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Process Designer

You model the fields of your form with elements, through which the user works on the form. You can choose between many different sorts of elements such as text and password fields, a calendar, lists, and attachments.

Below you'll see how to set up a TEXTBOX form element to serve as an example. Other elements are incorporated in exactly the same manner. A complete description of form elements and their properties can be found in the chapters Form elements and Form elements.

To add a new form element, click in a column field of the form editor on the symbol WORKFL~1_img131. The cursor context menu displays Add new element. Choose it to open the element type form window.

Choosing an Element Type

Choose element type

You have a choice of the following default Element types.

Element type

Description

ATTACHMENT

Display attachment

BLANK

Place holder

BUTTON

Button

CHECKBOX

Checkbox

DATE

Date field

DECIMAL

Decimal number (123.00)

DESCRIPTION

Description text

FILE

Attaching a file

HIDDEN

Hidden field

IFRAME

Integrated frame (only for desktop view)

IMAGE

Image

JOBFUNCTIONS

List of JobFunctions

LINK

Hyperlink

LIST

List

PASSWORD

Password

RADIO

Radio button

SQL_CHECKBOX

SQL-Checkbox

SQL_LIST

SQL lists

SQL_TABLE

SQL-table (only for desktop view)

SQL_TEXTBOX

SQL text input field

SUBTABLE_VIEW

Subtable view (only for desktop view)

TEXT

Text

TEXTAREA

Multi-line text input field

TEXTBOX

Text input field

USERS

User list

Select an Element type and click Continue to access the element properties form window for the selected element type.

It will appear similar to the following, which is for a TEXTBOX element.

Element properties for TEXTBOX

Element properties for TEXTBOX

You can specify the following properties.

Properties

Description

Name

Required

Assign a name for the field.

The following names are reserved and should not be used: version, processname, id, mode, groupname, backlink, form, tablename, processid, step, workflowid, do, key, ps, process, username, type and token

Label

Required

Provide an appropriately descriptive label to the field.

The label will appear to the left of the text input field in the form.

If your process is multi-lingual, you can provide labels in multiple languages. Click in the input field to open additional input fields.

Label-2

The optional second label would appear after the text input field.

This field can likewise be entered in multiple languages. (see above).

Balloon help text

This text is displayed in a help balloon when the mouse pointer passes over the element.

You can enter the text in multiple languages.

Default value

You can pre-fill the input field with any text you wish.

Moreover, this text can come from form fields, DB fields, JobRouter variables, as well as from configurations.

If the text comes from a form field, you'll see an additional drop-down list containing the available form fields.

DB field

You can use fields from the process table having type VARCHAR, INT, BIGINT and TEXT.

Width

Specify the width of the input field, in pixels.

Minimum length

Specify the minimum length of the input, in characters.

Maximum length

Limit the input length to this number of characters.

Write-protected

Specify whether the field should be write-protected.

Deactivated

Use this function to disable the field.
 
Please note: A deactivated field protects from changes. This means, changes will not be saved, even if the form element is activated after loading the form via the JavaScript API.

Required

Decide whether the user must fill in this field.

Hidden

The field will not be displayed.

Alignment

Specify whether the text of the input field should be left, center, or right justified.

Validation

You can check the validity of the input value. For more information, see Validation of form elements.

OnClick

Add scripts to be executed when the user clicks on the element.

OnChange

Add scripts to be executed when the element's value changes.

OnFocus

Add scripts to be executed when the cursor stops within the input field.

OnBlur

Add scripts to be executed when the cursor leaves the element.

OnKeyDown

Add scripts to be executed when characters are input.

Caption color

Specify the color of the caption for the element.

Background color

Specify the text background color of the element.

Font color

Change the font color for the input field.

 
For the properties label, 2nd label and the info text, process messages can be defined, which allows maintaining the translations in a central place. For more information See chapter Process messages as translation for form and subtable elements.

When you have finished your entries, click Save to store them and be taken back to the forms designer.

Or click Cancel to exit the form window without saving any entries and be taken back to the forms designer.

Clicking Back takes you back to the element type drop-down list.