Applets

IT IS IMPORTANT THAT YOU DEFINE A DATA APPLET ON FLEXIFORMS ADMIN (mangement-->System management-->Applets) but you use them on FlexiForms App application (not Admin application).

You can define data applets in two ways: Use AI Form Setup Wizard (Recommended)

To create an Applet, start with the AI Form Setup Wizard.

Enable Automatic Form Generation

After enabling the Import Into DB Job, the wizard will ask for confirmation.

Confirm that “You want the wizard to create Update and Delete Forms (with Modify Data Jobs) automatically.”

What the Wizard Creates Automatically

The wizard will generate two additional forms:

One with a Modify Data DB Job

One with a Delete Data DB Job

It will also configure the required Feed Data and Request Data settings.

What Applets Do

Applets can be accessed inside FlexiForms Apps.

They allow you to insert, delete, update, review, or renew entries using only a single page.

Using AI Inside Applets

You can also use AI to search or modify form data within the applet.

Reuse Your AI Actions

Any AI-powered search or modification can be saved and reused later.

On the wizard, Say Yes to all the questions below:

• Do you want to import submitted data into a database table? 📥 *

• Do you want the wizard to create Update and Delete Forms (with Modify Data Jobs) automatically?

• Do you want the wizard to create an applets

✅ After the Wizard is Finished

Review the Process Report

Once the wizard is complete, review the Process Report.

Take notes of everything the wizard has done (forms created, jobs added, feeds, request settings, etc.).

These notes will help you repeat the same steps manually in the future — especially if you already created an Import-Into-DB Job and now want to manually create:

Modify and Delete Forms

An Applet based on those forms

Access the Newly Created Applet

Use the Applet link shown on the current page after the wizard finishes

This lets you quickly open and test the newly created applet

Verify the Applet in the FlexiForms Apps Section

Let’s make sure the new applet has been added correctly

Open the FlexiForms Apps application

You can access it by clicking the Database icon on the top search bar

Go to the Applets page and check whether the newly created applet is listed there

You can see the applet on the applet list on the FlexiForms Apps application if your username is granted access to the applet on the applets page on Admin app. Use the same username and password that you use for the Admin app.

2-Create Applets manually (more flexible but it takes effort) If you create the applet manually by using the Applets page on Admin app (rather than using the AI form setup wizard), you assign URLs for each action that you can use for a form entry on FlexiForms Apps. The steps are as follows: For example, let's say tou have a Contractor Form. This is for the users (contractors in this case) to fill up the main form. If we want to use an applet for this form (to delete/edit/review/renew contract form entries), it is necessary to use an Import Into Database job, pointing to a database table name, say contractor_entries. But to be able to review, edit and delete the form entry on FlexiForms Apps, you need to define Contractor Review, Contractor Delete and Contractor Edit forms. You can clone the Contractor form and make it readonly. This would give you the Contractor Review Form. Then use the URL of this form for the Review Url on the Applets page when you define an applet for Contractor forms. Do the same for Contractor Delete and Edit forms. For Delete form, you would need to define a Modify Data job, delete operation. For Edit, the same job type with update/modify operation. Then for these three additional forms (review, delete, edit), you define a Feed Setting. For the whole system to work, all these three forms needs to access the same form data from a common database table. You can guesss that this would be contractor_entries table. So for these review/edit/delete forms, define a database table feed setting pointing to the same table. For each form, define also a request data item for feed_data_id query parameter. These are done for example for the review form to be able to prepopulate the form data entered for a contractor form. Say the form data id for the contractor form entry is {form_aata_id} and say the form id of the Review form is 96032e6d-a98e-474d-3f39-08dd856cc203. So when the URL below is accessed, review form is prepopulated with the form data entered for the contractor form. https://FlexiFormsTest.azurewebsites.net/96032e6d-a98e-474d-3f39-08dd856cc203?feed_form_data_id={form_data_id}&feed_key=aSecretToSend

On the applets page, specify the followings: -Data Applet name (displayed on the FlexiForms App applet list) -Choose which users can access this applet -Choose the database table (usually the table used in the Import Into Database setting of the main form)

And specify the urls (containing the placeholder ({form_data_id}) for the form data id) in the pattern exemplified above for the actions below: -Review, typical url would be https://FlexiFormsTest.azurewebsites.net/<review_form_id>?feed_form_data_id={form_data_id}&feed_key=aSecretToSend -Edit, typical url would be https://FlexiFormsTest.azurewebsites.net/<edit_form_id>?feed_form_data_id={form_data_id}&feed_key=aSecretToSend -Delete, typical url would be https://FlexiFormsTest.azurewebsites.net/<delete_form_id>?feed_form_data_id={form_data_id}&feed_key=aSecretToSend

As said, Review form is typically read only. Edit form uses Modify Data job with Delete operation. Delete form uses Modify Data job with Delete operation. You may also want Review action. Renew action is used to create a new version of a form entry based on an existing form entry. It is basically copy-paste form entry. If you want also Renew action, you don't need to use another form. You can create a feed setting on the main form using database table again (the same table used for import into db job). And for this form as well, define a request data setting for the query parameter feed_Data_id. Then specify an url something like that: https://FlexiFormsTest.azurewebsites.net/<main_form_id>?feed_form_data_id={form_data_id}&feed_key=aSecretToSend

You can access the review/renew/delete/edit action links on the data grid listing the each form entry on the FlexiForms Apps. Locate the form entry first, then click the action. There are two links for each action: The one above displays the form on the FlexiForms Apps (FlexiForms embedded on the FlexiForms Apps app). The one below opens up the form on a new window, on the FlexiForms web app (not embedded). On the FlexiForms Apps app, you cna use AI to search a form entry (find me the January 2025 form entries) or perform a bulk-update operation ("trim the first names and surnames") using AI again.