Forms are formatted documents that request specific information, providing greater ease in the analysis of data obtained.
In addition to the option of creating forms via the Studio, it is also possible to create and add forms to the process directly via the Web editor.
Form results can be obtained either by the respective processes or via the Documents menu where they are posted.
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01. On the Process settings screen, click on Form on the side menu.
02. In the Form settings, define the requested information.
The requested information is: |
03. In Form content, add the desired fields - available in the Add fields area - to create the form.
In order to include a field in the form, simply click on it in the list of available fields. The fields can be included in any order and quantity. To change the order of a field, just click on it and drag it to the desired position. In order to delete a field included, click on the icon marked by an X located the upper right corner of the box corresponding to the field. The types of fields available are: |
04. Click on the Edit icon, represented by a pencil, located on the upper right corner of the box corresponding to the field, and define the settings for the field.
Each field has specific options depending on the type of data added or defined as standard or data source. |
05. Click on View form to see how your form will be published, if desired.
06. Click on Save.
01. In the form field setting window, click on Form rules.
Form rules are events that can occur in the form created in a particular activity and in a specific field. These events occur only in normal activities or in the initial activity of a process. Actions include disabling fields, validating values, setting values, and hiding fields on the screen. This procedure generates a form event with the selected settings. |
02. In the Form rules window, click on Add.
03. Select the requested information to define the rule.
The information needed to define a rule is:
It is possible to filter the rules inserted using the field Filter by activity. |
04. Click on Save.
01. In the window Form rules, click on the icon represented by a magnifying glass displayed to the right of the Action field to select the Validate action.
02. In the Rules configuration window, define if all or only one of the conditions listed must be met to validate the value entered in the field.
03. Select the validations and/or the available fields in the boxes Validations and Fields, respectively, for the conditions that must be considered in the validation, as well as the operator for each condition.
04. Insert the message that will be presented to the user who completes the field with a value that does not meet the validation conditions.
05. Click on Save.
01. In the window Form rules, click on the icon represented by a magnifying glass displayed to the right of the Action field to select the Define value action.
02. In the Rule configuration window, select the value that should be assigned to the field when the request is in the activity selected for the rule.
When the option Custom Value is selected, it is possible to manually insert the value. |
03. Press Save.
01. In the form field setting window, click on Order Analytics fields.
02. On the Order Analytics fields window, define the desired priority order for fields in the boxes Field fact and Fields text using the arrow keys to move up and down.
Fact Fields are Numeric. |
03. Click on Save.
This documentation is valid from the 1.5.10 update. If you use a previous update, it may contain information different from what you see on your platform. |