Form Task Templates

Form Task Templates are reusable form configurations for user tasks within workflow steps. Define a form once and use it across multiple workflow action flows, ensuring consistency and saving time.

What You See

Form task templates are displayed as a grid of cards (3 columns), each showing:

• Name — the template title
• Description — what the form collects
• Field count — number of form fields
• Usage count — how many flow actions reference this template
• Action menu — Edit, Duplicate, Delete

Creating a Form Task Template

Click New Form Task Template to open the editor.

Template Details

• Name — a descriptive name (required)
• Description — what this form collects

Default Assignee

Optionally select a default assignee — the user who will be assigned this task by default when the action runs. This can be overridden in the flow editor or at launch time.

Form Fields

Add fields to define what data the form collects. Each field supports:

Property	Description
Name	Machine identifier
Label	Display label
Type	Text, Number, Date, Checkbox, Select, Email, Phone, URL, Textarea, Markdown, Time Slot, Multi-select, Checkbox Group
Required	Whether the field must be filled
Placeholder	Hint text in empty fields
Description	Help text below the field

Type-Specific Options

• Select / Multi-select — define the options list
• Number — optional formatting mask (pattern or regex)
• Number / Date — optional validation rules

Visibility Conditions

Form task template fields support visibility conditions with two scopes:

• form.* — reference other fields in the same form (e.g., show "Details" if form.needsDetails is true)
• input.* — reference workflow launch input values (e.g., show "Account Number" only if input.accountType equals "Existing")

This allows forms to dynamically show or hide fields based on context.

Validation Rules

Number and date fields support cross-field validation:

• Greater than / Less than another field
• Equals / Not equals a value
• Range constraints

Using Form Task Templates

To use a form task template in a workflow:

1. Open the Flow Editor for a step
2. Add a User Form action
3. In the action configuration, select the form task template
4. The form fields are loaded from the template

You can also define form fields directly in the flow editor action without using a template.

Managing Templates

Action	Description
Edit	Modify the template's fields and settings
Duplicate	Create a copy
Delete	Permanently remove

Tips

• Use form task templates for forms that appear in multiple workflows (e.g., "Compliance Review", "Client Verification")
• The default assignee saves time when the same person typically handles a certain type of task
• Visibility conditions make forms adaptive — users only see the fields relevant to their situation