Getting Started With Form Actions

UiPath Form Designer is a customized implementation of the form.io engine that provides a drag-and-drop form builder experience in UiPath Studio.

As an RPA Developer, you use the Form Designer to build form interfaces that are required in an attended or unattended automation. You set the definition, behavior, and validation for every form field.

To interact with the Form Designer, click Open Form Designer inside the Create Form Task activity.

Form Components

A Form component provides you the ability to collect user data.

The UI components are grouped into categories, based on their functionality, as follows:

Form Component Category	Description	Form Component
Basic	Contains the most used form fields.	Text Field Text Area Number Password Checkbox Select Boxes Drop-down List Radio Button
Advanced	Contains personal or time-related data.	HTML Element Content Email Phone Number Date / Time Day Time Currency Survey
Layout	Contains elements that alter the layout of the form.	Columns Panel Table Tabs
Data	Contains grids and containers specialized for harvesting data.	Container Data Grid Edit Grid

To create a custom form, drag the desired UI components, drop them to the right side panel, and arrange them to the logic of your use-case.

About form components page to learn more about each form component and how to configure them.

Component Tabs

Once you select a form component, a wizard opens displaying several configuration tabs, to allow further customization for different functionality. Check progress in the preview pane of the wizard.

When you are satisfied with a component design, click Save.

The table below describes the settings available for the common wizard tabs.

Wizard Tab	Description	Special Mentions
Display	Configure the way the form component is displayed.	The name you set in the mandatory Label field is passed as the PropertyName in the Field Key tab.
Data	Configure a default value that end users see in the text field.	Components that may hold multiple items (e.g., Selectboxes, Tab) can be defined here.
Validation	Configure validation requirements to enable other UI components.
Field Key	Configure the component name you want to use further in the workflow.	By default, this value is passed from the Label field of the Display tab.
Conditional	Configure simple conditions for the component.
Logic	Configure the logic that triggers the conditions.

Check the About Form Designer controls page to learn more about each wizard tab.

Important: Using custom JavaScript logic may lead to security attacks, so make sure you understand the risk involved before implementing your JavaScript code.

Some form components have specific tabs, for example:

Component	Wizard Tab	Description
Date / Time	Date	Configure the minimum and maximum dates available for selection.
	Time	Configure the incremental step for hours and minutes.
Day	Day	Configure the way the business user selects the day (incremental or from a drop-down list).
	Month	Configure the way the business user selects the month (incremental or from a drop-down list).
	Year	Configure the way the business user selects the year (incremental or from a drop-down list), and also the minimum and maximum year available for selection.
Edit Grid	Templates	Customize the footer of your Edit Grid.

Managing Form Components

To reopen the configuration wizard, hover over the form component and click Edit.

To rearrange the form components, click Move and drag the form component to another location inside your form.

To edit the form component using its JSON settings, click Edit JSON. This opens the component JSON, displaying all the available settings.

To copy a component inside the form, click Copy and then click Paste below on the same component or on another one.

To remove a component from your form, click Remove.

Managing Forms

The Form Designer ribbon has the following options:

• Save—Saves the form you have designed.
• Save As Template—Enables you to export the form you have designed as a template that can be reused in future automation processes.
• Insert Template—Lets you browse for existing form templates and add them to the current project.
• Clear Form—Deletes all components in the current form.
• Preview—Enters a preview mode that shows you how the form looks like at runtime. This section also enables you to resize the display size of the form, or select a premade theme.