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...
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. Create a new flow...
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...
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. Create a new flow...
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...
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...
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...
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...
This tutorial demonstrates and shows how to use Form Component Behaviors that was implemented in Decisions 3.2. Example: We begin in the Designer Folder with clicking Create Flow button...
To add dynamic to the Form behavior Form Designer can use Data From Different Flow in the Portal. For instance, in this way Form control (like textbox) can trigger a Flow and serve as an input to this...
There are numerous ways in which Form Designer can make the Form dynamic in Decisions 3.2. In other words, it is possible to change Form Components, Visibility, and Behavior based on Form Input Data and...
Forms are web pages designed to collect and submit information for use elsewhere in a web application. In Decisions OS, forms can be designed from scratch, assembled with a step-by-step Wizard, or created...
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...
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...
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...
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...
This tutorial demonstrates how to create and use Data Forms in Decisions. Data Forms was implemented in Decisions version 3.5. With Data Forms it is possible to design a Form in Decisions with data components...
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...
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...
Group Actions are action-based outcomes that can be resolved all at once, despite the possibility of there being multiple instances of them. One common example would be approving or rejecting en masse...
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...
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...
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,"...
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...
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...
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...
The Drop Down List form component also functions as an incremental search box, allowing incremental search against any input. To create an incremental search box, place a form containing the Drop Down List form component within your flow and define the List Input Source (typically, another flow)...
This tutorial demonstrates how to use Custom Advanced Masked Textbox component on the Form. With this component designer is able to use Regular Expressions for User input Validations. In computing, regular...
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...
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...
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...
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...
In Decisions 3.2.0 Form components visibility can be controlled with Flow Data. By configuring Initially Visible Source option in Behavior settings to be From Flow Data we can decide if we want...
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...
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...
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...
To set a help text message for a form control, go to the Properties panel. Under the Help section, select the Pick Help Message Key checkbox and in the Help Message Key drop-down list, select the message to be used...
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...
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...
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...
This tutorial demonstrates variety of Form Layouts and Form Container behaviors in the Form Designer. To overview Form Layouts we navigate to the Designer Folder and click Create Form > Create Form...
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...
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....
There are several layout options when working with forms and pages. This topic provides a description of what each layout provides and shows an example. The layout options are the same for forms and pages....
Decisions allows an administrator user to create a page using a 10 x 10 grid layout. This example demonstrates adding several columns and rows. This example will also demonstrate...
Decisions allows an administrator user to create a page with a stack panel layout in a grid. Users can create a horizontal stack or a vertical stack...
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...
Form controls can be hidden and displayed in collapsible sections by placing them within collapsible Container components...
Forms can be assigned to specific users or groups for completion. The principal effect of assigning a form is that it appears in the Tasks list of every person to whom it is assigned. Also, by default,...
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...
When a task is initially assigned, the default behavior of the portal is to send a pop-up notification to the assignee(s), in addition to an email containing the task name, description, and link. Additionally...
This tutorial demonstrates how to set up an Assignment in the manner the Dates (Warn Date, Late Date, etc.) do not change when the Assignment is Reassigned. Example First, we need to create a simple...
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...
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.
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...
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.
Example One Video: Example Two Video: 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...
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 you...
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 some...
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...
This tutorial demonstrates how to use Auto Complete configurations for the Assigned Forms. With Auto Complete setting we can configure Time Span for the Assignment after which Auto Complete Flow triggers...
Forms can be assigned to specific users or groups for completion. The principal effect of assigning a form is that it appears in the Tasks list of every person to whom it is assigned. Also, by default, the assignee is sent an email to the task.
This tutorial demonstrates how to use Truth Table and simple Approval Chain to create ad hoc approval applications. Example: In this example we are going to use a Truth Table that outputs an Approval...
Decisions includes a pre-built approval flow. This flow allows you to quickly create a flow that requires approval. In the example below, we will demonstrate how to use this pre-built approval flow to quickly create a simple vacation request...
What do you do when you have a lot of tasks in your queue and you have to work them 1 by 1? This is the typical situation in a workflow environment where a certain level of approval has to go to a...
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...
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...
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...