Web Forms - Partner

Adeptia Web Forms is an interactive feature that allows you to transfer data from a source to destination. Web Forms are so simple to use. 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.

On Adeptia Connect, you can access the created form from the Transactions and Dashboard tab. You can have following two 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.

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. 

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.
   
   
   
   
3. Select On Form Submit as a trigger while creating a Transaction.
   
   
   
   
4. Activate the Transaction.
5. Click  corresponding to the Transaction and click Run Now.
   
   
   
   
6. The web form appears. Fill the details on the form and then click Submit. 
   
   
   
   The data of the form will be transferred to the Destination application selected in a Template.