Define scenarios

Workflow developers, scenario administrators, scenario supervisors and other users with the correct permissions can create default value sets for forms called scenarios.

While forms essentially define a set of values equivalent to scenarios, scenarios allow you to specify and save form values for form senders to use. For example, if the form includes a Handling section, the form will still control settings such as the order and visibility of items, but the related scenario will define the default values for the handling options.

Understand scenario values

Scenario-level default values replace form-level values, so it's important to understand the following behavior:

  • When a scenario value has been defined for a given setting, this is the value that will appear on the form. For example, if a text property has a default value of "Evacuate the building", and its scenario-level value is "Evacuate Building 5", the latter default text will appear on the form.
  • In contrast, if you do not specify a scenario-level value for a setting that has a form-level default specified, the form-level value appears on the form. For example, if a text property has a form-level default value of "Evacuate the building", and its scenario-level value is not defined, the form-level default value of "Evacuate the building" will appear on the form.
  • When you delete a scenario, the values of settings on the form will revert to their original form-level default values (if any).

Of course, if you later decide to change or delete a scenario-level value, you can edit the scenario and those changes will immediately be reflected in the form once you re-save the scenario. You can also add or remove settings (e.g., properties, sections) from the form layout, and these changes will also be reflected in the scenario.

Hidden form sections

Some form sections (e.g., Recipients, Devices, Handling) allow you to control whether a given configuration option is visible to form initiators. Form scenarios respect these visibility settings; for example, if a form's Recipients section is hidden, then message senders cannot modify the recipients when initiating the scenario. Scenario editors can still modify the default scenario settings for hidden form sections using the guidelines explained above.