Settings - Input Form

1. Access Process Flow Settings

Navigate to the Process Flow section via the sidebar in Wexa.

Click the three dots (⋯) next to the desired process flow.

Select Settings from the dropdown menu.

2. Configure Input Forms

Go to Goal Settings:

In the settings panel, switch to the Goal Settings tab.

Locate the Input Form section and click Add Input Form.

Add Input Fields:

Select from available input types:

Short Text

Table

Date and Time

File Upload

Long Text

Number

One Option (Dropdown)

List of Texts

Example Setup:

Short Text:

Name: "Campaign Name"

Description: Add a brief explanation (e.g., "Enter campaign name").

Unique ID: Assign a unique key (e.g., campaign_name).

Optional: Mark as Advanced to hide under a collapsible section.

Table:

Name: "Persona"

Description: "Provide persona details."

Unique ID: persona

Select columns (e.g., "First Name") from the dropdown.

One Option (Dropdown):

Name: "Select Option"

Description: "Choose an option."

Unique ID: s_no

Customize dropdown values if needed (e.g., "Option 1", "Option 2").

Save Input Fields:

Click Save and Next after configuring all fields.

3. Set Up the Goal Template

In the Template Editor, reference input values using Unique IDs enclosed in double curly braces

Example Template:

Campaign Name: {{campaign_name}}
Persona Details: {{persona}}
Selected Option: {{s_no}}

Critical: Ensure Unique IDs in the template exactly match those set in the input form.

4. Finalize and Test the Form

Save the Form:

Click Save and Finish to complete the setup.

Test the Input Form:

Run the process flow by clicking the Run button.

The input form will display all configured fields.

Field Customization:

Optional/Required: Toggle field requirements during input field creation.

Advanced Fields: Marked fields collapse under an "Advanced" section for cleaner forms.

Settings - Input Form

1. Access Process Flow Settings#

2. Configure Input Forms#

3. Set Up the Goal Template#

4. Finalize and Test the Form#

1. Access Process Flow Settings

2. Configure Input Forms

3. Set Up the Goal Template

4. Finalize and Test the Form