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.

Using SDK to Access Process Flow Configuration:

2. Configure Input Forms

2.1 Go to Goal Settings

In the settings panel, switch to the Goal Settings tab. Locate the Input Form section and click Add Input Form.

2.2 Add Input Fields

Select from available input types:

Short Text: Single-line text input

Table: Structured data input

Date and Time: Date/time picker

File Upload: File attachment

Long Text: Multi-line text input

Number: Numeric input

One Option (Dropdown): Single selection

List of Texts: Multiple text entries

Configuring Input Forms with SDK:

Input forms are configured through the AgentFlow's goal template and input variables. When executing, provide structured input:

Example Setup with Multiple Fields:

3. Set Up the Goal Template

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

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

Updating Goal Template with SDK:

4. Finalize and Test the Form

4.1 Save the Form

Click Save and Finish to complete the setup in Wexa Studio. With SDK, the configuration is saved when you update the AgentFlow.

4.2 Test the Input Form

Run the process flow by clicking the Run button in Wexa Studio, or execute it using the SDK:

4.3 Field Customization

Optional/Required: Fields can be marked as optional or required (handled in Wexa Studio UI)

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

Settings - Input Form

1. Access Process Flow Settings#

2. Configure Input Forms#

2.1 Go to Goal Settings#

2.2 Add Input Fields#

3. Set Up the Goal Template#

4. Finalize and Test the Form#

4.1 Save the Form#

4.2 Test the Input Form#

4.3 Field Customization#