- Overview
- Callout
- Complex Scenarios
- Credentials
- Data Service
- About the Data Service activity package
- Project compatibility
- Create Entity Record (New)
- Update Entity Record (New)
- Delete Entity Record (New)
- Get Entity Record by Id (New)
- Query Entity Records (New)
- Upload File to Record Field (New)
- Download File from Record Field (New)
- Delete File from Record Field (New)
- Create Multiple Entity Records (New)
- Update Multiple Entity Records (New)
- Delete Multiple Entity Records (New)
- 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
- Get App Tasks
- Add Task Comment
- Update Task Labels
- Create App Task
- Wait For App Task And Resume
- Configure task timer
- 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
- Aligning the content of a form component from left to right using JSON attributes
- Sample Workflows
- Automation Ops Pipelines
- System
- Release notes
- About the System activity package
- Project compatibility
- Supported character encoding
- RegEx Builder Wizard
- Add Data Column
- Add Data Row
- Add Log Fields
- Add or Subtract from Date
- Add Transaction Item
- Add Queue Item
- Append Item to Collection
- Append Item to List
- Append Line
- Beep
- Break / Exit Loop
- Browse for File
- Browse for Folder
- Build Collection
- Build Data Table
- Bulk Add Queue Items
- Change Case for Text
- Change Type
- Check False
- Check True
- Clear Data Table
- Collection to Data Table
- Comment
- Compress/Zip Files
- Copy File
- Copy Folder
- Combine text
- Comment Out / Disabled Activities
- Continue / Skip Current
- Create File
- Create Folder
- Create List
- Custom Input
- Delete
- Delete File
- Delete Folder
- Delete Storage File
- Delete Queue Items
- Disable Local Trigger
- Do While
- Download file from URL
- Download Storage File
- Enable Local Trigger
- Evaluate Business Rule
- Exists in Collection
- Extract/Unzip Files
- Extract Date and Time from Text
- Extract Text
- File Change Trigger
- File Exists
- Filter Collection
- Filter Data Table
- Folder Exists
- For Each
- For Each File in Folder
- File Change Trigger V3
- Find and Replace
- Find Matching Patterns
- For Each Folder in Folder
- For Each Row in Data Table
- Format Date as Text
- Format Value
- Generate Data Table From Text
- Get Asset
- Get Credential / Get Orchestrator Credential
- Get Current Job Info
- Get Environment Folder
- Get Environment Variable
- Get File Info
- Get Folder Info
- Get Jobs
- Get Processes
- Get Row Item
- Get Transaction Item
- Get Username/Password
- Get Queue Items
- Global Variable Changed Trigger
- Input Dialog
- Invoke Code
- Invoke Com Method
- Invoke Power Shell
- Invoke Process
- Invoke VBScript
- Invoke Workflow File
- Is Text Matching
- Join Data Tables
- Kill Process
- Launch Workflow Interactive
- List Storage Files
- Log Message
- Lookup Data Table
- Manual Trigger
- Merge Collections
- Merge Data Table
- Message Box
- Modify Date
- Modify Text
- Move File
- Move Folder
- Multiple Assign
- New Item Added to Queue
- Notify Global Variable Changed
- Orchestrator HTTP Request
- Output Data Table
- Path Exists
- Postpone Transaction Item
- Process End Trigger
- Process Start Trigger
- Raise Alert
- Read List Item
- Read Text File
- Read Storage Text
- Remove Data Column
- Remove Data Row
- Remove Duplicate Rows
- Remove From Collection
- Remove Log Fields
- Replace Matching Patterns
- Repeat Number of Times
- Repeat Trigger
- Rename File
- Rename Folder
- Report Status
- Reset Timer
- Resume Timer
- Retry Scope
- Return
- Run Local Triggers
- Run Parallel Process
- Set Asset
- Set Credential
- Set Environment Variable
- Set Transaction Progress
- Set Transaction Status
- Should Stop
- Split Text
- Sort Data Table
- Start Timer
- Start Job
- Stop Job
- Stop Local Triggers
- Stop Timer
- Text to Left/Right
- Text to Upper/Lowercase
- Time Trigger
- Trigger Scope
- Timeout Scope
- Update Row Item
- Update List Item
- Upload Storage File
- Wait for Download
- Wait Queue Item
- While
- Workflow Placeholder
- Write Storage Text
- Write Text File
- 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
- About the Testing activity package
- Project compatibility
- Project Settings
- Add Test Data Queue Item
- Address
- Attach Document
- Bulk Add Test Data Queue Items
- Create Comparison Rule
- 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 Documents Equivalence
- Verify Expression
- Verify Expression With Operator
- Verify Range
- Verify Text Equivalence
- 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
Workflow Activities
Data components
You can use the Hidden component to create a resource property that can be custom set inside a form. It doesn't display in rendered forms.
financialPerformance
submits
as:
{
data: {
financialPerformance {
grossProfitMargin: "0.83",
[tab]netProfitMargin: "0.43"
}
}
}
{
data: {
financialPerformance {
grossProfitMargin: "0.83",
[tab]netProfitMargin: "0.43"
}
}
}
System.Collections.Generic.Dictionary<System.String,System.String>
- Label for Key column - set a label to show for the Key column. If left empty, the name of the column stays as Key.
- Disable Adding / Removing Rows - hides the buttons that allow adding or removing rows when the form shows.
- Show Key Column Before Value - select if you want the Key column to show before the Value column.
- Add Another Text - set the text to display for the Add Another button.
- HTML Attributes - add custom
HTML attributes to the component.
Note: Attributes from other components dominate the attributes that you configure.
- PDF Overlay - apply styling settings to PDF forms.
To learn how to use the Data Map component check out the Using the Data Map component tutorial.
You can use the Data Grid component to render multiple rows of data, similar to a data table. You can drag and drop multiple components in the Data Grid to match your use case.
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, and select the rows for each group.
- Initialize Empty - the Data Grid will have no visible rows when initialized.
You can use the Edit Grid component to render multiple rows of data, similar to a data table. 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 shows.
- 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.
The Templates tab is specific to the Edit Grid component only. The Header,Row, and Footer Templates allow you to customize the grid using JavaScript. You can modify what type of components display in the rows within a grid or the look of the header / footer.
Header Template
This is the Lodash Template used to render the header of the Edit Grid component.
There are two variables available:
- value - the array of row data.
- components - the array of components in the grid.
Row Template
This is the Lodash Template used to render each row of the Edit Grid component.
There are three variables available:
- row - object of one row's data.
- components - the array of components in the grid.
- state - current row's state (draft/saved).
editRow
and removeRow
.
Footer Template
This is the Lodash Template used to render the footer of the Edit Grid component.
There are two variables available:
- value - the array of row data.
- components - the array of components in the grid.
You can use the Data Table component to render multiple rows of data, similar to a data table. Data Table is a read-only component that you can use to display large amounts of data. You can drag and drop multiple form components into the Data Table component.
- Sortable - sort data inside columns in ascending or descending order. You sort the data at runtime.
- Filterable - filter data inside each column. Filter the data at runtime.
- Column(s) Resizable - change the width of the columns at runtime. The Column(s) Resizable capability allows you to see the data inside columns better.
-
Pagination - display the data of the Data Table component on pages that are numbered. The pagination capability also includes setting the number of items per page.
- Inline editing - allow editing at runtime, similarly to how you would do it in Excel.
Sortable
You can sort data inside columns in ascending or descending order. You sort the data at runtime, in the form.
The data in the Data Table is displayed in the same order as in the input data table. To sort all data in the Data Table, click any column header in the form.
- First click sorts the data in ascending order.
- Second click sorts the data in descending order.
-
Third click restores the original order.
Filterable
You can filter data inside each column. You can filter the data while the form is showing.
To filter data in a column:
- Hover over the column header and click the triple bar menu.
- Choose a filtering operation.
- Input a value in the Filter field of the triple bar menu. The input value in the Filter field is a condition for the filtering operation.
Based on the type of data, the following filter operations are available:
Filter operation | Text | Number | Date/Time |
---|---|---|---|
Contains | |||
Not contains | |||
Equals | |||
Not equals | |||
Starts with | |||
Ends with | |||
Less than | |||
Less than or equals | |||
Greater than | |||
Greater than or equals | |||
In range | |||
Blank | |||
Not blank |