DocuPhase Forms latest - This documentation is for DocuPhase Forms v11.3. Not for you? Earlier documentation is available too.

Setting Properties

Owned by Megan Ellis
Last updated: Jul 22, 2024
48 min read

Each control setting property is explained below. Keep in mind that all controls do not have the same setting properties.

Label

A control’s label is displayed on your form above the control. When you first drag in a control it is assigned an arbitrary and unique label, for example, "Checkbox 43." You will want to edit for more meaningful labels for your users. Change a control’s label either on the form itself (by clicking the control and selecting the label) or by replacing the arbitrary text in the Properties Label field.  Message controls are used for static text and do not need a label, so they are the only controls without labels. 

There are restrictions on what you can do in the label markup due to the incorporation of a whitelist approach to filter out XSS attacks. The whitelist allows a full range of text and structural body HTML: a, b, blockquote, br, caption, cite, code, col, colgroup, dd, dl, dt, em, h1, h2, h3, h4, h5, h6, i, img, li, ol, p, pre, q, small, strike, strong, sub, sup, table, tbody, td, tfoot, th, thead, tr, u, ul. This means that you can only use these tags in a label's markup. You can find information about XHTML tags at this w3schools.com website. These restrictions also apply to the Help property.

Let's say you want to underline (6 characters) in the label of a password field.

In the Label field, type this HTML: Password: <u> 6 characters </u>.

When typing labels you are free to use any special characters with the exception of the less-than sign (<).  If you need a less-than sign in your label, substitute the characters &lt (with no spaces between) for the less-than symbol.

Labels can also contain templates that will be replaced by values entered into your form as the form is used. See Templatized Strings for details.

Note that a control's name defaults to its label minus any spaces and special characters. Spaces and special characters are removed in order to make the name valid for use in rules and, for XML users, valid as an xsd schema element name. If the name begins with a numeral (for example,123Name), DocuPhase Forms prepends an underscore to it (for example, _123Name) to make it a valid XSD element name. Control names will be truncated to 32 characters for all the controls except triggers and panels.

Also note that if you have two controls with the same label, the control's name will automatically be made unique. If you try to edit the name such that it would no longer be unique, DocuPhase Forms will prevent the edit.

The < sign is not allowed in a label for Input controls. Searchable Fields with values that contain the < sign will not display completely in the Submissions Table.

Control Type

This applies to selection controls (dropdowns, radios, and checkboxes) and most input controls (text, text area, email, phone, quantity, number, table, and repeat) and is populated automatically when you first drag in a control.  You can change this property if you want to switch a control in your form to a different type of control. This saves you from having to remove the original control and drag in a new one. The Control Type property is also used to change a date control to a time or date/time control. See Date, Time, Date/Time for more information.

There are some limitations: you cannot change a selection control to an input control or vice versa. This means you easily can switch a checkbox to a dropdown list, but you cannot use this property to change a checkbox to a text control.   

This property is also useful for verifying what kind of controls are in your form. Since you assign new labels to your controls after you drag them in, you occasionally might forget whether you are looking at a text control or phone control, for example. This property lets you know what kind of controls are in your form no matter what the labels say. 

If your control was generated from a schema element, it will have a Setting Properties#DisplayAs property instead of a Control Type property. 

On this page

Convert Repeat to Table or Table to Repeat

A repeat control can be changed to a table control and vice versa by selecting the appropriate option in the Control Type dropdown. These controls can be changed whether you drag and drop the table or repeat from the palette or populate the form with these controls from schema.

For example, an Address Book form that contains a section with controls for First and Last Name, Home and Cell Phones, Street, City, State, and Zip code is dropped into a repeat control by the forms designer. The min and max values for the repeat are set to 1 and 10 respectively. The designer then decides to change the Control Type of the Repeat Control to a Table by selecting this option from the dropdown.

 

 

 

 

Notice each control in the Repeating section becomes a column in the table. The min/max values for the table are the same as the repeating section. 

A from-schema repeat that does not contain a section cannot be converted to a table. Schemas with a sectionless repeat with just a single control cannot be converted to a table. You will see the message "Cannot change type on a sectionless, from-schema Repeat" if you attempt the conversion in either of these situations. 

Attempting to convert an empty repeat or a repeat that contains an empty section to a table, will display the error "Cannot change type on an empty Repeat". 

Repeats with nested panels and sections can be converted to a table. The input controls inside the panels and sections are added to the table as columns. Here is an example of a repeat control with a section with panels that contain Contact Name, Email and Phone input controls.

Here is what the Repeat control looks like after it has been converted to a table in the designer. Notice the three input controls become columns in the table.

The Printable, Hide Label, and Background Color properties transfer according to the statements below when converting a table to a repeat and vice versa:

  • When converting a table to a repeat, the table's printable property is transferred to each section in the new repeat. 

  • When converting a table to a repeat, the column's hide label property is transferred to the corresponding control. When converting a repeat to a table, the control's hide label property is not transferred to the column. 

  • When converting a table to a repeat, you can set the background color on both the column and individual cells. Only the background color on the cells is transferred to the corresponding repeat control. When converting a table to a repeat to a table, the control background color is transferred to the table cell background color.

When you change a table to a repeat or vice versa and there are referencing rules, it is recommended that you verify that your rules still work. See Rule Examples for more information.

Name

Every control has a name. The name is automatically generated and defaults to the control's label minus any spaces and special characters. Spaces and special characters are removed in order to make the name valid for use in rules and, for XML users, this makes the name valid as a xsd schema element name. Control names will be truncated to 32  characters for all the controls except triggers and panels. 

If you have two controls with the same label and at the same level, the control's name will automatically be made unique. If you try to edit the name such that it would no longer be unique, DocuPhase Forms will prevent the edit. In order to use a control in a rule the name must be unique in your form. When a control is dropped inside a section control, it is at a different nesting level than a control dropped outside a section. Also two controls, one inside a section called Car and another in a section called Boat are also at different nesting levels. In both cases, the form designer will allow you to name the controls the same. For example, both Car and Boat can contain a control named VIN. 

Important Tips for Control Names

  • Do not name your controls action or method. These are reserved names. If you use these names your form will not properly submit or cancel and may cause an HTTP 404 error when the users try to submit or cancel. Also, avoid using JavaScript Reserved Keywords as control identifier names as these words have a special function in the JavaScript language. Click here for a partial list.

  • Do not name your controls form. This is a reserved word and may cause rules to fail and other unexpected issues.

  • Use English alphabet characters only when naming controls. For example, controls named with ó as in Póliza may cause issues when the control is used in a business rule and with submission data.

  • Control Names cannot start with a number. If you attempt to name a control starting with a number, such as "1Name" it will automatically be corrected to "_1Name." 

  • DocuPhase Forms recommends unique names even if controls are in different nesting levels to improve clarity when using wizards and connectors. Controls with the same name, even at different nesting levels, will cause problems with

    • Rules based on or affecting the controls.

    • Templatized strings referencing the controls in Form Actions, Doc Actions, Properties, etc.

    • PDF Mapping of those controls.

The Name property is instrumental in several usages within DocuPhase Forms: 

  • Name is how you refer to your control in Rules. 

  • Name is also used when initializing form fields via the DocuPhase Forms _data URL parameter for controls added from the palette.
    Note: For controls added from XSD schema, you must use the underlying element name to initialize the control via _data. 

  • Name is how you refer to form fields from Document URIs. 

  • Name is used in Form Action Display Message and Go to URL Templates. 

  • Name is used in Doc Action Email Address Templates. 

  • This is the name given to the XML element corresponding to the control you drag into your form from the palette.

You can change the Name of controls from schema, although schema controls maintain their underlying XSD element name. For example, suppose you are using controls from two schemas in a form and both contain a control named ''FName''. You could change the name of one of these controls to ''FirstName'' to make them unique within the form. This is helpful if you're adding rules to the form, or if you want to use the form as a template.

Except for _data, controls from XSD use the same rules (as above) as controls from the palette. 

HRef

This property applies only to the Link control. Enter the URL that you want to add to your form. Checking the New Window checkbox will open the URL in a new browser window. The use of Templates is supported in this property.

Pattern

Most controls automatically ensure that users provide the correct data type, but patterns give you the flexibility to impose additional restrictions on what users enter in a particular control.

In the Pattern field in the Properties area, type your pattern using XML schema regular expressions. Check this site for more information. A simple example is a pattern that restricts a text control to only allow strings formatted as a US zip code: \d{5}|\d{5}-\d{4}. If you type this expression in the Patterns property, your form will permit values entered into this field only if they are five digits or five digits followed by the '-' character, followed by 4 digits.  

When you define patterns you don’t have to restrict what the control handles automatically. It is not necessary to enter a pattern [a-z] for a Number control, since users can’t type letters in a number field anyway. Since essentially you would be attempting to expand the allowed data types in the control, DocuPhase Forms would ignore this pattern if you entered it.

See Patterns and Validation for more information and example patterns.

Hint

This property lets you create a tooltip that will display in your form when the user mouses over the control. Simply type the text for your tooltip in the Hint field. The Hint property does not support HTML markup.

Help

This property lets you provide your users with more detailed help about a specific control. If you enter text here, an v11.3 Help Info icon.PNG icon will appear next to the control on your form.  When the user clicks v11.3 Help Info icon.PNG, the help text you supplied in the Help property will be displayed in a floating box.

Decorator

The designer can provide helpful hints for users using the Decorator property. This is a great way to visually enhance the look and feel of your forms/workflows.

 

Decorators are on by default. You can control this via a decorator checkbox on the Form Setting Properties. If decorators are turned on, when you drag an input control from the palette, it shows a default decorator. The default depends on the type of control being dragged in. You can change the decorator for individual controls by selecting one from the dropdown list. An icon appears on the left side of input controls. 

Decorators do not appear in snapshots (PDFs). Decorators will disappear when a decorated control is dropped into a table. 

Date, Time & Date/Time controls have a decorator checkbox instead of a dropdown. 

Placeholder

Enter text in this field and it will appear in your input control until the user enters some data. When data is entered, the placeholder disappears. If data is removed, it reappears. Placeholders do not appear in snapshots (PDFs). You may have noticed the placeholder in the username field on the DocuPhase Forms login screen.

Placeholders for Date and Time controls are not supported in iOS.

Error Message

This lets you display a specific error message if the user does not supply a valid value in the control.  If you leave this property blank users will get generic feedback (an “invalid value” message, for example) if they supply a bad value—but if you use this property, you can make the error message more helpful. The Error Message property does not support HTML markup.

For example, if you are using a pattern that requires the user to enter an area code of 203 in a phone control, you can use the Error Message property to let users know this explicitly if they try to enter a different area code.

Refer to the Table control for information on error messages and columns in a table.

Display As

This property applies only to controls generated from XSD schema elements. (If the control was dragged in from the palette, it has a Setting Properties#ControlType property). 

Use the Display As property to change the way your control looks on your form (for example, to change a text control to a dropdown, select dropdown from the list of allowable controls). This will change the control's appearance but will not affect how the control validates data.  If you need to modify the control's validation behavior, you must update the schema.  See Data Sources for further information. The Display As property is not available for the following schema controls: Message, Date, Time, Date/Time and T/F. Repeat controls can only be changed to tables and vice versa.

DocuPhase Forms Type

This property applies only to controls generated from XSD schema elements that contain <frevvo:displaytype> information.

 Refer to the Data Sources topic for information about frevvo XSD annotations. 

Date, Time, Date/Time Formats

Designers can select formats for Date, Time, and Date/Time controls from a variety of options. The Date Format only controls what the user sees in the form and not what is stored in the submission xml. 

Date Format

The Date Format property applies to Date controls and the Date portion of the Date/Time control. The default, recommended format is "Automatic", which is a locale-specific date format. The designer has the option to set a particular date format independent of the locale by using the format field, but this is not recommended. Read this documentation for more information about date controls and internationalization.  

Available Date Formats consist of three different separators (dash '-', slash '/', or period '.') and four date display formats (DD/MM/YYYY, MM/DD/YYYY, YYYY/MM/DD, or Mmm/DD/YYYY). European date formatting is supported. 

When the Date Format property is set to a specific format, dates entered into the form are translated according to the selected format and will be reformatted to match the selected format.

  1. A date typed into a form field will be reformatted to match the selected Date Format 

  2. A date entered into a form field will be translated according to the selected format. For example, if you choose a European format of DD-MM-YYYY and the user enters 10-05-2009, the date value will be translated as May 10, 2009. If you choose a US format of MM-DD-YYY the date value will be translated as October 5, 2009. 

  3. Any of the three separators will be valid for date entry but will be translated to the selected separator. For example, if you choose a format of MM/DD/YYY and the user enters 10-05-2009, the date will display 10/05/2009.

  4. Dates entered like Feb 3, 2001 will be translated into the specified format.

frevvo adjusts dates expressed with a two-digit year to be within 80 years before or 20 years after. For example, using a pattern of "MM/DD/YY" and the current date/time of Jan 1, 1997, the string "01/11/12" would be interpreted as Jan 11, 2012 while the string "05/04/64" would be interpreted as May 4, 1964. During parsing, only year strings consisting of exactly two digits will be parsed into the default century. Any other numeric string, such as a one-digit string, a three- or more digit string, or a two-digit string that isn't all digits, is interpreted literally. So "01/02/3" or "01/02/003" are parsed, using the same pattern, as Jan 2, 3 AD. Likewise, "01/02/-3" is parsed as Jan 2, 4 BC. DocuPhase Forms will always format as 4-digit years.  

Rules can be applied to the Date control in all variations.

Time Format

The Time Format property applies to the Time control type. The default recommended format is "Automatic", which is a locale-specific time format. The designer has the option to set a particular time format independent of the locale by using the format field, but this is not recommended. Read this documentation for more information about time controls and internationalization.  

If you keep the default "Automatic" format, you can enter data into a Time control using any of the formats shown in the table. The Time control will accept and display the values as shown:  

The Time Format dropdown provides variations of military and standard time conventions, with either colon or period separators.

When the Time Format property is set to a specific format, time entries entered into the form are reformatted to match the selected format. For example, if you choose a military time format of hh:mm:ss and enter 2:00 PM the time value will display in the form as 14:00:00.

Rules can be applied to the Time control in all variations.

Date/Time Format

Date/Time controls display both the Date Format and Time Format dropdown menus in the properties panel. Rules can be applied to the Date control in all variations. There are some additional considerations for the Date/Time control:

  1. When you enter a date in the date portion of the date/time control (or select the date with the date picker), it will automatically fill the time portion of the control with a value for 12:00 AM. The value displayed depends on the time format selected: For example: 



  2. The date picker is included in the date portion of the date/time control. You can hide/disable it by unchecking the Date Picker checkbox on the Style tab.

  3. You cannot enter a time value without a date value. 

  4. The time input field cannot be labeled. It is recommended that the label for the date portion be descriptive enough to include the time portion. If the date and time labels over the appropriate input fields are required, two separate controls can be used or the label for the date portion can be extended over the time input field, as shown in the image below:

Date and Time Format on Mobile Devices

Mobile devices support limited date, time, and date/time formats. For example, if you have a date control in your form formatted mm/dd/yyyy and you use that control name as a template in the Form Action Message, you will notice that the message displayed after submitting is in the correct format on desktop view, but changes to yyyy-mm-dd on the mobile view. This is expected and may vary by device and OS. 

Similarly, if you have a date field with a default date in your form it must be formatted as YYYY-MM-DD in order for it to display correctly on mobile devices.



Number Format

Number controls can display the decimal separator differently for different currencies and locales. By default, the format will respect the Form/Workflow Number Formatting and Currency setting. Specifically, this relates to the decimal separator which is a period in some locales and a comma in others. 

There are three options for the Number control format (specifically, the decimal separator).

  1. Default (the default setting) will turn locale-based (automatic) formatting on or off based on the Number Formatting and Currency form/workflow property

    1. If Number Formatting and Currency is set, the Number control will use Automatic (locale-based) format. This will be true even if the property is set to a template that resolves to null or invalid.

    2. If Number Formatting and Currency is not set, the Number control will use the original formatting of a period for the decimal separator regardless of locale.

  2. Automatic respects the locale of the form user.

  3. None uses the original formatting of a period for the decimal separator regardless of locale.

Currency

Forms can display money values for any currency formatted in the current user’s locale including symbol, thousands and decimal separators, and number of decimal places. The Currency property is set to Default on new controls, meaning that it picks up the Form/Workflow level Number Formatting and Currency setting.

The form designer can change it to any value in the dropdown list for each Money control, overriding the Form/Workflow setting for that control.

  • The currency (at Form/Workflow level) can be dynamic, so for example the same form can be used in different offices situated in different countries, and each will display the currency correctly for that country. (Note that there is no currency conversion; the value of the control is as originally entered in the end user’s locale.)

  • The currency symbol is locale-specific. For example, if you have a Money control set to Brazilian Real, but you view the form in the US locale, you would see the value with the “R$” currency indicator and the US money format: R$150.32. If you run the same form in the Brazil locale, you will see it formatted as 150,32 BRL.

  • Currency formatting applies to the form control, any snapshot generated from it and when that control is mapped to a pdf field. Formatting does not apply to other submission related views like dashboards, searchable, summary and export fields.

Max Length

This property is available for text controls and other input controls and limits how many characters users can supply in the control. Simply type a number (positive integer) in the Max Length field. Text area controls do not support this property due to an HTML limitation. However, it is very easy to add this functionality to the text area control using a business rule.

# of Rows

This property applies only to text area controls and selection controls using the Setting Properties#Comment Property. This property lets you define the initial size of the text area. Scroll bars will appear automatically when the user reaches the # of rows you specify. The default value is 3 for the textarea controls and 1 for selection controls.

Required

Make a control required when you want to force users to enter a valid value in the control before they submit your form. To do this, check the Required checkbox in the Properties area. If the data is optional, leave the checkbox unchecked. 

As soon as you mark a control required, the empty control displays a yellowish background gradient. Until users populate all required controls with valid data, they will not be able to submit the form. 

You can change the color displayed by Required fields by modifying a Style and then applying it to your form/workflow. If you prefer an asterisk to designate required fields, enable the Accessibility feature by checking the Accessible property on the form/workflow Properties pane. This feature was built to allow visually impaired users to access forms. Enabling this property adds an asterisk (*) for all required fields. If users move ahead from that field without filling it, they will receive the error, "You can't leave this empty <control name>."

If you click on the Submit button in a form that contains invalid data or required fields that are empty, invalid controls will be highlighted with an orange border. The designer can use a message control to notify the user that fields need to be filled or data needs to be corrected before the form can be submitted. This can be very helpful to users when trying to determine why a form does not submit. Refer to this Valid Forms topic for the details.

You cannot mark grouping controls (tabs, panels, and repeats) required. A section is one grouping control that does have a Required Property.  If a Section has the required property checked, required controls within it show a yellow background in design and Use mode. If the Section has required unchecked, required controls within it DO NOT show the yellow background color in design and Use mode. The yellow background color appears only when one of the required controls in the section is filled making it mandatory to fill other required controls within the section. 

Input controls that are direct children (directly inside) of repeat controls also cannot be marked required, nor do they need to be, since the min# and max# properties take care of this already. You may, however, make controls required when they are inside sections, tabs, and panels.

You cannot edit the required property for controls that have been generated from an uploaded schema, since the schema already specifies this via the minOccurs attribute. If a control from schema appears as required and you don't want it to be required, edit the XSD and set minOccurs=0. Re-upload the XSD. Then the control will no longer appear required.

This property is very useful when using rules to hide/show sections depending on something else in the form. If you hide the section you may have to set the required property to false. See these examples.

Options

Options for the Dropdown, Radio, and Checkbox controls can be populated using 2 methods:

Setting Up Static Options

This property allows you to populate the choices the user sees in dropdown, radio, and checkbox controls. Make sure the Options Src property is set to the default value - Design Time.

Options Values and Labels

You may have option values different from option labels. The syntax for the options is <value>=<label>. The <value> is what is saved as the selected value when the user submits the form and the <label> is what will be displayed on your form and 

When you first drag a selection control into your form it has generic values: Option 1, Option 2 and Option 3. To supply your own values, simply overlay the values in the Options property with the values you want and add more (or delete) as necessary.

If you do not enter both <value> and <label> using the <value>=<label> syntax, then the value will default to the label. As soon as you tab off the options property, options without values will automatically be converted to the syntax.

Examples

Here the options are entered without values. In this case, DocuPhase Forms will default the value to the label. As soon as you tab out of the Options property the options will be automatically converted to the <value>=<label> syntax.

If you would like the submitted values to differ from the visible label then edit the options as follows. In this case the values are A, B, C, while the visible labels remain morning, afternoon, evening.

Options Order

The order of choices in your control will match the order in the Properties area.  If you have choices that need a logical order (you’d want a dropdown of US states to be sorted alphabetically, presumably), make sure the order is correct in the Properties area. (You can’t sort the text you enter in the Options property field but you can cut and paste.) See this business rule example for creating a randomized order, such as for a quiz question.

Dropdown Blank Option

In addition to the generic Option 1, 2, and 3 choices, a dropdown control also includes a blank option that by default will appear first in the list. This blank option will appear no matter what text you supply in the Options property. You cannot remove the blank option but you can make one of the other options the default. See Setting Defaults.

Special Characters in Options

What if you want a '=' character to appear in your options? Since the 1st equal sign is the delimiter between the value and the label, you can put an equal in the label as follows. For example, suppose you want your label to be "good = gold." If you enter this as the option, what you'll see in your dropdown is the label "gold." To solve this, use this options string: "a=good = gold". Now the label will be as you wish. Currently, if there is an equal sign in the label, it is not possible to also have an equal in the value. This will be supported in a future release.

The < sign is not allowed in an option label for Selection controls. Searchable Fields with values that contain the < sign will not display completely in the Submissions Table.

HTML Formatting for Option Labels

Options label may include HTML formatting. If you find that the HTML used does not display on the PDF Snapshot, change the Print Font to a font that supports the character/markup you are using. For example, if you use a checkmark as an options label (&check;), use the DejaVu Sans print font which supports this character.

Options from Schema

The choices cannot be changed if they have been generated from an uploaded schema, since the schema specifies the choices. On controls generated from schema, you won’t see the Options property in the Properties area. However, you can change the option labels. See the option labels documentation..

Checkbox Values

Checkbox option values cannot contain spaces. For example, if you set your checkbox option to "Black Cat=Black Cat", it will automatically be converted to "Black_Cat=Black Cat" as soon as you tab out of the options property. This is because checkboxes are multi-select. When the form is submitted, space is used as the separator character for the checkbox control's value. Thus a space character cannot be in the value itself as it would be interpreted as a separator.

Comment Property

The Comment property is the easiest way to to provide a text box for the user to type in based on the selection of the last option in your selection control. Check the comment property and specify the number of text lines in the # Rows field. For example, a Product Category dropdown control has choices for Computers, Cell Phones, DVDs, TVs, and Other. If Other is selected, you can collect additional information by displaying a comment box. To accomplish this, the designer would list Other as the 5th option, check the comment box and specify the # of rows if more than the default value of 1 is required.  

When Other is selected in Use mode for the Product category dropdown shown above, a 3-line text box displays where comments can be entered. If the Required property is checked for the dropdown control, then the comment box that opens on selecting the last option is also required. 

The Comment property does not apply to the T/F control even though it is included in the selection control group. You can retrieve or set the value in the Comment property with a business rule. If you want to templatize the Comment property, use the special syntax discussed in the Template Syntax for the Comment Field of Selection Controls topic.



Setting Up Dynamic Options No Coding Needed

Checkbox, Dropdown, and Radio controls support the ability to dynamically retrieve options at runtime from a RESTful web service. The Dynamic Options feature will NOT work with SOAP web services. Using this feature with the ComboBox control is described below.

frevvo supports data returned from RESTful web services formatted in either XML or JSON. The DocuPhase Forms Database Connector is an example of a RESTful web service.

The Dynamic Options feature requires:

  • The URL to the web service -  include parameters and mappings that the service requires in the URL

  • Value and Label binding properties - Path(s) to retrieve the option data from the web service results data. Designers determine the values for these properties by examining the results returned by the web service in the Debug Console. This method is described below and in the Dynamic Options Example.

Watch this 5-minute video example of setting Dynamic Options using the DocuPhase Forms Database Connector.

Follow these steps:

  1. Click on the selection control (Checkbox, Dropdown, Radio)

  2. Select Web Service from the Option Src dropdown

     

  3. Enter the URL of the RESTful web service that you are going to retrieve the option data from. Data is retrieved using HTTP GET. The URL can contain templates and the options will be automatically updated whenever the value changes of any control referenced by a template in the URL.

    Ex: /http(s)://10.0.0.27/:8081/database/BIRT/allCustomers?_mediaType=json - This URL returns a list of all customers from a database The _mediaType parameter specifies that JSON results are returned. In this example, the Database Connector integrates with the database to execute the query. The Database Connector is a Restful service that returns results in XML or JSON



  4. After entering the Options URL for your web service, click the

     save and test icon. Examine the results in the debug console to determine the Value and Label Bindings.

  5. The syntax for selection control options is <value>=<label>. The <value> is what is saved as the selected value when the user submits the form or completes the workflow and the <label> is what will be displayed on your form/workflow.

    1. Enter the Value Binding - this is bind path of the option VALUES within the XML or JSON returned by the RESTful web service. Binding paths are specified with the '/' character used as a delimiter i.e. /resultSet/CountryID. The path locates the values to be extracted and set into the selection control options. If the data pointed to by the path is repeating, then the data extracted will be a collection of items. This is the value that will be stored in the XML submissions document when the form/workflow is submitted/completed.
      The Value Binding can be determined by examining the resultSet in the DocuPhase Forms debug console.

    2. Enter the Label Binding - this is the bind path of the option display LABELS within the XML or JSON returned by the RESTful web service. This label is displayed in the selection control options in Use mode. The Label Binding can be determined from the debug console by examining the resultSet in the debug console.


      1. Type the URL to your WebService in the Options Source property then click the save and test icon. Examine the resultSet in the debug console to determine the Value binding.

        Example 1: Results returned in JSON format

        If this is the JSON Data returned: "totalResultsAvailable":2, "resultSet":[{"CountryName":"Argentina","CountryID":"1"},{"CountryName":"Aruba","CountryID":"12"},{"CountryName":"Bahamas","CountryID":"13"}]} If the Value Binding property is set to /resultSet/CountryID - the country id of the selected country will be stored in the DocuPhase Forms submission If the Label Binding is set to /resultSet/CountryName - the country names are what the user sees as the selection control options - Argentina, Aruba, Bahamas



        Example 2: Results returned in XML format

        If the results are returned in XML: Notice that the XML uses namespaces and that they must be part of the bind path. <?xml version="1.0" encoding="UTF-8"?> <p0:allCountries xmlns:p0="http://www.frevvo.com/database/allCountries"> <row> <CountryID>1</CountryID> <CountryName>Argentina</CountryName> </row> <row> <CountryID>12</CountryID> <CountryName>Aruba</CountryName> </row> <row> <CountryID>13</CountryID> <CountryName>Bahamas</CountryName> </row> </p0:allCountries If the Value Binding and Label Binding properties are be set to the same path: /p0:allCountries/row/CountryName - the Country Name will be included in the submission and Users will see the Country Names as the options of the selection control: Argentina, Aruba, Bahamas



  6. Click the  save and test icon to test your form/workflow.

  7. The Example below uses the Database Connector to retrieve a Customer List from a database. It also shows to construct the Value and Label Bindings from the XML results returned in the Debug Console.



Dynamic Options Example

Let's say you have a form/workflow with a Dropdown control named Customer. You want to populate the options of this control with a list of Customers Names. You also would like to store the Customer Number associated with the Selected customer in the form/workflow submission. We will use the Database Connector as our Web Service. For this example, the Database Connector is configured in Standalone mode to work with a MySQL database named classicmodels.

The Customer dropdown options can be populated with a business rule but you can also use the Dynamic Options feature. The DocuPhase Forms Database Connector executes a query against a database named classicmodels that will return a list of Customers in JSON format. We will determine the Value and Label bindings by examining the results returned in the debug console.

Follow these steps:

  1. Click on the Customer control.

  2. Select Web Service from the Option Src dropdown

  3. The Options URL is: http://localhost:8081/database/BIRT/allCustomers?_mediaType=json  This URL points to an instance of the Database Connector running on the save server/port as . The results of this query will show the Customer Number and Customer Name for each customer in the Customers database table in JSON format.

  4. After entering the Options URL click the  save and test icon. 

  5. To determine the Value Binding, examine the resultSet in the DocuPhase Forms debug console.

    1. Begin the path with the forward slash - / followed by resultSet.

    2. Add another forward slash - / followed by the value from the results that you want to be stored in the submission XML - in this case - customerNumber

    3. The Value BInding should be set to: /resultSet/customerNumber

  6. To determine the Label Binding, examine the resultSet in the DocuPhase Forms debug console.

    1. Begin the path with the forward slash - / followed by resultSet.

    2. Add another forward slash - / followed by value from the results that you want to see as the option labels - in this case - customerName

    3. The Label BInding should be set to: /resultSet/customerName



  7.  Click the save and test icon to test the form. Note the options display the Customer Name.


  8. Click Submit.

  9. Navigate to the Forms and Workflows Home Page and click the Submissions icon. Open the submissions and view the Document tab. Note the Customer Number is the value stored there.

The images show the same form with a Radio/Checkbox control replacing the Customer dropdown.

Populating a Selection Control based on the Value of Another Dynamically Populated Selection Control

Options for Selection Controls (Dropdowns, Checkbox, Radio) are set up using the syntax: value=label. When these controls are used in a template, DocuPhase Forms uses the option label when resolving the template at runtime. This is desirable when you want your users to see the labels as options. If you use a template in the Options URL, the template resolves to the label at runtime. This may cause the query to fail. Template syntax has been expanded to force the use of the true value as opposed to the option label if the template control is a Selection Control. Use {controlName.value} in place of {controlName} in the options URL to substitute the value instead of the label at runtime.

Consider this example:

Let's say you want to display customer orders for a particular customer in a form/workflow. You have created a form with two Dropdown controls configured to retrieve dynamic options from a database using the DocuPhase Forms Database Connector. The first Dropdown, named sc for Select Customer, returns a list of customers. The second Dropdown, named so for Select Order, returns orders based on the customer selected in the first Dropdown.

The Options URL for the first dropdown is https://<server:port>/BIRT/allCustomers?_mediaType=json. The Value Bindings is set to /resultSet/customerNumber and the Label Binding is set to /resultSet/customerName. This returns a list of customers from the database showing the Customer Name (Label) in the Dropdown options.


The Options URL for the second Dropdown uses the templatized value of the first Dropdown - {sc} - https://<server:port>/database/BIRT/ordersByCustomer?cnum={sc}&_mediaType=json. The Value Binding for this Dropdown is set to /resultSet/orderNumber and the Label Binding is set to /resultSet/orderDate. This was intended to return a list of orders using the value (Customer Number) of the customer selected in the first Dropdown. Note the use of the Select Customer template - {sc} in the Options URL.

When you test the form, the Customer dropdown is successfully populated but when a customer is selected, the Select Order Dropdown does not populate.


The Debug console shows this error:

ERROR WEB_SERVICE so Error calling web server end point: https://app.frevvo.com/database/BIRT/ordersByCustomer?cnum=Alpha Cognac&_mediaType=json Invalid uri 'https://app.frevvo.com/database/BIRT/ordersByCustomer?cnum=Alpha Cognac&_mediaType=json': Invalid query

This happens because the second dropdown is using the label of the first dropdown (instead of the value) while executing the web service call.

Changing the Select Order template - {sc} to {sc.value} in the Options URL for the Select Order Dropdown forces DocuPhase Forms to evaluate the template to the option value instead of the label and the query will return the expected results. Note the Select Customer template is {sc.value}.

Options URL for the Select Orders Dropdwon



Dynamic Option Runtime Support in the Debug Console

When developing a form/workflow with selection controls with dynamic options, the designer needs to see returned results from an entry point in order to determine bind paths, troubleshoot end point urls, etc. Logging available in the "Debug Console" in test mode includes Web Service events such as:

  • The web service call being made with fully the resolved end point URL shown (Options URL)

  • The web service data retrieved (JSON/XML)

  • Any errors received upon calling the web service.

If there is a runtime problem invoking a configured web service entry point, DocuPhase Forms will log a warning statement with a reason to the <frevvo-home>\tomcat\logs\frevvo_YYYY-MM-DD logfile.  For example:

Timeouts for Non-responsive Web Services

A non-responsive web service call for dynamic options can hold-up a form/workflow indefinitely. Two timeouts have been added to DocuPhase Forms for socket read timeout and connection timeout. Both timeouts default to 30 seconds. 

They can be overridden by adding these parameters to the URL: http.connection.timeout and http.socket.timeout. Both are specified in milliseconds. These timeouts apply to web service calls from rules as well as doc actions, etc.

Secure Web Services

DocuPhase Forms supports Secure Web Service entry points that use HTTP basic authentication. The authentication credentials are entered in the HTTP Authorization Credentials section of the Edit Tenant screen by the tenant administrator. These HTTP credentials are used by the web service integration. Other authentication schemes in use by 3rd-party services are not supported.

Dynamic Options for the ComboBox Control

The ComboBox control supports three types of data retrieval: DocuPhase Forms Users, frevvo Roles and Web Service. Select the data source using the dropdown in the Options Src property. Selecting Web Service makes it possible to use the ComboBox to retrieve values from a database and enable a list of possible partial matches. There is also a blank option. Pick this one if you are going to populate your ComboBox options using a business rule.

Here's how it works:

Use the ComboBox to return a list of users/roles in the tenant where your form/workflow is located (current tenant). You cannot pull users/roles from a tenant other than the current one due to security restrictions.

  1. Drag the ComboBox control into your form/workflow

  2. Set the Options Src to one of two choices: frevvo Users or frevvo Roles.

    1. Selecting frevvo Users - returns a list of ALL users in the current tenant.frevvo constructs a URL:/frevvo/web/tn/{form.tenant.id}/users?match= then replaces the form.tenant.id template with the name of the current tenant. 

    2. Selecting frevvo Roles returns the list of ALL roles in the current tenant. frevvo constructs a URL:/frevvo/web/tn/{form.tenant.id}/roles?match= then replaces the form.tenant.id template with the name of the current tenant.

3. The ComboBox supports the ability to specify single or multiple values. Check the Single Value checkbox if you want to limit the choice to one value.

Users can typeahead to narrow the choices based on the letters entered. User ids and roles are case sensitive so remember to use the correct case when typing. 

4. Check the Options Value Only checkbox to restrict the ComboBox value to available options. Options Value Only is only available when Options Src is set to frevvo Users or frevvo Roles.

Populate Dynamic Pick Lists from a Database with the ComboBox

The ComboBox control can be used to retrieve values from a web service and enable a list of possible partial matches. This is helpful when you have database queries that return a large number of options. You can filter the number of options returned from a query based on the text typed into the ComboBox. Users typeahead and are only presented with the matching options as choices.

  • Your web service must be able to filter results and accept parameters that drive filtering

  • A dynamic Options URL that contains the {<combobox control name>.matchText} parameter. As the user types text into the CombBox, the text will be substituted into the URL. The web service returns only the options matching the typed in text as choices.  

  • The ComboBox control shows up to 100 matching options. If the web service finds more that 100 possible matching options, only the first 100 are to be shown. Informing users that there are additional matches that are not shown is not supported.

Set the Options Source property of the ComboBox to Web Service then provide the Options URL and Bind Path properties:

  • Options URL - The URL of the RESTful web service that will retrieve matching options. Be sure that the URL contains the  {<combobox control name>.matchText} template parameter. 

  • Bind Path - The bind path of the matching options within the XML or JSON returned by the RESTful web service. The Bind Path property determines the selected value that is included in the submission and what the user sees.

Example

It is very common to pull options for a typeahead control such as the ComboBox from a database. If you are using the DocuPhase Forms Database Connector to integrate with your SQL database you already have a Restful service that returns data as resultSets.

Let's say you have a classicmodels MySQL database with a Products table that contains 121 records. You have a form with a ComboBox control named NameofProduct and you want to populate the options from the query results. However, you do not expect your users to scroll through 121 choices until they find the one that they are looking for. Ideally, you would like to filter the results coming back from the query based on the characters inserted into ComboBox. Users can then typeahead and select a value from the filtered choices.

For this example, the DocuPhase Forms Database Connector is installed on the same machine as DocuPhase Forms and configured in Standalone mode running on port 8081.

  1. You will need a query to run against the database. This query, which is included in the BIRT queryset in the configuration.xml file, uses the MySQL Like and % wild cards, to return all the products that match the value in the template (pname}.

     

  2. Click on the ComboBox control to display the Properties panel. Select Web Service as the Options Src.

  3. Provide the URL to the datasource - in this case the URL to the database query in the BIRT queryset- productsByName. Add the {<combobox control name>.matchText} parameter to specify the value of the variable - pname - in the query as the matching text typed into the Name of Product control.





  4. Click the save and test icon. Enter a value into the ComboBox. Determine the Binding Path from the resultSet. In the image, the number 1 was entered into the ComboBox.


    Binding Path Example



  5. The ComboBox Properties panel should look like this. If you want to limit the user selection to one value, check the SIngle Value checkbox.

  6.  Users will see all the returned options that match the number 1 when it is entered in the ComboBox. Adding 8t into the ComboBox will further filter the options and display the choices that match 18t . Each time a character is entered it is added to the URL and the Web Service is invoked. Only the matching results is displayed to the user.


ComboBox Control Properties for Business Rules

The following ComboBox properties can be used in rules.

Property

Purpose

optionsUrl

Allow designers to specify more complex dynamically determined end point urls that cannot be built using control templates within the URL.

matchText

Read-only. As the user types in the combobox, any rule referencing the matchText property will fire and determine/set options that match.

matchingOptions

Write-only. Array of strings. The rule can set the options that match and should be presented to the user as choices. Typically used in conjunction with matchText.



Labels

This property applies only to controls generated from schema elements. (If you drag a control in from the palette, it has a Options property; if the control was generated from a schema element, it has a Labels property instead.)

You can change the controls labels, although the XSD values for the control in the the schema do not change. In other words, you can change what a user sees in the form, but not the underlying values (i.e., you cannot use the [value=label] syntax you use for palette controls to change the element values).

For example, the schema below specifies choices for an event registration as: ''A'', ''B'', ''C''. However, the form would be easier to understand if the labels for A, B and C were ''morning'', ''afternoon'', and ''evening''. You can edit the labels, and the form will show morning, afternoon and evening. However, when this form is submitted, the submission will still correctly contain the required values A, B or C. If you want to change these values, you must edit and re-upload the schema.

Changing Labels for Controls Generated from Schema Elements

Note also that you cannot add more labels to the control than the number of XSD values defined for the control in the schema. Using the example above, you cannot add a fourth label to the control because the schema specifies only three possible values (A, B, C) for the control.

The Labels property is also very useful when used in conjunction with the Setting Properties#DisplayAs property. For example, imagine your XSD schema contains an element named "product" which is of the type xsd:string. But you know for a fact that there are a limited set of product types that are allowed by the back-end system (a database, for example). An xsd:string element will create a text control on your form by default. But you can easily change the form to restrict the types by using the Display As property to change the control from text to dropdown. Then use the labels property to enter the list of product choices. The submission values will now be restricted to that set of options rather then any text string.

Though you can still edit the underlying schema to add an enumeration or set the options in  a business rule, using the labels property makes this common task easier.

Enabled

This property determines whether the control is enabled or disabled when users first access your form. If unchecked, users may not enter a value in the control effectively making the control readonly. Data cannot be entered until the control is enabled. (You can enable the control using a Rule.)

For example, say you are creating a wedding invitation form and want to know if the people completing your form are bringing a guest. Your form might include a text control for the guest’s name that becomes enabled only after users indicate (in another control) that they are in fact coming to the wedding.  

You are not permitted to disable grouping controls such as panels or repeats. However, there is an Enabled property for Sections, each of the columns in a Table and each tab in a Tab control. If "enabled" is set on Tab or Section, controls inside of these group controls would be enabled. Conversely, if the property is unchecked, controls inside of a section or tab would be disabled. This property will make it easier to write Business Rules. 

You can enable/disable the selection controls via rules thereby enabling/disabling all the selection control options. It is not possible to enable/disable individual options.

Disabled tabs are still selectable and disabled sections can still be expanded and collapsed. This is as designed. If you are trying to show/hide the contents of a tab/section, use the Visible property. 

Visible

This property determines whether the control is visible or hidden when users first access your form.  It is almost identical in concept to the Enabled property, but instead of disabling the control you hide it and write a Rule that makes it visible based on what users enter in another control. 

Hide Label

This property determines whether the control’s label will be displayed on your form.  Check the checkbox to hide the label on your form; leave it unchecked to show the control’s label.  

Message

This property applies only to message controls and is where you enter the static text that will appear on your form. In addition to regular text, you may include in this property field arbitrary XHTML markup that will be formatted and displayed by the browser.

Message Type

This property only applies to the message control. You can choose a message type to display your control with different background colors, decorators or a border. 

Select a type from the Message Type dropdown.

Available message types are

  • Default - The background color for Default depends on the color scheme and is currently a grayish gradient in all color schemes. This is the message type for new controls

  • None - has no border, decorator or color. Controls in migrated forms will have this type post migration

  • Bordered - a border but no decorator or color.

  • Info - default decorator and blue background color.

  • Success - default decorator and green background color.

  • Warning - default decorator and yellow background color

  • Error - default decorator and a red background color. 

You can center the message text by selecting the center property on the Style tab. Click here for the details.

Min# and Max#

These properties appear as part of a Table Control, when your form has an input control inside a repeat control or an Upload control. Simply type a number (positive integer) into each property field. If you specify a min # of 1 and max # of 10, users must enter values in at least one input control or they will be unable to submit the form, but they may enter as many as 10. See Repeat Controls for more details. 

If you set the min# to 0, users initially will see one email control but won’t be required to supply an Email address to submit the form. 

MIn/Max properties for the Table Control allow the user to add/delete table rows in a form as needed. See Tables for more details. You can specify the min/max number of attachments that can be uploaded to an Upload  control. Business Rules can be used to adjust the min/max properties during runtime. For example, if you have a section with an upload control where the min# and max# are set to 1 in the designer. The user must upload at least one attachment to be able to submit the form. It is possible to set set minOccurs down to 0 even if the design time setting > 0, but not greater than max# , therefore making the field not required using a business rule. The max# can exceed the design time setting as well, but not go below min# value. This is only applicable to controls that are dropped into your form from the palette.

Min/Max properties are not editable for controls generated from an uploaded schema, since the schema already specifies this via the minOccurs and maxOccurs attributes.

Password

This property applies only to text controls and other input controls. If you check the Password checkbox, the text the user enters will appear on the form as asterisks (it will be submitted as normal text, however).

  

Save Value 

The Save Value property applies to Message, Link, Image and Form Viewer controls. This property controls whether the control's value appears in the form/workflow submission document and the translation file used for multi language support. The property will be unchecked (default) for new Message, Link, Image or Form Viewer controls added to your form/workflow. An example of the Properties pane for the Message control is shown in the image.

The Save Value property will be checked for Message, Link, Image and Form Viewer controls upgraded from a previous release. Re-instantiating a submission that has a Message, Link, Image or Form Viewer control will restore the value/text of the control only if Save Value was checked for it and it was in the submission doc.

  • The Message and Link controls still support the "value" property. Existing rules will work unchanged. The Save Value must be checked for there to be a value that is accessible in a  business rule.

  • Check the Save Value property if you are using the Image control in a template i.e. Print Headers/Footers in the form/workflow PDF.

  • Include Message Controls in Optional Sections but make sure the Save Value property is unchecked.

  • When mapping Message controls with templates to the SharePoint Connector, the Save Value property should be checked.

CSS Class

This is the control’s class name that changes the look of HTML output in your form/workflow when added to the CSS Class property of a control. The CSS classes that are available in DocuPhase Forms are listed in the table.

CSS Class Name

Description

CSS Class Name

Description

f-page-break

Adds a page break to the forms PDF

f-break-children-avoid

When applied to a group control, avoids page break inside child controls

f-break-inside-avoid

Avoid a page break inside a specific control

f-page-break-inside-avoid*

*Deprecated, but will continue to work. Prevents a PDF page break from occurring in the middle of a group control. v10.1+ use f-break-inside avoid or f-break-children avoid.

showhelp

Enables Help icon at the top of each column when using the Tight layout

f-font css classes

Sets the font size for Message and Table controls

f-submit-error

Used to display a message to the user if the form is invalid when they click submit

f-action-error

(workflows)

Used to display a message to the user if an Activity Document Action in a workflow fails

CSS Class to Add a Page Break

One built-in CSS Class name is 'f-page-break'. If you want to add a page break to the printed view of the form's pdf, tiff, add f-page-break to the control that you want to start at the top of a new page. See Printing Forms for the details.

Controls can be prevented from having a page break in the middle of the control. For example, you may not want a checkbox control split with some options printed on one page and the rest of the options on the next page. In this case, apply the CSS Class property f-break-inside-avoid. This will avoid a page break in the middle of a control. This would also prevent a page break inside a group control such as a Section.

You may want to prevent a page break inside any control inside a group control, such as a Section. Instead of applying CSS to each control in the section, you can use f-break-children-avoid on the Section to prevent a break inside any of the child controls in that section.

CSS Class to Reduce White Space

Another is the showhelp CSS Class that is built into the Tight layout. For example, you can reduce white space even further with the Tight layout so that you have virtually no space between controls by selecting the hide label property on each control. This can be a way to implement a grid type layout as shown in this sample form below. 

When controls are this tight together there is no room to display the help icon for controls with help text. Notice that the first row of controls does display the help icon. This is done by putting the string showhelp into the css class property for each control in the first row. This is a useful way to have help at the top of each column.

CSS Class to Set Font Size for the Table and Message Controls

There are seven CSS classes that set font size that can be used with a Setting Properties#MessageControl or Setting Properties#Tables controls. Add these into the CSS Class property for these controls only. Other use cases are not supported.

Here is the list:

  • f-font-xx-small

  • f-font-x-small

  • f-font-small

  • f-font-medium

  • f-font-large

  • f-font-x-large

  • f-font-xx-large 

Display and submission PDF results are shown in the image:

Let's say you want the user to read an agreement section and then check a box on the form if they agree. You can put the Agreement text inside a Message Control. Since there is a large amount of text in the Agreement, you may want to make the font smaller so that it does not appear overwhelming. Simply add the desired CSS class to the Message Control CSS Class property.

Selecting a choice from the Label Size dropdown on the Style tab of some controls, such as the Message control, will override the CSS class. 

CSS Class to Display Invalid Form Message on Submit

You can use the CSS Class f-submit-error to display a message control that notifies the users that the form cannot be submitted because there are required controls that are empty or controls that contain invalid data. Refer to this topic for the details.

CSS Class to Display a Message if an Activity Document Action post returns a 422 status

The f-action-error CSS Class displays text defined in a Message control if an Activity Document Action post returns an HTTP 422 status for a workflow step. Refer to Activity Document Action Behavior for Failed Post for the details.

Prompt and Prompt Message

Use the Prompt and Prompt Msg properties to display a warning message when an attempt is made to delete a Table row or Repeating item. See the Tables and Repeat control topics for the details.

Button Color

You can change the color of the trigger button by selecting a choice from the Button Color dropdown.

Available button colors are:

  • Default - The background color for Default depends on the Style applied to your form.

  • None - has no border, decorator or color

  • Green - default decorator and green background color

  • Blue - default decorator and blue background color

  • Yellow - default decorator and yellow background color

  • Red - default decorator and red background color

  • Light Blue - default decorator and light blue background color

Printable

This property determines whether or not this form field will appear in the PDF document view of the form. If unchecked, the field will not appear in the PDF. You can set the property on a section control and it will automatically apply to all controls inside the section control. This is often used in business rules. See Show/Hide/Print.

Enable if Valid

This property applies only to Submit controls. By default, DocuPhase Forms disables the form's submit button until all required fields are filled and contain valid data. See Valid Forms for details of this feature. However, sometimes you may wish to override DocuPhase Forms' default behavior and allow the user to submit a form even if it is invalid. To do this, uncheck this property.

When "Enable if Valid" is checked and you click on the Submit button in a form that contains invalid data or required fields that are empty,  the form will not submit and the invalid fields will be highlighted with an orange background color. The designer can also display a message instructing the user what to do.

This approach is very helpful to users when trying to determine why a form does not submit. Refer to this Invalid Form Notification for the details.

If "Enable if Valid" property is unchecked, you can control the Submit button behavior in a business rule using the Submit.enabled = [true,false] property.

Prefix Property

Custom groups with rules included when dropped back onto the same or another form, will contain a special "Prefix" property. The property will automatically be given a unique value if you drop the group onto the same form 2 or more times. This ensures that the group controls have unique element name. You can view the impact the prefix has on the element names by viewing the form's schema or the control's property panel. Using the prefix property, you can write a separate rule to manipulate the 2nd or greater instance of the custom control. Refer to this documentation for the details.

Max Size

The Max Size property is used to set the upper limit for each attachment uploaded using the Upload Control in your forms/workflow. It is set to 25 MB in the frevvo Cloud. On Premise customers should refer to the Max Size property for information about configuring this property for an On Premise installation.

File Name

The File Name property is used to rename attachments uploaded to DocuPhase Forms via the Upload Control. Refer to the Changing the filename of an uploaded attachment in the form/workflow submission topic for the details.

The bind path of the option display LABELS within the XML or JSON returned by the RESTful web service.