Form Designer Elements

Form Designer Elements


This guide will provide the user with the necessary information about adding elements to Form by using the Form Designer.



Add basic elements

After adding the container the user can add elements to the desired container. Each element has its own element settings, style, control, and the possibility to use connections. 

General options of basic elements
Element settings

The element settings depend on the element type and are explained for each in the following paragraphs.

Element style

The options of the element styles are identical for all element types except the text element. The following styles are available. 

All elements except text element:

image-20250819-084431.png

 

Reference

Attribute

Description

Reference

Attribute

Description

1

Element: Alignment

The alignment of the element can be changed into right, center, left or stretch within the cell. 

2

Styles (CCS)

Allows applying inline CSS styles directly to the label. Example: font-size:20px; font-weight:bold; color:red;.

3

Margin (in px)

Defines the margin space around the label in pixels. Example: 10 will add 10px margin.

4

Position

Determines where the label is positioned relative to its input element. Options: Left, Right, Top, Bottom.

5

Alignment

Specifies how the label text itself is aligned. Options: Left, Center, Right.

 

Text element:

image-20250819-084833.png

 

Reference

Attribute

Description

Reference

Attribute

Description

6

Element: Alignment

The alignment of the text element can be changed into right, center, left or stretch within the cell. 

7

Font size (in %)

The font size of a text is per default 100 %. If the percentage is increased, the font will be enlarged and if it is decreased, the font will be reduced accordingly.

8

Font weight

Normal is the default font weight. It can be changed into light or bold. 

9

Font style

Normal is the default font style. It can be changed into italic. 

10

Font color (CSS)

Per default the font color is black. It can be changed individually. The css colour names and the formats Hex, RGB and HSL are supported. 

11

Underline

Per default no underline is selected. Text can be underlined thin, medium and bold.

12

Underline color (CSS)

If an underline style is selected, the default color is black. It can be changed individually. The css colour names and the formats Hex, RGB and HSL are supported. 

 

Element control

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. 

image-20250819-085011.png

 

Connectors

Each element can also display information from connectors. More information about how to use and implement connectors is available in the chapter Connectors.

image-20250819-085133.png

Insert a text element

A text element is used for declaring a title, a headline or a simple text displayed in the Form. The content of the text is changed via the element settings. For adding a text element the user can drag and drop the element to a specific container. Text elements can be copied via the plus symbol and removed via the delete symbol.

image-20250819-085528.png

 

Reference

Attribute

Description

Reference

Attribute

Description

1

Name

Here an individual name can be given to the text field

2

Text

Here the text displayed by the text field can be entered

 

Insert an input field

Users can enter data in an input field. The input field element can be displayed in several ways. Generally it consists of a label and an input area. For adding an input field element the user can drag and drop the element to a specific container. Input field elements can be copied via the plus symbol and removed via the delete symbol.

image-20250819-112544.png

 

Reference

Attribute

Description

Reference

Attribute

Description

1

Label

Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. 

2

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.

3

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. 

4

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).

5

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.

6

Password

This field offers enabling and disabling of the password field

7

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.

 

Insert a datepicker

To record a date, the datepicker element is used. The datepicker element provides users a popup calendar for selecting a date or date and time. When a user changes the language, the date-time format is automatically converted to the date-time format valid to the selected language. See: Valid Date-Time Formats. For adding a datepicker element the user can drag and drop the element to a specific container. Datepicker elements can be copied via the plus symbol and removed via the delete symbol.

image-20250819-113022.png

 

Reference

Attribute

Description

Reference

Attribute

Description

1

Label

Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. 

2

Variable

For each datepicker 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.

3

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. 

4

Type

By default, a single date can be selected in the calendar popup. But there is also the possibility to enter multiple dates or a period of time.

5

Timepicker

Additional the calendar popup can be extended with a timepicker for entering a time.

6

Icon

With a dropdown an icon is selectable which is displayed next to the datepicker 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 datepicker field. As default the icon is located on the right of the datepicker 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.

 

Insert a radio button

Radio Buttons are selection boxes that are always grouped together. Only one choice can be made from this group. For adding a radio button element the user can drag and drop the element to a specific container. Radio button elements can be copied via the plus symbol and removed via the delete symbol.

image-20250819-113814.png

 

Reference

Attribute

Description

Reference

Attribute

Description

1

Label

Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. 

2

Variable

For each radio button 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.

3

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. 

4

Layout

The options of the radio button element can be displayed one below the other as list or in one line as block.

5

Select options

Further select options can be added with the plus icon. By clicking the delete icon an option can be deleted.  

 

Insert a checkbox

Checkboxes are also selection boxes, but can be clicked individually and independently. For adding a checkbox element the user can drag and drop the element to a specific container. Checkbox elements can be copied via the plus symbol and removed via the delete symbol.

image-20250819-114331.png

 

Reference

Attribute

Description

Reference

Attribute

Description

1

Label

Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. 

2

Variable

For each checkbox 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.

3

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. 

4

Text

The text of the checkbox can be changed here. If the checkbox should be checked when opening the Form, the button 'Active (checked)' must be selected. 

5

Icon

With a dropdown an icon is selectable which is displayed next to the checkbox 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 checkbox field. As default the icon is located on the right of the checkboxfield.

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.

 

Insert a select

A select element is used to display selection options in a drop-down menu or list. For adding a select element the user can drag and drop the element to a specific container. Select elements can be copied via the plus symbol and removed via the delete symbol.

image-20250819-114750.png

 

Reference

Attribute

Description

Reference

Attribute

Description

1

Label

Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. 

2

Variable

For each select 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.

3

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. 

4

Placeholder

This attribute specifies a short hint that describes the expected value of a select field (e.g. a sample value or a short description of the expected format). The short hint is displayed in the select field before the user enters a value.

5

Selection type

Here the layout of the select can be changed. The user can choose between dropdown or listbox and can determine via multiselect whether more than one option may be selected.

6

Select options

Options can be added with the plus icon. By clicking the delete icon an option can be deleted.  

 

Insert a link

Links can be used to refer to other documents or other applications. If a user clicks on the link, the document or application is opened. For adding a  link element the user can drag and drop the element to a specific container. Link elements can be copied via the plus symbol and removed via the delete symbol.

image-20250819-115057.png

 

Reference

Attribute

Description

Reference

Attribute

Description

1

Label

Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. 

2

URL

Here the URL to a document or application is specified. The URL can be static or can contain variables (e.g. www.myCompany.dom/${myLinkVariable}, which are filled at run-time.

3

Link Text

The link text replaces the URL with a user-friendly name.

4

Icon

With a dropdown an icon is selectable which is displayed next to the link element. 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 link element. As default the icon is located on the right of the link element.

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.

 

Insert an image

Images can be embedded into the Form by stating the file path. For adding an image element the user can drag and drop the element to a specific container. Image elements can be copied via the plus symbol and removed via the delete symbol.

image-20250819-124236.png

 

Reference

Attribute

Description

Reference

Attribute

Description

1

Source

Here, the file path and file name of a picture are specified. Pictures in the resource root folder have the path /loom-portal/resource/.

Alternatively, you can copy the image address from any image in the web there.

Note: Only images are accepted. Not pdf, doc, etc..

2

Label

Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. 

 

Insert a divider

Dividers can be used to strictly separate one part of the document from another. This divider can either be a horizontal line or simply a big space. For adding a divider element the user can drag and drop the element to a specific container. Divider elements can be copied via the plus symbol and removed via the delete symbol.

image-20250819-124449.png

 

Reference

Attribute

Description

Reference

Attribute

Description

1

Name

 Here an individual name can be given to the divider

2

Line

You can either choose to display a line as divider or simply have an optical divider by space. The default option is displaying the line.

 

Add advanced elements

Insert a textarea

Textarea can be used so that the user has more space to type something than he has with a simple imput field. E.g. a coherent text. For adding a textarea element the user can drag and drop the element to a specific container. Textarea elements can be copied via the plus symbol and removed via the delete symbol.

image-20250819-124924.png

Reference

Attribute

Description

Reference

Attribute

Description

1

Label

Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. 

2

Variable

For each textarea 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.

3

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. 

4

Size

Here the width and the height of the textarea can be specified. The width is given in characters and the height is given in lines.

5

Placeholder

Here the placeholder text of the comment field can be added and edited.

6

Icon

With a dropdown an icon is selectable which is displayed next to the textarea 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 textarea field. As default the icon is located on the right of the textarea 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.

 

Insert a rich text

Rich text can be used to give the user more space to type, just as the textarea does but with the benefit of letting the user have more styling options for his text such as size, color, font, font-weight and text-alignment. For adding a rich text element the user can drag and drop the element to a specific container. Rich text elements can be copied via the plus symbol and removed via the delete symbol.

image-20250819-125410.png

 

 

Reference

Attribute

Description

Reference

Attribute

Description

1

Label

Here the text of the label can be changed. Optionally the label can be hidden by selecting the checkbox. 

2

Variable

For each rich text 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.

3

Index field