This article describes attributes available in all forms.
Each attribute has a similar configuration spread over 6 tabs.
- Settings – tab with Guid number, a field with description, a type of an attribute parent, attribute type (textbox) and options to set this field as Visible, Editable and Required
- Conditions – tab to set if a value is dynamic, set Default values, Auto evaluated values, Conditions of visibility, Conditions of editability, Condition of requirement and Condition of validation. To set those conditions we choose an operator (contains, does not contain, starts with, ends with, equals, does not equal, reset) and a data source from a field in the form or from standard system fields (autoincrement and data-based on the current user). Default values and Auto evaluated values have the option to switch to data based on a column from a given list. In others, we can also set filters based on variables.
- Appearance – tab used to configure Label width (Auto, px, %), Control width (Auto, px, %) and Label layout options (2-column layout, 1-column layout, Global style, Label on the right side). There is an option to Display as label (shows attribute as a label when checked). There is also an Attribute appearance format section where text style can be set from default to custom. In custom format standard formatting options (bold, italic, underlined, size, color and background color) can be set.
- Messages – tab used to add tooltips and hints to a field
- Format condition settings – allows defining additional conditions for formatting text. The conditions added below will define how the attribute will be formatted. If conditions are defined, the attribute will be formatted according to the first condition that matches the data. If no condition matches the data and the default formatting is defined, the text will be formatted according to the default formatting. Otherwise, the attribute will not be formatted.
- Dependencies – list of all related forms, lists, applications, etc. to our attribute on the form.
Basic attributes #
Textbox #
A standard text field to be completed. Used to enter short text information.
Multiline input #
Text area with the possibility of setting multiple lines. Used to enter longer text information, e.g. a description field.
HTML editor #
A field that is an HTML widget – i.e. it provides the ability to insert hyperlinks or tables, bold text, etc.
Integer #
Only numbers are allowed to be entered in this field.
Decimal number #
This field allows entering numbers with decimal places.
Date and time #
The field allows you to select the date and time.
Date #
The field allows you to select a date (without time).
Time #
The field allows you to select a time.
Password #
This is a special text field that cannot be seen as you type. Configuration settings similar to a field textbox (without extra format condition settings) but with extra tab Configuration where a secure password change may be imposed.
Attachments #
A field where attachments can be added from a local disk. Configuration settings similar to a field textbox (without extra format condition settings) but with extra tab Configuration.
Show preview of first attachment – Opens a preview of the first attachments on document loading.
Digital sign – Allow digital signing of attached documents.
Gallery mode – Displays graphic attachments as a gallery.
The user can also set a maximum file quantity and size in MB.
Preview mode – user can choose form:
Browser native viewer – Word/Excel/PDF/images will be displayed with the browser native viewer.
Image viewer – Word/Excel/PDF files will be transformed into images and then displayed with the image viewer.
Both – both preview modes will be available on the document.
Image upload #
A field where attachments can be added from a local disk. Configuration settings are similar to field Attachments but configuration only sets the width, height and maximum file size in MB.
Action button #
The Button type field enables the execution of a given action. The button can be used, for example, to redirect to a specific URL, create new documents, or perform any action understood as an SQL expression. This attribute has slightly different settings in 3 tabs:
- Conditions – tab to set Conditions of visibility only
- Appearance – tab used to configure label width (Auto, px, %) and control width (Auto, px, %) only.
- Configuration – tab to set options like Set on new document, Show in edit mode, Show in view mode, Align (Left, Center, Right), Button style and Action. The user gets a list of possible actions to choose from along with settings. Possible actions are: Start process, Run process activity, Execute JavaScript, Go to, Back, Save, Preview, Edit, Delete, Copy, Create document, Previous document, Next document, Show document history, Delete workflow, and Diagram.
Icon #
A field where a graphic icon can be set. In the Configuration tab, we can choose an icon to display, color (system or from a palette) and size (multiplicity or in px).
Grouping attributes #
Group #
A field is used to create a grouping field on the form. This attribute has slightly different settings in 3 tabs:
- Conditions – tab to set Conditions of visibility. To set those conditions we choose an operator (contains, does not contain, starts with, ends with, equals, does not equal, reset) and a data source from a field in the form or from standard system fields (autoincrement and data-based on the current user). We can also set filters based on variables.
- Appearance – tab used to configure label width (Auto, px, %) and control width (Auto, px, %). It includes an option to show/hide the group header.
- Configuration – tab to set options: Show header, Expanded (Group will be expanded by default), Expandable (Allow user to open/close group), Scrollable group (If the groups do not fit on the screen, they are assigned independent sliders), Show content in columns, Dialog preview and Column widths options.
List of elements #
The list allows you to group the fields into one row, with each field treated as a column in the list. To add a list, add an element of the List type and then attach individual columns as sub-elements. In the configuration, we can only set the width for each sub-element.
Tab panel #
A field is used to place a panel with customized tabs on the form.
Group of buttons #
A field containing a group of standard buttons like Save, Edit, Back, etc.
Separator #
A field with no content is used to separate fields on the form and create an empty space. Configuration settings are similar to a field Tab panel.
Data presentation attributes #
List #
A field is used to insert a list of documents into a form. When setting a configuration user defines data from the list attached. We have the option to filter the data as described in an article here. In this tab, the user can decide whether the associated list will display according to its standard settings (global or those selected during list setup), or they will be overridden by the settings selected in this tab. More information on creating a list can be found here.
Chart #
A field is used to insert a chart based on data from the specific list. When setting a configuration tab we choose a chart type (Line, Bar, or Pie) and choose a list. We can then narrow down a list by adding filters, Measure aggregation (Suma Average, Count), Measure (based on integer columns), Argument (based on list columns), Data labels, Tooltips and Legend position on the chart.
Static text #
A field used to enter plain text into a form but not grouped as a text field. Largely would be used to set not editable descriptions on the form. Configuration is similar to a field List with exception of the Configuration tab where only the displayed text is entered.
Selection attributes #
Radio #
The field allows you to select only one of the items in the data set. This button can be selected, but not cleared, by a user. To configure settings: vertical/horizontal orientation and data source: Dictionary or List. Setting the list is similar to inserting the list. When using Dictionary user sets options to choose from.
Checkbox #
The field allows you to select only one of the items in the data set. This button can be selected and cleared by a user. Configuration is similar to the field radio (without Configuration and Format condition settings).
Checkbox multiple choice #
This field allows you to select several items from a given data set. Configuration is similar to the field radio.
Dropdown #
A list that displays data from a given data set. Configuration is similar to the field radio.
Dropdown multiple choice #
A list that displays data from a given data set and offers a selection of several items from the list. Configuration is similar to the field radio.
System attributes #
Parent documents #
A field with a list displaying only parent documents to our document. Configuration is similar to inserting the list.
Child documents #
A field with a list displaying only child documents to our document. Configuration is similar to the field Parent documents.
Related documents #
A field with a list displaying all related documents to our document. Configuration is similar to the field Parent documents.
Permissions #
This field is used to display permissions for the document. Users with relevant permissions can add new permissions to the document through this widget. There is no extra configuration available. More about complex permission system can be read here.
Comments #
This widget is used for posting comments to a document. It consists of an HTML editor and mechanisms allowing one to quote and respond to other comments. This widget also allows you to refer to a specific employee which makes it possible to transfer information or commands without starting the document workflow. Configuration includes adding a user to always receive system notifications or to always inform the user by email. There is an option to notify a document creator by email.
Process #
The tab shows the workflow history of the document. It is possible to set in configuration to show only actions made by the user.
Substitutions #
The tab shows a list of users set as possible replacements for a user in the workflow and a button to add a replacement.
Document signature #
This system field will automatically generate a signature based on the signature of the last saved document. If there are no documents on the list, the system will start their numbering from 1. In the configuration tab, it is possible to set the schema for formatting the signature. Example scheme: DOC/@DocumentDate(‘yyyy’)/@DocumentDate(‘MM’)/@AutoIncrement(‘000’)
Result: DOC/2020/06/001
Signature cannot be changed – disables the possibility to edit the signature after the document is saved.
Signature is unique for this form – disables the possibility of adding documents with the same signature within this form.
Created by user #
An automatically filled-in text field that refers to the user that has created the document. The user cannot edit this field. Offers standard field configuration.
Modified by user #
An automatically filled-in text field that refers to the last user that has modified the document. The user cannot edit this field. Offers standard field configuration.
Creation date #
A date and time field is automatically filled out by the system. The field contains the date of the document creation. The user cannot edit this field. Offers standard field configuration.
Modification date #
A date and time field is automatically filled out by the system. The field contains the date of the last document modification. The user cannot edit this field. Offers standard field configuration.
Title #
A title field is automatically filled out by the system. The field contains the name of the document and the path in the menu. The user cannot edit this field. Specific conditions to set are:
Is dynamic value – Dynamic value is always computed and its value isn’t stored in the database.
Dynamic evaluated value – Value is computed on document creation, at document opening or dependent field value change.
How do delete a field on the form? #
When building applications the system creates dependencies between fields, forms, lists and processes. If you require to delete an attribute from the form you must first remove all dependencies (ex. remove a column based on this attribute from a list). The system will notify the user with an appropriate message when attempting to delete the attribute with dependencies.