Form fields

The form is the basic element of the workflow process. Thanks to it, users have insight to information included in attributes or attachments, they work on them entering new information/ modifying previous ones. For users to communicate with the system, they need to get a suitable interface. This article shows the concept of “Field matrix” – a mechanism responsible for presentation of data from the system. In the second part, information about detailed Form field configuration was attached and configuration of over saving of matrix configuration was discussed. The ability of managing the visibility, editability and requiredness of form fields in WEBCON BPS has been provided to cover the possible business needs of the form. The matrix of form fields and functionalities available on the described tabs enable the advanced configuration and dynamic forms.

This article describes the JavaScript functions that are available for item lists in the HTML form field configuration. In some situations, there is the ability of defining the number of records on the list and saving a result to the appropriate field. To do this, you can use the HTML form field. WEBCON BPS offers many functions available with HTML form fields that can be used for the item lists. In addition to the custom appearance, the use of such a control creates many interesting options for preparing a more dynamic and intuitive form.

HTML form fields are available since WEBCON BPS 2020.1.3. version - they allow you to use all HTML language tags. After adding a new HTML form field, enter the code in the “Advanced configuration” section. In the “Values” section, all JavaScript functions are available in the configuration window. Not all are visible at once. Some of them appear when the new form field they refer to will be added to the process. For example, if you do not have any form field group on the form, their functions will not be available for selection. The JavaScript functions for HTML form fields mentioned in the article are not the only ones, but only the most basic ones offered by WEBCON BPS. They allow you to easily and quickly control what is displaying on the form. It is also worth noting that adding such buttons makes the form look much more readable and transparent.

In WEBCON BPS you have the ability of changing the format of displayed form fields – “Date and time” and “Floating-point number” type. The format of displaying these fields also depends on the browser time zone settings and the selected WEBCON BPS system language. The format of displayed data also depends on the WEBCON BPS portal language. Remember that the impact of browser and portal settings on the format of the displayed data applies only to the actual date fields. When the field is only text completed e.g. by a business rule using the SQL query – the format will be transferred through the configuration of this rule.

WEBCON BPS offers you a lot of abilities to work with the electronic version of documents and replace the standard signatures. This article describes the new Handwritten signature form field (available from version 2019.1.4.) that allows you to make a signature directly on the form. The Handwritten signature form field is available for the Modern form in both standard web browsers and browsers with Android and iOS. The simple workflow is used to support the offboarding process when an employee leaves the company has been created. The process consists of several steps such as revoking privileges to the IT systems and signing the appropriate documents. You can use the Handwritten signature form field to sign a document.

In version 2020.1.3. a new HTML type form field has been introduced which allows you to enter custom elements in the HTML language on the form. The HTML form field can be defined as adding a custom HTML code to the standard code of the WEBCON BPS form. The best solution is to use this form field with the new form rules in JavaScript mode. Form rules in JavaScript mode have been enhanced with the following function: MoveToNextStep – go through the path, InvokeMenuAction – invoke the menu button, InvokeRule – start the rule and StartElement/OpenElement – start/open the instance. The HTML form field allows you to enter a custom HTML code to any place of the form. Using it in conjunction with the rules of the JavaScript form, or with other JavaScript methods, significantly extends the range of functionalities that can be introduced on the form.

From the point of view of business requirements, a common need is the approval of the document by people on the designated approval path. WEBCON BPS introduces functionality that simplifies the configuration of such a scenario – a list of items. A person authorized to approve can edit only the line to which they are assigned. As for all other tasks, the settings for simultaneous execution of tasks determine whether the instance must be approved by one of the people indicated on the approval path or all indicated people. The second situation can be divided into a scenario in which a task is assigned to all people approving the instance and the same time and a scenario in which people from the approval path verify them one by one. This article describes the configuration of all three scenarios.

When creating the configurable e-mail templates there is the option to add fields from the form. This article describes how to add an item list and SQL data table fields. To enter these types of fields in the template is needed: basic knowledge of HTML language (specifically building tables) and a process that contains an item list and a data table. After defining these types of fields on the form, create the “Send a custom email” action that contains the HTML code creating a table with data from the form.By using HTML knowledge you can create configurable e-mail according to your needs. This functionality allows you to control how data on the item lists and data tables will be displayed on the form.

When building your business proces, there is the ability of adding a logo, picture, or other image decoration to the form – the simplest way to this is by using the “Picture” form field. WEBCON BPS Portal gives the ability to calculate the value of the picture in real time (without the need to save the document).Thanks to correctly configured form rules, you can easily manipulate pictures. This will help you to organize reports and increase the transparency of the presented data.

During document processing, it is important to check the correctness of the entered data – mostly to make sure that an incorrect value doesn’t cause issues further down the workflow. WEBCON BPS gives access to multiple avenues of form validation: RegEx, ‘Validate form’ action, and the one we will be taking a closer look at– setting up a form rule on the path. This article describes the use of this functionality. Embedding the correctness rule on the workflow path is a convenient and fast way to verify fields. In addition, it simply limits calling the rule to a specific place of the workflow. Verifying the correctness of the entered data allows you to avoid mistakes and therefore spend less time correcting them.