Forms


Starting with Forms

  • About Forms

    [embed]https://youtu.be/IRpfCSIy5Yw[/embed] Overview A  Form collects information from the end user for the designer. Forms are a way for a user to interact with data, either by inputting or viewing...

  • Undelete an Entity

    Overview This tutorial demonstrated how to Undelete when an Entity has been deleted. The video below shows a quick example of how this task is carried out. This is the same process for any deleted item...

  • Creating Your First Form

    Forms are web pages designed to collect and submit information for use elsewhere in a web application. In the Decisions, forms can be designed from scratch, assembled with a step-by-step dialog, or created...

  • Setting a Form's Size in the Flow Designer

    When used in a flow, a form can be resized to specific dimensions, the full width, and height of the window containing it, or the dimensions that were specified when the form was created in the Form Designer. To...

  • Creating and Using Form Backgrounds

    Form Backgrounds are unique entities that are used as templates to create forms with a uniform look and feel. Form Backgrounds can be created in the Designer folder of your choice by selecting the button...

  • Creating and Using End Forms

    There are two types of forms in the platform: Interaction Forms and End Forms. Interaction Forms (usually referred to simply as Forms) are used to collect data or display information, and can be placed...


Layout & Design

  • Displaying Form Sections in Tabs

    A complicated form can benefit from a Tabs layout, which efficiently displays and organizes many components and helps users see how form components are related by grouping them on the same tab...

  • How to Use Responsive Containers (Forms)

    Overview Responsive Containers help the designer to more easily define the width, length, height, and size of sections on a form. When using Responsive Containers you can drop more than one container...

  • Building a Form's Layout

    The form layout defines the visual structure of a form's fields, labels and other components both in the workspace of the Form Designer and in the form when a user views it. The layout can be set when creating a form or can be changed when editing it.The Form Designer includes five...

  • Using CSS with Forms

    There are two ways to use CSS in Decisions. Existing CSS documents can be uploaded and the custom-defined classes can be mapped to each form component. The other method is to carefully craft your...

  • Form Container Layouts

    Overview This tutorial demonstrates variety of Form Layouts and Form Container behaviors in the Form Designer. Example To overview Form Layouts we navigate to the Designer Folder and click Create Form...

  • Editing Base Form

    The Base Form is an empty form with canvas layout, 800 pixels wide x 600 pixels high. It is the default form created when a user creates a form without using a template. The layout, size, and attributes...

  • Using the Tab Editor to set Tab Order

    The Tab Editor in the Forms Designer enables the Tab order to be set sequentially for form fields, providing convenience for form users. Design the form first, then set the Tab order using the Tab Editor.     Example This...

  • Making Space-Reclaiming Forms with Stack Panel

    The stack panel layout can make it possible for form controls to move up in a form, thus reclaiming "white space" in the form. Example   This example uses an order form for a customer to complete....

  • Setup Forms for Mobile and Tablet Devices

    A form displays controls that allow a user to perform an action, such as enter data, display a report or folder, or manage entities. You can create a flow that, when run, opens a form. It is possible...


Data & Logic

  • How to Push Data from a Form to a Data Repeater

    OVERVIEW  This tutorial demonstrates how to push data from a Form into a Data Repeater Flow. Before working through this first understand how to create a Repeater Form Control. For more information on...

  • Mapping Form Data Inputs and Outputs

    Some components in a flow store or transform data which can then be output for use by another flow component. For example, when a user enters information in a form's field, that data, the output of the...

  • Generating a Data Form via Structure

    This tutorial demonstrates how to create a Form based on a Defined Structure Type fields. This feature was introduced in Decisions 4.0 and serves for faster Form designing. Example: In this example we...

  • Sub Dialog Data Flow

    This tutorial demonstrates how to create and use Sub Dialog Data Flow in Decisions. Sub Dialog Data Flow was introduced in Decisions 4.0. Sub Dialog Data Flow works in the similar manner as Data Flow on...

  • Using a Data Flow in a Form - Advanced Example

    Overview A Data Flow is a flow used in a form to dynamically calculate or fetch data without leaving the form. Data Flows are triggered by certain events on a form (e.g., a user changing a value in...


Assignments

  • About Assignments

    Overview Assignments in Decisions set who is responsible for a task and what the task involves. Assignments create notifications (for example, a portal notification or an email) to alert the assignee(s)...

  • Creating a Task From A Flow

    A flow can be designed to run a process, gather data automatically, or open a form. A flow that opens a form and collects user input, such as a task name and description, can then be used to create a task. Thus you can create a task from a flow.

  • Creating A Simple To Do Assignment

    To Dos are actionable notes that can be used to communicate priorities and assignments. These notes can be assigned automatically by flows or on-command by users. Users who receive To Dos will find them...

  • Creating Custom Assignment Notification Email

    Decisions can send basic email alerts to notify a user of an assignment. These alerts can be customized using flows that allow you to build custom and complex alerts. This example will show the basics...

  • Assigning To Do Tasks to a Group

    To Dos are actionable notes that can be assigned to users, group, roles or folders. These notes can be assigned automatically by flows or on-command by users. Users who receive To Dos will find them listed...

  • Handling Task Assignment Via Email Response or Embedded Links

    Assigned forms can process responses directly via email through (1) a user replying to an email with an answer, (2) from a user clicking a link in an email, or (3) offering both options. This means that...

  • Setting Assignment Escalation Dates

    Assignments can have the status changed to "Escalated" by setting the Escalation Date property. To set an assignment's Escalation Date, open the Assignment's entity Action menu and select Manage Assignment...

  • Taking Action Upon Reaching Warn, Late, and/or Escalate Dates

    When assigning a form, there are date options available that when set, offer opportunity for taking action upon reaching that date. This functionality makes it possible to apply Service Level Agreement...

  • Trigger an Activity to Happen on Initial Assignment

    When a task is initially assigned, the default behaviors of the portal is to (1) send a popup notification to the assignee(s) and (2) send an email containing the task name, description, and link. Additionally...

  • Using Assignment Roles

    Assignment roles are like contextually modifiable user groups. They behave similarly to groups with two major differences: (1) they can contain groups as well as users, and (2) they can be customized from...

  • Using Assigned Forms For User Information Approval

    Every form or task has a setting called "Assignment Type" which is either set to "In Session" or "Assigned".  When this is set to "ASSIGNED" it means that only the assigned user / group / role can work...

  • Reassigning To Do Tasks

    To Do assignments are actionable notes that can be assigned to users, group, roles, or folders. These notes can be assigned automatically by flows or on command by users. Users who receive To Dos will...

  • Using URL Paths With Assignments

    Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...

  • Making an Assignment Appear at Startup

       Assignments requiring an immediate response can be configured to appear in a popup when a user first logs into the portal. To configure an assignment to appear at startup, select the assignment and,...

  • Using Guest Account for Tasking (Enabling Non-Portal Users to Interact with Flow)

    The Guest account is an optional user accout that can be used to get non-portal users, such as an outside vendor for example, to engage in a flow. The guest account user is enabled under System > Settings > Portal Settings, by checking the Enable Guest Account checkbox found under Portal Settings.

  • Changing Assignment Notifications

    When a user is assigned a task, the system sends a notification containing task details to the user. Notification methods include email, popup, SMS message, or Twitter. The system can send a notification using one or multiple methods. By default, users receive an email notification and a popup message in the portal to notify of task assignment.

  • Assigning to Named Session

    Forms can be assigned to specific users or groups for completion. Assigning a form has a special purpose. We can have assignments appear in the Tasks list of every person that is listed on the assignment...

  • Auto Complete Assigned Form

    This tutorial demonstrates how to use Auto Complete configurations for the Assigned Forms. With Auto Complete setting, we have the option to configure a Time Span for the Assignment. When the specified Time...

  • Completing Assignments using API

    Overview Sometimes you have a workflow that’s designed and working well but you want to add a new facet to it that automatically completes tasks based on things happening outside the flow.  For example...

  • Handling Email Response Replies

    Assigned forms can process responses directly via email through (1) a user replying to an email with an answer, (2) from a user clicking a link in an email, or (3) offering both options. This means that...

  • Private vs Shared Flows In Form Steps

    Overview  This tutorial demonstrates how to use Private and Shared Flow modes in Form steps. This Flow modes are used in the Flow Designer in Form steps. If the Form is Assigned it is possible to perform...


Communication to External Forms

  • Simple External Form Process

    External Form step was designed in Decisions to interact with forms using html methods or service calls. External Form step could be found in the Flow Designer in the ToolBox under Forms[Interaction]...

  • Script Form Step For External Forms

    Script Form Step was designed in Decisions 3.2 for doing additional work with javascript before processing External Form. This tutorial shows a simple example of how to configure and use this step in the...

  • Create External Form Reference

    This tutorial demonstrates how to use External Form Reference in Decisions. External Form Reference feature introduced in Decisions 4.0. This feature allows workflow designers to create a setup for External...

  • External Forms That Need Data From Decisions (javascript simple)

    Overview The External Form step was designed in Decisions to interact with forms using HTML methods or service calls. External Form step could be found in the Flow Designer in the ToolBox under Forms[Interaction]...

  • External Forms That Return Data to Decisions (javascript simple)

    External Form step was designed in Decisions to interact with forms using html methods or service calls. External Form step could be found in the Flow Designer in the ToolBox under Forms[Interaction] category....

  • External Form - Send and Receive File via Web Service Call (ASP.NET)

    OVERVIEW The External Form step was designed in Decisions to interact with forms using HTML methods or service calls. External Form step could be found in the Flow Designer in the Tool Box under the Forms[Interaction]...

  • Multi Step External Form Receive Data From Form (ASP.NET)

    The External Form step was designed in Decisions to interact with forms using html methods or service calls. External Form step could be found in the Flow Designer in the ToolBox under Forms[Interaction]...

  • Multi Step External Form (javascript)

    OVERVIEW External Form step was designed in Decisions to interact with forms using HTML methods or service calls. External Form step could be found in the Flow Designer in the ToolBox under Forms[Interaction]...

  • Simple ASP.NET External Form Using Data From Decisions

    External Form step was designed in Decisions to interact with forms using html methods or service calls. External Form step could be found in the Flow Designer in the ToolBox under  category. This method...


Validation & Visibility

  • Validating Form Data

    One of the most common requirements of an application is to validate form inputs before accepting them. By assigning rules to forms within a flow, the system can validate form data before submission, preventing users from entering invalid information in an application. When the rule...

  • Applying a Form Validation Rule

    In the following tutorial we are going to demonstrate how to use the Rule that we have built in Creating a Form Validation Rule tutorial on the Form. In the Designer Folder we click Create Flow on the...

  • Form Validation Flow

    This tutorial demonstrates how to use Flow as a Validation Rule on the Form. To learn about Validation Rules, please click here. Flow Validation Rule can be used for designing more advanced validations...

  • Running a Validation Rule

    To ensure that a user enters valid data in a form's required fields, you can configure a form to run validation rules. The rules can run upon submission of the form, upon a field losing focus (i.e. the...

  • Running a Validation Rule at Startup

    To ensure that a user enters valid data in a form's required fields, you can configure a form to run validation rules when it opens and to display alerts next to the fields. This can be useful for highlighting...

  • Masked Textbox

    NOTE: The Advanced Masked Textbox was merged into the standard Masked Textbox in Decisions 4.0. Details of the Advanced Masked Textbox can be found in the documentation for Decisions 3.5 and earlier. Overview This...

  • Creating a Form Validation Rule

    alidation Rules evaluate a form value and return a "True" or "False" outcome, depending on whether the form value satisfies the rule's condition(s). The platform includes several form validation rules, found under System > Shared Designer Elements > System Defaults > Default Form Validation Rules. To keep all form validation...

  • Form Components Visibility Using Flow Data

    Overview You can set form controls to be visible or invisible based on Flow data. This is a very useful feature for creating simple and well designed forms, for example hiding information on a form that...

  • Hiding and Showing Form Fields with Visibility Rules

    Form elements can be used to control the visibility of other elements by applying Visibility Rules. To implement a visibility rule in the Form Designer, select the Surface component in the Explorer panel, then configure the settings in the Visibility Rules section of the...

  • Enabling and Disabling Form Fields with Visibility Rules

    Form elements can be used to enable or disable other elements by applying Visibility Rules. To implement a visibility rule that disables one or more elements, select the Surface component in the Explorer panel, then configure the settings under the Visibility Rules section in the Properties panel...

  • Form Outcome Rules

    A form displays controls that allow a user to perform an action, such as enter data, display a report or folder, or manage entities. You can create a flow that, when run, opens a form. It is possible to...

  • Auto Exiting Form Based on Rules

    A form displays controls that allow a user to perform an action, such as enter data, display a report or folder, or manage entities. You can create a flow that, when run, opens a form. It is possible...

  • Using Form Outcomes

    A form outcome rule evaluates data provided by a control in the form, and when the rule is true, causes the form to take a path. In this example, a drop-down list has three values: "Very Interested,"...


Form Controls

  • Using the Masked Textbox Component

    The Masked Textbox form component requires the user to enter data that matches the specified format. The available formats are: general, email address, number, decimal, currency and social security number....

  • File References

    File references allow large files to be saved in the file system rather than memory, but still be usable in the Portal. By default, uploaded files are stored in memory for fast retrieval and indexing....

  • Uploading and Downloading Large Files with File References

    Overview File references let you save files to the file system rather than flow memory but still access them quickly. This feature is most helpful when you may introduce large files to the flow....

  • Get Required Value From Input Data

    This tutorial demonstrates how to dynamically set required fields on the Form. This feature is implemented in Decisions 4.0. To learn about Required and Optional Outcome scenarios, please go through this...

  • Key Triggers On Form Controls

    This tutorial demonstrates how to create and use Key Triggers on Forms and Form Controls in Decisions. With this feature designers can create key shortcuts and attach different actions like: navigating...

  • Document Viewer On Form

    This tutorial demonstrates how to use Document Viewer Component in Decisions. This component was introduced in Decisions 4.0 and serves to display PDF documents. Pdf documents that we want to display should...

  • Single User Form Control

    This tutorial demonstrates how to create and use Single User Control on the Form in Decisions 4.0. Single User Control is User Defined Control that can be reused on different Forms. This type of a control...

  • Create Repeater Form Control

    This tutorial demonstrates how to create and use Repeater Form Control in Decisions 4.0. Repeater Form Control is custom User Defined control that can be used on any Form as other Form Controls that have...

  • Creating JavaScript Form Controls (Advanced)

    The first part of this documentation showed the basics of creating & using JS controls. Now we'll look at how to create a control that takes input data, and how to add CSS styles to a control. This...

  • Creating JavaScript Form Controls

    You can create custom form controls using JavaScript and load them into Decisions. They have inputs and outputs just like normal form controls. Below is a brief explanation of the different control types. Action...

  • Multi Select Drop Down List Component

    Overview: This tutorial demonstrates how to use Multi Select Drop Down component on Form. Multi Select Drop Down component was introduced in Decisions 4.0 and can be displayed only in HTML version. This...

  • Creating Drop Down List Options from Flow Output

    In a form, drop-down menu options can be created from a number of sources - including flows. To create drop-down options from a flow, first create a flow that is configured to output the required information for the drop-down options. Then, in the Form Designer, create a form with a Drop Down List...

  • Creating Dependent Drop Down List Options

    Drop-down controls can source and narrow their available options based on a variety of outputs. One common requirement is to display options in a drop-down list that are dependent on options previously selected in another drop-down list...

  • Translating Help Text Messages for Form Fields

    To translate a help text message into another language, navigate to the System > Languages folder. If a folder does not already exist for your desired language, add it. Help text messages that have already been created...

  • Creating Help Text Messages for Form Fields

    To create a help text message for a form control, define the help message key in the Form Designer and save your form. It can be found in the Help section of the Properties panel. Then, in the System > Help folder, select the help message key and select the Set Help Text action...

  • Editing Data Objects in a Wizard Property Grid

    The Wizard Property Grid form component allows you to easily create a wizard for defining the properties of data objects. By defining the form's data input as a data object, the wizard property grid automatically includes all of the fields, in...

  • Using the Property Grid Component to Edit Objects with a Form

    Some data structures contain many members stored in different formats. For example, the account object stores data about user accounts in text, date format, true or false values, and other types. It could be difficult to create a form that contains all of the account fields that a user could edit...

  • Editing Data Grid Items with the Property Grid

    The Data Grid form component displays a list of data objects in a grid. Each row in the grid represents an object and each column represents an object property - much like a spreadsheet. Editing objects within a data grid is done in one of two ways: within a pop-up...

  • Editing Data Grid Items Inline

    The Data Grid form component displays a list of data objects in a grid. Each row in the grid represents an object and each column represents an object property - much like a spreadsheet. Editing objects within a data grid is done in one of two ways: inline or within a pop-up window containing a property...

  • Displaying Lists of Objects in a Data Grid

    The Data Grid form component displays a list of data objects in a grid. Each row in the grid represents an object and each column represents an object property - much like a spreadsheet. To use the Data Grid component...

  • Copy-able Label

    This tutorial demonstrates how to make a Copy-able Label control on the Form. By default Label controls on the Form cannot be copied when Form is running. In some cases Form needs to be designed for users...

  • Using Data Grid Selection in Data Flow

    This tutorial demonstrates how to dynamically change data on the Form with a simple Data Flow. Data Flows in Decisions are type of “Helper Flows” that may be triggered by some Form events and change...

  • Form Controls Behavior

    This tutorial demonstrates and shows how to use Form Component Behaviors that was implemented in Decisions 3.2. Example: Begin in the Designer Folder with selecting Create Flow button on the...

  • Adding a Timeline to a Series of Forms

    A timeline is a helpful feature to show on a form when a series of forms need to be filled out by a user. The timeline is a component found in the Form Designer, under the List category. Example This...

  • CSS Styling Form Controls

    This tutorial demonstrates how to style Form Controls in Decisions using CSS. Cascade Style Sheets may be applied only in HTML version of Decisions. The ability to create and use custom CSS styles was...

  • Create a Drop Down List

    This example demonstrates how to configure a Drop Down component and add it to a Form. A Drop Down component has a created list that displays when the Drop Down arrow is selected. Select one item on...


Managing Your Forms

  • Form Expiration and Auto Resume

    The Expiration and Auto Resume form properties allow flows to be suspended, tasked for continuation and automatically resolved with specified flow outcomes. To define an expiration or auto-resumption...

  • Create Form to Write to a Database Table

    This article will show you how to create a form that writes to a database table. In this tutorial we will create a flow that lets us create new entries in a TV show database table.  You'll need to start...

  • Flow Data Input Into Form

    This tutorial shows how to use Flow Data in the Form. Example: In this example we are going to create a Form with a Radio Button List type of URLs and Open URL Button. When user checks Radio Button in...

  • Data Forms

    Learn how to create and use Data Forms in Decisions. Data Forms make it possible to design a Form in Decisions with data components like a Label or a Textbox, and from that Form an instance is auto-generated....

  • Using Dynamic Form

    This tutorial demonstrates how to use Flow Data input to the Form in order to make the Form dynamic. Example: In this example we will create a simple Flow with a Form in it. On the Form we will...

  • Displaying Flow Data on Forms

    A form displays controls that allow a user to perform an action, such as enter data, display a report or folder, or manage entities. You can create a flow that, when it runs it will opens a form. Create...

  • Using a Database to Populate Auto-Complete Search Component

    The AutoComplete Search component in a form lets a user enter characters and produces a list of values that match those characters, beginning with a partial match. The data type for the AutoComplete Search...