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Options on the Form Configuration Page

You can configure the following options for forms in tables.

Form name: Enter a name for the form.

Rules

You can configure the following options on the Rules tab.

  • Add rule: To configure settings for a rule, click this link. Rules control the behavior of a form when a user interacts with it.
  • Match below groups when: Select either field changes or form is to specify when to execute the action, based on operations that the user performs.
    • Opened: Execute the action when a user opens the form.
    • Cancelled: Execute the action when a user cancels changes to a form.
    • Submitted: Execute the action when a user submits the form.

Condition Group

  • Match Any or All of the following conditions: Select Any or All to specify when to execute the action, based on the conditions that you configure.
    • Any: To execute the action when any of the configured conditions are met, select this option.
    • All: To execute the action only when all of the configured conditions are met, select this option.
  • Add Condition: To add a new condition, click this link.
    • Select...: Select a field. The options that appear in this list are all of the fields that you configured on the Fields tab.
    • Select operator...: Select an operator. Depending on the type of values that are configured for the field that you selected, any of the following operators might be available:
      • <
      • <=
      • >
      • >=
      • changed
      • changed from
      • changed to
      • contains
      • does not contain
      • ends with
      • is empty
      • is equal to
      • is not empty
      • is not equal to
      • starts with
    • Select...: Select one of the values that is configured for the field that you selected.

Actions

  • Add action: To add a new action, click this link.
  • Select...: Select one of the action types.
    • Run a workflow: To run a workflow, select this option, and then select a workflow from the list. All of the workflows that are configured for the CommCell environment appear in this list.
    • Send email: To send an email, select this option.
      • To: Enter one or more email addresses separated by commas.
      • CC: Enter one or more email addresses to copy.
      • BCC: Enter one or more email addresses to blind copy.
      • Subject: Enter a description of the message.
      • Body: Enter the message that you want to appear in the email body.
    • Custom script: To configure an action using JavaScript, select this option, and then in the box, type JavaScript code.
  • Enabled: To run this business rule according to the settings, select this option. When this option is cleared, the business rule does not run.
  • Apply rule to all forms: To run this business rule for all forms that are configured for this table, select this option.

Code

You can configure the following options on the Code tab:

  • JavaScript: Enter JavaScript code in this box.
  • CSS: Enter CSS formatting in this box.

Layout

You can configure the following options on the Layout tab:

  • Form Mode: Select either Pop Up or Full Page.
    • Pop Up: Displays the form as a dialog box on the application page.
    • Full Page: Displays the form as a full page.
  • Default field order: Select this option to display the fields in the default alphabetical order.
  • Customize field order: Select this option to include or exclude specific fields, and to sort the fields in a different order than the default.
  • List of fields: Perform any of the following operations:
    • To exclude a field from the form, clear the check box beside it.
    • To include a field in the form, select the check box beside it.
    • To change the order of the fields in the form, select a field and then use the up arrow button and down arrow button to move the field.

Last modified: 3/4/2019 9:40:44 PM