Using Forms in Workflow Process

Learn to access Forms in the Workflow Process

Last published at: February 4th, 2026

FlowWright offers multiple workflow widgets for managing Form-related tasks within a workflow process. 

A list of Form widgets shipped with FlowWright is available on the Administrator - Form Widgets page. Note: This list also includes the custom widgets (DLLs) added to the FlowWright repository. The availability of each widget is configured by FlowWright Administrators. 

These Form widgets are available on the Form Designer page. You can drag a widget onto the Form Designer canvas and click the help icon in the widget's properties to learn about its functions. 

 

In the Form Designer, the Form widgets are listed in the left pane, as shown below. You can drag a widget onto the Form Designer canvas and click the help icon in the widget's properties to learn about its functions. 

 

Using the instantiate Form step within a workflow process.

To illustrate the concepts, this example demonstrates a Form Definition and a Workflow Process. 

The example Form Definition "TestFormFile" is shown below. You need to drag and drop a label, a text box, a file attachment, an approval button, a validation button, and a lookup widget onto a Bootstrap grid control. 

 

The example Process Definition "TestFormFileDef" is shown below. You need to drag and drop an “InstantiateForm” step onto the designer canvas, then connect it to the Start step. 

 

Click the step to configure the “Required” input properties. Select the Form Definition “TestFormFile” from the drop-down list. Define a variable “FormID” of type string. Use this variable to hold the Form Instance ID. Click the Save button. 

 

Click the step to configure the “Optional” input properties; in this context, the default configuration is sufficient. Click the Save button.

 

Based on the design above, let's generate and execute a workflow or process instance. 

On the Process Designer page, select the Actions > Create Instance menu option. 

 

The “Create Instance” section appears in the right pane. Enter an instance name or click the Generate button to create one automatically. Select the “Execute” box, then click the “Create and Execute” button to start the process. A new instance is created, and a confirmation message appears in the top-right corner. 

 

Navigate to the Process > Instances page. Use the Search textbox to narrow the results. The new process instance is marked as “completed”. The process step has created a new Form Instance, and the workflow has completed successfully. 

 

Go to the Form > Instances page. Use the Search box to filter the results. Select the Form Instance, then click Actions > Edit. This is necessary to edit the Form, enter user input, and submit. 

 

The Form is displayed on a new page. Note: The key-value attribute “mode=Submit” in the URL activates the form in “EDIT” mode. The key-value attribute “mode=Render" activates the form in “READ-ONLY” mode. You need to provide the user input and click the “Submit” button to close the form.   

 

Navigate to the Process > Instances page. Use the Search textbox to narrow the results. The new process instance is marked as “completed”. The process step has created a new Form Instance, and the workflow has completed successfully. 

As the process executes, a new Form instance will be created.  Click the Items > Forms menu option to view the list of Forms created by the process.

 

The list of Forms and their instance IDs is provided in the table below. 

 

Click the Instance ID to launch and render the Form instance in read-only mode, as shown below. 

 

To edit and submit this Form instance, go to the Run > Form Instances page and select this Form instance ID from the list. Then click Actions > Edit. 

 

The Form instance is rendered on a new page for editing, as shown below. After entering values in the Form fields, click the Submit button. The Form instance stores these values in XML format, which can be downloaded by exporting this instance as an XML file.