Adding Forms, Flows, and Reports to a Designer Folder

Last Updated: 05/03/2018 Introduced in Version: 2.0

Every Designer folder contains buttons that allow you to create entities in that folder, such as forms, flows, or reports.

To add an entity to a Designer Folder, navigate to its folder, click the respective button to create the entity, and then to open the Designer to build the entity.

Example

In the example, we will:

  1. Create a Designer Folder.
  2. Add a form to the designer folder.
  3. Add a flow to the designer folder.
  4. Add a report to the designer folder.

Begin in the portal by creating a Designer folder. From the Folder Tree on the right side of the screen, click the plus sign button next to Folders. This is one quick route to create a new Designer Folder.

 
 

In the resulting Add Designer Folder dialog, type a name for the new Designer folder, then click SAVE.

 

The new Designer folder appears in the Folders tree. Click on the folder.

Next, add entities to the Designer folder. Add the first entity, a form, by clicking the Form button.
 
 

In the resulting New Form pop-up, name the form “Contact Info Form” and click OK to open it in the Form Designer.

The Form Designer appears displaying the basic form template by default in the work space. The Form Designer contains the Form Controls, Data, Properties, Explorer, and Tab Editor  panels on the left, and a work space in the center in which form elements are added by dragging and dropping them from the Toolbox.
 
 

In the Form Controls panel, locate a Text Box and Button component from under the Data category, and drag one of each to the work space. 

 

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With the text box selected, configure it in the Properties panel. Under the Data section, fill in Data Name with “Customer Name” and select the Output only checkbox. Mark the field as required by selecting a checkbox in the Required Outcome Scenarios field. Under View fill in the Watermark field with “Please enter customers name here.”.
 
 
 
 
Save and close the form.

Back in the Designer s folder, add a new flow by clicking the Flow button.

 

 

 

In the resulting New Flow dialog, name the flow “Customer Information” and click CREATE to open it in the Flow Designer.

The Flow Designer appears displaying the basic flow template by default in the work space. The Flow Designer contains the Steps and Properties panels on the right, and a work space in the center in which components are added by dragging and dropping them from the Steps panel. When a step is selected, the Properties panel changes to reflect the configuration for that particular step. Without a step selected, (as shown below) the Properties panel reflects configuration at the flow level.

 

 
 

In the Quick Add dialog, locate the form just created and drag it to the work space. It can be found under the category Forms [Interaction] > [Current Folder].

To complete the flow, connect the outcome paths of the steps as follows:
 
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Save the flow and close the Flow Designer.

Back in the Designer Folder, add a new report by clicking the Create Report button and clicking Default. Name the Report then click CREATE to open it in the Report Designer.

NOTE: This report is not related to the flow and form created; the report is only for demonstration of adding entities to a Designer Folder. To report on the customer name captured in the form, one option is to use the flow execution extension data structure that can be written to a folder generated for each instance of the flow when it is run. See the Data Structures section for more information.

 

 
 

The Report Designer appears displaying the basic report template by default in the work space. The Report Designer contains the Toolbox, Properties, Messages, and Explorer panels on the right, and a work space in the center in which columns are added by dragging and dropping them from the Toolbox. The Sources and Filters panels appear above the work space. Sources and filters are added to these sections by dragging and dropping them also from the Toolbox.

 

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Begin designing our report by dragging a data source to the Sources list. For this example, the report will simply use data about the folders in our system. Find Folder Data Source in the panel, under the category Data Sources > Common Data Sources. Then drag Folder Data Source to the Sources list.

 

 

Once the source is selected, the Columns category automatically updates with all of the properties of the folders defined by Folder Data Source

To report data about some selected properties of our folders, click on the each of the following columns and click Create to add the fields to the Results tab: Entity Name, Folder Type Name, and Nesting Level. This completes the report; save it and close the Report Designer.

 
 
 

Our three new entities – the form, flow, and report – will always be found in the folder Adding Forms, Flows and Reports, unless we choose to move them elsewhere.

 

Additional Resources