Form Control Glossary
  • 23 Jan 2024
  • 6 Minutes to read
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Form Control Glossary

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Article Summary

Overview

Just as steps are the building blocks to Flows, Form controls provide different functions found within the Toolbox of the Form Designer

These functions range in complexity from providing a simple Text Box to dynamically populating drop-down lists to displaying a file for download after the completion of a process, etc. Sections of the Form can be styled and colorized with CSS applied to Form layouts or individual controls.


Actions

The Actions drop-down menu houses different types of Buttons.

Form Control

Description

Mobile/Tablet Support?

Events

Triggers an event that can be used to trigger a data Flow


Available in the following controls: Event Button. Event Image. and Event Link

Yes

Go Back

Goes back to the previous Form in the Flow


Available in the following controls: Previous Button, Previous Button Image, Previous Button Link

Yes

Sub Dialog

Runs a sub-dialog Flow that can house a Form to pop up in front of the current Form


Available in the following controls: Sub Dialog Button, Sub Dialog Image Button, Sub Dialog Link

No

URL

Opens a URL


Available in the following controls: Open URL Button, Open URL Image Button, Open URL Link

Yes

Button

Standard button: once this button is selected, the Flow goes to the next step that the button is connected to within the WorkFlow.

Yes

Close Button

Closes the Form without ending the process

Yes

Copy Text Image/ Image Button/Link

Copies text to the clipboard in a variety of control formats

Yes

Drop Down Button

Similar to the standard button but gives multiple outcomes within a drop-down list

Yes

Image Button

Similar to a standard button, it allows this button to be an image, either uploaded from a computer, selected from our icon gallery, or from a URL.

Yes

Link Button

A URL link to be defined that can be selected and opened

Yes

Link List

A list of URL links to be defined that can be selected and opened

Yes

Post Back Button

Resets Form to its previous state

Yes

Timer Form Exit

With this control, users can set a timer to close the Form after a specified amount of time automatically.


Note: If the user is inactive while the Exit Timer is running, all Flow actions will be paused for the specified duration and an additional 60 seconds. This behavior is a result of Chrome's default settings, which check for user activity every 60 seconds. Therefore, if the user does not become active after the timer ends for the next 60 seconds, the Flow actions will resume automatically.

Yes


Data

The Data drop-down menu houses different options to apply data to the Form.

Control Location

Control Name

Description

Mobile/Tablet Support?

Account and Group

Account and Group List

Adds assignee to Form

Yes



Advanced


Current IP Address


Displays the IP address of the initiating user's device

Yes

Current Logo/Time/User

Displays the current logo, time, or user

Yes

Entity Viewer

Property grid editor of entity

Yes

Form Steps

Displays a list of string steps in a vertical position similar to a Timeline

Yes

Latitude and Longitude

Produces data for latitude and longitude only on secure contexts like HTTPS

Yes

Navigation Tree

Interactive Decisions Navigation Tree

Yes

Tag Editor

Allows the user to add tags to the Form

Yes

Vertical Timeline

Displays static states vertically

Yes

Video

Allows designers to upload a video or input a URL to a video to display on the Form

Yes

Data Grid

Data Grid

Excel-like view of an entity

Inline Edit is not supported

Data Grid Add/Remove

The ability to add and remove rows from an entity

No

File

CVS Editor

Delete/Add Rows, Save Excel File, Load from Excel File

Yes

File Download/Upload

Allows users to download/upload a file

Yes

File Upload Area

Allows users to easily upload files by performing a drag-and-drop action

Yes

Multiple File Download/Upload/Upload Area

Allows users to download/upload files

Yes

Property Grid

Property Grid

Excel-like view of an entity

Yes

Wizard Next/Previous

Navigates users through steps in a Wizard Property Grid

Yes

Wizard Property Grid

Allows designers to create a wizard for defining data objects by automatically including all fields in their proper formats for users to fill and submit

Yes

Validation

All Form Validations Display

Shows all validation messages on the Form

Yes

Control Validation Display

Shows the validation message for one control

Yes

Root

Auto Complete Search

Auto Complete Search Bar

Yes

Calendar

Interactive Calendar Image

Yes

Check Box/List/List [Sort-able]

The designer can create checkboxes for the user to select a piece of data or pieces of data.

Yes

Color Picker

Allows users to be able to select a color and output its hex code

Yes

Compact Merge Editor

Adds a Text Merge editor to the Form. This is editable by selecting the pencil icon on the control.

Yes

Currency Box

Number box that inputs and outputs currency

Yes

Data Grid (Advanced)


Displays a list of data objects sourced from a Report

No

Date Picker

Allows the user to choose a date

Yes

Date Time Picker

Allows the user to choose a date and time

Yes

Document Viewer

Shows all files except Microsoft file types (doc, docx, excel, etc.)

Yes

Drop Down List

A list that can be generated with static information or dynamically

Yes

Horizontal Timeline

Displays static states or states provided with a folder ID in a horizontal position

Yes

HTML Display


A way to view HTML on a Form

Yes

Image Picker

Allows users to be able to select and output an image

Yes

Label

Allows constant text to be shown in the Form for the end users. This Form Control is used to show the meta-data of the other Form Controls. It is mostly used to show constant data within the Forms, but users can configure it to send the data dynamically to the Label.

Yes

List Box

Outputs text as a list

Yes

Masked Text Box


Allows the designer to give the text a value type: General, Number, Decimal, Currency, Email Address, SSN, Custom, or Phone Number.

Yes

Merge Editor

Adds a Text Merge editor to the Form that can be edited directly on the Form.

Yes

Multi Select Drop Down

A list that can be generated with static information or dynamically, the user can select multiple items on this list.

No

Number Box/Spinner

Only takes in and outputs a number.

Yes

Password Text Box

Hides text with bullet points and allows the designer to create a minimum and maximum length.

Yes

Progress Bar

Shows the progress of data being input and allows the designer to set a minimum and maximum number for the bar.

Yes

Radio Button List

Creates a list with the ability for users to make a selection via radio buttons.

Yes

Rich Text Box/Display

Gives the user the opportunity to change font type, color, size, alignment, copy, and paste, insert an image, create a table, and highlight text.

Yes

Slider

Number input on a slider.

Yes

Text Box/Text Box Multi-Line

Users can input string values. Multi-Line should be used if a large number of characters will be used.

Yes

Time Picker

Allows the user to pick a time.

Yes

Toggle Button

Creates an interactable Boolean switch.

Yes

Tree View

Create a nested list.

Yes


Images

The Images drop-down contains the Decisions Image Library.

Form Control

Description

Mobile/Tablet Support?

Icon Folders

Various folders containing different built-in icons to use on Forms. Starts with 'Adventure' and ends with 'Type Images'.

Yes

Capture Image Panel

Uses a webcam and allows users to capture images.

Yes

Image

Upload an image to show on the Form or save.

Yes

Image Gallery

If any images are uploaded throughout the process, they can be viewed through this control.

Yes

Signature Pad

A signature can be drawn with a mouse or touch screen if applicable.

Yes


Layouts

Layouts are used to help the user design the Form in a manner that fits their needs. 

Form Control

Description

Mobiles/Tablet Support?

Canvas

Blank Form, free to place Form controls on the Form in any place.

Yes

Grid Layout

Fixed containers to house Form controls can be stacked upon each other.

Yes

Header Container

A grid with a header section and a content section separated by a border.

Yes

Horizontal Split Panel


Re-sizable control allows you to adjust the size of two columns.

Yes

Horizontal Stack

Preserve white space but hide controls if necessary, can stack controls horizontally.

Yes

Responsive Grid

Allows you to define max and min widths, mobile to normal Form.

Yes

Scroll Panel

Creates a scroll bar if the controls on the Form are larger than the Form itself.

Yes

Side Menu Container

Creates a column of tabs with another column displaying control dependent on tab selection.

Yes

Tab Container

Creates tabs to allow multiple forms within one.

Yes

Vertical Split Panel

Re-sizable control allows you to adjust the size of two rows.

Yes

Vertical Stack

Preserve white space but hide controls if necessary, can stack controls vertically.

Yes


Tiles

Form Control

Description

Mobile/Tablet Support?

[Select Tiles]

Selects existing built-in and/or user-created Tiles from the Studio

Yes

Diagram Tile

Captures and presents data using infographics.

Yes


User Controls

Form Control

Description

Mobile/Tablet Support?

[Existing User Controls]

Selected already created controls from other Forms in the Studio

Yes

Data Repeater


Places a Form that acts as a table listing objects of the same data type within a Form.

Yes

Data Repeater Add/Remove Button

Data Repeater forms can be replicated multiple times by using the add/remove button.

Yes

Mixed Type Repeater Control

Places a  Form to show multiple data types in one control. Users can display different custom data types, strings, Booleans, etc.

Yes

User Defined

A single version of the data repeater.

Yes


For further information on Forms, visit the Decisions Forum.


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