RPA Connect
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  • Form Design
    • Quick Start
      • Login to RPA Connect
      • Creating a Form
      • Workspace Environment
      • Designing a Basic Form
    • Property Assignment
      • General Properties
      • Appearance
      • Validations
        • Advanced Validations
      • Behavior
        • Advanced Behaviors
    • Comprehensive Form Development
      • Text and Numeric Fields
      • Date and Time Fields
      • Option Selection Fields
      • Other Input Fields
      • Tables
    • Using Common Resources
      • Resource Upload
      • Resource Utilization
    • Workflow Configuration
    • Advanced Options
  • Administration
    • Admin App
      • Accessing Admin App
      • User and Group Management
      • Workspaces
      • Roles and Permissions
    • Integration with Microsoft Entra ID
      • Synchronization Authorization
      • AD Group Management
      • Microsoft Teams Notification Configuration
  • BLUEPRISM
    • Connection with BluePrism
      • Creating an Authentication Credential
      • Generating a Public Form Instance
      • Querying Template Instances
      • Other Actions
        • Instance-Linked Actions
        • File-Linked Actions
        • Stage-Linked Actions
      • Additional Information
  • INTERACTION CHANNELS
    • Instance Management in Teams and the Portal
      • Interface and Common Functions
        • Home
        • Submissions
        • Inbox
      • Activity in Microsoft Teams
      • Portal Features
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  1. Form Design
  2. Quick Start

Creating a Form

PreviousLogin to RPA ConnectNextWorkspace Environment

Last updated 5 months ago

RPA Connect allows you to create forms in an intuitive and dynamic way. To get started, click the New button in the upper-right corner of the screen.

A pop-up window will appear where you can fill in the basic details of the form:

For now, we will focus on the first three fields:

Field
Usage

Name

The name of the form, which will be displayed in the workspace. It is recommended to choose a name that can be easily identified later.

Description

A basic description of the form, providing more information about its purpose or utility.

Workspace

The workspace where the form will be saved, which for this initial creation will be set to "Default".

Once you have completed the fields, click the Create button to save the entered information and generate the new form.

"New" Button
New Form Window