Adding Forms, Flows, and Reports to a Designer Folder

Last Updated: 07/28/2016 Introduced in Verision: 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 Actions menu, select Add > Designer Folder [Root]. By default, all Designer Folders are saved at the root of the Folders tree, however they can be moved within another folder as desired.

 DesignerFolder Screenshot
 

In the resulting Add Root Folder pop-up, type a name for the new Designer folder and then click OK.

name

 

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 Create Form button.
 
create form
 

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 workspace. The Form Designer contains the Toolbox, Properties, Messages, and Explorer  panels on the left, and a workspace in the center in which form elements are added by dragging and dropping them from the Toolbox.
 
formDesigner
 

In the Toolbox panel, locate the Text Box component from under the Data category, and drag one to the workspace.

dragging text box

 
With the text box selected, configure it in the Properties panel. Under the Data section, fill in Data Name with “CustomerName” and select the Output only checkbox. Also select the Static Input checkbox and fill in the Text field with “Please enter customer name.” Mark the field as required by selecting a checkbox in the Required Outcome Scenarios field. (If the list is blank, this means a button needs to be added to the form in order to provide at least one outcome. Buttons are found under the Actions category in the Toolbox.)
TextBoxProp Screenshot
Save and close the form.

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

create flow

 

In the resulting New Flow pop-up, name the flow “Customer Information” and click OK to open it in the Flow Designer.

The Flow Designer appears displaying the basic flow template by default in the workspace. The Flow Designer contains the Toolbox, Properties, Messages, and Explorer panels on the right, and a workspace in the center in which components are added by dragging and dropping them from the Toolbox. Components added to the workspace are referred to as “steps.” 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.

 

 flowStart

In the Toolbox panel, locate the form just created and drag it to the workspace. It can be found under the category Forms [Interaction] > [Current Folder].

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

Back in MyDesignerFolder, add a new report by clicking the Create Report button and selecting Create Report.

create report

 
 
In the resulting New Report pop-up, give the report the name “Folders Report” and click OK 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 workspace. The Report Designer contains the Toolbox, Properties, Messages, and Explorer panels on the right, and a workspace in the center in which columns are added by dragging and dropping them from the Toolbox. The Sources and Filters panels appear above the workspace. Sources and filters are added to these sections by dragging and dropping them also from the Toolbox.

 

reportDesigner 

 

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 Toolbox panel, under the category Data Sources > Common Data Sources. Then drag Folder Data Source to the Sources list.

FolderDataSource Screenshot

 

 

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

add columns

 

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

 

Additional Resources