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Defining new form for a step
1

Hi,

I'm confused about defining a new form for a specific step in my worfklow. The step's settings view (as seen here: https://docs.webcon.com/docs/2026R2/Studio/Workflow/Step/Step_FormView/) supposedly gives me the ability to define a new form (with the settings inheritance broken) but it doesn't seem to work and I don't think I understand the purpose of this function. When I define a new form there, select it from the dropdown, and save & publish, nothing seems to happen. The default form is still used in the app and when I come back to the step's settings the default form is selected again (the system reverts to the default form in the form dropdown). However, if I break the inheritance of the default form and make some changes to it, these changes are correctly reflected in the app.

Am I missing something? After I define a new form is there an additional setting somewhere else where I should explicitly tell the system that in that step it should use the newly defined form and NOT revert to the default?

I'm using ver. 2026.1.5.176

MVP

Hello,
this is a feature I've never used, so had a chance to learn something new today ;)

After you define the new form layout, you have to assign it, one way i've found to achieve it is using `Create a task` action, which has a Form paramterer as described here: https://docs.webcon.com/docs/2026R2/Studio/Action/TaskAssign/Action_TaskCreation
This action can be executed for example on path transitions.

So 2 steps:
1. Create the form layout on specific step
2. Add action that will change the layout - for example `Create a task`.

Attaching example configs which I've quickly tested :)