - If
selected, the Open Bulk Form Designer button becomes available in the
body of the activity. This option allows you to generate form actions that can be
bulk edited or completed from the Actions tab in Action
Center.
- Use Local Form File -
enables the creation of Form Actions using a JSON form file, specified at
execution. This field supports
Boolean
values only. When you enable it, the Form File Path property field appears in the body of the activity, where you specify the path to the JSON file, where a certain form layout is stored. - GenerateInputFields - If selected, all the entries from the Form Data Collection are generated as components in the Form Designer. Leaving it empty does not add form fields to the designer.
- Labels - The robot adds the inputted labels to the action, allowing future filtering. This field support string values only and has naming restrictions.
- Orchestrator Folder Path - The path to the Orchestrator Folder you want to use with this activity. If left empty, the current Orchestrator folder is used. This field supports only strings and String variables.
- Reference - The name used as reference for future filtering of the actions. This field supports string values only.
- Form File Path - input the relative path to the form JSON file that you saved inside the current project.
Storage
- Storage Bucket Name - The storage bucket you want to use for large data files referenced in the form data.
- Storage Folder Path - The
full path to the folder in the specified storage bucket. This field supports
strings and
String
variables only.
The Form Designer might not automatically update when a new column is added to grid components. To address this, you can use the following workaround:
- Open the Form Designer.
- Edit any component within the form and then save the changes.
- Save the entire form.
- Reopen the form, undo the
previous changes you made, and save it again.
Now the form should be reset and the new columns should be visible.