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When you are setting up step Assignments or Escalations for workflows, you can assign a user/role template where only part of the text is inside the curly brackets - {}. This is best explained with a simple example using roles for workflow routing. Let's say the roles in your organization are floor-manager, sales-manager and store-manager. Of course, these role names and users assigned these roles must exist in your tenant. Your form has a dropdown control named roles with these options: floor, sales, store. Users select the first part of the role from the dropdown. The suffix -manager is typed in after the role template in the Assignment tab to create the complex template - (floor-manager, sales-manager, store-manager). The workflow step with the complex template assigned will navigate to the appropriate role. A partial match template lookup is available on the Assignment and Escalations tabs to select the complex template from dropdown options. We will assign the {role}-manager on the Assignment tab of a workflow as an example:
The partial lookup works with users/roles and prefixes/suffixes in the users/role names. |
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The comment field of selection controls (dropdowns, checkboxes and radios) can be accessed in templates. This is supported for templates in forms and flowsworkflows.
The commentValue syntax in the template will also work i.e. substitute {Products.commentValue} instead of {Products.comment}. Both properties are supported for templates.
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Let's say you have a radio control named Products in a form/flow workflow step. The options are Computers, Cell Phones, DVDs, TVS and Other. If Other is chosen, a comment field displays for additional information.
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Template references used in will be automatically validated when:
- the form/flow workflow is first loaded
- uploading a form/flowworkflow
- saving a form/flowworkflow
A form or flow workflow that has a templatized property validation error will appear in the list of forms/flow workflow with a pink/salmon background. This warning is non-fatal and will still allow the form/flow workflow to run. These types of templatization errors are typically introduced by renaming or deleting a control that is the target of a template elsewhere, or by a typo in a template name.
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- Any control that has a templatized property error will show an error message below it (red text on gold background).
- Within a flowworkflow, any flow workflow step containing a control that has a validation error (for a templatized property) will be shown in pink when not selected.
- If there are form/flowworkflow/flow workflow step templatized property validation errors present, then when the designer opens the corresponding properties dialog, all properties on all tabs are immediately validated. Any tab containing an error will be displayed in red text.
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Any templatized property that references a value to be supplied by _data (either the uploaded _data file or the _data url parameter) that is not also a control name will result in a non-fatal validation error. In this situation, the designer can either ignore the error or, if the validation is for a form/flow workflow or flow workflow step property that prevents saving the properties, add a hidden control of the same name so that validation passes. |
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