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Sharing forms in Orchestration Engine

This feature is currently available as a Private Preview only

During a Private Preview, only customers who have agreed to our Private Preview usage agreements can access this feature. Additionally, the features documented here are subject to change and / or cancellation, so they may not be available to all users in future.

For more information about our Private Preview releases, including the level of Support offered with them, see: Feature release types.

To share a form in Orchestration Engine , you must generate a shareable URL using a dedicated Action Flow module.

  1. Go to the Studio package where your Process Orchestration is located.

  2. Add new Action Flow.

  3. In the Action Flow, add the Create a Public Form Link module.

  4. Configure the module:

    1. Create, or select the connection you want to use for this action.

    2. Give the module a name.

    3. Set the expiration date for the link.

    4. Select forms for which you want to generate the link.

  5. Click Save.

  6. Publish the automation and run the Action Flow.

    The output of your Action Flow execution contains the URL to the forms you selected.

    OE_forms_sharingURL.png