- Overview
- Callout
- Complex Scenarios
- Credentials
- Data Service
- Form
- Release notes
- Project compatibility
- Real Time Forms
- Updating form data
- Running forms using JavaScript
- Customizing Forms Using CSS
- Conditional components
- Adding multiple components on the same row in Columns
- Using the Data Table component
- Get File/Folder path
- Reading cell values from a Data Grid component
- Displaying PDF files
- Displaying images in forms
- Scrolling through Data Grids
- Using Dev Tools with forms
- Calculate form component values
- Managing dates in forms
- Opening hyperlinks inside forms
- Displaying a default tab in forms
- Displaying the full label of a component
- Searching long strings in drop-down lists
- About the pre 23.4 Form experience
- Project Compatibility
- Real Time Forms
- Dynamic Checkboxes
- Conditional Dropdowns
- Displaying a Default Tab
- Displaying Images
- Displaying PDF Files
- Displaying the Full Label
- Dynamic HTML Elements
- Managing Dates
- Searching Long Strings in Drop-downs
- Customizing Forms Using Local CSS Files
- Executing Do Block On Checkbox Change
- Customizing Columns Width
- Updating Form Data
- Resetting Collection Data
- Advanced Logic
- Executing Do Block on Dropdown Option Change
- Reading Cell Values From a Data Grid Component
- Conditional Components
- Scrolling Through Data Grid Components
- Using the Grid Component
- Dev Tools
- Calculated Value
- Dynamic Dropdowns
- Switching Tabs With Button Click
- Opening Hyperlinks Inside Form
- FTP
- IPC
- Persistence
- Release notes
- Project compatibility
- About the Persistence activity package
- Bulk Form Designer
- Start Job And Get Reference
- Wait for Job and Resume
- Add Queue Item And Get Reference
- Wait For Queue Item And Resume
- Wait for Form Task and Resume
- Resume After Delay
- Assign Tasks
- Create External Task
- Wait For External Task and Resume
- Complete Task
- Forward Task
- Get Form Tasks
- Get Task Data
- Add Task Comment
- Update Task Labels
- Create App Task
- Wait for App Task and Resume
- Working with App tasks
- Building Your First Form Action
- Advanced Controls for Drop-downs
- Embedding Objects in Form Actions
- Allowing Users to Upload Files to the Storage Bucket
- Adding Advanced Logic Using Java Script
- Setting a Default Tab
- Removing the Delete button from Edit Grid using custom CSS
- Customizing Edit Grid templates
- Using buttons to trigger custom logic
- Using an External Form Layout
- Dynamically expanding form components at runtime
- Sample Workflows
- Automation Ops Pipelines
- System
- Release notes
- About the System activity package
- Project compatibility
- RegEx Builder Wizard
- Is Text Matching
- Find Matching Patterns
- Modify Text
- Modify Date
- Replace Matching Patterns
- Text to Left/Right
- Add Data Column
- Add Data Row
- Build Data Table
- Clear Data Table
- Get Row Item
- Update Row Item
- Merge Data Table
- Output Data Table
- Remove Data Column
- Remove Data Row
- For Each Row in Data Table
- Generate Data Table From Text
- Create List
- Append Item to List
- Read List Item
- Update List Item
- Add Log Fields
- Comment Out / Disabled Activities
- Comment
- Change Type
- Log Message
- Remove Log Fields
- Invoke Com Method
- Format Value
- Lookup Data Table
- Filter Data Table
- Sort Data Table
- Remove Duplicate Rows
- Join Data Tables
- Report Status
- Append Line
- Compress/Zip Files
- Copy File
- Copy Folder
- Create Folder
- Create File
- Delete
- File Exists
- Folder Exists
- Extract/Unzip Files
- Wait for Download
- File Change Trigger
- For Each File in Folder
- For Each Folder in Folder
- Delete File
- Delete Folder
- Move File
- Move Folder
- Rename Folder
- Rename File
- Path Exists
- Read Text File
- Write Text File
- Get File Info
- Get Folder Info
- Get Processes
- Get Username/Password
- Kill Process
- Beep
- Get Environment Folder
- Get Environment Variable
- Invoke Power Shell
- Input Dialog
- Message Box
- Browse for File
- Browse for Folder
- Invoke VBScript
- Process End Trigger
- Process Start Trigger
- File Change Trigger V3
- Trigger Scope
- Repeat Number of Times
- Text to Upper/Lowercase
- Set Environment Variable
- For Each
- Break / Exit Loop
- Retry Scope
- Check True
- Check False
- Workflow Placeholder
- Invoke Workflow File
- Launch Workflow Interactive
- Invoke Code
- Continue / Skip Current
- Multiple Assign
- Invoke Process
- Run Parallel Process
- While
- Do While
- Repeat Number Of Times
- Raise Alert
- Orchestrator HTTP Request
- Get Asset
- Get Credential / Get Orchestrator Credential
- Set Asset
- Set Credential
- Get Jobs
- Get Current Job Info
- Start Job
- Stop Job
- Add Queue Item
- Add Transaction Item
- Delete Queue Items
- Get Queue Items
- Get Transaction Item
- Postpone Transaction Item
- Set Transaction Progress
- Set Transaction Status
- Should Stop
- Wait Queue Item
- Bulk Add Queue Items
- Write Storage Text
- Upload Storage File
- List Storage Files
- Read Storage Text
- Download Storage File
- Delete Storage File
- Custom Input
- Append Item to Collection
- Build Collection
- Collection to Data Table
- Exists in Collection
- Filter Collection
- Merge Collections
- Remove From Collection
- Reset Timer
- Resume Timer
- Start Timer
- Stop Timer
- Timeout Scope
- Manual Trigger
- When New Item Added to Queue
- Stop Local Triggers
- Run Local Triggers
- Repeat Trigger
- Time Trigger
- Disable Local Trigger
- Enable Local Trigger
- Notify Global Variable Changed
- Global Variable Changed Trigger
- Extract Text
- Find and Replace
- Return
- Extract Date and Time from Text
- Change Case for Text
- Add or Subtract from Date
- Download file from URL
- Format Date as Text
- Split Text
- Combine text
- AddDataRow
- AddQueueItem
- AddTransactionItem
- AppendLine
- BulkAddQueueItems
- ClearDataTable
- CompressZipFiles
- CopyFile
- CreateFile
- CreateFolder
- DeleteFileOrFolder
- DeleteQueueItems
- DeleteStorageFile
- DownloadStorageFile
- ExtractUnzipFiles
- FilterDataTable
- GetAsset
- GetCredential
- GetJobs
- GetQueueItem
- GetQueueItems
- GetResourceForLocalPath
- GetRowItem
- GetTransactionItem
- InvokeProcess
- JoinDataTables
- ListStorageFiles
- LookUpDataTable
- MergeDataTable
- MoveFile
- OrchestratorHTTPRequest
- OutputDataTable
- PathExists
- PostponeTransactionItem
- ReadStorageText
- ReadTextFile
- RemoveDataColumn
- RemoveDuplicateRows
- Replace
- SetAsset
- SetCredential
- SetTransactionProgress
- SetTransactionStatus
- SortDataTable
- StartJob
- StopJob
- UpdateRowItem
- UploadStorageFile
- WaitQueueItem
- WriteStorageText
- WriteTextFile
- Testing
- Release notes
- Project compatibility
- About the Testing activity package
- Project Settings
- Add Test Data Queue Item
- Address
- Attach Document
- Bulk Add Test Data Queue Items
- Delete Test Data Queue Items
- Get Test Data Queue Item
- Get Test Data Queue Items
- Given Name
- Last Name
- Random Date
- Random Number
- Random String
- Random Value
- Verify Control Attribute
- Verify Expression
- Verify Expression With Operator
- Verify Range
- Address
- AddTestDataQueueItem
- AttachDocument
- BulkAddTestDataQueueItems
- DeleteTestDataQueueItems
- GetTestDataQueueItem
- GetTestDataQueueItems
- GivenName
- LastName
- RandomDate
- RandomNumber
- RandomString
- RandomValue
- VerifyAreEqual
- VerifyAreNotEqual
- VerifyContains
- VerifyExpression
- VerifyExpressionWithOperator
- VerifyIsGreater
- VerifyIsGreaterOrEqual
- VerifyIsLess
- VerifyIsLessOrEqual
- VerifyIsRegexMatch
- VerifyRange
- Workflow Events
- Workflow Foundation
Advanced components
You can use the HTML Element to display a single HTML element in your form and configure it based on your use-case.
- HTML Tag - The tag of the HTML Element.
- CSS Class - The CSS Class that can be added for this HTML Element. You can input multiple classes, by separating them with single spaces.
- Attributes - The
attributes for the HTML Element. Only safe attributes are allowed, such
as:
src
,href
, andtitle
. - Content - the content of the HTML Element.
- Refresh On Change - re-renders the HTML Element whenever a value changes in the form.
To display images forms, you need to use the HTML Element component. Check out the following tutorial Displaying Images.
For PDF files, you can only display them when you create a custom HTML form.
You can use the Content component to add information in your form, that is display-only. The value of the component is not submitted back to the workflow.
- Refresh On Change - renders the Content component each time a value in the form changes.
String
You can use the Email component to add a field for inputting email addresses.
System.Uri
You can use the Url component to add a field for inputting url addresses, ensuring they're in the correct format.
String
You can use the Phone Number component to add a field for inputting phone numbers.
- Input Mask - Provides a
predefined format for the phone number. For the phone number field, the default
format is
(999) 999-9999
. - 9 - numeric
- a - alphabetical
- ** \* ** - alphanumeric
- Input Mask Placeholder
Char - You can use a character as a placeholder in the field. For
example, you can use a hyphen (-).
String
You can use the Date/Time component to input dates, times, or input both.
- Format - the format used for displaying the datetime value.
- Enable Date Input - allows users to input dates for this field.
- Use Input to add moment.js for
minDate - enables the user to use an input for
the
minDate
moment function, instead of a calendar. - Use calendar to set
minDate - enables the user to use a calendar to set the
minDate
. - Use Input to add moment.js for
maxDate - enables the user to use an input for
maxDate
moment function, instead of a calendar. - Use calendar to set
maxDate - enables the user to use a calendar to set the
maxDate
. - Disable specific dates or
dates by range - add dates that you want to ban. For example,
2027-08-11
. - Custom Disabled Dates - allows you to ban certain dates using a customized function.
- Disable weekends - allows you to ban weekends.
- Disable weekdays - allows you to ban weekdays.
- Enable Time Input - allows users to input time for this field.
- Hour Step Size - the number of hours that have to be incremented or decremented in the time picker.
- Minute Step Size - the number of minutes that have to be incremented or decremented in the time picker.
- 12 Hour Time (AM/PM) - displays time in 12 hour periods, using AM or PM.
-
Default Date - sets the default value to a specific date using Moment.js functions. For example, you can use the following function:
moment().substract(10, 'days')
.
System.DateOnly
You can use the Day component to ask for input for Day,Month, and Year, either through a number-type field or a select-type field.
- Type / Type of input - choose to give input for Day, Month, or Year either by typing in a number or by selecting options from a dropdown list.
Minimum / Maximum Year - choose the minimum / maximum year that can be entered.
- Require Day - the Day field must be filled in before the form renders.
- Require Month - the Month field must be filled in before the form renders.
- Require Year - the Year field must be filled in before the form renders.
-
Maximum / Minimum Day - choose a minimum / maximum day that can be entered. You can also use Moment.js functions. For example, you can use
moment().add(10, 'days')
.
System.TimeOnly
You can use the Time component to input time in different formats.
- Input Type - select the type of widget you would like to use for inputting time: HTML5 Time Input (users can choose the time from a given panel) or Text Input with Mask (users can manually input the time).
System.Double
You can use the Currency component to display financial amounts using a certain currency. The component has an input mask that displays the currency icon and automatically adds commas based on the number that the user inputs. The component allows two decimal values.
- Currency - choose a certain currency from the drop-down list.
System.Collections.Generic.Dictionary<System.String,System.String>
You can use the Survey component to allow users to answer multiple questions, by choosing only one value from a list.
- Questions - add the questions that the users should answer.
- Values - add the options that the user can select per question.