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Version: SaaS

Form Fields

Field Types​

There are different types of fields and various ways to modify them to suit your needs.

Label​

A read-only field with no variable input presented to the User.

Use this field to give a Title to your Form or to differentiate different sections of the Form.

Text​

A short text field where the User can type text to populate a variable.

Use this field for short variables such as:

  • Username
  • Hostname
  • Other short texts

Text Area​

A larger text field where the User can type text to populate a variable.

Use this field for longer variables such as:

  • Note
  • Reason
  • Journal entry
  • Other long texts

Password​

A password field where the User can type a password, and the system will mask the text.

A drop-down list, where the User can pick a variable from a designated list.

The list can be populated from a fixed list of items entered in the Self Service Designer or another workflow that will run when the Form is launched and return a response with all available options.

Field Properties​

Each field has specific properties that can be modified to change how it looks and behaves.

Hover over a field and click the pencil icon to display field properties.

FieldProperties.png

Label Properties​

Right to Left​

Choose the field's text direction.

If the language you are writing is right-to-left, select Yes. Otherwise, leave as No.

Label​

Change the text in the text box to update the name of the field.

Format the text with bold, italics, underline, and strike-through.

You can change the text color and font size, align the text, and choose from several font options.

You can also leave the label field empty. Leaving the field empty will create a space in the Form rather than displaying a real label.

Workflow Name​

Selecting a workflow is optional; you can either enter a label or run a Workflow when the Form is launched, and display its result (table or text) in the Form.

Text, Text Area, and Password Properties​

Label​

For Text fields, when using Generate Blocks, the label will automatically be the variable's name, which you can edit to be more friendly.

Variable Name​

The variable that this field references.  

When the User enters a value in the portal, this field will forward the value to the Workflow.

For Text fields, when using Generate Blocks, the variable name will automatically be the variable listed in the Workflow.

You can choose a different variable if desired. However, you cannot use the same variable twice in the same Form. A duplicated variable will cause an error when saving.

There are two ways to populate the drop-down list so that users can select the correct drop-down property value.

  1. Select a workflow that will run when this Form launches.
  2. Create a static list of items.
note

This is not the same Workflow used for the Form we are building, but a different one specifically for populating this field. This Workflow will return a two-column table with this table variable in a Self Service Response activity.  

The first column is the ID. The ID is the actual value used in the activity, and the second value is the Name, which appears on the list.

Take these steps to select a Workflow:

  1. Click the Name radio button.
  2. Type the name of the desired Workflow to find it in the list.
  3. Select the desired Workflow.
    When the Form launches, the Workflow selected will run first, and the Result of that Workflow will populate the dropdown list available to the user.
note

Use this option if the list you want to generate is dynamic and subject to change.

Take these steps to create a static list of items:

  1. Click the List Items radio button.
  2. Type the option names that you want on the list.
  3. Press Enter or click the enter icon to add the item to the list.
  4. If you wish to delete the item, click the Delete icon.
note

Use the static list option when you do not expect the list to change and do not want to rely on an additional workflow to populate it.

Moving a Field​

To move a field, click and hold its four-headed arrow icon and then drag and drop it to the new location.

You can move a field up or down in the field list or to the other column of the form.

Deleting a Field​

To delete a field, hover over it, and click the Trash icon.

note

Ensure you are deleting the correct field, as there is no confirmation warning, and you cannot undo the action.