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Adeptia Web Forms is an interactive feature that allows you to create a form to transfer data from a source to destination. Web Forms are so simple to use that a business user can easily create it by adding controls, customizing the appearance and layout, and adding rules that decide the behavior of the form. It contains elements such as a checkbox, text box, and many other features that you may need to use to fill the details required for data transfer.

Once created, you can provide access to the form to your Partners. On Adeptia Connect, you can access the created form from the Partner, Transactions , and Dashboard tab. You can create following two have following three kinds of Web Forms:

• Form: A single page step form.
• Wizard Form: A wizard type would contain a complex form with multiple steps in different pages. For example, if you have a large form for entering user data, you would create a wizard form to divide the detail fields into a series of steps. At runtime, the wizard form would display the Web Form asking to fill the details like any other online complex form.

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Creating a Web Form

Step-by-step instructions to create a Web Form.

Activating a Web Form

Learn how to activate or deactivate a Web Form.

Accessing and Using a Web Form

Use a form as a web page or in Template/Transactions. 

Editing a Web Form

Modify the details of a Web Form.

Granting Web Form Access to Partner

Step-by-step instructions to grant Web Form access to a Partner.

Deleting a Web Form

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• Custom: A customized web page developed in Ext JS.

Accessing a Web Form

Depending on the chosen navigation in the assigned Web Form, you can go to the tab and access the Web Form. The form will appear on the right side of the screen. 

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You may find a new tab - My Solutions before the Transactions tab. This tab will list the Web Forms created using My Solutions option as a Navigation Path.

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Using a Web Form in a Transaction 

Following are the high-level steps to create a Transaction using a Web Form. Click here for detailed instructions on how to create a Transaction.

1. Go to Transactions > Templates.
2. Create a Transaction using a Web Form Template.
   
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3. Select On Form Submit as a trigger while creating a Transaction.
   
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4. Activate the Transaction.
5. Click Image Added corresponding to the Transaction and click Run Now.
   
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6. The web form appears. Fill the details on the form and then click Submit. 
   
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   The data of the form will be transferred to the Destination application selected in a Template.