Use a form in a task

A form only does something once a process step uses it. You bind a published form to a user task; when the task reaches someone’s inbox, the platform renders the form for them to complete.

Before you start

• The form exists and has a published version (see Build a form).
• You have a process with a user task (see Build a process).

Steps

1. Open the user task. In the process designer, click the user task you want to attach the form to.

   Screenshot placeholderA user task's properties with the form-binding optionReplace with real capture from app.superagent.studio

2. Attach the form. In the task’s properties, choose Configure form and pick the form and the published version to bind. (Pinning a version keeps the task stable if you edit the form later.)

3. Choose how it renders. Separate shows the form as its own card next to read-only task data; unified makes the fields inline-editable inside the task-data sections.

4. Map the data. Feed the task’s data into the form, and map the form’s output back to process variables — so a downstream gateway can branch on the outcome (approved, an amount, and so on).

5. Set who does it. Choose the assignee group and assignment strategy for the task (see Manage tasks).

6. Deploy. Deploy the process. Next time it reaches this step, the assignee sees the form in their inbox.

What the assignee sees

When the task lands, the form renders with its fields, validation, and actions — beside the task’s data and the AI review assistant. The buttons come from the form, so the task offers exactly the decisions the form defines. See Handling the task for the end-user view.

Related

Build a formDesign the form you'll bind here.

FormsWhat forms are and how tasks render them.

Manage tasksHow people complete the task.