- 概述
- 应用程序事件
- 流程图生成器
- 标注
- 复杂场景
- 凭据
- Data Service
- 表单
- FTP
- IPC
- Automation Ops 管道
- 暂留
- 系统
- 发行说明
- 项目兼容性
- 受支持的字符编码
- “正则表达式构建器”向导
- 添加数据列
- 添加数据行
- 添加日志字段
- 加减日期
- 添加事务项目
- 添加队列项目
- 将项目附加至集合
- 将项目附加至列表
- 附加行
- 提示音
- 中断/退出循环
- 浏览文件
- 浏览文件夹
- 构建集合
- 构建数据表
- 批量添加队列项目
- 更改文本大小写
- 更改类型
- 检查 False
- 检查 True
- 清除数据表
- 从集合到数据表
- 注释
- 压缩文件/Zip 文件
- 复制文件
- 复制文件夹
- 合并文本
- 注释掉/禁用的活动
- 继续/跳过当前
- 创建文件
- 创建文件夹
- 创建列表
- 自定义输入
- 删除
- 删除文件
- 删除文件夹
- 删除存储文件
- 删除队列项目
- 禁用本地触发器
- Do While 循环
- 从 URL 下载文件
- 下载存储文件
- 启用本地触发器
- 评估业务规则
- 存在于集合中
- 提取/解压缩文件
- 从文本中提取日期和时间
- 提取文本
- 文件更改触发器
- 文件已存在
- 筛选集合
- 筛选数据表
- 文件夹存在
- 遍历循环
- 适用于文件夹中的每个文件
- 文件更改触发器 v3
- 查找和替换
- 查找匹配模式
- 对于文件夹中的每个文件夹
- 对于数据表中的每一行
- 将日期格式设置为文本
- 为值添加格式
- 从文本中生成数据表
- 获取资产
- 获取凭据/获取 Orchestrator 凭据
- 获取当前作业信息
- 获取环境文件夹
- 获取环境变量
- 获取文件信息
- 获取文件夹信息
- 获取作业
- 获取进程
- 获取行项目
- 获取密码
- 获取事务项目
- 获取用户名/密码
- 获取队列项目
- 全局变量更改触发器
- 输入对话框
- 调用代码
- 调用 COM 方法
- 调用 PowerShell
- 调用流程
- 调用 VBScript
- 调用工作流文件
- 是否为文本匹配
- 联接数据表
- 终止进程
- 启动工作流交互
- 列出存储文件
- 日志消息
- 查找数据表
- 手动触发器
- 合并集合
- 合并数据表
- 消息框
- 修改日期
- 修改文本
- 移动文件
- 移动文件夹
- 多重分配
- 向队列新增项目
- 通知全局变量已更改
- Orchestrator HTTP 请求
- 输出数据表
- 并行
- 并行的遍历循环
- 存在路径
- 推迟事务项目
- 流程终止触发器
- 流程启动触发器
- 流程跟踪作用域
- 发出警示
- 读取列表项目
- 读取文本文件
- 读取存储文本
- 删除数据列
- 删除数据行
- 删除重复行
- 从集合中删除
- 删除日志字段
- 替换匹配模式
- 重复次数
- 重复触发器
- 重命名文件
- 重命名文件夹
- 报告状态
- 重置计时器
- 恢复计时器
- 重试作用域
- 返回
- 运行本地触发器
- 运行代理
- 运行作业
- 运行并行流程
- 设置资产
- 发送电子邮件通知
- 设置凭据
- 设置环境变量
- 设置密码
- 设置任务状态
- 设置追踪状态
- 设置事务进度
- 设置事务状态
- 应停止
- 拆分文本
- 数据表排序
- 启动计时器
- 开始作业
- 停止作业
- 停止本地触发器
- 停止计时器
- 左侧/右侧的文本
- 要大写/小写的文本
- 时间触发器
- 触发器作用域
- 跟踪对象
- 超时作用域
- 更新行项目
- 更新列表项目
- 上传存储文件
- 等待下载
- 等待队列项目
- 先条件循环
- 工作流占位符
- 写入存储文本
- 写入文本文件
- 添加数据行
- AddQueueItem
- 添加事务项目
- 附加行
- BulkAddQueueItems
- 清除数据表
- 压缩 Zip 文件
- 复制文件
- 创建文件
- 创建文件夹
- 删除文件或文件夹
- 删除队列项目
- 删除存储文件
- 下载存储文件
- 提取解压缩文件
- 筛选数据表
- 获取资产
- 获取凭据
- GetJobs
- 获取队列项目
- GetQueueItems
- 获取本地路径的资源
- 获取行项目
- 获取事务项目
- 调用流程
- 联接数据表
- 列出存储文件
- 查找数据表
- 合并数据表
- 移动文件
- Orchestrator HTTP 请求
- OutputDataTable
- 存在路径
- 推迟事务项目
- 读取存储文本
- 读取文本文件
- 删除数据列
- 删除重复行
- 替换
- 设置资产
- 设置凭据
- SetTransactionProgress
- 设置事务状态
- 数据表排序
- 开始作业
- 停止作业
- 更新行项目
- 上传存储文件
- 等待队列项目
- 写入存储文本
- 写入文本文件
- 测试
- 发行说明
- 关于“测试”活动包
- 项目兼容性
- 项目设置
- 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 Foundation

工作流活动
关于表单组件
表单组件使您能够收集用户数据。 用户界面组件根据其功能分为以下几类:
- 基本
- 高级
- 布局
- 数据。
基本组件
文本字段
You can use the Text Field component to input short text.

文本区域
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.

数字
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.
密码
You can use the Password component to input passwords. The text is displayed as asterisks instead of the actual value entered for secrecy.

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

选择复选框
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 data.
标签/标头
文件/文件夹路径
You can use the Label/Header component to add labels to other form components. You can also use it to separate sections in your form.

- Label Size - choose a size or type for the Label/Header component from the dropdown list.
You can use the File/Folder Path component to get the file or folder path of a user's document.
To provide a file path in the Form Renderer:
- Click the Select button of the File/Folder path component. The File Control window opens.
- 选择一个文件。
- Click Open in the File Control window.
To provide a folder path in the Form Renderer:
-
Click the Select button of the File/Folder path component. The Browse For Folder window opens.
-
选择一个文件夹。
-
Click OK in the Browse For Folder window.

-
Selection Type - choose the type of path users can select: File or Folder.
-
Show All Files - when checked, users can select any file type from the File Control. When left unchecked, the Add Extensions section is displayed, where you have to manually choose what type of files the users can select in the File Control.

您可以在“显示”选项卡的“添加扩展名”部分中限制或扩展用户可以选择的文件类型。
下拉列表
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 data.

-
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
itemvariable. For example, useitem.labelto 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.
单选按钮
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.
按钮
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, and runs the Do block.
- Click - performs the click operation, and runs the Do block.
- 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.
- 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 drop-down list.
- Size - choose the size of the button from the drop-down list.
- Block Button - stretches to the full width of the bounding container.
- Left / Right Icon - add the full icon class string, to show a specific icon. For example, you can add
fa fa-plus.
高级组件
HTML 元素
You can use the HTML Element to display a single HTML element in your form and configure it based on your use-case.
启用“创建表单” 活动中的“禁用清理” 属性,以显示 HTML 元素 中的所有不安全内容 。

- 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, andtitle. - 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 forms, you need to use the HTML Element component. Check out the following tutorials:
内容
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 - renders the Content component each time a value in the form changes.
电子邮件
You can use the Email component to add a field for inputting email addresses.

电话号码
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- 数字a- 按字母顺序*- 字母数字- Input Mask Placeholder Char - You can use a character as a placeholder in the field.
备注:
如果在掩码中使用占位符,则该字符将替换为空格。
日期/时间
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
minDatemoment 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
maxDatemoment function, instead of a calendar. -
Use calendar to set maxDate - enables the user 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 that have to be incremented or decremented in the time picker.
-
Minute Step Size - the number of minutes that have to be incremented or decremented 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, you can use the following function:
moment().substract(10, 'days').
日
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').
时间
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).
币种
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 drop-down list.
调查
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.
布局组件
列
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.
面板
You can use the Panel component to group components and add them inside 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 has loaded.
表格
You can use the Table component to create a table that holds other form components inside the columns and rows of the table.

- Number of Rows / Columns - enter the numbers of rows or 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, too. 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.
选项卡
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.
数据
隐藏
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.

容器
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"
}
}
}

数据网格
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.
编辑网格
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 renders.
- 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.
标头模板
This is the Lodash Template used to render the header of the Edit Grid component.
标头模板不适用于表单操作。
有两个变量可用:
- value - the array of row data.
- components - the array of components in the grid.
行模板
This is the Lodash Template used to render each row of the Edit Grid component.
行模板不适用于表单操作。
提供三个变量:
- row - object of one row's data.
- components - the array of components in the grid.
- state - current row's state (draft/saved).
To add Click type events, add the following classes to elements: editRow and removeRow.
页脚模板
This is the Lodash Template used to render the footer of the Edit Grid component.
有两个变量可用:
- value - the array of row data.
- components - the array of components in the grid.
网格
You can use the Grid component to render multiple rows of data, similar to a data table. Grid 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 Grid component.

-
Sortable - sort data inside columns in ascending or descending order. You sort the data at runtime, in Form Renderer.
-
Filterable - filter data inside each column. Filter the data at runtime, in Form Renderer.
-
Column(s) Resizable - change the width of the columns at runtime, in Form Renderer. The Column(s) Resizable capability allows you to see the data inside columns better.
-
Pagination - display the data of the Grid (Preview) component on pages that are numbered. The pagination capability also includes setting the number of items per page.

要了解有关如何使用网格组件的更多信息,请参阅使用网格。
网格控件组件之间的比较
下表比较了表单设计器中可用的网格控件的功能。 该表还介绍了使用每个网格控件组件的推荐方案: 网格、 数据网格和 编辑网格。
图例:✅ = 不可用。
| 功能 | 网格 | 数据网格 | 编辑网格 |
|---|---|---|---|
| 推荐方案 | 以只读方式显示大量数据(只读功能)。 | 显示一小组需要用户编辑的数据(内联编辑功能)。 | 显示一小组需要用户编辑的数据(子表单内联编辑功能)。 |
| 建议行数 | 无限制(支持 100 行分页)。 | 不超过 100 行。 性能下降超过建议数量的风险。 | 不超过 100 行。 性能下降超过建议数量的风险。 |
| 建议列数 | 无限制。 | 100 行,最多 7 列。性能下降的风险 | 最多 7 列,每 100 行。 性能下降的风险。 |
| 可编辑 | ❌ | ✅ | ✅ |
| 分页 | ✅ | ❌ | ❌ |
| 可排序 | ✅ | ❌ | ❌ |
| 可筛选 | ✅ | ❌ | ❌ |
| 可在运行时调整列大小 | ✅ | ❌ | ❌ |
| 行分组 | ❌ | ✅ | ❌ |
| 逻辑与条件 | ❌ | ✅ | ✅ |
| 使用模板进行广泛的自定义 | ❌ | ❌ | ✅ |
| 全局搜索 | ❌ | ❌ | ❌ |