- 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
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 |