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Speaking of configuring forms ...

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.

 

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Basic path

 


Configuring forms

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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.

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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.

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Available options are:

Logged-in user enrollmentSpecific Value
When it is selected,
the authenticated user’s enrollment a predefined value is assigned to the field in question.
Current date
When it is selected, the current date is The empty blank field, shown to the side, is a specific value assigned to the field in questionfield at hand. This field is only displayed when the selected value assignment option is Custom value.

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

Logged in user
When it is selected,
a predefined value the authenticated user’s enrollment is assigned to the field in question.Value


Specific value to be Current date
When it is selected, the current date is assigned to the field in question.
This field is only displayed when the selected value assignment option is Custom value

Empty
Determines whether the field will remain the same or other than empty.

E-mail
Allows checking if the entered email is a valid email address.

CPF (Individual Taxpayer Registration Number)
Allows checking if the entered CPF is a valid CPF number.

CNPJ (Corporate Taxpayer Registration Number)
Allows checking if the entered CNPJ is a valid CNPJ number.

IP
Allows checking if the IP mask is valid.

14. Click Save in the Rules settings window.

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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.

19. The Privacy item can be configured in all fields, except for the Evaluation field, indicating whether the field contains personal or sensitive data, in order to ensure the confidentiality of information and prevent unauthorized access to the data, either accidentally or unlawfully. To do so, click Add personal data.

20. On the Add personal data screen, fill out the fields and configure as needed.

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Type: allows selecting a data type classified as sensitive or hidden. Available types: Name, Email, CPF, RG, Driver’s license, Employment record card, Voter ID, Passport or others, depending on the type of component to which privacy is being configured.

Is this data sensitive? Enable this option to classify the data as sensitive.

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Indicates that the data is classified as sensitive and will be informed in the user data report (Data Export).
Sensitive data is data on racial or ethical origin, religious beliefs, political opinions, affiliation to a union or organization of a religious, philosophical or political nature, data regarding health or sex life, and genetic or biometric data, when linked to an individual.

Is it possible to anonymize this data? Enable this option to hide the data.

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Enabling this option indicates that the data may be concealed from the database, if the data owner requests anonymization, but the fields continue appearing normally in the form.


Classification and justification

Classification: Classification allows selecting which reason generated the need to configure data privacy.
Available classifications: Contract execution, Legal obligation, Consent, Execution of public policies, Study by research entity, Regular exercise of law, Life preservation, Health guardianship, Rightful interest, and Credit protection.

Excuse: Allows writing a justification for data request and the intended use purpose.

21. Click Save to include field privacy.

22. Once you have configured the form settings are configured, click click View form if you want to view it before posting it.

2023. After closing viewing of the form, click click Save to save all the information defined for it. 

 




Informações
titlePlease note

This documentation is valid as of the Lake (1.57.11 0) update. Previous updates may contain different information than what you see on your platform.

 

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