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Documentation 8.4

From this area, behavior, validation and calculation rules are defined and default values of the fields are established.

Properties and rules that are defined in the activity overwrite those that were defined in the form fields.

 

Field Properties panel

 

 

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Properties

 

Rules

It is possible to define rules of behavior, validation and calculation, associated with a field for the activity. The field behavior rules defined in the activity override those modeled in the form field, while validation rules are added.

 

 

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Required

Indicates whether the field is required during the execution of the activity.

toggles_img1 Required toggles_img3 Not required (default)

65S4_img11 Opens an editing area where a rule to determine the required condition can be defined by using the wizard (ctrl + space). If a rule is defined, the icon is displayed with light blue borders.

 

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Visible

Indicates whether the field is visible. If this property is not selected, the field is not displayed during the execution of the activity.
toggles_img1 Visible (default) toggles_img3 Not visible

65S4_img11 Opens an editing area where a rule to determine the visibility condition can be defined by using the wizard (ctrl + space). If a rule is defined, the icon is displayed with light blue borders.

 

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Editable

Indicates if the field is editable. If this property is not selected, the user cannot enter or modify values in the field during the execution of the activity.

toggles_img1 Editable (default)toggles_img3 Not editable

65S4_img11 Opens an editing area where a rule to determine the editability condition can be defined by using the wizard (ctrl + space). If a rule is defined, the icon is displayed with light blue borders.

 

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Validation

65S4_img11 Opens an editing area where the condition that determines if the field value is correct can be defined. It is possible to define more than one rule. If rules are defined, the icon is displayed with light blue borders.

 

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Calculation

65S4_img11 Opens an editing area where the expression to be executed to calculate the field value can be defined. If a rule is defined, the icon is displayed with light blue borders.

 

PRIORI~2_img5

Persists
Indicates whether the information entered in the field is kept in an activity. This property is only available to IT modeler users.


toggles_img1 Persists (default) toggles_img3 Does not persist

The value of this property is presented as Does not persist when the field meets all the conditions mentioned below:

It is not editable and has no associated editability rule

It has no default value property defined

It has no associated calculation rules

It has no relation defined

 
If the IT modeler user needs to use scripting to update the field content in the activity, they must indicate this property value as Persists. In this way, the field value updated by scripting is not lost when the case moves on to the next activity.

 

If form rules or properties are overwritten from an activity, subsequent modifications from the form for the overwritten properties, have no impact on the behavior already defined in the activity.

 

PRIORI~2_img6 Undo changes

Allows to delete rules or behavior properties modeled from the activity. In this way, behavior properties and rules applicable in the execution of the activity are again those originally defined in the form.

 

65S4_img6 Shows syntax examples to write rules.

 

Default Value

It is an area to define the field default value.
funcion_img1 Allows to select functions from a list to incorporate dynamic information into the field.

C00041~1_img1 Allows to incorporate information of entities that participate in the process execution to the field content. For example, in the Refund Request process, the request date can be incorporated, this data is available in the date field of the Refund Request form.

Field Properties Panel with Relation

 

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If the form field has a relation the possible values and the default value of the field in the activity are displayed.

Possible Values C00038~1_img5

Clicking on the icon enables a panel to filter data from the list in the activity.

 

MB0011~1_img19Inverts the selected values.

 

MB0011~1_img20Selects all values.

 

Exclude Values: Allows to exclude the selected values from the selection.

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