Instance-Linked Actions

Below, we will delve into a series of actions that allow us to understand the state of a form instance, the token assigned to it, the response values obtained, among other aspects.

Get Form Instance State

Returns the state of a form instance, indicating whether it is in draft or confirmed status. It includes the following parameters:

Parameters
Direction
Data Type
Description

formInstanceId

In

Text

ID of the form instance

state

Out

Text

State of the form instance

lastSaved

Out

Text

Date and time of the last save

Response

Out

Collection

Collection containing all the above data of the form instance

Get Form Instance Response

Includes the properties of Get Form Instance State but also allows collecting the data entered in a form instance, displaying them as values. Its properties are as follows:

Parameters
Direction
Data Type
Description

formInstanceId

In

Text

ID of the form instance

formDefinitionID

Out

Text

ID of the template to which the instance belongs

formInstanceId

Out

Text

ID of the form instance, as it will be included in the final output

lastSaved

Out

Text

Date and time of the last save

state

Out

Text

State of the form instance

values

Out

Collection

Values entered in the form instance

Response

Out

Collection

Collection containing all the above data of the form instance

Get Form Instance Token

Allows generating a new public token for a form instance (e.g., because it has expired) by defining the following parameters:

Parameters
Direction
Data Type
Description

formInstanceId

In

Text

ID of the form instance

expiresAt

In

Date and Time

Expiration date of the token

formInstanceId

Out

Text

ID of the form instance, as it will be included in the final output

sharedFormToken

Out

Text

Token that allows viewing and modifying the generated instance

URL

Out

Text

Accessible URL formed by the base URL and the token

Response

Out

Collection

Collection containing all the above data of the form instance

Set Form Instance Process Info

Allows users of the portal or the Teams application to review the status of the forms they have submitted, which is reflected in the "Process Status" and "Completed" columns.

This action is configured with the following parameters:

Parameters
Direction
Data Type
Description

formInstanceId

In

Text

ID of the form instance

status

In

Text

Processing status of the instance to be displayed to the user

endState

In

Text

Final processing status, with options "OK" or "Error"

completionMessage

In

Text

Message specifying the conditions under which the instance was completed

Delete Form Instance

Allows deleting a form instance. Its main properties are:

Parameters
Direction
Data Type
Description

formInstanceId

In

Text

ID of the form instance

force

In

Flag

Forces the deletion of an instance

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