Form Control Glossary

17 Jun 2022
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Form Control Glossary

Updated on 17 Jun 2022
5 Minutes to read

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Overview

Forms are comprised of Form Controls that offer cnt functions within the Form Designer. These functions range in complexity from providing a simple Text Box to dynamically populating dropdown lists to displaying a file for download after completion of a process, etc. Sections of the Form can be styled and colorized with CSS applied to Form layouts or individual controls.

The Toolbox houses, organizes, and searches for Form controls. The Toolbox consists of the following sections:

The Favorites menu contains the controls saved as a favorite. To save a control as a favorite, hover over the desired control and select the star on the right side. An Add FormControl Favorite dialog appear and prompts options to change the name and who sees the control as a favorite.
The Recent menu holds the most recent controls used.
Finally, the hierarchical drop-down menu lists every control, searchable or otherwise, available for use in a Form.

Below is a brief description of the Form controls available.

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	Yes
Go Back	Goes back to the previous Form in the Flow	Yes
Sub Dialog	Runs a sub dialog Flow that can house a Form to pops up in front of the current Form	No
URL	Opens a URL	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.	No
Close Button	Closes the Form without ending the process	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 but 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 Button	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	Creates a new outcome path on your Form and automatically goes down that path at whatever time the user specifies	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
Advanced	Current Logo/Time/User	Displays the current logo, time, or user	Yes
	Entity Viewer	Property grid editor of entity
	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
	Tag Editor	Allows the user to add tags to Form
	Vertical Timeline	Displays static states vertically
	Video	Allows the user to upload a video or input a URL to a video to display on the Form
Approval Chain	Approval Chain Editor	Allows the user to specify approval chain levels
Data Grid	Data Grid	Excel-like view of an entity	Yes
Data Grid	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	No
	File Download/Upload	Allows users to download/upload a file
	Multiple File Download/Upload	Allows users to download/upload files	Yes, for Download
Property Grid	Property Grid	Excel-like view of an entity	No
	Wizard Next/Previous	Navigates users through steps in a Wizard Property Grid	No
	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	No
Validation	All Form Validations Display	Shows all validation messages on the Form	Yes
Validation	Control Validation Display	Shows the validation message for one control	Yes
Root	Auto Complete Search	Auto Complete Search Bar	Yes
	Calendar	Interactive Calendar Image
	Check Box/List/List [Sort-able]	Designer can create checkboxes for the user to select a piece of data or pieces of data	Yes
	Currency Box	Number box that inputs and outputs currency
	Date Picker	Allows the user to chose a date	Yes
	Date Time Picker	Allows the user to chose a date and time	Yes
	Document Viewer	Shows all files except Microsoft file types (doc, docx, excel, etc)	No
	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
	HTML Display	A way to view HTML on a Form
	Label	A way to put information on a Form that is not interactive	Yes
	List Box	Outputs text as a list	Yes
	Masked Text Box	Allows designer to give the text a value type: General, Number, Decimal, Currency, Email Address, SSN, Custom, Phone Number.	Yes
	Multi Select Drop Down	A list that can be generated with static information or dynamically, user can select multiple items on this list	Yes
	Number Box/Spinner	Only takes in and outputs a number	Yes
	Password Text Box	Hides text with bullet points, allows the designer to create a minimum and maximum length	Yes
	Progress Bar	Shows the progress of data being input, 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, paste, insert an image, create a table.	Yes
	Slider	Number input on a slider	Yes
	Text Box/Text Box Multi Line	User can input string. Multi Line should be used if a large number of characters will be used	Yes
	Time Picker	Allows user to pick a time	Yes
	Toggle Button	True/False switch	Yes
	Tree View	Create a nested list

Images

The Images drop down contains the Decisions Image Library.

Form Control	Description	Mobile/Tablet Support?
Capture Image	Uses webcam and allows users to capture images.
Image	Upload an image to show on a Form or save.	Yes
Image Gallery	If any images are uploaded throughout the process they can be viewed through this control
Signature Pad	A signature can be drawn with mouse or touch screen if applicable

Layouts

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

Layout	Properties
Canvas	Blank Form, free to place Form controls on the Form in any place
Grid	Fixed containers to house Form controls, can be stacked upon each other
Header Container	A grid with a header section and a content section separated with a border
Horizontal Split Panel	Resizable control allows you to adjust the size two columns
Horizontal Stack	Preserve white space but hide controls if necessary, can stack controls horizontally
Responsive Grid	Allows you to define max and min widths, mobile to normal Form
Scroll Panel	Creates a scroll bar if the controls on the Form are larger than the Form itself
Tab Container	Creates tabs to allow multiple Forms within one
Vertical Split Panel	Re-sizable control allows you to adjust the size of two rows
Vertical Stack	Preserve white space but hide controls if necessary, can stack controls vertically

User Control	Properties	Mobile/Tablet Support?
Templates	Previously saved templates will be in this drop-down
Existing User Controls	Already created and saved controls
Data Repeater	Places a Form within a Form. List of the same type	No
Data Repeater Add/Remove Button	Data Repeater Forms can be replicated multiple times by using the add/remove button	No
Mixed Type Repeater Control	Allows the Form to show many types of data in one control. Users can display different custom data types, strings, booleans, etc.
User Defined	Single version of data repeater	No

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What's Next

Form Designer Overview

Table of contents

Overview
Actions
Data
Images
Layouts