Form Designer

Home > Collaboration > Form Designer

Index

Introduction Hornbill provides a form designer which can be used to enhance the default forms of various entities (request forms, organisation records, user records, service details etc). Features include the ability to manage the existing default fields, as well as providing the options to add custom fields. To access the form designer, the logged in user must have the Form Designer role associated to their account, with this role assigned they will see a Design option on entity forms which can be edited. Any changes to default fields or new custom fields added via the form designer are guaranteed through all updates to the Hornbill Service.

Related Articles Request Details Form Project Details Form

Tool Bar Options

Across the top of the Editor there are some options to manage your design session.

• Cancel

Cancels your current editing and returns you to the previous screen without saving any changes

• Revert Back

Reverts all changes made during the current edit to its previous state, and you remain within the editor

• Restore Defaults

Restores all the fields and settings back to the original or default state that was provided at the time of your Service Manager installation

• Apply Changes

Any changes made during your edit will be saved and available for use.

• + (Add Custom Fields)

By clicking on the + button you can add custom fields to your form

Default Fields

Each form where the form designer can be used will have a number of default fields. Using the form designer you can edit and manage the properties of these default fields, including dragging and dropping them to re-order them as needed, hiding default fields, making inputs to fields mandatory etc.

Custom Fields

If you would like to store some information within the form and there is not an existing Default Field available, you can add a Custom Field to the form. This is done by clicking on the + button in the tool bar.

• Available Fields

Each form will have a number of available custom fields which you can select from the drop down

• Display Label

Add a Display Label which will be visible to the users when viewing or editing this form.

• Control Type

A number of Control Types can be used. These include Single Line Text Field, Multi-line Text Area, Drop Down List Box, Radio Option List, Check List Box, 5 Star Rating, Single Check Box, Date Selector, Date Time Selector

Some Control Types will provide additional Field Properties that will allow the defining of the options that accompany the Control Type.

Field Properties

Both Default and Custom Fields include a properties option. This is accessed by clicking on the Cog button displayed on each field. The available properties will vary on each field, depending on the type and the information held in that field.

• Show the field in the form

This will make this field available when in Edit mode on the form. This can also be enabled/disabled using the Eye icon located on the field.

• The field value cannot be blank when saving

Checking this option will make this field mandatory. As long as the field is blank, you will not be able to save any updates to the form.

• The field cannot be edited

When a field is contains a value that you don't want changes, use this option to prevent this.

• Show the field in view mode even if the value is blank

In order to keep a clean and uncluttered details section, if a field is empty the label is not displayed. Once a field is populated the Label and the content of the field are displayed. If you would like the label to be displayed even when the field is empty, tick this box.

• Field Label

This is the label that is displayed on the form. The label can be changed to suite the terminology that you prefer to use. In parentheses the current language code is displayed. You are able to provide a translation for the language that you are currently using in your session.

• Validate Input with RegEx Expression

Including a RegEx Expression you can control how the user is to input the information into the field. Use the ? button to open the RegEx Selector to help with building your Expression.

• Test Regex Expression With Value

This field lets you take your RegEx Expression for a test run to make sure that it works as expected.

• Message to display to user when validation fails

If a user enters a value that does not match the provided RegEx Expression you can present them with a message. This can be used to guide them with the correct format that needs to be used.

Some Control Types which are configured with custom fields will provide additional Field Properties that will allow the defining of the options that accompany the Control Type.