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

    Form_disable_the_save_button.gif

     

    Form_disable_the_save_button_example.gif

     

  2. Form: make read-only and/or hide workflow tasks and/or disable save button

     

    With this step you can make form read-only, hide workflow tasks or disable the save button. 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, this actions does 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

    Section_change_the_state.gif

     

    Section_change_the_state_example.gif

     

  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

    Section_change_the_title.gif

     

    Section_change_the_title_example.gif

     

     

  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

    Section_change_visibility.gif

     

    Section_change_visibility_example.gif

     

  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

    Section_set_the_html_content.gif

     

    Section_set_the_html_content_example.gif

     

  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

    Field_change_the_state.gif

     

    Field_change_the_state_example.gif

     

  9. Field: change the title

     

    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

    Field_change_the_title.gif

     

    Field_change_the_title_example.gif

     

  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

    Field_change_the_visibility.gif

     

    Field_change_the_visibility_example.gif

     

  11. 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

    Tab_change_the_visibility.gif

     

    Tab_change_the_visibility_example.gif

     

  12. 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

    Workflow_hidedisable_a_Task_.gif

     

    Workflow_hidedisable_a_Task_example.gif

     

 

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

 

Steps_possibility.gif

 

For more advanced JavaScript steps visit this article.

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