Using the Document in the Form Driven Flow

Calling the generation of a document is done by:

1. Open FintechOS Studio.
2. Click the Main Menu icon at the top left corner.
3. Click Digital Journey > Form driven Flow. The Form Driven Flow List page is displayed.
4. Search for the form driven flow where to use the document.
5. Click the Actions tab.
6. In the grid, click the Insert button to add a new action.

   

7. Click the Save button on the right-hand corner of the page.
8. Navigate to the step where the action will take place. Select the step from the Steps tab.
9. Navigate to the UI tab of a particular step. Open the UI designer.
10. Add a button in the layout. Its configurations open in the right-hand part of the screen.

    

11. Select the type call form action and in the Select from action field tick the action created earlier which generates the document.
12. Click the Apply changes, then click Update template, and lastly Save and close.