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Workflow Activities

Last updated Oct 31, 2024

Form controls

Once you select a form component, a wizard opens displaying several configuration tabs, to allow further customization for different functionalities. Check the progress inside the preview pane of the wizard.

When you are satisfied with the design of a component, select Save.

The table below describes the settings and controls available for the common wizard tabs.

Wizard Tab	Description	Special Mentions
Display	Configure the way the form component is displayed.	The name you set in the mandatory Label field becomes the PropertyName in the Field Key tab.
Data	Configure a default value that end users see in the text field.	Components that may hold multiple items (e.g., Selectboxes, Tab) can be defined here.
Validation	Configure validation requirements to enable other UI components.	NA
Field Key	Configure the property name of the component that you want to use in the workflow.	By default, this value is passed from the Label field of the Display tab.
Conditional	Configure conditions for the component.	You can set advanced conditions, such as Javascript or JSON.
Logic	Configure the logic that triggers the conditions.	NA

Some form components have specific tabs, for example:

Component	Wizard Tab	Description
Date / Time	Date	Configure the minimum and maximum dates available for selection.
	Time	Configure the incremental step for hours and minutes.
Day	Day	Configure the way the business user selects the day (incremental or from a drop-down list).
	Month	Configure the way the business user selects the month (incremental or from a drop-down list).
	Year	Configure the way the business user selects the year (incremental or from a drop-down list), and also the minimum and maximum year available for selection.
Edit Grid	Templates	Customize the headers and rows of your edit grid data.
Data Map	Layout	Apply marginal layout changes to your data map.

Display

Label - The title of the component.

Label Position - The position of the label for a field.

Description - The text that appears below the input field.

Tooltip - Adds a tooltip icon on one side of the icon. Input the text of the tooltip.

Custom CSS Class - Add a custom CSS class to the component. You can add multiple classes, separated by a space.

Hidden - Hide a component when you show the form.

Note: The component still appears in the JSON file.

Hide Label - Hide the label of a component.

Disabled - Disable a field in the form.

Placeholder - The text that appears when the field is empty.

Prefix - The text that is displayed before a field.

Suffix - The text that is displayed after a field.

Unique - When checked, the field is considered unique to the form.

Protected - When checked, makes the field available for input-only.

Persistent - When checked, it stores a field in the database. If you don't want to save a field to the database, uncheck Persistent.

Table View - When checked, shows the value within the table view of the submissions. You can use it for child components that you add inside Edit Grid components, to show the child components inside rows. If left unchecked, the data doesn't display in the collapsed row of the Edit Grid. Even if the data doesn't display, you can configure a component while editing a row.

Input Mask - An input mask provides a predefined format. For example, for a phone-number field, the default input mask would be (999) 999-9999. Input mask elements are:

9 - numeric
a - alphabetical
* - alphanumeric

Data

Default Value - The value of the field before users interact with it. The default value overrides the placeholder text.

Multiple Values - When checked, multiple values can be added to the field. The values appear as an array in the API and an Add Another Button is visible on the field.

Content - The section where you type the content of a component.

Data Format - The moment.js format you use for saving this field. For example, HH:mm:ss.

Redraw On - Redraw this component if another component in the form changes. Choose the event when the component should redraw from the dropdown list. The default events to choose are Any Change and Submit.

Validation

Required - When checked, this field is required to have a value.

Validate On - Determines when this component triggers front-end validation. Choose an event from the dropdown list: Change or Blur.

Minimum Length - The minimum length requirement this field must meet.

Maximum Length - The maximum length requirement this field must meet.

Minimum Word Length - The minimum amount of words that can be added to this component.

Maximum Word Length - The maximum amount of words that can be added to this field.

Regular Expression Pattern - The regular expression pattern that the component must pass before the form can be submitted.

Error Label - The label that displays when a validation error message shows.

Custom Error Message - A customized error message to be displayed if an error occurs.

Allow only available values - When checked, performs a validation check to make sure the value selected is an available option.

Field Key

Property Name - The corresponding argument name for a component in the Arguments Collection.

You can use the Property Name to pass in arguments (using the Set Form Values activity) inside the form, or to get values outside of a form (using the Get Form Values activity).

Conditional

The Conditional tab in the Form Builder allows you to place conditions on components in your form, to hide or display them.

The Conditional tab has two sections:

Simple
Advanced Conditions

Simple conditions

The Simple section of the Conditional tab allows you to hide or display a component, based on the value of another component.

The Simple section consists of three fields:

This component should Display - from this dropdown list, choose:
- True if you want to condition when the component displays.
- False if you want to condition when the component hides.
When the form component - from this dropdown list, choose a component in the form to act as a condition.
Has the value - type in the value that conditions the component when to display or hide.

Advanced conditions

The Advanced Conditions section allows you to use JavaScript code or JSONLogic to make combinations of conditions.

Note: Advanced Logic overrides the results of Simple conditional logic.

In the JavaScript code section, enter a custom JavaScript code.

The show variable must be given a true or false value. The data variable is used to access other components in the form, through the API key.

To learn how to use conditional components, check the Conditional components tutorial page.

Logic

The Logic tab of the Form Builder allows you to create conditions and advanced logic scripts that can change the state or the behavior of the selected form component.

Using advanced logic, you can dynamically change the controls, look, and feel of a form component.

A form logic consists of two parts: the trigger and the action.

Trigger

The logic trigger is the condition upon which the action takes place. For example, you may want to display a specific form field only when a checkbox option is selected. In this case, the checkbox option is the trigger, and displaying the form field is the action.

There are four types of logic triggers:

Trigger type	Description	Example
Simple	Select the type of trigger and the value you want to use in your logic.
Javascript	You provide a JavaScript logic for a form component or form data. Use the JavaScript syntax to create complex logic, such as loop or dynamic behavior.
JSON Logic	You provide a JSON logic for a form component or form data. Recommended in cases where JavaScript is not permitted. Cannot support loops or dynamic behaviors.
Event	You define a component event, which once emitted by the corresponding component, triggers the desired action.

Action

The logic action is the form component behavior that should happen based on the logic conditions you set (i.e., the trigger). For example, you may want to activate a button for users of a specific age. In this case, the age range is the trigger, and activating the button is the action.

There are four types of logic actions:

Action type	Description	Example
Property	The trigger changes one of the available component properties, such as Tooltip, Description, CSS class, etc. The available properties depend on the type of the triggering component.
Value	The trigger changes the value of the corresponding component. The action must be defined using JavaScript syntax.
Merge Component Schema	The trigger changes the component schema parameters found in the component JSON. To see the schema parameters you can change, hover over the corresponding component and click Edit JSON. You can change multiple parameters within one action.
Custom Action	You define a custom action using JavaScript syntax, in the same way you would define the JavaScript trigger type.	NA