Form utilities

Send Form creates secure and interactive web forms that help collect data, log responses, and propel workflows forward. You can trigger workflows with the form or send them as steps within workflows. 

Multiple users may fill out the same form in parallel, and their individual answers will be saved.

Toggle between two form access options from the workflow settings:

• Torq users only: A Torq user with a minimum role of Operator
• Organization SSO: Users who can log in with your organization's SSO (ensure you have SSO IdP enabled from within workspace settings). Add users to the Torq group within your SSO app (ex: JumpCloud, Okta, etc.) and not within the Torq app.

Trigger workflows with a form

1. Create a workflow with an On-Demand trigger. 
2. Within the designer, click on the trigger. 
3.  Click on the plus sign to add a parameter to the form trigger. 
4. Create whatever parameters you want for the initial trigger form.
5. If you want to follow up your initial form with additional forms, toggle Conclude web form with to Next form. Otherwise, the window will show a thank-you message after the user submits the initial form.
6. Give your form a unique and meaningful name.
7. In order to access the forms, either:
   1. Click on Copy to use as web form, which will copy the link to trigger the workflow, and paste that URL into your browser
   2.  Add a step to send a message via chatbot (Slack, Discord, Teams) to the users you would like to fill out the forms containing the following: {{ $.metadata.form_url }}. When the workflow is run, the message will send, and the user can click the link to trigger the remainder of the workflow. 

Use forms in steps

1.  Search for Send form under Utilities in the Steps Library
2.  Give your form a unique and meaningful name. 
3.  Add as many questions as you would like using the plus sign on the line of Parameters. The following options for responses are available: 
   1.  Short/long text
   2. JSON
   3. Number
   4. Boolean (true/false)
   5.  Single/multi-select
   6.  File upload
   7. Markdown text (no recipient input required)
4.  You may click on the cogwheel to add the following optional parameters: 
   1. Add a description that will appear as a tooltip on the related question in your form. 
   2. Choose a default value to be returned and if an answer to the question is required in order to submit the form. 
   3.  Include a time limit by clicking the cogwheel and adding the timeout parameter. 
5.  If you want to follow up your initial form with additional forms, toggle Conclude web form with to Next form. Otherwise, the window will show a thank-you message after the user submits the initial form.
6. Send the form to the user whose response is needed using a step to send a message via chatbot (Slack, Teams, or Discord) to the users you would like to fill out the forms containing the following: {{ $.metadata.form_url }}.

Customize form logo 

Add your own logo to the form display by uploading a logo PNG or SVG from within the General section of your workspace settings. This will affect every form created from within your workspace.