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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  • Form Management
  • Form Editor
  1. Form Design
  2. Quick Start

Workspace Environment

PreviousCreating a FormNextDesigning a Basic Form

Last updated 4 months ago

Form Management

When creating a new form, it will appear in your workspace. The All option selected in the dropdown menu indicates that all existing workspaces are being displayed. As you add new forms, you can use this menu to filter by the workspace where they were saved, making them easier to find.

In the Actions section, you will find the options to edit and delete the form, represented by the pencil and trash can icons:

The first option will open the form window on the right-hand side, allowing you to edit its features, such as name and description. You can modify the necessary data and then click Save to save the changes.

With the delete option, you can discard a form you no longer need. The platform will request confirmation for this action. Click Cancel to cancel the action and return to the workspace, or Yes, delete to permanently delete it. Keep in mind that once a form is deleted, it cannot be recovered.

Form Editor

By clicking on the form name, which will be highlighted as a blue link, you will access the editor to start organizing its components. By default, a preconfigured template will be displayed, which you can use, modify, or delete as needed.

In the menu bar, you will find:

  • Tools for editing and viewing the form, allowing you to switch between the visual editor, code editor, and preview.

  • Other operational options, such as keyboard shortcuts, save, and close.

On the left-hand side, you will find the form elements, where you can select the fields you want to insert to display or record data.

We will delve deeper into each of these tools later, but for now, let's focus on the elements that make up the form and their layout. We will start by creating a basic design using the default template while you familiarize yourself with the functionality of RPA Connect.

Workspace
Edit and delete actions
Editing a created form
Form deletion confirmation
Preconfigured form template