Create User Via Form Completion

Icon admin
2 min read

A user can automatically be created through forms using workflows. Once a user has completed and submitted a form, you can tell the system to create a user using the workflow.

To create a user via form completion, follow these steps:


1. Build your own form. Click here to learn more about how to build a form.

2. Build a workflow. Go to the Admin panel, under the Configuration settings, and choose ‘Workflows’.

saphyte create a workflow for automation of form

3. Create your workflow using the Form node as an initiator. To automate the user creation, first, drag the ‘Form’ node to the workspace. Double click the node to choose which form will be your source.

saphyte automate user creation via workflow using the form node

4. Once you have chosen the form of your source, drag the ‘Create Entity’ node to the workspace and attach it to the ‘Form’ node. Double click the ‘Create Entity’ node to set up its properties.

create user via form workflow

5. Inside the ‘Create Entity’ node, there is a setting page. Select ‘User’ from the ‘Create Entity’ drop-down menu.

saphyte create user profile using automation via workflow

6. Once you have selected ‘User’, you will be asked to assign the attributes of a user profile. The system will ask for default attributes that are required to create a user in the system. Make sure that these attributes correspond to a field in your form as this information will constitute the ‘User’ Profile in the system. You can customize and add more attributes based on your business process by clicking ‘Add Field’.

saphyte create a user and set up the attributes

7. Click ‘Save’ to apply the changes.

8. Make sure to activate your workflow in the system by switching the active ‘on’. So every time a respondent will fill out the form that you have created, all his details will automatically be saved in the CRM as a User Profile.

saphyte set the workflow active