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Workflow Activities

Last updated Dec 20, 2024

About Form Components

Basic Components

Text Field

You can use the Text Field component to input short text.



Text Area

You can use the Text Area component to input long text. The Text Area component offers multi-line input.



The Rows setting allows you to set how many rows are visible in the Text Area component.

Number

You can use the Number component to input any number value.



  • Use Thousands Separator - separates thousands with a comma.
  • Require Decimal - always shows decimals, even if 0.
  • Decimal Places - sets the maximum number of decimals displaying.
Password

You can use the Password component to input passwords. The text is displayed as asterisks instead of the actual value entered for secrecy. The Password component has the same options as the Text Field component.



Checkbox

You can use the Checkbox component to input boolean values (true or false).



Select Boxes

You can use the Select Boxes component to allow users to choose multiple values from a list.

  • Values - allows you to add options to your Select Box component. The Label column is the value visible to users. The Value column is the name stored in the database.



Drop-down List

You can use the Drop-down List component to display lists in a dropdown format.

  • Widget Type - select the type of widget you want to use.
  • Data Source Values - input the values that appear in the dropdown list. The Label column is the value visible to users. The Value column is the name stored in the database.



  • Item Template - HTML template that allows you to control the way values are displayed in the dropdown list. You can access the values in the dropdown list, through the item variable. For example, use item.label to access a certain value in the dropdown list
  • Refresh Options On - refreshes data when another field changes.
  • Refresh Options On Blur - refreshes data when another field is blurred.
  • Clear Value on Refresh Options - clears the components value when the Refresh On Field option is changed.
  • Read Only Value - only show the value when in Read-Only mode.
  • Choice.js options - input raw JSON object to use as options for the Select component.
  • Use exact search - disables search algorithm threshold.
  • Custom Default Value - create a custom default value using JavaScript or JSONLogic.

Radio

You can use the Radio component to allow users to choose only one value from a list.



  • Values - input the values that appear in the list. The Label column is the value visible to users. The Value column is the name stored in the database.
Button

You can use the Button component to allow users to perform various actions in the form.



  • Action - select the action you want the button to perform:

    • Submit - submits the form.
    • Click - performs the click operation.
    • Reset Form - resets the form fields.
    • Event - when a user clicks the button, a certain event starts running When selecting Event you need to input the event in the Button Event field. Now you can use the name of the event to create a custom logic that will trigger another component.
      For example, if you want a Button to calculate the value of two components and output it into a third one, you can create a Button with the event named calculate and then create a Logic called calculate for the component where you want to output the result.
  • Reset Data from DO block - when checked for Click type buttons, it sets the data that is received from the DO block. Helps increase performance when the data found on other pages is not on the current page.
  • Theme - choose the color theme of the button from the dropdown list.
  • Size - choose the size of the button from the dropdown list.
  • Block Button - spans the full width of the bounding container.
  • Left / Right Icon - add the full icon class string, to show the icon. For example, fa fa-plus.

Advanced Components

HTML Element

You can use the HTML Element to display a single HTML element in your form and configure it based on your use-case.

Note: All unsafe HTML tags and attributes are stripped when the form is rendered, to prevent cross-site scripting. The tags and attributes that get stripped are: <script>, <embed>, <style>, onmouseover, and onload.


  • 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, and title.
  • 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 and PDF files inside Form Actions, you need to use the HTML Element component. Check out the following tutorials:

Content

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 server.



  • Refresh On Change - rerenders the Content component each time a value in the form changes.
Email

You can use the Email component to add a field for inputting email addresses. The Email component is similar to the Text Field component.



Phone Number

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.
Note: The placeholder character gets replaced by a space if it is used inside the mask.
Date/Time

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 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 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 to increment or decrement in the time picker.
  • Minute Step Size - the number of minutes to increment or decrement 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, moment().substract(10, 'days').


Day

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').


Time

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).
Currency

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 dropdown list.
PDF

You can use the PDF component to render PDF files within your form actions.



File

You can use the File component to allow users to upload files to a form or download files from a form.



  • Modal Edit - opens a modal to edit the value of this component.
  • Directory - places all the files uploaded in this component, in the directory specified. The string ,ust end with /.
  • Upload Only - allows users only to upload files. The donload option will be unavailable, when checked.
  • File Types - allows you to specify the file types, in order to classify the types of files that the user uploads. Recommended when a user uploads multiple types of files and you want the user to specify the type of each file uploaded.
  • File Pattern - allows you to specify file extensions that will be allowed to upload. Other file extensions that are not specified, won't be uploded.
  • File Minimum Size - sets the minimum size for the uploaded file.
  • File Maximum Size - sets the maximum size for the uploaded file.
Survey

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.

Layout components

Columns

You can use the Columns component to display other components in line, grouping them as columns.



  • Column Properties - add columns to the component and configure them, by adjusting their Width, Offset, Push and Pull properties. After configuring the columns' layout, you can drag and drop other components into the Columns component.
  • Auto adjust columns - automatically adjusts columns if there are hidden nested components.
Panel

You can use the Panel component to group field components and add them in a named panel.



  • Theme - choose the theme of the panel from the dropdown list. The Bootstrap class is added to the wrapper div.
  • Collapsible - allows you to collapse the panel.
  • Initially Collapsed - the property is available only when Collapsible is checked. Collapses the panel when the form is loading.

    Table

You can use the Table component to create a table that holds other form components inside columns and rows.



  • Number of Rows / Columns - enter the numbers of rows and columns that you want to be displayed in the table
  • Clone Row Components - clones the components inside rows and adds them in the remaining rows. You can use it when creating tables with multiple rows, that contain the same content.
  • Cell Alignment- choose the horizontal alignment of the cells in the table.
  • Striped - adds striped shading to rows.
  • Bordered - adds visible borders to the table.
  • Hover - highlights row when hovering the mouse over it.
  • Condensed - condenses the size of the table.
Tabs

You can use the Tabs component to group components into tabs. When the form renders, you can view one tab at a time.



The Tabs setting allows you to add, configure, reorder, and remove tabs.

Data

Container

You can use the Container component to wrap a set of fields into an object with a container key. A Container with the key financialPerformance submits as:
{
    data: {
    financialPerformance {
        grossProfitMargin: "0.83",
      netProfitMargin: "0.43"
      }
   }
}{
    data: {
    financialPerformance {
        grossProfitMargin: "0.83",
      netProfitMargin: "0.43"
      }
   }
}


Data Grid

You can use the Data Grid component to add multiple components inline into a single grid. You can drag and drop multiple components in the Data Grid to match your use case. The Data Grid component allows you to add multiple duplicate fields inline and into a single grid.



In the Form Renderer window, the rows inside the Data Grid component can be added or removed.



  • Disable Adding / Removing Rows - hides the buttons that allow adding or removing rows when the form renders.
  • Allow Reorder - reorder rows by dragging and dropping them.
  • Equal Column Width - makes the widths of columns equal.
  • Enable Row Groups - allows separating rows into groups. Add groups, label them, select the rows for each group.
  • Initialize Empty - the Data Grid will have no visible rows when initialized.

Edit Grid

You can use the Edit Grid component to display data in a table format. You can drag and drop multiple form components into the Edit Grid, to capture loads of data.



When the form renders, you can add a duplicate of the Edit Grid, by clicking Add Another.



  • Open First Row when Empty - opens the first row when the Edit Grid is empty.
  • Disable Adding / Removing Rows - hides the buttons that allow adding or removing rows when the form renders.
  • Header / Row / Footer Template - customize the grid using JavaScript.
  • Add Another Text - changes the name of the Add Another button.
  • Save Row Text - changes the text of the Save Row button.
  • Remove Row Text - changes the text of the Remove Row button.

Comparison between grid control components

The table below compares the capabilities of the grid controls available in the Form Designer. The table also describes the recommended scenarios for using each grid control component: Data Grid and Edit Grid.

Legend: available= Not available.

Capability

Data Grid

Edit Grid

Recommended scenarios

Displaying a small set of data that needs to be edited by the user (inline edit capability).

Displaying a small set of data that needs to be edited by the user (sub-form inline edit capability).

Recommended number of rows

Not more than 100 rows. Risk of performance reduction beyond recommended numbers.

Not more than 100 rows. Risk of performance reduction beyond recommended numbers.

Recommended number of columns

Maximum 7 columns for 100 rows. Risk of performance reduction.

Maximum 7 columns for 100 rows. Risk of performance reduction.

Editable

available

available

Pagination

not available

not available

Sortable

not available

not available

Filterable

not available

not available

Column resizable at runtime

not available

not available

Row grouping

available

not available

Logic & Conditions

available

available

Extensive customization using templates

not available

available

Global search

not available

not available

  • Basic Components
  • Advanced Components
  • Layout components
  • Data

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