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WorkflowsAdmin (Console)

Build workflow forms

How to build custom forms in ZenAdmin workflows — field types, the drag-and-drop builder, form triggers and downloading submissions.

Forms are how people feed data into workflows — a request form that triggers a flow, an input step inside one, or the document an approval chain reviews.

Where do forms live?

On the workflow's detail page, under the Forms tab: add a form, rename it, edit it in the builder, download its submissions, or delete it.

The form builder

Drag fields from the palette onto the form, with a live preview alongside:

  • Text field and Text area — short and long text.
  • Number, Selection (dropdown), Radio, Checkbox.
  • System Field — fields wired to ZenAdmin data, like SaaS app pickers that feed provision-from-form steps.

Triggering from a form

Set the workflow's trigger to When form submitted and pick the form. Submissions then start runs — employees fill the form from ZenEx as a workflow request.

Getting the data out

Download filled data on the Forms tab exports every submission — no need to trawl individual runs.

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