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Get Form Data Activity

Overview​

This new activity allows users to pull specific data from a form submitted earlier in the automation process. It is crucial for scenarios where form data needs to be and utilized in subsequent steps of the automation.

This feature enhances the flexibility of SmartForms by allowing you to append additional fields dynamically. This is particularly useful for gathering extra data that can be used in various automation tasks.

This new activity allows you to retrieve data from specified forms, making it easier to process and utilize the information collected from your SmartForms.

How It Works

  1. Form Submission: A form is submitted with a static name defined by the user.
  2. Specify Form Name: In the "Get Form Data" activity, specify the static name of the form whose data you want to retrieve.
  3. Retrieve Data: The activity will return an object containing all reference names within the form and their corresponding values.

Pia Automation Package Example​

In this example:

  • The chat_interaction task starts a chat interaction using the form named 'nick_form_name'.
  • The get_clients task retrieves a list of clients.
  • The get_form_data task retrieves data from the form named 'nick_form_name' for use in subsequent automation steps.
conditions:
  # Define the conditions for the automation package.
  - name: 'client_filter'
    optMode: 'OptOut'           # Set the opt-out mode for the client filter condition.
    category: 'Hello World'     # Category for the client filter condition.

  # Define another condition for chat interactions.
  - name: 'chat'
    option_button: 'Test button'    # Text for the button in the chat interaction.
    option_text: 'Option text'      # Text for the chat interaction option.
    option_category: 'Category'     # Category for the chat interaction option.

steps:
  # Define the steps for the automation workflow.
  
  # Step 1: Initiate a chat interaction.
  - task: chat_interaction
    inputs:
      text: 'Hello World!'       # Text to be sent in the chat interaction.
      form_name: 'nick_form_name' # Name of the form to be used in the chat interaction.

  # Step 2: Retrieve the list of clients.
  - task: get_clients

  # Step 3: Get data from a specific form.
  - task: get_form_data
    inputs:
      form_name: 'nick_form_name' # Name of the form from which data will be retrieved.