Logic: Steps

Steps are the actions which will be taken if a particular condition is met.

In Sintel Forms, there are several steps available that can be used to perform actions such as making a form read-only or modifying the visibility of a section, tab or even a field. In addition, you can use the "Execute custom js function" step to create more complex steps. Let's take a look at some of the available steps:

 

  1. Form - disable the "save" button

     

    This step does not need anything to be set up to work and once added it will disable the "Save" button on a form.

    Warning

    The step is deprecated and will be removed soon. Please consider to use "Form: make read-only and/or hide workflow tasks and/or disable save button" step instead.

     

    Example

  2. Disable features

     

    With this step, you can make form read-only, hide workflow tasks, disable the save button or disable PDF export. You can use a combination of one or more options as required.

     

    Example

    makereadonly_settings.gif

     

    makereadonly_.gif

     

  3. Form - prevent related list items actions

     

    With this step, you can prevent users from editing sublists (Linked List, Document Library Linked Lists, Picture Library Linked List). Like the previous action, you can use a combination of one or more options as required.

      Note

    The edition and deletion can be prevented only for existing items, those actions do not apply to newly added items.

     

    Example

    preventsetting.gif

     

    prevent.gif

     

  4. Section - change the state

     

    To set this step you need to define:

    Section - The particular section whose state you want to set.

    State - The state you want to set the section to (you can choose from one of 3 possible states-optional, mandatory, read-only).

    Example

  5. Section - change the title

     

    To set this step you need to define:

    Section - The particular section whose title you want to change.

    Title - The title you want to set on the section.

    Example

     

  6. Section - change visibility

     

    To set this step you need to define:

    Section - The particular section whose visibility you want to change.

    Visibility - The visibility state you want to apply to the chosen section.

    Example

  7. Section - set the html content 

     

    To set this step you need to define:

    Section - The particular section in which you want to insert HTML content.

    Html content - The actual content to be inserted

    Example

  8. Field - change the state

     

    To set this step you need to define:

    Field - The specific field whose state you wish to set.

    State - The state you wish to set the field to (one of four possible states-inherit from section, optional, mandatory, read-only).

    Example

  9. Field - change the label

     

    To set this step you need to define:

    Field - The field whose title you wish to change.

    Title - The title you wish to set on the field

    Example

  10. Field - change the visibility

     

    To set this step you need to define:

    Field - The field whose visibility you wish to change.

    Visibility - The visibility state you want to apply to the chosen field.

    Example

  11. Field - change the typography

     

    To set this step you need to define:

    Field - The field whose typography you wish to change.

    Font Size - The font size that you want to apply to the chosen field and/or

    Font Color - The font color you want to apply to the chosen field and/or

    Background Color - The background color you want to apply to the chosen field.

    Example

  12. Field - set custom error

     

    To set this step you need to define:

    Field - The field which error you want to set up.

    Error message - The error message you want to apply to the chosen field.

    Example

  13. Tab - change the visibility

     

    To set this step you need to define:

    Tab - The tab whose visibility you wish to change.

    Visibility - The visibility state you want to apply to the chosen tab.

    Example

  14. Workflow - hide/disable a Task

     

    To set this step you need to define:

    Task - The task you wish to hide or disable

    Action - Whether to hide or disable the task

    Example

 

Steps can be either disabled or deleted if they are no longer needed and you can change their order using drag and drop.

 

ActiveSet.gif

 

For more advanced JavaScript steps visit this article.

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