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Via Public Form

To start a process via public form, do the following:

  1. Log in to your account

  2. Click Administration > Processes > Template Diagrams > The card of the process you want to start

  3. Click Start Process > Via public form.

  4. If a form has been created, the name of the form will appear. Click the name of the form to open it. The form link can be copied and shared or linked on a webpage, etc.

  5. To create a new form, click New Public Form

When creating a new public form, you’ll need to give the public form a name.

Then, you will need to choose which process fields you want to display on the new public form. (The Process Fields will need to have already been created within the process.) Your process may have 30 or more fields, but you may only want to display 10 of them on the public form. You can also, optionally, decide if the fields should be required on the public form. If the field’s “required” checkbox cannot be unchecked, it is because the field is required at the process level and is therefore always required.

Once your public form has been saved at least once, the system will generate a unique unchanging URL for this public form. You can share or post this public form URL anywhere when you want to give people the ability to start a process without having a login to your account.

Note: You can also use public forms to collect information from people in the middle of an existing process that is already running. For instance, halfway through a new customer onboarding process, you can use an Automated Action to send an email which contains a link to a public form. When an Automated Action sends a Public Form link, that Public Form will always update the process instance from which it originated. (It will not start a new process.)