Flatten Form

2 minute read Last updated on September 04, 2024

Flatten Form Node Icon

The Flatten Form node is used to save the data gathered from a form into a digital document, where it can be modified by other nodes. This allows form submissions to be treated as documents, so they can be processed and distributed to a final destination.

To open the Flatten Form node’s configuration window, add the node to your workflow and double-click on it.

Configuring the Flatten Form Node

Flatten Form

  • Enabled - To enable this node in the current workflow, ensure the Enabled toggle is to the right. By default, nodes are enabled upon creation. If you disable the node, the workflow will ignore it, and documents pass through as if the node was not present. Note that a disabled node does not check for logic or error conditions.

  • Node Name - The node name defaults to this field. This name appears in the workflow below the node icon. Use this field to specify a meaningful name for the node that indicates its use in the workflow.

  • Node Description - Enter an optional description for this node. A description can help you remember the purpose of the node in the workflow or distinguish nodes from each other. If the description is long, you can hover the mouse over the field to read its entire contents.

Buttons

  • Help - To access Online Help, click this button.
  • Cancel - To exit the window without saving any changes, click this button.
  • Save - To preserve your node configuration and exit the window, click this button.

Using the Flatten Form Node

In order to configure the Flatten Form node, you must first have at least one configured External Form or Internal Form node in the workflow. To configure the Flatten Form node, do the following:

  1. Available forms appear in the area on the left. Select the form whose submissions you would like to save as a document.

  2. Select the file type you would like to save the information as. Options include:

    • Searchable PDF

  3. Select whether you would like the “Save data as file metadata”. Selecting this option associates all of the form metadata with the newly-created document.

  4. Select the Save button to save the configuration.

Any form submissions that match the configuration for the node will now be saved as a document.