- 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
Updating Form Data
Clicking buttons in forms usually triggered the execution of the Do block. A new functionality called Use for Local Update is available for the Click action of a Button component. It allows you to update the form without executing the Do block.
The next tutorial explains how to create buttons to navigate between several pages of a form.
- Open the Form Designer from the Create Form activity.
-
Drag and drop several Panel components or any other components of your choice.
In this example, each panel component represent a different page of the form, collecting different information.
-
Drag and drop a Hidden component (from the Data category). This is used to track the current panel number.
For this example, set the component Label asStepId
. By default, the Field Key name is set asstepId
.
-
Navigate to each Panel component > Conditional tab and set the conditions for displaying the panel.
In this example, each panel is displayed only when thestepId
is equal to the panel number. To achieve this:- In the Simple conditions section > This component should Display
field, select
True
. - In the When the form component field, select
StepId
. - In the Has the value field, input the number of the panel (e.g., first
panel—
1
, second panel—2
, and so on).
- In the Simple conditions section > This component should Display
field, select
-
Inside each Panel component, drag and drop Button components, as follows:
- For the first panel, add one
Button component to navigate to the second panel (e.g,
Next Step
). - For the last panel, add one
Button component to navigate to the previous panel (e.g.,
Prev Step
). - For the in-between panels, add two Button components: one to navigate to the previous panel, and one to navigate to the next one.
- For the first panel, add one
Button component to navigate to the second panel (e.g,
- Navigate to each button Display
tab. Set the button Action to
Click
. The Use for Local Update checkbox is displayed. This is the feature that allows the navigation between form panels on button click, without executing the Do block. - Check the Use for Local Update box. The Update Data Logic code editor is displayed.
-
Use the predefined JavaScript snippet and enter the data you want to update between the curly brackets. Make sure you use the Field Key names of the form components you want to update (the ones set at step 3).
The JavaScript snippet has the following template:instance.emit('updateData', {[field_key_name]:[field_key_update_value]});
, where[field_key_name]
represents the component field key, and[field_key_update_value]
represents the new value for the component.For this example, use the following snippets:
- For
Next Step
buttons—instance.emit('updateData', {stepId:X});
, and replaceX
with the number of the next panel (e.g., for the button in the second panel, useinstance.emit('updateData', {stepId:3});
) - For
Prev Step
buttons—instance.emit('updateData', {stepId:Y});
, and replaceY
with the number of the previous panel (e.g., for the button in the second panel, useinstance.emit('updateData', {stepId:1});
)
- For
To check the complete workflow or to have a future reference, download the XAML example