Form Elements

The tables below list the elements you can use in a Solution Builder form. Click the name of an element for more information.

There is one table for each of the three element types: Common, Advanced, and Container.

Note:

When you deploy a solution, form control data is validated. If a required property is not found, you will receive an error message and information that enables you to address the issue. (If multiple properties are not found, the error messages and information relating to fixing the issue will be displayed in a table format.)

Once a solution is deployed, the workflow node and form control names cannot be changed.

Related topic: Element Properties

Common Elements

Element Description

Address

Aggregate element allowing users to enter all address data including city, state, zip code, etc.

Button

Add custom buttons to a form. Your button may replace the default Form buttons that are displayed when a form is rendered.

Checkbox

Allow users to check/uncheck a box to show that an option has been selected.

Combo Box

Allow users to enter text or select from a list of scrollable options.

Date Picker

Allow user to select a date from a calendar.

Drop Down

Allow user to select from a scrollable list of options. Options can be manually configured, or the drop down can be connected to a data source to display specific data (a list of user names, for example).

E-Mail

Allow users to enter Email addresses with built-in syntax checking.

Full Name

Aggregate Element allowing a user to enter both First and Last Name.

HTML

Use the built-in HTML editor to add custom HTML to a form.

Image

Place an uploaded image (for example, a company logo) onto a form.

Label

Static Label with no input field.

Map

Add an interactive map to the form layout.

Number

Allow users to enter numbers with built-in syntax checking.

Password

Create a field that requires the user to enter a password.

Radio Button

Allow users to select from a mutually exclusive list of options.

Signature

Allow users to enter a signature by mouse or swipe movements.

Spacer

Add an empty column in Layout.

Text Area

Allow a user to enter multiple lines of information.

Text Box

Allow users to enter text.

Advanced elements

Element Description

App User Map

Enables you to retrieve user information about who has opened a form.

App Users

Retrieve the members of a Group and display details about them in repeating table.

Assignment

Capture and record details about a workflow participant and their assignment.

Attachment

Allow process participants to attach files/documents into a form, as it as it makes it way through the workflow.

Comment

Integrate the Comments area into a form.

Current User

Capture details related to the user that is currently working on a form.

FormData Exchange

Push and Pull data from one form to another; used in conjunction with the Form Hierarchy control. If you want to access this feature, please reach out to your Sales account representative for more details.

Form Delegation

Allows a designated person (delegate) to complete a form on someone's behalf.

Form Hierarchy

Embed a button to start another form/process within a form. If you want to access this feature, please reach out to your Sales account representative for more details.

Form Name

Configure a customizable, auto-generated, serial value into a form.

Form Validation

Validates data entered in the form.

Lookup

Run a query on a data source and enter the returned value(s) into a field in the form. (The form field will not be automatically updated as part of the run process.)

Process Control

Allow a form to launch and interact with the workflow.

Process History

Display Workflow History on a form.

Query

Query a data source, including ODBC, OLEDB, LDAP or list.

SAP F4 Lookup

Allows the running of an SAP F4 Lookup to populate a form field.

URL

Creates a URL in the body of a form in a position that you specify.

Web Service

Allows the running of a Web Service script.

Workflow Participant

Configure your form to selectively display the participant assignment menu when a form is started and as it makes it way through the workflow.

Container elements

Element Description
New Group Allow users to group related fields together on the form.
New Subgroup Allow users to set sub-group properties for form groups.
New View Allow users to create multiple views for the same form.

Repeating Group

Add a Group to contain a set of repeating elements.

Repeating Table

Add a Table with a configurable number of columns.

Selectable Table

Add a read-only Table that can run a Rule when a row is selected.