Forms

A form is a graphical representation of an object as a set of interface elements for manipulating the object’s data. The interface elements reference attributes defined in the data type.

Forms are built on the formio.js engine and are described in JSON format. They are used to create and edit records via Citeck Records.

The visual form builder feature is available only in Citeck Enterprise.

This section covers:

• General information — what forms are, the forms journal, and ways to create and upload them

• Form builder — visual form modeling: components, layout, and visibility conditions

• Form components — description of all available components and their settings

• Component examples — practical how-to guides for using components

• Localization — configuring multilingual field labels

• Drafts — saving records without submitting them through a process

• Form-to-task binding — configuring task completion buttons (outcome)

• Best practice — recommendations for form design

• General Information
  • Interface navigation description
  • Ways to obtain a form instance
    • Creation
    • Upload
  • Form description example
  • Available actions with a record
  • Creating a new form
  • Connection with data type
  • Connection without data type
  • Connection with record attribute
  • Using multiple forms for one type
• Form Builder
  • General Description
  • Adding a Form Component
  • Editing a Form Component
  • General Component Settings
  • Configuring Components
• Form Components
• Component Examples. How to
  • Columns
  • Text field
  • ECOS Select Component
  • Date / Time Component
    • Default value — current date
  • Select Journal Component
  • Select Orgstruct Component
    • Current user by default
  • Button Component
  • Panel
  • Async Data Component
  • Select Hierarchical Component
  • How to
    • Make a component non-editable
    • Hide a field on the form if it is empty
    • Status
    • Show field via “logic”
    • Show field only in a specific form mode
    • Processing form results for checkbox elements, dropdown lists / submit for dropdown checkbox lists
    • How to load an image from external file storage to a form?
    • How to provide text highlighting based on a flag?
• Localization
• Best practice
  • Reference forms, child elements (table-form)
  • Request creation forms
  • Task forms
  • Using the Citeck.helpers.getMLValue(nameObj) function
  • Using the main form submission function
• Saving a document as a draft
• Linking a form to a task
  • Completing a task (outcome)
  • Task attributes
  • Task form appearance