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There are several properties to be set for a form that is being created specifically for a process. Find the detailed procedures required to define these settings below.

Estado

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HTML

<a id="toggleAll" href="#" >Expand/hide additional information. </a>
 <script type="text/javascript">
 
 var abertos = 0;
 var fechados = 0;
 function contador() {
    abertos = 0;
    fechados = 0;
    jQuery(".expand-control").each( function() {
		if (document.getElementById(this.id).children[0].className != "expand-control-icon icon expanded") {
           	fechados++;
        } else {
        	abertos++;
        }
    });
 }
 AJS.toInit(function() {
 
    contador();
	var soma = abertos + fechados;
	$("#toggleAll").html('Expand/hide ' + soma  + ' additional information.');

    AJS.$('#toggleAll').click(function() {
        contador();
        if (abertos >= fechados) {
            jQuery(".expand-control").each(
                function() {
                    if (document.getElementById(this.id).children[0].className == "expand-control-icon icon expanded") {
                        jQuery(this).trigger("click");
                    }
                }
            )
        } else {
            jQuery(".expand-control").each(
                function() {
                    if (document.getElementById(this.id).children[0].className != "expand-control-icon icon expanded") {
                        jQuery(this).trigger("click");
                    }
                }
            )
        }
    });
});
 </script>

Basic path

01. After clicking Create form from the process settings, click Form settings in the displayed window.

02. Define the required information.

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You can edit the previously entered title and description. The other required information is as follows:

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03. In Form content, add the fields of your choosing - available in the Add fields area - to create the form.

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In order to add a field to the form, simply click on it from the list of available fields. The fields can be included in any order and quantity. To change the order of a field, just click on it and drag it to the position of your choosing. In order to delete an added field, click on the icon marked by an X located the upper right corner of the box corresponding to the field. The types of fields available are:

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04. Click the edit icon, which is represented by a pencil and located in the upper right corner of the box corresponding to the field, and define the settings for the field.

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Each field has specific options depending on the type of the data added or defined as default or data source.

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05. After adding and configuring all the fields for the form, click Form rules, located in Advanced.

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Form rules are events that can occur in the form created in a particular activity and in a specific field. These events occur only in normal activities or in the start activity of a process.

Actions include disabling fields, validating values, setting values, and hiding fields on the screen. This procedure generates a form event with the selected settings.

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07. Select the required information to define the rule.

Painel

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The information required to define a rule is as follows:

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09. In the Rules settings window, define how the conditions should be considered in the rule.

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Satisfy all conditions

When it is selected, all defined conditions need to be met before the validation message is sent.

Satisfy one of the conditions
When it is selected, satisfying only one condition is enough for the validation message to be sent.

What message should be used in this validation?
Message to be sent as validation is performed and the defined conditions are met.

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13. In the Rules settings window, select the information to be assigned to the field.

Painel

Expandir

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Available options are:

Logged-in user enrollment
When it is selected, the authenticated user’s enrollment is assigned to the field in question.

Current date
When it is selected, the current date is assigned to the field in question.

Request number
When it is selected, the request number is assigned to the field in question.

Custom value
When it is selected, a predefined value is assigned to the field in question.

Value
Specific value to be assigned to the field in question. This field is only displayed when the selected value assignment option is Custom value.

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17. In the Order Analytics fields window, define the priority order for the fields in the boxes Field fact and Fields text using the arrow keys to move up and down.

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Fact fields are Numeric.

18. After defining how to order the fields, click Save.

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Basic path