1. Form action definition
Form action is an event that can occur during working with a task form. The event has a cause (e.g. changing the field value on the form) and an effect (e.g. hiding certain fields on the form). The form action can be performed always after the occurrence of the cause or conditionally (eg when the indicated form field has a specific value). The form actions accelerate the work and allow to provide the necessary data to accept the task.
2. Selecting form actions
Form actions can be selected in two ways. They are available from the catalog level visible globally when editing the form or the table available from the edition level of each form components.
2. 1. Catalog
The form action catalog is available on the left side of the form editor as one of the tabs in the component panel. Actions are grouped by category and have icons, which makes them easy to browse. In addition, a filter is available that allows to search an action by name,
using the field at the top of the panel proceeds as follows:
After stopping the mouse cursor for a short time, a complete description is displayed above the action label. It allows to learn more about the specificity of the action, and also helps decide whether the number of parameters allows you to achieve the intended goal. The description has also information such as category, name, detailed description, number of parameters and their names.
2. 2. The form component editing
In each of the form components, there is access to the table containing added actions. It is possible to edit their parameters, delete and add more. The table shows the name of the form action, tooltip displaying its detailed description and a column with the enter button for editing parameters. The table in each of the form components has the same appearance (presented below), but its location varies and depends on the type of component.
Form field
A table with form actions in field edit mode can be found in the Form Actions tab.
The window with available form actions has actions intended only for this type of component. It includes bookmarks with actions grouped by category and an additional panel displaying detailed information of each of them after selecting any.
The form's action selection table also provides a filter placed in the upper part that makes it easier to search needed action. Filtering takes place in each category and additionally the All tab appears, which collects all the results from the remaining tabs.
Table
A table with form actions in table edit mode is located under the Form Actions button.
After selecting it, an identical table is displayed that allows to manage form actions for this component. It has the same mode of adding new actions with the same functionalities as in the form field.
Accept buton
A table with form actions in the acceptance button editing mode is in the Form Actions table.
Form button
A table with form actions in the acceptance button editing mode is in the Form Actions table.
Generating PDF file button
A table with form actions in the acceptance button editing is in the Form Actions table.
Adding a file button
A table with form actions in the acceptance button editing is in the Form Actions table.
Bar code print buton
A table with form actions in the acceptance button editing is in the Form Actions table.
3. Adding actions to the form
Actions can be added to the form by drag-and-drop operation from the catalog or in the edit mode of each form components (as presented above). Each action determines the target component to which it can be added. In the edit mode of the form components, the selection is automatically narrowed down to tabs with lists of available actions. During drag and drop operation from the catalog, adding actions to the right components help its highlighting:
- light green – action can be added to the highlighted component
- dark green – action after dropping will be added to the highlighted component
- red – action can not be added to the highlighted component
There are following target components:
3. 1. Form field
3. 2. Table
3. 3. Button
3. 4. Form
The action can also be added directly to the form and not be associated with any of the components.
4. Form action view mode
During editing the form it is also possible to activate the preview of added actions to the form and its components. The button activating the preview is placed in the top bar of the form edit window.
4. 1. Activation
4. 2. Preview
After activating the preview for the form components that have actions, tags appear that indicate the number of actions added. The tag for the whole form is on the right side in the upper bar of the form edit window.
4. 3. Edit menu
The marker of each action also has an action editing menu available after right-clicking mouse buton. The menu contains a list of added actions with deleting or editing parameters option.
4. 4. Action table
It is also possible to go to the form's action table by double-clicking on the tag.
