Export To Form

The Export To Form node creates or updates forms based on incoming rows from a dataflow. Each incoming row can result in the creation of a new form, an update of an existing form, or the row being ignored, depending on the provided FormID, Reference, and node configuration.

The node also supports creating and updating sub-forms, adding attachments, and assigning users and user groups to forms.

Configuration

Setting	Required	Description
Connection	Yes	The connection to the platform where the forms are stored.
Collection	Yes	The collection that contains the form.
Form definition	Yes	The form definition that determines the structure of the form.
Advanced	No	Opens a configuration screen where incoming columns can be mapped to form fields.
AllowNew	No	Allows the creation of new forms.
AllowUpdate	No	Allows updating existing forms.
Form template	No	ID of an existing (already filled) form that is used as a template for new forms.

Form identification

Existing forms are identified using FormID or Reference.

FormID value	Result
FormID > 0	The existing form with this ID is updated. A new form is never created.
FormID = 0	A new form is always created.
FormID = null / empty / invalid	The row is ignored.
FormID < 0	Rows with the same negative FormID are treated as a single form. One new form is created.
Reference	Existing form is updated. If the reference does not exist, a new form is created.

Reference values are case sensitive. If the Reference field is not enabled on the form definition, updating via Reference is not possible.

Attachments

Attachments can be added to a form using the paperclip icon. This opens a mapping screen where a Base64 column containing the file content and a filename column containing the file name must be selected.

If the attachment is a ZIP file, extraction can be enabled: when enabled, the ZIP file is unpacked and all files inside the archive are added individually as attachments.

Assigned users and user groups

Forms can be assigned to users and/or user groups via the Assignment dialog. Fixed users or user groups can be selected, or an incoming column can be mapped that contains user or group IDs. Assignments can affect form visibility in the form viewer.

Output

Field	Description
MainFormId	Contains the affected Form ID of the main form (created or updated).

Tips

• Sub-forms: when creating or updating sub-forms, always start from the main form: select the main form as the form definition and navigate to the sub-form via the tree structure.
• Updating existing forms: when updating a form and the FormID is known, use this FormID as the Reference to ensure the correct form is updated.

Troubleshooting

Forms are created but not visible in the web application: the Assign User field may not be filled in, or the form is assigned but the web application is filtering on assigned users.

Error: field is not writable: the target field is not writable (for example, a calculated or read-only data field).