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Winter 2025 Quick Start Guide
Winter 2025 Quick Start Guide
  • What's New in This Release
  • New
    • Process Intelligence Imports
    • Conversational Forms
    • DevLink
    • AI Platform Translations
    • Screen Clipboard
  • Improved
    • Collections Access
    • File Manager
    • Hidden Form Fields
    • Project Ownership
    • Process Documentation
    • Screen Templates
    • Case Management
  • Additional Resources
    • Winter 2025 Release Notes
    • Summer 2024 Quick Start
    • Spring 2024 Quick Start
    • Winter 2024 Quick Start
    • PM Classic Quick Start
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  1. New

Conversational Forms

Last updated 5 months ago

Improve user experience by designing robust Conversational Forms, ensuring smooth interaction across devices. The enhanced Conversational Forms now offer mobile-optimized rendering, advanced navigation controls, and rich input options, enabling seamless, interactive user experiences that drive engagement and streamline form-based workflows.

  • Conversational Forms are optimized for mobile devices, offering a smoother experience for mobile users.

  • Designers have several new controls available for designing their forms:

    • Image/File Upload: Users can upload and preview files.

    • Date Picker: Adds date selection capabilities.

    • Select List: Offers visually appealing selection options.

    • In-Line Action: Allows referring other assets (data connectors, scripts, genies, sub-processes) within the conversation.

    • Break and Jump Controls: Facilitate navigation within forms.

  • Users can obtain a direct link to the Conversational Form if they leave mid-conversation.

Watch the following product tour to learn how to use Conversational Forms.

Learn More

: Find detailed product documentation.

: Enroll in free courses to learn how to use ProcessMaker Platform.

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