The Submission form the one for users to submit a new request. So after the form is published, the users with submission permission can fill in the information based on the fields you set in this form.
Add controls to the form
Adding a control is very easy. Just pick up the control from the left control palette, and drag it to the form.
Configure Control Properties
Click a control from the form, the control will be displyed as selected, and you can set the properties realed to this control from the right pannel. Most of the controls on the form have 3 main sections on the properties panel.
1. Basic Settings
Set the basic information of the control. Mostly like 2 parts, the label and the field binding.
(1) Label - the text displayed before the control.
(2) Binding - identify the field that's binding to this control. By default, when you add a new control to the form, we will create a related field based on the type of the control. You can edit the Field ID and Field Name by clicking the edit button. You can also click the "Reset" button to bind to another field. (For example, if you have 2 controls to bind to the same field).
Here is the place where you can set how would you like to display this control on the form.
(1) Display Title - If turn this OFF, the label you set for this control will be hidden. for the case above, the text of "Currency" will not display.
(2) Placeholder - set some description to help users better understand what kind of values should be fill in.
(3) Dynamic Display Rules - If you want to control when/how to display the control on the form, you can click "Create Rule" button to set the display rules. You can set multiple rules based on the conditions. You can set Hide/Show, Editable/Read-only, Color of background and font etc.
(4) Allow Comment - Turn this ON if you want to allow users to add comments specificly for this control. Adding comments will only be available after a form is submitted. For some case, you might have a form which needs the participants to review the content and share comments. You can turn is ON to make the comments functions available.
If you turn the "Allow Comments" ON. the end users will see the chat icon after the control, and then add comments by clicking the icon.
Do more validations for this control based on your business needs with the funtions included in this section.
(1) Readyonly - Turn is ON if you do not allow the users to edit the content of this control.
(2) Required - Turn is ON, if the users are required to fill in data to this control. Only all the required controls are filled in properly, the form are allowed to be submitted.
(3) Custom Validation - Set the custom validation rule and the custom error message.
(4) Event Rules - Based on the event that the current control triggered to take actions. Like if the value changed of the current control, Set the value of another control. For example if the Currently value is greater than $20,000, then the value in the Text Box is set to "A big deal". otherwise the value in the Text Box is set to "A small Deal". The value of the Text Box will be changed depends on the amount of the Currencly you typed.
Set the form layouts
You can use the controls under "Layout & Other controls" section from the left control palette.
1. Use the Label control to display the format content on your form
(1) Drag the Lable control to the form.
(2) You can set the text format as the plain text or the rich text.
(3) For plain text, you can set the static text content, or the text with variables if you want to include some values from the form fields or variables. You can set the font-size, the font-color and background color etc.
(4) If you select the rich text, you can set the content with rich content with text, hyperlinks, table and images etc. With rich text, you cannot add variables inside the content.
2. Use the Grid control to group the controls on your form
(1) Drag the Gridcontrol to the form.
(2) Number of columns - Set how many columns you want ot add the controls. As an example, the Section 1 from the above screenshot includes 2 columns, and the Section 2 includes 1 column.
(3) Dynamic Display Rules - If you want to control when/how to display Grid on the form, you can click "Create Rule" button to set the display rules. This will be the easy way to set all the controls under this Grid to show/hide.
(4) Display Title - Decide if show or hide the title of the Grid.
(5) Collapse - Turn is ON to allow users to collapse the Grid.
Use the workflow related Controls
1. Use the Applicant Info control to display the user profile info of the submitter
(1) Drage the Applicant Info control to the form.
(2) You will see all the default fields included in the control.
(3) If you want to change the display fields, you can go to here, and click the "Settings" button to add or remove the fields. You can also set your updates as the default for the Applicant Info control. Then you can use it for all the forms.
2. Use the Workflow history control to display the worflow tracking info
(1) Drag to add the Workflow History control to the form.
(2) You can see the default layout of this control on the form.
(3) Set the appearance settings from here.
1. Click the "Save" on the top-right to save your changes of the form.
2. Lick the "Preview" button on the top-left to preview your design at anytime.