Form Driven Flows

A Form Driven Flow is a stream of steps that an user goes through to achieve a goal. The way the actor gets from one place to another in a steady stream, i.e. process steps. It is the starting point to build a complex digital journey with several flows, a multitude of steps, sometimes collecting data about a client or an insured item to satisfy a business need.

For example, by using a digital journey, a banking representative may want to add a new customer which becomes connected to data sources. The added customer is visible to a set of related applications that expand customer’s business profile. The business profile is available for inspection and review as part of the customer information central hub.

Prerequisite

Before creating a form driven flow, you need to have the flow's underlying data model defined (entity and attributes), including any required data extensions (presented in the Extend the Data Model).

1 Create a form driven flow

1. From the menu, go to Digital Experience > Customer Journeys > Form Driven Flows. The Form Driven Flows page appears.
2. Click Create. The data form driven configuration page appears which comprises two sections. It displays by default on the General section.

   

3. Provide the form driven flow general information:

   Field	Description
   Name	The name of the form driven flow used internally by the system. This field is mandatory. NOTE   A naming convention is an important part in a well-built data model; therefore, we recommend you to use PascalCaseNames (upper camel). The Name starts with an uppercase letter, as do all additional words. For example: FTOS_CMB_BaseAccount.
   Display Name	This is the name that displays in the user interface. Choose a suggestive name.
   Description	Optional description of the form driven flow.
   Show Tooltips	Select how you want the tooltips to be shown for specific attributes on journeys in the user interface. The following values are available: User Settings (default value). Give users the possibility to show tooltips by toggling on / off the Tooltips button displayed at the top-right corner of the UI. YES. Always show tooltips in the Portal UI the digital journeys when users hover their mouse on the attributes on fields which have tooltips. The users do not have the possibility to toggle the tooltips off. No. Never show tooltips in the Portal UI on the digital journey.
   Hide Business Workflow	Hides the entity record's state and state transition options in the end-user interface. For more information about business workflows, see the Business Workflows Processor documentation.
   Read Only	Prevents end-users from making changes to the displayed form fields.
   Disable Save Keyboard Shortcut	Prevents end-users from saving and reloading the form by pressing the Ctrl+S keyboard shortcut.
   Flow Title	Select a title from the list: use display name (this name will appear everywhere, on every step this name will be exhibited) show only step display name (each step will have its own name exhibited).
   Style sheets	Select the style sheet you wish to use. Multiple style sheets can be added. The order of how they are added is respected in the execution. For details, see Style Sheets.
   Hide Business Transaction	Hides the Business Transactions button at the top right corner of the screen, which displays the business workflow transitions of the record. For more information about business workflows, see the Business Workflows Processor documentation.
   Hide Action Buttons	Hides the Actions button at the top right corner of the screen, which allows you to open action groups or reports associated with the form driven flow (for details, see Defining Action Groups and Add Power BI Reports to Digital Journeys).
   Disable prompt for unsaved changes	When navigating away from the form driven flow, for instance by clicking the Go Back button in the top left corner of the screen, if the form contains unsaved data, the user will not be prompted to save changes.
   Save automatically data on leave	When navigating away from the form driven flow, for instance by clicking the Go Back button in the top left corner of the screen, any unsaved data in the flow will be automatically saved.

4. Click the Data Model tab and from the Entity field, select the entity whose data model you'll be using.

   

5. Click Save and reload . The digital journey is added into the system and the data form driven configuration page displays on the Data Model tab which has the Business Entities Extensions section expanded. For more information on how to add Business Entities Extensions, see Extend the Data Model.

   If you want to render data extensions on the digital journey, you need to first register them by adding the entity extension. For more information, see Render Custom Data Extensions.

6. For a specific digital journey, after selecting the entity, select the attributes from it that you wish to use in particular. Click Insert existing and select from the list the attributes.
7. To add virtual attributes, in the third grid of the Data Model, click Insert pre-existing and tick the virtual attributes to be added to the form.
8. If you wish to restrict the form's access only to specific attributes in the data model, insert the corresponding values in the Allowed Attributes and Allowed Virtual Attributes sections. By default, all attributes in the data model are available to the form's context. Once you start populating the allowed attributes sections, the form will be restricted from accessing any attributes except the ones explicitly defined in these sections.

2 Set the journey default type

Click the General tab and set the form driven flow default type by ticking the appropriate checkbox:

• IsDefault to set the data form by default on Insert mode.
• Is Default For Edit to set the data form by default on Edit mode.

Each entity has a default auto-generated data form which contains all the attributes of the data model you're using. If you want to make changes to the default data form, leave the Auto Generate Template checkbox unticked, otherwise on entity updates (e.g. add a new data form attribute), the data form will be overwritten and all the updates will be lost.

You can set to automatically generate the data form template by ticking the Auto Generate Template checkbox and selecting from the Auto Generate Template Type field one of the options available: Inherit, 1 Column, 2 Columns, 3 Columns and 4 Columns.

If inherit is selected, the data form layout will inherit the value from the entity which is parent for the current entity.

For backwards compatibility, a default auto-generate data form template is available at application level in the web.config file, 1-column data form template.

3 Design the flow UI

Click the UI tab . You can design a complex form driven flow layout by providing the HMTL code or you can create a classic data form layout by using the HTML elements available on the toolbar of the HTML editor. You can also create the HMTL template of a form driven flow by using the Advanced Code Editor or the UI Designer.

The form driven flow UI template supports the following tokens:

Token	Description
{AttributeName}	Displays the corresponding field on the data form. NOTE   The attribute name must be included between curly brackets; otherwise, a simple text will be displayed on the page instead of the actual field.
{#RelationshipName, view: viewName#}	Generates a view provided by relationship and by view. The viewName is optional and specifies which view to generate. If viewName is not provided, the default view will be displayed on the data form.
{#RelationshipName, view: viewName, editmode:cell#}	Generates a view provided by relationship and by view. This view allows inline editing meaning that you can edit cells one by one directly in the grid, without opening specific records. NOTE   In order to activate inline editing for a specific cell, you must select the Allow Editing checkbox displayed on the entity view column (View > View columns).
{#MKT_CampaignResponse_MKT_Campaign,nodelete,noinsert#}	Generates a view provided by relationship and by view, but the Delete and Insert buttons are not displayed on the view. You can apply the same logic (similar tokens) for the Export (noexport) or Refresh (norefresh) if you no longer need them on the view.
{$ChartName$}	Generates a chart based on the provided chart name.
{? entityName, view: viewName ?}	Allows you to display a view from another entity. For information on how to use it, see Display View from Another Entity.

In the HTML template, you can link HTML elements (labels) to attributes. For information on how to do it, see Link Labels to Attributes.

When designing the UI template of the form driven flow, you can also add custom buttons. For more information, see Use UI components (headings, paragraphs, charts, widgets, buttons).

4 Group information in steps

Grouping entity information in sections, herein referred to as steps, based on specific criteria (business, operational or other relevant to you) is useful especially in complex financial activities when you have to display a lot of information on digital journeys. You can add as many steps as you need in the Steps tab, based on your criteria.

If you only need one section on your journey, add it to the Steps section; it will not be marked as step in the Digital Experience Portal.

To avoid issues with the steps loading order, we recommend you to define functions in the journey and only call them within the steps. Rendering a step automatically loads, the main journey is also rendered.

For information on how to add and configure steps, see Add and Configure Steps.

The default execution order of a digital journey which is comprised of steps is given by the OrderIndex of the steps, as set on the digital journey > Steps tab. You can change the default flow of a digital journey by using the Flow Control feature.

5 Define who has access to the flow

If your business case requires that the form driven flow is available to designated roles within your organization, click the Security Roles tab and add the security roles who should have access to them. If no security roles are added here, all users will be able to view the journey.

6 Save the flow

If you want to save and close the flow, click Save and close.

If you want to save the flow and continue working on it, click Save and reload.

Clone a form driven flow

To duplicate a form driven flow with all of its configurations, in the General tab, click Clone Form.

Insert a name for it and click Clone. The new form driven flow opens immediately for editing.

 

This section covers the following topics: