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This guide will provide the user with the necessary information about designing a Form by using the Form Designer.


Form Design

After creating a new Workflow version, we can add a new form for the selected version withing the Form tab. The Form Designer 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.

Screenshot 2024-05-21 163604.png

Reference

Attribute

Description

1

Form

The Form tab opens an empty form page, providing options to either import an existing form or create a new one,

2

Create / Import

The buttons “Import form” and “Create form” can be used for adding a new form.


Designer tab

The form tab ‘Designer’ displays a view to add containers and elements for designing a form.

Screenshot 2024-05-21 163635.png

Reference

Attribute

Description

1

Elements

On the left side there are elements and containers which can be added to a form.

2

Form

The middle section contains all the elements and containers that were added to the form.

3

Settings

Each element has its own settings that can be altered on the right section.

Add containers

To begin adding elements to the form the user should first add a container. Each element will be added to a container. For adding a container element the user can drag and drop a specific container or can use the buttons in the form are with given row-layouts.

Screenshot 2024-05-21 163708.png

Reference

Attribute

Description

1

Row

Containers can be added to the form by simply dragging and dropping the desired container to the middle section. Each container has its width options shown in brackets.

2

Container

After adding the container the user can see its width separated by vertical dashed lines. On the left side of the container there are pointers which can change the container position and on the right side there is a delete icon for deletion.

3

Settings of container

By clicking the container the user is able to see the information about this container on the right section. 

It is also possible to add multiple tabs into the form.

Screenshot 2024-05-21 163751.png

Reference

Attribute

Description

1

Tab

Here all the different tabs you created are shown. Containers can be added to each tab by simply dragging and dropping the desired container to the middle section. Each container has its width options shown in brackets.

2

Name

Here a name can be given to the 'Tabs'-container..

3

Tab label

Here each tab needs to be given an individual name, as this name is displayed to the user as head of the corresponding tab in order to be able to differentiate the tabs. Tabs can be added with the plus icon. By clicking the delete icon a tab can be deleted.  

Settings of container
Element settings
Screenshot 2024-05-21 164407.png

Reference

Attribute

Description

1

Name

Here an individual name can be given to the container

Element control

For each container it can be defined whether it should be readable, writeable or required including all elements contained in it. If no element control is specified, this container inherits the element control from the form default.

Screenshot 2024-05-21 164518.png
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