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Using Forms in the Process

Robusta allows forms to be integrated into processes through two primary methods: by defining them within a User Task activity or a Start Event activity. This document outlines how to configure and utilize forms in both scenarios.

Calling a Form with the User Task Activity

Activities > User Task

Element Description
Assigned to process initiator The form is assigned to the user who initiated the process.
Assigned to single user The form is sent to a single selected user. The relevant user is chosen from the search field.
Candidate Users The form is assigned to multiple selected users.
Candidate Groups The form is assigned to multiple selected groups and their members.

The users assigned to the form must belong to the same tenant.

The User Task activity does not inherently include a timeout period and will wait indefinitely for action. To prevent this, a Boundary Timer Event activity can be utilized.

To configure a timeout, enter a duration in the Time duration field and check the Cancel activity box. If the form is not completed within the specified period, the process will be terminated.

Calling a Form with the Start Event Activity

Start Events > Start Event

This feature allows parameters to be passed at the beginning of a process. When the process is scheduled, the form can be completed via the Scheduler, and the entered information will be sent to the process.