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How to Create a Form for a Flow

Transform any workflow into an interactive, shareable form

Updated over 6 months ago

Overview

Creating a form for a flow enables you to transform complex workflows into user-friendly interfaces that anyone can interact with. This powerful feature converts your AI workflows into accessible forms with custom input fields, professional styling, and flexible sharing options, making your automation tools available to end users without requiring technical knowledge.

Getting Started: Form Creation Process

Accessing Form Creation

From Flow Management:

  1. Navigate to Flows: Access your flows list from the main navigation

  2. Select Target Flow: Choose the flow you want to convert into a form

  3. Context Menu: Click the three-dot menu (⋯) next to your desired flow

  4. Create Form Option: Select "Create form" from the dropdown menu

Available Flow Actions:

  • Rename: Modify flow identification

  • Share: Direct flow sharing options

  • Open in new tab: Launch flow in separate window

  • Create form: Convert flow to interactive form ✓

  • Duplicate: Create flow copies

  • Delete: Remove flows permanently

Initial Form Setup

Form Creation Dialog:

  • Creation Context: "You're crafting a form based on the '[FLOW_NAME]' existing flow"

  • Form Naming: "Enter Form Name" field for custom form identification

  • Creation Process: "Continue" button to proceed with form generation

  • Flow Integration: Automatic linking between form and underlying workflow

Form Builder Interface

Main Editor Layout

Interface Components:

  • Form Name Display: Shows current form name (e.g., "TEST") in header

  • Status Indicators:

    • Internal/External Toggle: Controls form accessibility

    • Publication Status: "Unpublished" badge indicates draft state

  • Action Buttons: Preview, Share, and Publish options for form management

  • Settings Access: Configuration gear icon for advanced options

Component Palette

Available Form Elements:

Content Components

  • Title: Main headings and form titles

  • Short Text: Brief text content and descriptions

  • Image: Visual elements and branding assets

  • List: Organized information display

Interactive Elements

  • Input: User data collection fields

  • Output: Results display areas

  • Submit: Form submission controls

Component Management:

  • Drag-and-Drop: Intuitive component placement

  • Visual Preview: Real-time form appearance

  • Component Editing: Click-to-configure interface elements

Form Component Configuration

Title Component Setup

Basic Title Configuration:

  • Primary Title: Main form heading field

  • Title Editing: Click-to-edit title text

  • Header Hierarchy: Automatic formatting for form structure

Advanced Title Options:

  • Title Field: Primary heading configuration

  • Subtitle (Optional): Secondary descriptive text

  • Description (Optional): Detailed form explanation

  • Flexible Content: All fields support dynamic content

Image Component Configuration

Image Upload System:

  • Upload Interface: "Click here to upload an Image" prompt

  • Testing Instructions: "To test this, enter preview mode or publish your form"

  • Visual Integration: Images enhance form appearance and branding

  • Format Support: Multiple image formats accepted

Image Configuration Options:

  • Title (Optional): Image caption or heading

  • Subtitle (Optional): Additional image description

  • Upload Management: Easy image replacement and removal

  • Preview Testing: Visual validation before publishing

Input Component Configuration

Input Field Setup:

  • Field Name: Custom field identification (e.g., "Name")

  • Question Text: "Add question here" placeholder for user prompts

  • Input Type Selection: Dropdown control for field type specification

Input Type Options:

  • Dropdown: Selection from predefined options

  • Text Input: Free-form text entry

  • Multiple Choice: Radio button selections

  • Checkboxes: Multiple selection options

  • File Upload: Document and media submission

Dropdown Configuration:

  • Option Management: "Option 1", "Add Option 2" for choice creation

  • Option Removal: X button for deleting unwanted choices

  • Data Source: "Choose Input Node" for workflow integration

  • Validation Warning: "No input selected" alerts for incomplete configuration

Advanced Input Settings:

  • Content Instructions: "Input your content that you want to run through your AI flow"

  • Testing Guidance: "To test this, enter preview mode or publish your form"

  • Data Input Selection: "Please select which 'Data Input' to use for this input field"

  • Node Connection: "Choose Data Input Node" for workflow linking

Data Input Integration

Input Node Selection:

  • Choose Input Dialog: Modal for selecting data sources

  • Node Description: "Select the Input API node that meets your form's data needs"

  • Integration Process: "It will provide the required input when your form is published"

  • Available Options: Multiple "Data Input" nodes for selection

  • Save Configuration: Confirm input node assignments

Output Component Configuration

Output Display Setup:

  • Title and Subtitle: Standard header configuration options

  • Output Preview: "Your output will be displayed in text format here once you submit your form"

  • Testing Instructions: Preview and publish guidance for validation

  • Node Selection: "Choose Output Node" for result display configuration

Output Node Integration:

  • Choose Output Dialog: Modal for selecting result sources

  • Node Description: "Select the Output node that meets your form's data needs"

  • Result Display: "It will provide the required output when your form is published"

  • Available Options: Multiple "Data Output" nodes for selection

  • Save Configuration: Confirm output node assignments

Form Submission Configuration

Submit Button Setup

Basic Submit Configuration:

  • Submit Button: Standard form submission control

  • Advanced Settings: Gear icon for detailed configuration options

  • Submission Handling: Automatic workflow execution upon form submission

Advanced Submission Settings

Flow Selection Options:

  • Submit to All Flows: Universal submission to all available workflows

  • Specific Flow Selection: Choose target flow from dropdown (e.g., "TEST")

  • Targeted Processing: Route submissions to specific workflows

File Management Options:

  • Remove Uploaded Files: "Submitted file uploads will be removed following each flow run"

  • Retain Uploaded Files: "Submitted file uploads will be saved in the system after flow is run" ✓

  • Storage Management: Control file persistence and system storage

Configuration Persistence:

  • Save Settings: Confirm submission configuration

  • Processing Rules: Define how form data flows into workflows

  • Resource Management: Control file storage and cleanup policies

Form Styling and Customization

Form Style Settings

Layout Configuration:

  • Horizontal Toggle: Enable/disable horizontal layout

  • Vertical Toggle: Enable/disable vertical layout

  • Gap Settings: Spacing control with numeric values (e.g., "16")

  • Background Color: Custom color selection with color picker

Visual Customization:

  • Background Image: "Click here to upload an Image" for custom backgrounds

  • Color Schemes: Professional appearance customization

  • Spacing Control: Fine-tune element positioning

  • Layout Flexibility: Adapt forms to different screen sizes

Text and Typography

Font Configuration:

  • Font Selection: Dropdown with options like "Roboto"

  • Font Size: Adjustable sizing (e.g., "20px") with dropdown control

  • Text Styling: Bold, italic, and underline options

  • Text Alignment: Left, center, right, and justify alignment options

Color Management:

  • Text Color: Custom color codes (e.g., "#475467") with color picker

  • Color Palette: Predefined color options including:

    • Dark Colors: Black, dark gray variations

    • Neutral Colors: Light gray, medium gray

    • Accent Colors: Green, yellow, red, blue variations

    • Highlight Colors: Purple, violet options

    • Custom Colors: Full color picker for unlimited options

Modal and Interface Styling

Modal Configuration:

  • Modal Size: Dropdown selection (e.g., "100%") for form dimensions

  • Background Color: Custom modal background (#ffffff)

  • Background Palette: Predefined background color options

  • Border Radius: Adjustable corner rounding (e.g., "4px")

Professional Appearance:

  • Consistent Styling: Uniform appearance across all form elements

  • Brand Integration: Custom colors and fonts for brand consistency

  • Responsive Design: Automatic adaptation to different devices

  • Visual Hierarchy: Clear organization of form elements

Form Publishing and Sharing

Publication Status Management

Status Indicators:

  • Internal Badge: Blue "Internal" indicator for restricted access

  • Unpublished Badge: Orange "Unpublished" status for draft forms

  • Publication Control: Clear visibility of current form state

Publishing Options

Access Control Selection:

  • Internal Publishing: "Only available to FluxPrompt users who can complete and submit the form"

  • External Publishing: "Available to anyone with whom you share the link. Also accessible to FluxPrompt users"

  • Default Selection: Internal publishing selected by default for security

Publishing Process:

  • Continue Button: Proceed with selected publishing option

  • Publication Confirmation: System generates form URL upon publishing

  • Access Management: Control who can view and submit forms

Form Sharing System

Share Link Generation:

  • Copy Published Form Link: Direct URL copying for easy sharing

  • Generated URL: Automatic creation of form access links

  • Link Format: Professional URLs for external sharing

URL Management:

  • Copy Link Button: One-click URL copying with link icon

  • Link Validation: Automatic URL generation and validation

  • Access Testing: Verify form accessibility through generated links

Publication Control

Publishing Actions:

  • Publish Button: Make forms live and accessible

  • Unpublish Option: Remove forms from public access

  • Publication Toggle: Easy switching between published and draft states

  • Version Control: Manage form updates and revisions

Form-to-Flow Connection

Data Flow Integration:

  • Input Mapping: Form fields automatically connect to workflow inputs

  • Output Display: Workflow results display in form output sections

  • Processing Pipeline: Seamless data flow from form submission to workflow execution

  • Result Delivery: Automatic presentation of workflow outputs to form users

Best Practices and Optimization

Form Design Guidelines

User Experience Optimization:

  • Clear Instructions: Provide helpful guidance for each form field

  • Logical Flow: Organize form elements in intuitive sequences

  • Visual Hierarchy: Use titles, subtitles, and descriptions effectively

  • Input Validation: Configure appropriate input types for data quality

Publishing Strategy

Access Control Planning:

  • Internal Forms: Use for sensitive or organization-specific workflows

  • External Forms: Deploy for customer-facing or public workflows

  • Security Considerations: Choose appropriate access levels based on data sensitivity

  • Testing Process: Always preview forms before publishing

Performance Optimization

Efficient Form Configuration:

  • Minimal Complexity: Include only necessary form elements

  • Fast Loading: Optimize images and content for quick form loading

  • Clear CTAs: Make submission buttons prominent and action-oriented

  • Error Handling: Provide clear feedback for form validation issues

Integration Best Practices

Workflow Connection:

  • Data Mapping: Ensure form inputs match workflow requirements

  • Output Configuration: Set up appropriate output displays for results

  • File Management: Choose appropriate file retention policies

  • Testing Validation: Thoroughly test form-to-workflow connections before publishing

Creating forms for flows transforms complex AI workflows into accessible, user-friendly interfaces that enable both technical and non-technical users to leverage powerful automation capabilities through intuitive form-based interactions.

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