Article published on the 13th of June, 2022.
The contents of this article may be subject to change due to ongoing development of WorkPoint Automate.
The Custom form step can be used to create forms with custom fields for the user to fill in. The data provided can then be used in subsequent steps.
An example of use could be creating an options form, where the user must specify whether to add a new entity, such as a case or project, to their list of favorites.
On the Custom form, a boolean field can be added for the user to provide a yes/no value, which can then be used in the "Toggle entity as favorites" step.
In the following image, we have added a boolean field called "Add to favorites?" to our custom form. In addition, we have named the field "AddToFavoritesValue":
Note that we can add more fields to the form by clicking the "New field" button.
The values from the Custom form can then be used in subsequent steps:
Step specific properties
The properties of Custom forms depend on which fields are added by administrators.