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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Create rule | While the user opens the ‘Rules’ tab for the first time the 'Create rule'-button allows to create a new rule. | ||||||
| Create | The plus button in the lower left of the ‘Rules’ tab allows for the creation of a new rule. | ||||||
| Trigger event | On the left side of the view there are trigger events listed. Under each trigger event, the created rules are shown accordingly slightly indented (see next image). |
Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Name | The name for the creation of a new rule to the system. | ||||||
| Trigger event | Via drop-down the desired trigger event can be selected. Trigger events of a rule can be on form load, on form input and before form submit/save. | ||||||
| Enable Rule | When the checkbox is checked, the rule is activated and if the conditions are fulfilled it will be triggered. | ||||||
| Overwrite | When this checkbox is ticked and the rules consequence points to a field that already has a value in it, the value will be overwritten by whatever the rule says. | ||||||
| Conditions | On the condition part the user sets a condition state of an element (e.g. radio button element selected by variable name should not be equal with value 'Yes' depending on the condition the user can alter the behavior of another element or container. | ||||||
| Buttons | With the 'Copy rule'-button the rule can be copied and with the 'Delete rule'-button the rule can be deleted. |
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Within the form tab 'Variables' all form variables and system variables are listed.
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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Form variables | Here all variables created by adding elements in the form are listed with their corresponding information, such as name, field/element, index field and data type. By clicking the three dots variables can be edited or deleted. | ||||||
| Add variable | The 'Add variable' button enables the designer to manually add a variables and set the information about this variable. | ||||||
| System variables | Here all system variables are listed. They are predefined and can not be changed or deleted. It is also not possible to add system variables. |
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Within the ‘Data types’ tab the user can create custom data types to use in the forms.
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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Create data type | While the user opens the ‘Data types’ tab for the first time the 'Create data type'-button allows to create a new data type. | ||||||
| Create | The plus button in the lower left of the ‘Data types’ tab allows for the creation of a new data type. | ||||||
| Data types | On the left side of the view there are listed all data types created. |
Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Data type properties | To create a data type, field name is mandatory. The user can select a base type with a drop-down. A prefix and a suffix can be added to a data type. E.g. for a number base type the user can define its decimal places and the value range of the number. | ||||||
| Test data type | For testing the new data type the user can check its behavior and view with ‘Test Data Type’ field. |
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Within the 'Element Control’ tab the user can see all element controls created in the 'Designer' tab.
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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Element control settings | For each element control setting the context, the field name, the element type, the superordinant container (if existing) and the control options are displayed here. The options (visible, writeable, required) can be changed by clicking on the respective checkbox. By clicking the trash can on the right hand side the element control setting can be deleted. |
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After completing designing the form, the user can publish the workflow version with the designed form.
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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Version | After the form completion the user can select the version of the workflow. | ||||||
| Publish | The ‘Publish’ button in the lower right of the detailed view allows the workflow version to be published. |
Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Form Publish pop-up | The pop-up message must appears and “Publish” button must be clicked. |
Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Published | After publishing the workflow, there is the new designed form published in the |
Workflow tab and the process instance with the new form attached is now startable. |