Create form

This controller is used to create a session with a specific template and role, input parameters and other configurations.

When pressing “Session” controller in the workflow the session settings panel will be opened at the right side.

 

 

General settings

Id	ID has a unique value that is automatically generated by the system.
Name	Default name “Session” can be changed by the user to another value. The name is shown inside of the controller in the workflow and with a unique value it is easy to distinguish it from others.
Use session as defaults	Select the default to get the data from. In case the controller was added from “Append form” option the value will be automatically added and configured to the previous session result. It is very important to define the default when there is more than one entry to the session. For more information see “Inputs” section below.
Description	Add the description of the session.

 

Inputs settings

This screen is used to add input parameters to the session controller from the previous controllers or from the form.

Add input specification	Press “+” icon to add a new input parameter.
Id	ID of the input parameter. The value is automatically generated by the system and is unique for the specific controller.
Name	Name of the input parameter.
Source	Source of the input parameter. Can be any of the previous controllers or the session result from the form.
Type	Type of the input parameter. Default: Any
Required	Required or not. Default: No

Example of the input parameter from the Start event:

Example of the input from the previous session result:

Example of the input parameter from the Form Result of the client session:

 

Form settings

Template	Select the template from the list of existing templates to run in the current session.
Role	Select the role (recipient) from the list that is automatically created based on the template definition.
Is seal session	Select the check box if the session is seal.
Document	Press “Choose file” button to attach the document to the session or the link button to select the reference.
Input	Press “+” icon to add the fields for the template parameters.
Key	Add the ID of the field controller in the template where the value will be inserted upon running the session.
Value	Add the value that will be inserted to the template field or select it from the list of input parameters.
Redirect URL	Add the redirect URL or select it from the list of input parameters.
Archive URL	Add the archive URL or select it from the list of input parameters.