What is a Form

A form is an interface for users to view, add, or edit the data within tables which is populated by the automation tasks or by the users manually. Forms are used to:

• Design human interventions required in the workflow like Approvals, Confirmations, etc.
• Trigger the next step of automation based on the human intervention action.
• Control user access to the data.

How is the Form used

1. Forms enable human interventions and trigger the next steps of automation based on the actions taken during the human intervention.

   Leave application process in an organization:

   • The Manager approves the request made by the Requestor.
   • Using forms, the approval workflow can be designed.
     • When a user with the Manager Role logs in, the Approve button is displayed for the records that have State as For Approval.
   • When the Manager clicks the Approve button, the leave is approved and a task is triggered to update the leave request in the leave application system. The State of the record is updated to Approved.

2. Forms are used to restrict access to the data based on the role of the users.

   Leave application process in an organization:
   

   • A Requester can view and edit the data.
   • A Manager can view the data and approve or reject the requests.