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Embedded forms

In some cases, you may want to reuse a form when designing a process. In this way, it is possible, for example, to display the previous form again in read-only mode in the event of an approval.
With embedded forms, it is also possible to create a form library and use it in the various forms. This could be an Approved by block, for example.

To embed a form in a process, you can select the item Form () when inserting a section in the Form Designer. This inserts a new section for an embedded form.

Configuration​

A section for an embedded form has the following configuration options:

  • Form:
    In this dropdown you can select the form that will be embedded.
  • Hide buttons: In many cases, you may want to update a form, for example, or add further properties to it. It can then be annoying if the buttons of the embedded form are also available to the user.
    If you deactivate this option, all buttons are hidden. If a section contains only one button, the entire section will be hidden.
  • Read-only: If you activate this option, all controls in the form are displayed as read-only. This is often helpful if, for example, you want to display the values of an old form above an approval or similar.
    In most cases, however, you should not activate this option for modules that you want to use again and again.
  • Adopting old values:
    These options cause the values of all control elements to be adopted from previous steps. The latest value is always used, regardless of whether the embedded form is used standalone or embedded.

Placeholder​

If you embed a form, this form is not only available as a form value, but also as an embedded form. There are two key differences here:

  • Form value:
    This placeholder always references the latest value of the form as a standalone form. This means that if the form is filled out as an embedded form, this value is ignored and the latest value is used as a non-embedded form instead.
  • Embedded form:
    This placeholder always references the latest value of the form, regardless of whether it is a standalone or embedded form. In this way, you always receive the latest value of a control element.