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Understand Dynamic Forms

Dynamic Forms are a feature of the Global AI platform designed to create dynamic pages that allow for the collection of user data. Dynamic Forms serve as an interactive interface for users to input data that can subsequently trigger automated workflows. They are designed to be flexible and adaptable, enabling the creation of forms that can change based on user responses.

Purpose and design​

The main purpose of Dynamic Forms is to facilitate user interaction and data collection in a way that is both efficient and user-friendly. Key aspects of their design include:

  • Data collection and design: The functionality allows for the construction of forms by dragging items from the left sidebar to configure various input types, such as dropdown menus, text inputs, and checkboxes.
  • Conditional logic: It is possible to add logic to the forms to hide or show specific fields. This logic can be based on how previous inputs were filled out. For example, if the user selects the company option, the form may request corporate data.
  • Customization: You can configure the form's theme and appearance. Within the designer, it is possible to add simple custom HTML, signatures, or AI agents.

Integration and workflow​

The main function of Dynamic Forms is to act as an input interface for automated processes:

  • Workflow triggering: Submitting a form can be configured to trigger a specific workflow or function. A contact form is an example of use.
  • Integration with AI agents (Chatbot): Dynamic Forms can be used to build your own chat or chatbot interface. This is done by adding an AI agent to the form and configuring it for an already deployed agent, allowing users to begin communicating with it.
  • Segregation: Like other automation components, Dynamic Forms are segregated and managed at the workspace level.

Data handling​

When a user fills out and submits a Dynamic Form, the collected data is sent to the associated workflow:

  • Output structure: When the form is submitted, it collects all the data and sends it to the workflow as a JSON object. The workflow will then have access to all the information shared by the user.
  • Variable definition: The structure of the JSON data is determined by the name of each property that you assign to each input field during the design. For example, question one, question two, etc.
  • Conversation logs: If an AI agent is present in the form, the JSON sent to the workflow will include the conversation and the audit log of that interaction.

Benefits​

Dynamic Forms offer several advantages:

  • Enhanced user experience: By adapting to user inputs and providing a tailored interface, Dynamic Forms improve the overall user experience.
  • Efficiency: They streamline the data collection process, making it easier to gather necessary information for automated workflows.
  • Flexibility: The ability to customize and add conditional logic allows for the creation of forms that meet specific needs and scenarios.
  • Integration capabilities: Seamless integration with AI agents and workflows enhances the functionality and utility of the forms.

Now that you are familiar with Dynamic Forms, you can learn more about workflows.

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