- 03 Dec 2024
- 6 Minutes to read
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Form Control Glossary
- Updated on 03 Dec 2024
- 6 Minutes to read
- Print
- DarkLight
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 |
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 | |
Allows designers to upload a video or input a URL to a video to display on the Form | Yes | ||
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 | |
Allows users to download/upload files | Yes | ||
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 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 | |
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 | |
Shows all files except Microsoft file types (doc, docx, excel, etc.) | Yes | ||
A list that can be generated with static information or dynamically | Yes | ||
Displays static states or states provided with a folder ID in a horizontal position | Yes | ||
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 | |
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 | |
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 | |
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. Users have the option to clear the Signature Pad and undo a written signature. These buttons can be toggled on and off and do not appear on the Form by default. | 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 |
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 |
Re-sizable control allows you to adjust the size of two columns. | Yes | |
Preserve white space but hide controls if necessary, can stack controls horizontally. | Yes | |
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 |
Creates a column of tabs with another column displaying control dependent on tab selection. | Yes | |
Creates tabs to allow multiple forms within one. | Yes | |
Re-sizable control allows you to adjust the size of two rows. | Yes | |
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 |
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 |
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 |
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 |