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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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<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
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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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| Painel |
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 What message should be used in this validation? |
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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 Request number Logged in user
Empty E-mail CPF (Individual Taxpayer Registration Number) CNPJ (Corporate Taxpayer Registration Number) IP |
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.
Is it possible to anonymize this data? Enable this option to hide the data.
Classification: Classification allows selecting which reason generated the need to configure data privacy. 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.
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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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