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After creating a new version and saving all its information, in the detailed view we can add a new form for the selected version. The form has direct access to a number of tabs such as:
Designer
Preview
Rules
Variables
Data types
Element Control
After selecting the desired version of workflow the user can click the ‘Add form’ button from the detailed view to create a new form.
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For each element can be defined whether it should be readable, writeable or required. If no element control is specified, this element inherits the element control from the container (see section Section Handling for more information).
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Connectors
Each element can also display information from connectors. More information about how to use and implement connectors is available in the chapter Connectors.
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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Label | Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. | ||||||
| Variable | For each input field a unique variable name is required. Per default the variable is set automatically. The user can change the variable name manually or use the button 'Label as variable name' to generate a variable name from the label text. | ||||||
| Index Field | Index fields are used to display information from a Form, directly in the tasks and process instances lists. They provide extended information on the process instance and can be used for addition filtering and sorting. See also Filter, sorting and column configuration. | ||||||
| Data type | By default, the data types 'text' and 'number' are provided. The data type 'text' is pre-selected. In the tab 'Data types' further data types can be created (see section 'Data types' for more information). | ||||||
| Placeholder | This attribute specifies a short hint that describes the expected value of an input field (e.g. a sample value or a short description of the expected format). The short hint is displayed in the input field before the user enters a value. | ||||||
| Password | This field offers enabling and disabling of the password field | ||||||
| Icon | With a dropdown an icon is selectable which is displayed next to the input field. A '?' for help or a '!' for Info can be selected. | ||||||
Icon: Position | Here the position of the icon can be selected via dropdown. Either the dropdown is on the left or on the right of the input field. As default the icon is located on the right of the input field. | |||||||
Icon: Text | Here the text is entered that is supposed to be shown to the user when hovering over the icon during fulfilling his tasks. |
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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Label | Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. | ||||||
| Variable | For each autocomplete field a unique variable name is required. Per default the variable is set automatically. The user can change the variable name manually or use the button 'Label as variable name' to generate a variable name from the label text. | ||||||
| Index Field | Index fields are used to display information from a Form, directly in the tasks and process instances lists. They provide extended information on the process instance and can be used for addition filtering and sorting. See also Filter, sorting and column configuration. | ||||||
| Placeholder | This attribute specifies a short hint that describes the expected value of an autocomplete field (e.g. a sample value or a short description of the expected format). The short hint is displayed in the autocomplete field before the user enters a value. | ||||||
| Checkboxes | Here you can select whether the user should be able to see all possible options and also be able to manually choose out of the available options. By ticking case sensitive search results shown to the user depend on the casing of his search. | ||||||
| Select options | Options can be added with the plus icon. By clicking the delete icon an option can be deleted. |
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Element Control
The user is able to select a specific context in the Section Handling Element Control (Context) and define how the form will be shown in that context.
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Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Section Handling Element control (Context) | The user can select a specific context to define how the form should behave in that context. | ||||||
| Select element | After selecting the desired context the user can select a container or element to show its element control settings for the current context selected. | ||||||
| Element Control | In the element control setting of a select container or element the user can define whether it should be visible, writeable or required. | ||||||
| Existing | Here is shown for which specific context an element control setting already exists. |
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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. | ||||||
| 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. |
Supporting user's language in
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Form Designer rules
Reference | Attribute | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| SYS.CURRENT_USER_LANGUAGE | On the "Select an Element" user can set rules according to their preferred language that are taken from system variables. | ||||||
| Select a Property | On the "Select Property" field, users can choose the options available, such as Equals. Other options are: Has a value, Contains, Starts with etc. | ||||||
| Language Value | In the "Value" field user must enter the language that wants to apply to the rule such as German. Other example includes "English", “Bulgarian” or any supported language in the product. | ||||||
| Select an Element | User selects the element for the applied rule like “comment” component in this case | ||||||
| Select a Property | Set the property you want to be applied for the component: Required, Writeable, Value etc. We want to set the value for the comment text area in this case. | ||||||
| Value | Sett Set the value you want to apply to the rule. |
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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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Element Control Tab
Within the 'Element Control’ tab the user can see all element controls created in the 'Designer' tab.
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Reference | Attribute | Description | ||||||
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| 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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Publish Workflow
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After completing designing the form, the user can publish the workflow version with the designed form.
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