- Overview
- Callout
- Complex Scenarios
- Credentials
- Data Service
- Form
- Release notes
- Project compatibility
- Real Time Forms
- Updating form data
- Running forms using JavaScript
- Customizing Forms Using CSS
- Conditional components
- Adding multiple components on the same row in Columns
- Using the Data Table component
- Get File/Folder path
- Reading cell values from a Data Grid component
- Displaying PDF files
- Displaying images in forms
- Scrolling through Data Grids
- Using Dev Tools with forms
- Calculate form component values
- Managing dates in forms
- Opening hyperlinks inside forms
- Displaying a default tab in forms
- Displaying the full label of a component
- Searching long strings in drop-down lists
- About the pre 23.4 Form experience
- Project Compatibility
- Real Time Forms
- Dynamic Checkboxes
- Conditional Dropdowns
- Displaying a Default Tab
- Displaying Images
- Displaying PDF Files
- Displaying the Full Label
- Dynamic HTML Elements
- Managing Dates
- Searching Long Strings in Drop-downs
- Customizing Forms Using Local CSS Files
- Executing Do Block On Checkbox Change
- Customizing Columns Width
- Updating Form Data
- Resetting Collection Data
- Advanced Logic
- Executing Do Block on Dropdown Option Change
- Reading Cell Values From a Data Grid Component
- Conditional Components
- Scrolling Through Data Grid Components
- Using the Grid Component
- Dev Tools
- Calculated Value
- Dynamic Dropdowns
- Switching Tabs With Button Click
- Opening Hyperlinks Inside Form
- FTP
- IPC
- Persistence
- Release notes
- Project compatibility
- About the Persistence activity package
- Bulk Form Designer
- Start Job And Get Reference
- Wait For Job And Resume
- Add Queue Item And Get Reference
- Wait For Queue Item And Resume
- Wait For Form Task And Resume
- Resume After Delay
- Assign Tasks
- Create External Task
- Wait For External Task And Resume
- Complete Task
- Forward Task
- Get Form Tasks
- Get Task Data
- Get App Tasks
- Add Task Comment
- Update Task Labels
- Create App Task
- Wait For App Task And Resume
- Configure task timer
- Working with App tasks
- Building Your First Form Action
- Advanced Controls for Drop-downs
- Embedding Objects in Form Actions
- Allowing Users to Upload Files to the Storage Bucket
- Adding Advanced Logic Using Java Script
- Setting a Default Tab
- Removing the Delete button from Edit Grid using custom CSS
- Customizing Edit Grid templates
- Using buttons to trigger custom logic
- Using an External Form Layout
- Dynamically expanding form components at runtime
- Aligning the content of a form component from left to right using JSON attributes
- Sample Workflows
- Automation Ops Pipelines
- System
- Release notes
- About the System activity package
- Project compatibility
- Supported character encoding
- RegEx Builder Wizard
- Add Data Column
- Add Data Row
- Add Log Fields
- Add or Subtract from Date
- Add Transaction Item
- Add Queue Item
- Append Item to Collection
- Append Item to List
- Append Line
- Beep
- Break / Exit Loop
- Browse for File
- Browse for Folder
- Build Collection
- Build Data Table
- Bulk Add Queue Items
- Change Case for Text
- Change Type
- Check False
- Check True
- Clear Data Table
- Collection to Data Table
- Comment
- Compress/Zip Files
- Copy File
- Copy Folder
- Combine text
- Comment Out / Disabled Activities
- Continue / Skip Current
- Create File
- Create Folder
- Create List
- Custom Input
- Delete
- Delete File
- Delete Folder
- Delete Storage File
- Delete Queue Items
- Disable Local Trigger
- Do While
- Download file from URL
- Download Storage File
- Enable Local Trigger
- Evaluate Business Rule
- Exists in Collection
- Extract/Unzip Files
- Extract Date and Time from Text
- Extract Text
- File Change Trigger
- File Exists
- Filter Collection
- Filter Data Table
- Folder Exists
- For Each
- For Each File in Folder
- File Change Trigger V3
- Find and Replace
- Find Matching Patterns
- For Each Folder in Folder
- For Each Row in Data Table
- Format Date as Text
- Format Value
- Generate Data Table From Text
- Get Asset
- Get Credential / Get Orchestrator Credential
- Get Current Job Info
- Get Environment Folder
- Get Environment Variable
- Get File Info
- Get Folder Info
- Get Jobs
- Get Processes
- Get Row Item
- Get Transaction Item
- Get Username/Password
- Get Queue Items
- Global Variable Changed Trigger
- Input Dialog
- Invoke Code
- Invoke Com Method
- Invoke Power Shell
- Invoke Process
- Invoke VBScript
- Invoke Workflow File
- Is Text Matching
- Join Data Tables
- Kill Process
- Launch Workflow Interactive
- List Storage Files
- Log Message
- Lookup Data Table
- Manual Trigger
- Merge Collections
- Merge Data Table
- Message Box
- Modify Date
- Modify Text
- Move File
- Move Folder
- Multiple Assign
- New Item Added to Queue
- Notify Global Variable Changed
- Orchestrator HTTP Request
- Output Data Table
- Path Exists
- Postpone Transaction Item
- Process End Trigger
- Process Start Trigger
- Raise Alert
- Read List Item
- Read Text File
- Read Storage Text
- Remove Data Column
- Remove Data Row
- Remove Duplicate Rows
- Remove From Collection
- Remove Log Fields
- Replace Matching Patterns
- Repeat Number of Times
- Repeat Trigger
- Rename File
- Rename Folder
- Report Status
- Reset Timer
- Resume Timer
- Retry Scope
- Return
- Run Local Triggers
- Run Parallel Process
- Set Asset
- Set Credential
- Set Environment Variable
- Set Transaction Progress
- Set Transaction Status
- Should Stop
- Split Text
- Sort Data Table
- Start Timer
- Start Job
- Stop Job
- Stop Local Triggers
- Stop Timer
- Text to Left/Right
- Text to Upper/Lowercase
- Time Trigger
- Trigger Scope
- Timeout Scope
- Update Row Item
- Update List Item
- Upload Storage File
- Wait for Download
- Wait Queue Item
- While
- Workflow Placeholder
- Write Storage Text
- Write Text File
- AddDataRow
- AddQueueItem
- AddTransactionItem
- AppendLine
- BulkAddQueueItems
- ClearDataTable
- CompressZipFiles
- CopyFile
- CreateFile
- CreateFolder
- DeleteFileOrFolder
- DeleteQueueItems
- DeleteStorageFile
- DownloadStorageFile
- ExtractUnzipFiles
- FilterDataTable
- GetAsset
- GetCredential
- GetJobs
- GetQueueItem
- GetQueueItems
- GetResourceForLocalPath
- GetRowItem
- GetTransactionItem
- InvokeProcess
- JoinDataTables
- ListStorageFiles
- LookUpDataTable
- MergeDataTable
- MoveFile
- OrchestratorHTTPRequest
- OutputDataTable
- PathExists
- PostponeTransactionItem
- ReadStorageText
- ReadTextFile
- RemoveDataColumn
- RemoveDuplicateRows
- Replace
- SetAsset
- SetCredential
- SetTransactionProgress
- SetTransactionStatus
- SortDataTable
- StartJob
- StopJob
- UpdateRowItem
- UploadStorageFile
- WaitQueueItem
- WriteStorageText
- WriteTextFile
- Testing
- Release notes
- About the Testing activity package
- Project compatibility
- Project Settings
- Add Test Data Queue Item
- Address
- Attach Document
- Bulk Add Test Data Queue Items
- Create Comparison Rule
- Delete Test Data Queue Items
- Get Test Data Queue Item
- Get Test Data Queue Items
- Given Name
- Last Name
- Random Date
- Random Number
- Random String
- Random Value
- Verify Control Attribute
- Verify Documents Equivalence
- Verify Expression
- Verify Expression With Operator
- Verify Range
- Verify Text Equivalence
- Address
- AddTestDataQueueItem
- AttachDocument
- BulkAddTestDataQueueItems
- DeleteTestDataQueueItems
- GetTestDataQueueItem
- GetTestDataQueueItems
- GivenName
- LastName
- RandomDate
- RandomNumber
- RandomString
- RandomValue
- VerifyAreEqual
- VerifyAreNotEqual
- VerifyContains
- VerifyExpression
- VerifyExpressionWithOperator
- VerifyIsGreater
- VerifyIsGreaterOrEqual
- VerifyIsLess
- VerifyIsLessOrEqual
- VerifyIsRegexMatch
- VerifyRange
- Workflow Events
- Workflow Foundation
Callout components
A Callout component provides user interaction and collects user data.
The UI components are grouped into categories, based on their functionality, as follows:
|
Form Component Category |
Description |
Form Component |
|---|---|---|
|
Basic |
Contains the most used callout fields. |
Text Field Text Area Number Checkbox Select Boxes Label/Header Drop-down List Radio Button |
|
Advanced |
Contains personal or period data. |
HTML Element Content Url Date / Time Day Time Currency |
|
Layout |
Contains elements that alter the layout of the form. |
Columns Panel Table |
To create a custom callout, drag the desired UI components, drop them to the right side panel, and arrange them to the logic of your use-case.
Once you drop a callout component, a configuration wizard opens in the Callout Designer. The configuration wizard displays tabs that allow further customization for various functionalities. Check the progress in the preview pane of the wizard.
When you are satisfied with a component design, click Save.
The table below describes the settings available for the common configuration wizard tabs.
|
Wizard Tab |
Description |
Special Mentions |
|---|---|---|
|
Display |
In this tab, you configure the way the callout component is displayed. |
The name you set in the mandatory Label field is passed as the PropertyName in the Field Key tab. |
|
Data |
In this tab, you configure a default value that end users see in the text field. |
For components that can hold multiple items (e.g., Selectboxes, Tab), you define them in this tab. |
|
Validation |
In this tab, you configure validation requirements to enable other callout components. | |
|
Field Key |
In this tab, you configure the component name you want to use further in the workflow. |
By default, this value is passed from the Label field of the Display tab. |
|
Conditional |
In this tab, you configure conditions for the component. |
You can set advanced conditions, such as Javascript or JSONLogic. |
|
Logic |
In this tab, you configure the logic that triggers the conditions. |
- Not all callout components have all the configuration wizard tabs available.
- The Content Component is not available offline, because it needs to make a CDN call over the internet to load the Rich Text Editor.
- To add an image in the HTML Element component, convert the image to Base64 format.
Some callout components have specific tabs, for example:
|
Component |
Wizard Tab |
Description |
|---|---|---|
|
Date / Time |
Date |
In this tab, you configure the minimum and maximum date available for selection. |
|
Time |
In this tab, you configure the incremental step for hours and minutes. | |
|
Day |
Day |
In this tab, you configure the way the business user selects the day (incremental or from a drop-down list). |
|
Month |
In this tab, you configure the way the business user selects the month (incremental or from a drop-down list). | |
|
Year |
In this tab, you configure the way the business user selects the year (incremental or from a drop-down list), and also the minimum and maximum year available for selection. |
To reopen the configuration wizard, hover over the callout component and click Edit.
To rearrange the callout components, click Move and drag the callout component to another location inside your callout.
To edit the callout component using its JSON settings, click Edit JSON. This opens the component JSON, that displays all the available settings.
To copy and paste a component inside the callout, click Copy and then click Paste below on the same component or on another one.
To remove a component from your callout, click Remove.
