The capabilities described on this page are included in Appian's advanced and premium capability tiers. Usage limits may apply. |
In Case Management Studio, forms are the primary way that your end users interact with their cases. Forms allow end users to create and edit cases, and help users provide your case workers and managers with the information that they need to complete a case or address an issue.
Forms are an aspect of and specific to the case type that they are created in. We recommend creating your intake and edit forms while configuring your case type.
This page will provide a brief overview of how forms are used in Case Management Studio and how to create them.
There are two types of forms in Case Management Studio, intake forms and edit forms.
An intake form is one or more steps in a wizard that allow end-users of your process to initiate case creation, such as submitting a maintenance request.
Edit forms allow end users, case workers, or case managers to edit or update the case details.
All intake and edit forms for your case management apps are created and edited in Studio using a set of tools that allow you to build an entire form without any code.
You can create both intake and edit forms from scratch or by copying an existing form in your case type.
When you create intake and edit forms, each field in the form should be connected to the data fields in the forms' associated case type and case category. This allows the form to save the data input by end users and gets your case workers the information they need.
To create and configure a new intake form in Studio:
To further customize and configure an intake form built in Studio, a low-code developer can edit the intake form as an interface in Appian Designer.
Once you have your intake form configured, you can easily create an edit form based on it.
To create an edit form by copying an existing form :
When you create a form in Studio, we automatically generate an interface for that form in Designer. Having both a form in Studio and an interface in Designer allows you to make use of the benefits of both no-code design tools and the robust capabilities of Appian objects.
Once you've created a form in Studio, you can edit that form as an interface in Designer, practically the same way you would for any other interface. The main noticeable difference is that there are special functions used in case management interfaces. For a full list of these functions and how to use them, see Functions for Case Management Studio.
There are some configurations to forms that you can only make to the interfaces in Designer, such as allowing users to save drafts of forms and adding additional pages to the milestones for create and edit forms. To learn more about these configurations, check out Low-Code Configurations for Case Management Studio.
How to Create Forms in Studio