Hierarchy - Metadata & Multiple Metadata

  • Updated

A Metadata or Multiple Metadata is a parent-child relationships(hierarchy) data control that allows users to choose item(s) from your business maintain. 

To add this controls, You must maintain your business data in advance. 

It appears as a dropdown list if no hierarchy. Relatively it appears as a cascade list if has hierarchy and it's on.  


Label & Binding & Parent Node

The label will display as the title of this field. You can define the name for this field.

In Form builder, you also can switch off "Display Title" to hide the label on the form. 


Binding is also only applicable for form builder. A metadata (multiple metadata) field can be reset to bind with other metadata controls on this form. 

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Select Metadata & Parent Node

You need to select one from your business maintain of Metadata. Only enabled metadata can be visible and selected.


After that, Parent Node is optional to be set for your (multiple) metadata controls. There are two options to associate its parent node. No binding of parent node will provide all category elements under this metadata to choose.

Static:  A static parent node will provide all category elements under this metadata object. You can choose any category or subcategory of relationships. The user will be able to select these relationship items under this static parent node. 

Variable: A variable parent node will allow you to bind another metadata control/field (from Expression Editor) on this form.  


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Define the appearance of this field to change the styles. 

  • Placeholder

Placeholder is a text input that provides a short prompt that describes the expected value of user input. The prompt is displayed in the field before you enter a value, and disappears when you begin typing.

  • Dynamic Display Rules

When you set a dynamic display rule for this field, It behaves differently based on specific conditions and rules.  

Learn how to create dynamic display rules for field

  • Allow Comment

You can enable/disable comments on this field after the form is submitted. There are two options to trigger comments entering:  On Click and Mouse Hover. 

For a bound control, the comment key will be auto-bind with this control/field.


  • Hierarchy

Hierarchy is the most feature of a metadata. You can maintain any number of hierarchies for one metadata.

You can enable/disable hierarchy for this field.  By default, it's disabled for (multiple) metadata fields.

A enabled hierarchy is a way to offer this field with all levels under this metadata or parent node.

A disabled hierarchy will offer the parent category under this metadata or next level subcategory under this parent node. 

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Validation will verify that the data users enter in this form meets the standards you specify before the form can be submitted.

  • Readonly

Set this field as read-only to create variable form pages of your workflow(or application versions) . All bound controls (fields) can be made read-only, with the exception of fields that are already read-only by default.  E.g. Calculation.

  • Required

Required field will make sure the user provides a response. When a field is required, an error message will display under this field and at right top of the form. The form cannot be submitted until a value has been added to the field.

Required fields are indicated by a red asterisk next to the label. By default, fields are never required.

Note: Only a required field in visible of this form will trigger the validation action.

  • Custom Validation

You can set a custom error message that will display under your field when specified conditions become true. It will allow you to add any number of rules for validating your field.
Learn more about the Custom Validation.


  • Event Rules

Event rules allow you to set actions that should be taken on events that meet your designated rule criteria. You can create event rules to execute any number of actions based on this field. 

Learn more about the Event Rules


  • Default Value

Default values can be used to automatically populate the field’s value for users. The user can then choose to change the default value. The default value can always be the same value or can change based on certain conditions such as a Event Rule of another field on the form.

The default value for (multiple) metadata field can only choose from its associated metadata. 

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