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    Form Module
    • 11 Nov 2024
    • 6 Minutes to read
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    Contents

    Form Module

    • Updated on 11 Nov 2024
    • 6 Minutes to read
    • Contributors
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    Article summary

    The Form module helps you create a form for end-users to respond to different kinds of interactions on IA engagements on a single screen. For example, citizen developers can send a form to an end-user where they enter their details and answer multiple-choice questions during the process of an engagement. 

    To configure the Form module, follow these steps:

    1. From the Modules list, drag and drop the Form module into the Inspector Panel or double-click the module.

    2. Click the Form module to view the configuration window.

    3. The Form module provides Static Elements and Form Elements options to help you design the Form for specific engagements with the user. The table below provides the list of elements available:

      Static Elements 

      Form Elements

      These are non-configurable options:

      • Display Text - A static display of a text. For example, it could be a tagline or a standard line to address the users.

      • Display Image - A static display element that allows users to view images or PDF files. Supports .jpeg, .jpg, .png, .gif, and .pdf formats, with PDFs displayed in a viewer modal for easy navigation. The maximum file size is 6MB.

      These are configurable elements and elicit a user response:

      • Numeric Input 

      • Text Input: Configure the Text Input element by:

        • Providing a question or title.

        • Providing a label for the text input (recommended).

      • Radio Buttons - Configure multiple options to be displayed as radio buttons that users can select.

      • Dropdown - Specify a comma-separated value that can be displayed as options in the dropdown. This field also accepts a list-type tag.

      • Checkbox - Configure a checkbox view for the user to select from various options.

      • Date and Time

      • Location

      • E-signature

      • File Upload - Configure the file upload element to allow users to upload files.

        • Provide the field label.

        • Select the applicable file type from the dropdown a user should upload.

          Note

          This module supports JPG or JPEG, PNG, PDF, XLS, XLSX, TXT, CSV, DOC, and DOCX file types.

          Your content goes here

        • Select from the drop-down the maximum number of files a user can upload.

      • Payments

      • Signature Pad - Configure the Signature pad by providing the field label. The Signature pad element allows the user to capture signatures using touch, stylus, or mouse input.

    1. Click the More icon to view the Field Menu and customize the field:

    Field Menu

    Description

    Save Output

    Allows you to save the output of the field to a tag or datatable by creating a new tag or saving to the existing tag. The tag will display only the appropriate data types for selection within the form elements.

    Make Field Optional

    Renders the field as an optional one for user selection.

    Add Validation

    Allows you to add validation to the user’s input. Validation applies only to Numeric Input, Text Input, and Date and Time form elements. The validation option will be enabled based on the data types selected in the tags.

    • In the Add Validation Rules dialog box, fill the following fields:

      • Validation Type: Select the data type from the drop-down.

      • Lowerbound (start): Select the lower value of the range.

      • Upperbound (end): Select the upper value of the range.

    Show/hide conditions

    Allows you to show or hide the form element if the condition is met.

    Manage autofill attribute

    User can assign specific autofill values like First Name, Email, etc., based on the type of input field selected. These autofill attributes help streamline the form-filling process for users by automatically populating commonly used information. This option is available in the field menu for various input types such as:

    • Text Input: Used for capturing personal text information like names or emails.

      • Title (Honorific)

      • First Name

      • Middle Name

      • Last Name

      • Suffix

      • Nickname

      • Language

      • Sex

      • Email

    • Numeric Input: Used for collecting numerical information.

      • Phone Number

    • Location: Used for address information.

      • Address

    • Date & Time: Used to capture date or time-based data.

      • Birthday

    Delete field

    Deletes the form element.

    A sample radio button element configured in the Form module will look like this.

    After you have configured, click the back button to save the configuration and continue designing your workflow.

    Once you have configured the Form module, you can Test Workflow to preview how the configured form will appear for the users.

    Form Module Rendering: IA Chatbot/ IA Chatmode

    The Form Module provides a dynamic user experience by presenting form elements to users. To streamline the data entry process and reduce cognitive load, the module introduces AI capabilities that optimize how questions are presented to the end user.

    Note

    The AI capabilities are only available in the IA Chatbot or IA Chat Mode.

    How the AI Capabilities Work:

    The Form Module provides a seamless user interface for various input elements, integrating AI to rephrase, combine, and manage questions efficiently. Below are the key features:

    Rephrasing and Grouping of Questions

    1. AI dynamically rephrases questions, making them clearer and more intuitive for end users.

    2. The system can group multiple form elements, including:

      1. Static Elements: Display Text, Display Image, and Display File.

      2. Form Elements: Number Input, Dropdown, Text Input, and Toggle Switch.

        Note

        To prevent usability issues, AI will not combine more than 3 questions at a time.

    Handling of Input Fields

    Single Text Input vs. Combined Questions:

    • For individual text input or large text input questions, the response can be captured through the default chat input field.

    • If there are multiple combined questions, a separate input field is displayed above to capture all responses.

    Partial Responses:

    • If a user answers partially (e.g., responding only to one part of a combined question), the remaining questions are shown, and the conversation continues until all values are provided. Only then is the next set of modules or questions presented to the user.

    Text Input Summaries:

    • When a response is expected, users have the choice of entering it via the form element fields or through the main chat input field. Text input summaries provide a brief overview of the fields that need to be obtained, summarized in the assistant's chat bubble.

    Special Handling of Specific Elements:

    Large Input Fields: These questions are presented separately due to the need for more context and space.

    Non-Combining Elements:

    The AI does not combine the following elements, and they are presented one at a time:File Upload

    • Date and Time

    • Location

    • E-signature

    • Credit Card

    • Radio Buttons

    • Checkbox

    • Large Text Input

    Enabling AI Capabilities

    AI features can be enabled or configured during the Start and Setup process. Refer Ushur Settings.

    Note

    AI feature is an Enterprise setting. Please contact your Customer Success Manager to enable.

    The Form Module's AI capabilities significantly improve the efficiency and clarity of the form-filling process. By understanding and leveraging these features, citizen developers can create user-friendly forms, streamlining and enhancing the overall experience for end users.

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