Single dynamic form

Dynamic forms can be used to interact with the user, for example, to change an address. Dynamic forms facilitate the push and pull of information by triggering the creation of a queue item for a digital worker to process.

Front-office user workflow

  1. A front-office user triggers the customer journey by clicking a tile or a menu item.

  2. A dynamic form displays which contains customer data, such as first name, surname, and first line of address.
  3. An additional button displays which when clicked initiates a request via a queue item.

    In a production environment, this information is retrieved from the back-end database by the digital worker.

Blue Prism developer steps

  1. A Blue Prism developer builds the form using actions such as Section, Text Field, Table, Date, or Slider.

    1. The  output for each action is the Form Fields JSON data item.

    2. A button is added to the form to trigger a queue item.

  2. The form ID is generated.

    Once all actions have been added to the Form Fields JSON data item, this is then used to create a form payload. The form payload is sent to the SQL database and is identified via a form ID.

  3. The form ID is assigned to a tile and menu item by using the Create Tile Payload and Create MenuItem Payload actions.

    The tile and menu item are then sent to the Service Assist front-office user interface.

  4. The queue request is triggered when the dynamic button is clicked in the interface. The response is handled via the API.