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.