There are different types of forms which are primarily used in Tasklist. To implement a task form in your application, you have to connect the form resource with the BPMN 2.0 element in your process diagram. Suitable BPMN 2.0 elements for calling tasks forms are the StartEvent and the UserTask.

Forms are referenced using Form Keys or Form References and can either be embedded in Camunda Tasklist or handled by a custom application. Depending on your use-case, different Form Types can be used:

1. Embedded Task Forms allow you to embed custom HTML and JavaScript forms into Tasklist.
2. Camunda Forms offer visual editing of forms in the Camunda Modeler and can be used for less complex forms. Camunda Forms are the only form type that can be referenced either by Form Key or by Form Reference.
3. External Task Forms can be used to link to custom applications. The Form will not be embedded in Tasklist.

If no form key is present, a Generic Task Form will be shown.

Form Key details

Form keys that are used in Tasklist have the structure FORM-TYPE:LOCATION:FORM.NAME.

To configure the form in your process, open the process with the Camunda Modeler and select the desired UserTask or StartEvent. Open the properties panel and enter the Form Key. The relevant XML tag looks like this:

<userTask id="theTask" camunda:formKey="camunda-forms:deployment:forms/userTask.form"
          camunda:candidateUsers="John, Mary"
          name="my Task">

Embedded Task Forms

Embedded task forms are HTML and JavaScript forms. We provide more information about the creation of embedded forms in our Embedded Task Forms Reference.

To add an embedded form to your application, simply create an HTML file and refer to it from a UserTask or a StartEvent in your process model. For example, you can create a FORM_NAME.html file containing the relevant content for your form, e.g., a simple form with two input fields:

<form role="form" name="form">
  <div class="form-group">
    <label for="customerId-field">Customer ID</label>
    <input required
           cam-variable-name="customerId"
           cam-variable-type="String"
           class="form-control" />
  </div>
  <div class="form-group">
    <label for="amount-field">Amount</label>
    <input cam-variable-name="amount"
           cam-variable-type="Double"
           class="form-control" />
  </div>
</form>

The form key for this file could be embedded:deployment:FORM_NAME.html or embedded:app:forms/FORM_NAME.html.

Camunda Forms

Camunda Forms are created as separate files using the Camunda Modeler and can be deployed together with the process models. The form schema is stored in .form files. You can find out how to build Camunda Forms in the Camunda Modeler documentation or refer to the Camunda Forms Reference to explore all configuration options for form elements.

Process variables are mapped to form fields where the field’s key matches the variable name.

Form Reference

With Form References, Camunda Forms provide a flexible way of linking an element in a BPMN diagram to a form. To link a BPMN element (StartEvent or UserTask) to a Camunda Form, you have to specify the Id of the Camunda Form as the camunda:formRef attribute. Additionally, the camunda:formRefBinding attribute specifies which version of the Camunda Form to reference.

Valid values are:

• deployment, which references the Camunda Form with the given key that was deployed with the same deployment as the referencing process.
• latest, which will refer to the latest deployed version of the Camunda Form.
• version, which allows you to specify a specific version to be referenced from the BPMN element with the camunda:formRefVersion attribute.

<bpmn:userTask
    id="myUserTask"
    camunda:formRef="formId"
    camunda:formRefBinding="version"
    camunda:formRefVersion="1">
</bpmn:userTask>

The attributes camunda:formRef and camunda:formRefVersion can be specified as an expression which will be evaluated on execution of the task or start event.

<bpmn:userTask
    id="myUserTask"
    camunda:formRef="${formId}"
    camunda:formRefBinding="version"
    camunda:formRefVersion="${formVersion}">
</bpmn:userTask>

Form Key

Aa an alternative to formRef you can reference a Camunda Form file with a deployment or app form key:

• camunda-forms:deployment:FORM_NAME.form
• camunda-forms:app:forms/FORM_NAME.form

To enter the formKey in the Modeler, you have to select Embedded or External Task Forms as Type in the dropdown.

From the form developers point of view, formRef offers more flexibility than formKey as they can be deployed independently from the process model.

Process Variable Binding

To define a default value for a form field, a process variable with the same name as the form field key needs to be defined. Local variables (e.g. created by defining an Input Parameter for the User Task) take precedence over process variables.

The submitted values of a form are returned as variables to the process engine:

• When a process variable with the same name as the form field key already existed, then its value will be overwritten by the form submission.
• When the User Task has an Input Parameter defined with the same name as the form field key, then this local variable will be used. In this case, an Output Parameter needs to be defined to map the local variable to a process variable for usage in other process elements.
• When no variable exists with the same name as the form field key, then a new process variable will be created and gets the value from the submission.

Dynamic Components

You can bind the available options of some component types (Select, Radio Buttons, Checklist, and Taglist) to a variable. Like this, Camunda Forms show available options dynamically based on process data (variables).

To bind a variable to a dynamic component, define its name in Camunda Modeler’s form builder in the Properties Panel under Options Source -> Type -> Input Data -> Dynamic options -> Input values key for the respective component.

Camunda Forms support the following variable types that can represent JSON:

• Json
• Object with the serializationDataFormat: application/json

Camunda Forms store and retrieve user selections for each component in a variable whose name equals the component key. If a variable supposed to store the user selection for multi-select components (Checklist or Taglist) doesn’t exist yet, a new one is created on form submission with the same type as the variable that defines the available options.

The format to define available options looks as follows:

[
  {
    "label": "Dynamic Value 1",
    "value": "dynamicValue1"
  },
  {
    "label": "Dynamic Value 2",
    "value": "dynamicValue2"
  }
]

If you are about to prototype your application, you can also use the shortcut format:

["Dynamic Value 2", "Dynamic Value 2"]

Deployment

If you want to include your CIB seven Form as part of the deployment, then you need to deploy the .form file in the same deployment as the respective .bpmn diagram - for example using the Camunda Modeler (since Modeler Version 5.0.0).

You can also include CIB seven Forms from other deployments by using form references.

External Task Forms

If you want to call a task form that is not part of your application, you can add a reference to the desired form. The referenced task form will be configured in a way similar to the embedded task form. Open the properties view and enter FORM_NAME.html as form key. The relevant XML tag looks like this:

<userTask id="theTask" camunda:formKey="app:FORM_NAME.html"
          camunda:candidateUsers="John, Mary"
          name="my Task">

Tasklist creates the URL by the pattern:

"../.." + contextPath (of process application) + "/" + "app" + formKey (from BPMN 2.0 XML) + "processDefinitionKey=" + processDefinitionKey + "&callbackUrl=" + callbackUrl;

When you have completed the task, the call back URL will be called.

Other Task Forms

These Task forms do not use the form-key attribute to be referenced. They are not recommended for production use and are intended for testing and development purposes.

Generic Task Forms

The generic form will be used whenever you have not added a dedicated form for a UserTask or a StartEvent.

Hit the Add a variable button to add a variable that will be passed to the process instance upon task completion. State a variable name, select the type and enter the desired value. Enter as many variables as you need. After hitting the Complete button, the process instance contains the entered values. Generic task forms can be very helpful during the development stage, so you do not need to implement all task forms before you can run a workflow. For debugging and testing this concept has many benefits as well.

You can also retrieve already existing variables of the process instance by clicking the Load Variables button.

Generated Task Forms

The CIB seven process engine supports generating HTML task forms based on Form Data Metadata provided in the BPMN 2.0 XML. Form Data Metadata is a set of BPMN 2.0 vendor extensions provided by CIB seven, allowing you to define form fields directly in the BPMN 2.0 XML:

<userTask id="usertask" name="Task">
  <extensionElements>
    <camunda:formData>
        <camunda:formField
            id="firstname" label="First Name" type="string">
            <camunda:validation>
               <camunda:constraint name="maxlength" config="25" />
               <camunda:constraint name="required" />
            </camunda:validation>
        </camunda:formField>
        <camunda:formField
            id="lastname" label="Last Name" type="string">
            <camunda:validation>
               <camunda:constraint name="maxlength" config="25" />
               <camunda:constraint name="required" />
            </camunda:validation>
        </camunda:formField>
        <camunda:formField
            id="dateOfBirth" label="Date of Birth" type="date" />
    </camunda:formData>
  </extensionElements>
</userTask>

Form metadata can be graphically edited using the Camunda Modeler.

This form would look like this in Tasklist:

As you can see, the <camunda:formData ... /> element is provided as a child element of the BPMN <extensionElements> element. Form metadata consists of multiple form fields which represent individual input fields where a user has to provide some value or selection.

A form data can have following attributes:

Form Fields

A form field can have the following attributes:

Form Field Validation

Validation can be used for specifying frontend and backend validation of form fields. CIB seven provides a set of built-in form field validators and an extension point for plugging in custom validators.

Validation can be configured for each form field in the BPMN 2.0 XML:

<camunda:formField
    id="firstname" label="First Name" type="string">
    <camunda:validation>
       <camunda:constraint name="maxlength" config="25" />
       <camunda:constraint name="required" />
    </camunda:validation>
</camunda:formField>

As you can see, you can provide a list of validation constraints for each form field.

The following built-in validators are supported out of the box:

CIB seven supports custom validators. Custom validators are referenced using their fully qualified classname or an expression. Expressions can be used for resolving Spring or CDI @Named beans:

<camunda:formField
    id="firstname" label="First Name" type="string">
    <camunda:validation>
       <camunda:constraint name="validator" config="com.asdf.MyCustomValidator" />
       <camunda:constraint name="validator" config="${validatorBean}" />
    </camunda:validation>
</camunda:formField>

A custom validator implements the org.cibseven.bpm.engine.impl.form.validator.FormFieldValidator interface:

public class CustomValidator implements FormFieldValidator {

  public boolean validate(Object submittedValue, FormFieldValidatorContext validatorContext) {

    // ... do some custom validation of the submittedValue

    // get access to the current execution
    DelegateExecution e = validatorContext.getExecution();

    // get access to all form fields submitted in the form submit
    Map<String,Object> completeSubmit = validatorContext.getSubmittedValues();

  }

}

If the process definition is deployed as part of a ProcessApplication deployment, the validator instance is resolved using the process application classloader and / or the process application Spring Application Context / CDI Bean Manager, in case of an expression.