- 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
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