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Workflow Activities
Last updated Oct 4, 2024

Using an External Form Layout

External form layouts offer reusability and an easier management of Form Actions. These topics demonstrate how to create an external form layout, save it, and modify it.

Tip: The layout of a form can be external to the Create Form Task activity, and you can use it as a runtime property when creating Form Actions. You can place conditions on the type of form layout that you want to pass for certain Create Form Task activities.
Creating a JSON form layout file
  1. Add a Create Form Task activity into your workflow.
  2. Select Use Local Form File.

    • The Form File Path appears in the body of the activity.
  3. Select Open Form Designer.

    • Open the Form Designer with Use Local Form File selected to save that form layout, and use it for other activities or projects.
  4. Build your form. For this example, the form represents a census survey.



  5. Select Save as and save this form layout inside the folder of the current project.

    The JSON file appears in the Project panel. For this example, the name of the JSON file is MyFirstSavedFormLayout.



  6. Inside the Form File Path field, add the path to the JSON file form that you saved at step 5.

    • Reuse this saved form layout with other Create Form Task activities. Use this form layout inside other projects by adding the JSON file inside the folder of that project, and then adding its path to the Form File Path field.
Modifying a JSON form layout file
  1. Select Use Local Form File and Open Form Designer.
  2. In the UiPath Form Designer window, click Open, and select the JSON form layout file that you want to modify.

    • A form layout opens in the UiPath Form Designer window.
  3. Once done, click Save, and then select the same JSON form layout file that you opened to replace the previous file with the updated one.



Example

Check out the sample XAML project

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