| Panel | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||
This chapter contains numerous real-world samples of the custom dynamic behaviors you can add to your forms and workflows. Many of the business rules described below are easily created with the frevvo Visual Rule Builder by simply selecting appropriate functions or controls from your forms/workflows using a visual wizard. Rules can still be written with JavaScript in order to build any degree of complex, powerful business logic and integrate with your Web Services and frevvo connectors.  |
Navigating this Page
This page is divided into the following sections. To search the headings and content, type Ctrl-f and enter a keyword.
...
1069259145 | 1069259145 | 1069259145
...
...
Control Types for Calculations | 1069259145 | 1069259145 | Calculate a Subtotal | Calculate a Grand Total | Round a Number | String Concatenation
...
Show/Hide based on a Control Value | Show/Hide if another Control is Filled | OR Conditions | Multiple Conditional Statements (if-else if) | Show a Tab on a Workflow Step | Show/Hide Submit and Cancel Buttons | Show/Hide Approval Sections on Workflow Steps | Switch Form View in a Workflow
...
1069259145 | Enable/Disable Submit and Continue Buttons | Enable/Disable a Control | Set Valid/Invalid Property | Set Error Message | Set One or the Other Control to Required | Required Field Status in Accessible Forms | Dynamic Label, Help or Hint | Expand/Collapse Section | Select Tab | Next Tab | 1069259145
...
Format Money Values to Display in a Message Control | Format Money in Text Controls | European Number Format | TextArea Max Length | Convert TextArea newline to HTML break | TextArea Wrap Long URL in PDF Snapshot | Split Phone Number
...
Tenants, Roles, and Users | Initialize Form with Current User Info | Populate Form with Any User's Info | Populate Dropdown with Users/Roles | Populate Dropdown with Roles Assigned to a User | List Users in a Role | List Users in Multiple Roles | List a User's Roles | Verify User | Verify Role | Unique and/or Sequential ID
...
Signature via Web Service | Set Signed Date | Enable Click to Sign for Anonymous User
...
Doc Action, ADA, Precondition-Related
...
...
1069259145 | Set Options | Set Options to Control Values | Default Selection | Display Selected Option Label | Clear Selections | Randomize Options | Dynamic Options | Options from a Database | Combobox Options from a Webservice Options from a Google Sheet | Synchronized Dropdowns | Find a Selected Options Index | Filter Dynamic Options | Triggers & Dynamic Options | Search a JSON String | Cascading Dropdowns | Dynamic Control Initialization with JSON
Comment Property Rules | Set Comment Field | Retrieve Comment Value | Set Max Length for Comment Field
Checkbox Control | Checkbox Initialization | Display Selected Checkbox Labels | Checkbox isFilled Condition | Selected Checkbox Options in Conditions | Many Checkbox Comments | Set Options for a Checkbox to Values of Another Checkbox | Count the Options Selected | Repeating Checkboxes
T/F Boolean Control | T/F Value as Condition | Set a T/F Value | Clear a T/F Value
...
Working with Date and Time Rules
Set Dates and Times | Today's Date and Time | Date/Time Stamp | Create a Date, Time or DateTime Value | Set a Future Date | Set a Future Date Based on Five-Day Work Week | Get Day of Week from Date | Calculate a Return Time | Set a Pay Period | Time Zone Adjusted for Daylight Savings
1069259145 | 1069259145 | Stay Duration (Days) | Duration Including Start & End | Duration (Working Days) | Duration between Date/Time | Calculate Hours Apart | Calculate Time Between
Date Conditions | Date No More Than x Days From Today | Date No More Than x Days Ago | Show Error Message if Date1 is On or Before Date2 | Display a Date in a Message Control
Checking a Date for Extra Digits | Copy Date, Time and DateTime Values
...
Show/Hide Controls in a Repeat | Repeat itemAdded Condition | Collapse Prior Items When Item is Added | Dynamically Set Min and Max in a Repeat | Repeat Item Initialization | Repeat itemAdded by Init Doc | Repeat Item Increment
...
Table Column and Cell Properties | Show/Hide a Column in a Table | Hide the Minus Icon on a Table Row | Dynamically Setting Min/Max in a Table | Populate Table Rows based on Query Results | Clear Values in a Table | Clickable Links in a Table | Set a Value Based on Table Rows | Count the Number of Items in a Table | Sort a Table by a Column Value | Enforce unique value selection in a column across all rows | Allow only one option selection across all rows
...
Display Uploaded Image | Dynamically Set Min/Max Properties | Upload Control Required/Optional | Count Uploaded Files | Display Uploaded File Names in a Dropdown | Rename an Uploaded File | Set Max Total Size for Submission
...
Display Form Data | Display a PDF in a Message Control | Method 1: Host the PDF on your website | Method 2: Upload the PDF in frevvo's PDF Mapping tool | Display PDF with mapped fields | Embed a Video in a Message Control
...
...
| Table of Contents |
|---|
Rule Events
Whether you are using the Visual Rule Builder or editing Rule Code, it is helpful to understand some of the common events that you will use to trigger rules as they can affect the behavior of your forms/workflows. The following examples illustrate the use of form.load, form.unload, form.activate, and form.deactivate events.
...
This rule makes the message control NicknameMsg visible when the user enters a value into the Nickname input text control. It also hides the message control if the user deletes the value in Nickname.
Condition Wizard
This condition makes use of the built-in function "is filled". It will run whenever the control Nickname has data entered in it.
Action Wizard
Else Action Wizard
...
You can build forms/workflows in frevvo that meet Section 508 and WCAG 2.0 accessibility standards. Accessible forms/workflows can assist users with visual and motor impairments. When the Accessible property is enabled for a form/workflow, the error, "You can't leave this empty <control name>" displays if users move ahead from a required field without filling it. The status property for the empty control becomes invalid and sets this special error message. Normally, the status property can be used in a business rule to set (or retrieve) the error message displayed whenever the control's value is invalid.
For example, let's say a form has a text control named 't', and a message control named "m". If you write a rule to update 'm' with the status of the required/invalid control 't', as shown below, the message control will show the Error Message only when an invalid value is entered. It returns a blank value if the required control was left empty.
| Code Block | ||||
|---|---|---|---|---|
| ||||
if(!t.valid)
{
m.value = t.status;
} |
Similarly, this rule will not display the "You can't leave this empty" message for a required control in a form with Accessibility enabled, because that message is not treated as the control's status. However, the following rule will fill the message control with the literal text specified here (which matches the Accessibiliy message) when the required control is left empty, and the Error Message text if it's filled with an invalid value.
...
This method is useful when you have multiple ComboBoxes and making multiple calls to the same webservice impacts performance. This simple example gets product data from the frevvo Database Connector and stores it in a hidden textArea in the form. Then a second rule parses the data and sets the ComboBox options. Please see the chapter on Reusing Dynamic Content for more details.
...
This rule will take values selected in one checkbox control and populates those as options in a second checkbox control. For example, a checkbox control (Services) displays all available services. The second checkbox (Selected Services) will display as options the values selected in Services. One scenario you might use this is to customize an employee scheduling form. In Step 1 of the workflow the Coordinator picks the offered services from the full Program Service list. In Step 2 the Employee sees only the smaller list to select from.
| Code Block | ||
|---|---|---|
| ||
var opts = [''];
for (var i = 0; i < ProgramService.value.length; i++ ){
var v = ProgramService.value[i].replace(/_/g," ");
opts[i] = ProgramService[i].value + "=" + v;
}
SelectedPS.options = opts;
var event = form.load; |
...
| Excerpt | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
Working with dates and times is very common in most forms. Some common scenarios are:
The samples below show you how to create the most common business logic with dates and times. Working with Date and Time Rules
A Date or Date/Time control can be converted to a js Date object:
A Time field can be converted to a js Date object:
Date controls will successfully initialize via a rule or an xml document when the data provided has a single digit for the month and/or the day, however Date/Time controls must have a 2-digit month and day. The rule below can be used to initialize a form with a date and date/time control.
The Date/Time control will display an "Invalid Value" error if single digits for the month and/or day are used .
|
...
Calculating a date based on a five day work week is a common business scenario used in time sheets and displaying deadlines. You can calculate 'x' number of working days from the current date, and set that date in a Date control on your form. Here is the business rule that will add 3 working days to the current date to give you the deadline date. Copy/paste the entire rule including the function in the Rule Editor. Substitute the name of your date control for <your date control>:
| Code Block | ||
|---|---|---|
| ||
function calcWorkingDays(fromDate, days) {
var count = 0;
while (count < days) {
fromDate.setDate(fromDate.getDate() + 1);
if (fromDate.getDay() !== 0 && fromDate.getDay() !== 6) { // Skip weekends
count++;
}
}
return fromDate;
}
if (form.load && <your date control>.value.length === 0){
var numWorkingDays = 3;
var today = frevvo.currentDate().split('-');
var escDate = calcWorkingDays(new Date(today[0], today[1]-1, today[2]), numWorkingDays);
var m = escDate.getMonth() + 1;
var d = escDate.getDate();
var y = escDate.getFullYear();
<your date control>.value = m + '-' + d + '-' + y;
} |
...
You can use a business rule to set a Repeat or Table's min and max properties based on data entered at run time. Imagine an airline reservation form where the number of traveler information sections/rows displayed is based on the number of travelers. This example form has a field labeled Number of Travelers, named 'count', and a repeat named 'TravelRepeat' with a Traveler Info section. You can leave the default values for the Min/Max properties of the Section in the Forms designer or set them to any values provided the min value < max value and the max value > min value.
This business rule displays numbered sections based on the number of travelers.
| Code Block | ||
|---|---|---|
| ||
var i;
if (TravelRepeat.itemAdded) {
i = TravelRepeat.itemIndex;
TravelNo[i].value = 1 + i;
} else {
if (count.value > TravelNo.value.length){
TravelRepeat.maxOccurs = count.value;
TravelRepeat.minOccurs = count.value;
} else {
TravelRepeat.minOccurs = count.value;
TravelRepeat.maxOccurs = count.value;
}
for (i=0; i<TravelNo.value.length;i++) {
TravelNo[i].value = 1 + i;
}
} |
...
| Info | ||
|---|---|---|
| ||
|
Entering "3" as the number of travelers, sets the minOccurs and maxOccurs to 3 and shows three (3) information sections.
Repeat Item Initialization
...
| Code Block | ||||
|---|---|---|---|---|
| ||||
var i;
if (TableRepeat.itemAdded) {
i = TableRepeat.itemIndex;
TravelID[i].value = 1 + i;
} else {
if (count.value > TravelID.value.length){
Table.maxOccurs = count.value;
Table.minOccurs = count.value;
} else {
Table.minOccurs = count.value;
Table.maxOccurs = count.value;
}
for (i=0; i<TravelID.value.length;i++) {
TravelID[i].value = 1 + i;
}
} |
The images show the table when the user enters 5 as the number of travelers and then changes the value to 3.
| Note |
|---|
When you change the minOccurs and maxOccurs values in a business rule at run time, and the rule sets the min and max to the same value, the |
...
A rule can dynamically display an image uploaded to your form via the upload control. In this example, the upload control is named 'u'. The form also must contain a message control as a place holder for displaying the uploaded image. The rule dynamically creates a URL to the uploaded image in the frevvo temporary attachment repository. The upload control's value 'u.value' is a GUID that uniquely identifies the attachment. The uploaded image will be included in the submission PDF.
| Code Block | ||
|---|---|---|
| ||
if (u.value.length > 0) {
var baseUrl = "/frevvo/web/tn/" +
_data.getParameter('tn.id') +
"/user/"+_data.getParameter('user.id') +
"/app/"+_data.getParameter('app.id') +
"/form/"+_data.getParameter('form.id');
im.value = '<img src="' +
baseUrl + '/attachment/' + u.value+'/does_not_matter"/>';
} |
...