Documentation | Process Designer

Process Designer

What is Flow used for (purpose)?

To design process diagrams and make updates to existing ones.

Add and remove shapes in a diagram, including linking sub processes
Set up Effort and Duration for tasks
Allocate tasks to specific users/groups
Set up automated notifications and timers
Configure decision points and routing
Add autocomplete conditions

What is on the Flow page?

Process Name
Version Number
Process Design Status (Draft, Published, and Archived)
User Access Status (Read Only)
Flow Chart Shapes/Icons (which can be dragged and dropped into the grid, and a configuration pane will appear to the right)
- Start
- Standard Task
  - Task Icon and Name
  - Expand/Collapse
  - Close
  - Settings
  - Security
  - Auto Complete
  - Notifications
  - Delete button (deletes the Task)
- Decision
  - Settings
  - Delete button (deletes the Decision)
- Router
- Timer
  - Settings
  - Auto Complete
  - Delete button (deletes the Timer)
- Notification
  - Settings
  - Notification
  - Delete button (deletes the Notification)
- Sub Process
  - Settings
  - Sub-process
  - Mappings
  - Delete button (removes the sub process from the design)
- Integration
  - Settings
  - Delete button (removes the integration shape from the design)
- End
- Reset Zoom and Diagram position
- Canvas
- Validation Errors
- Validate button

Navigation (How do I get to the Flow page?)

There are two ways to navigate to this page.

From the Home page;
- Click ‘Designer’ on the Frequently Used Apps or Available Apps.
- By default, you are taken to the Process Designs Page.
- By default, all users process designs are visible.
  - Choose a user from the left-hand pane, then select a process design from the middle pane.
- The right-hand pane will display the details of the selected process design
- Click one of the versions or statuses of the process design and by default, you will be taken to the Flow section under the Designers Page.
Using the Navigation bar;
- Click ‘Apps’ button on the top right corner of the Navigation Bar, and you can see all available apps
- Click the ‘Designer’ App and by default, you are taken to the Process Designs Page.
- By default, all users process designs are visible
  - Select a user from the left-hand pane, then select a process design from the middle-pane.
- The right-hand pane will display the details of the selected process design.
- Click one of the versions or statuses of the process design and by default, you will be taken to the Flow section under the Designers Page.

How do you use the functionality of Flow?

First, understand what you can see when Flow is selected. Top left:

Process Name & Icon
Process Version Number
- Displays after the process name, prefixed with V. Digit to the left of the period is the major version, and to the right of the period you will find the minor version.
Process Design Status badge
- There are three (3) statuses in Designer.
  - Draft – The process design is in progress. It has not been published yet.
  - Published – Process design is complete and has been published.
  - Archived – This process design is not in use anymore
User Access Status badge
- There are two (2) events where you can see the badge and these are related to access permissions
  - If you select published process, the access badge status ‘Read Only’ will appear and will be filled with color grey.
  - If you select a draft process, the access badge status ‘Read Only’ will appear and will be filled with color red

If you own the process design, no access status badge will be visible as you have full rights

Flow Chart Shapes/ Icons

To the left side of the screen, you can see the Flow Chart Shapes/Icons. If you hover over the shapes/icons, a tooltip displays the name of the shape/icon.

You can drag and drop the icons to the blank canvas to create a process diagram.

Start - used to identify where the process begins.
- The start shape will automatically be placed on the canvas once you add a process design.
- The process flows from this shape. No routing can go to the start shape, this means connectors can only exit.
- There is only one start shape in a process diagram
Standard Task - used to create a task in the process.
- By default, the task name is 'Task 01'. If multiple Standard Tasks are placed on the canvas, their default name will have an incremental iteration of +1 e.g. 'Task 02'.
Decision - Used to configure routes the process can follow based on answers to fields.
Router - Allows streamlining of connectors in the diagram (making the diagram neat)
Timer - A time lapse can be configured so that the next shape only activates once the timer is complete
Notification - Emails can be sent to users as a distinct shape in the diagram (notifications can also be set up within tasks)
Sub Process - Plugin another process so that it automatically triggers from another process (seamless integration between processes depends on mapping fields correctly)
Integration - Allows data transfer between systems (API based)
End - used to identify where the process ends

Shapes explained:

Standard Task

Once this shape is dropped on the canvas the right-hand pane will display the settings for the Standard Task. On the right-hand pane, you can see the following items to the right.

Task Name – displays the name of the task in the process.
- This will change when you update the task name in the Name field under the Settings tab.
Expand/Collapse
- If you click the ‘Expand’ button, you can notice the right-hand pane will completely enclose the Designer page.
- When you click the ‘Collapse’ button, you can observe that it will revert to its default size.
Close
- Clicking the close/cross button will close the right-hand pane for the Standard Task.

There are four (4) tabs that you will find on the right-hand pane for Standard Tasks:

Settings - where you can configure:
- Name of task: rename a task by typing in the Name field. Rename the task as appropriate. Task Name will update in the process diagram, based on the name you typed. Rename the task as appropriate.
  - Changes made will be automatically saved
- Important Task
  - Tasks which are enabled as Important Tasks, will be displayed at the top of your Task List.
  - Where a task is deemed important, enable the Important Task setting.
- Description – This is a short description of the task.
  - Description text is visible beneath the task name in the selectable list under Forms tab.
  - End users see this description under the Information section of the Task.
- Effort – Expected amount of time that should be spent on the task
  - Set the effort for the Task by clicking the Effort dropdown button (chevron). A list of available hours/day(s)/week(s) will display. Select the most appropriate time for the task.
  - Here’s an example of how to set the effort/duration up:
    - 1 working day = 8 hours and 1 working week = 5 working days (5 x 8 hours = 40 hours)
- Duration – Time frame within which the user must accomplish the task.
  - Adjust the duration of the task by clicking on the Duration drop-down button (chevron). A list of available hours/day(s)/week(s) will display. Select the most appropriate duration for the task considering the workload of the assigned user and dependencies (3rd party involvement).
- Task Assigned to
  - By default, the task will be assigned to the Process Creator.
  - Select the appropriate user for the task from the list
    - Process Owner (default – this is the user that starts the process in the Catalog or user who is assigned ownership when a process is started by someone else)
    - User – allows you to select a User. This task will be assigned to this specific user in all instances.
    - User Field - Selected User – Task is assigned to a user based on runtime response to a User Field in a preceding task.
    - User Group – allows you to choose an existing User Group and assign the task to any users within that group
    - Assignment Group – allows selecting an assignment group for the task, which means that all tasks with the same assignment group can be reassigned at the same time. In runtime, there is an option to reassign the selected task or all tasks with the same group.
      - Click the ‘New Assignment Group’ at the bottom of the pane to add group.
        
        A field will be visible and type the name of the assignment group.
        
        Click the ‘Add’ button on the right side and it will populate the Assignment Group field.
        
        You can add more groups and all the assignment group(s) added on the task will be available and can be selected on the process.
        
        Clicking the ‘Cancel’ button will not add the group to the list.
      - Once a group is added, click the dropdown button (chevron) and choose the group from the list that will be displayed.
      - You can also search the group by typing the word(s) or letter(s) in the search field.

Security - where you can configure who can access the process and how much access each user has
- Search – you can search for users or groups that have been given access to the task.
- Add a user or group by clicking on the 'Add' button.
- A dialog box will appear. There are 3 options to choose from:
  - User – adding security permission to a user
  - User Field – where you can select the user from
  - User Group – adding security permission to a user group (so all users within the group will have same access)
- After adding a user of group, you can set their credentials to:
  - View
  - Save & Complete
  - Full control
- You can also delete the user/group or field that you added by clicking the ‘Delete’ icon on the right side. Note that a Process Creator cannot be deleted.

Auto Complete - Tasks can be configured to automatically complete if certain conditions are met.
- Enable 'Add auto-complete conditions' to start configuration (instructions for the system to complete the task if the values match the settings).

There are three (3) options you can use:

Add Condition – Choose a field from the list of fields in the process

Operation options and Value fields will depend on the chosen field

For Value field, some of the fields will require you to input the value manually
Others will prompt you to select an option from a list.
Options you can use for the Operation:
- Equals – the task will automatically complete if runtime value matches the value selected for the condition.
- Greater Than – the task will automatically be completed if the runtime value is greater than the value specified for the condition. This appears only when you select the following field types: Number Field, Calculated Field and Date Field.
- Less Than – the task will automatically be completed if the runtime value is less than the value specified for the condition. This appears only when you select the following field types: Number Field, Calculated Field and Date Field.
- Has Value - the task will automatically complete if the condition field is populated.
- Does Not Have Value – the task will automatically complete if the condition field is empty/blank.
- Does Not Equal - the task will automatically complete if runtime value does not match the value selected for the condition. This appears only when you select the following field types: Options Field, Number Field, Calculated Field and User Field.
- Contains - the task will automatically be completed if runtime selected option(s) includes the specified value(s) in the condition field. This appears only when you select the following field types: Text Field, Text Block Field, Rich Text Field and Concatenated Field.
- One of – the task will automatically be completed if runtime value(s) match one of the specified values in the condition field. This operation only appears when you select the following field type: Options Field
- Not One of - the task will automatically be completed if runtime value(s) do not match one of the specified values in the condition field. This operation only appears when you select the following field type: Options Field

On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:

Delete – This will delete the condition
Add Parent OR – This will add an OR Grouping Header
Add Parent AND – This will add an AND Grouping Header

Add AND Grouping – This will require at least 2 conditions

AND logic requires all conditions to be true in order to get results

In plus/add icon there are a few Options you can choose from:

Add Condition
Add AND Grouping
Add OR Grouping

Next to the plus/add icon, there is a dropdown button

By default, value is “AND”

You can change the value from “AND” to “OR” or vice versa

Delete button – This will delete the group and everything inside the group

Add OR Grouping – This will require at least 2 conditions

OR logic requires at least one of the conditions to be true in order to get results

In plus/add icon there are a few Options you can choose from:

Add Condition
Add AND Grouping
Add OR Grouping

Beside the plus/add icon, there is a dropdown button

By default, value is “OR”

You can change the value from “OR” to “AND” or vice versa

Delete button – This will delete the group and everything inside the group.

Notifications - Allows setting up email notifications without placing an independent Notification icon on the diagram. So, from within the task. Notifications can be triggered based on an event e.g., when a task activates, is completed or when it is overdue.

Once a notification is added, a Mail/Message badge icon will appear at the top corner of the Standard Task in the diagram indicating a notification is configured. Any number of notifications can be set up in a task, however notifications must have a clear purpose and be required for actions to be taken. Overwhelming a users inbox creates no value.

Notification List - See all notifications set up for the task. Each notification has a unique name. The notification trigger is visible, and the following actions are possible:

Delete Notification
- Clicking the Delete button will delete the automated notification in the task.
Edit Notification
- Click the Edit Notification button and it will direct you to the Email Edit pane.
Add
- More notifications can be added to the task and sent to same or different recipients with different notification triggers.
- To set up a notification, click the 'Add' button and you can observe the right-hand pane will change.

These are the items you can see under the Notification.

Back – directs you back to the Notification list.

Notification Name

Add the name of the notification by typing the word(s) in the Name field. The name is visible in the notification list and must be unique so that it is clear which one is looked at. Changes are automatically saved.

Notification Enabled

Notifications are enabled by default, and will activate the email notification to be sent to the recipients
You can also disable a notification. The process diagram Mail/Message icon on the standard task will be struck through
- If a task has multiple notifications, and one of the notifications is disabled, the badge will be struck through

Notification Trigger – the notification will be sent based on the trigger selected. These are the type of events that you can select to trigger a notification:

Task Activation – Notification will be sent to recipient(s) when the task becomes active
Task Completion - Notification will be sent to recipient(s) when the task is completed
Task Overdue - Notification will be sent to recipient(s) when the task duration period has elapsed

The notification trigger is visible in the Notification list next to the name.

Delay – You can delay the sending of a notification to recipients.

When Delay is enabled, a field will appear to set the delay of the notification in days. Note: A minimum delay of 1 day must be observed.

Email Edit Pane

Default From is the Tenant
To: Set the recipients of the notification. You can also send a carbon copy or blind copy by clicking the “Show CC” and/or “Show BCC” button.
Subject: Type the email notification Subject – this is what the recipient will read in their inbox. Keep this clear and to the point.
A default header and footer can be used, just enable to use in your notification.
- Header and footer will appear on the pane once enabled
Email body: Compose the content of your email notification.
- In the Edit pane, you can use the various tools available in the Tool bar.
- Click the ‘Insert/Edit Placeholder’ A Placeholder is any information that is already existing on the process designs (system value and fields). A dialog box will appear.
- Select the category of the placeholder.
- Process Values – these are the selectable placeholder options:
  - Process Creator – the user who starts / instances a process
  - Process Owner – the person who starts / instances a process is the process owner by default, however if a process is started / instanced on behalf of another user, the person identified as the owner will display instead.
  - Process Shortlink - when selected, the link of the process will be displayed in your notification. By default ‘Allow hyperlinked placeholder’ is enabled A field underneath will be visible where you can type the value(s)/text(s) to override the name of the hyperlink, or you can leave it blank as default.
  - Process Name- select if you want to share the process name in your notification
  - Process Created Date - select if you want to share the date the process was instanced in your notification
  - Tenant Name - select if you want to share the tenant name in your notification
  - Process Score - process score can be used as a placeholder on the proviso that Scoring is enabled for a process (configurable under settings)
- Fields – when ticked, the ‘Placeholder’ field dropdown will list down all the field(s) used in the process design and will display the value(s) of the selected field in your notification.
- Tasks – when ticked, the ‘Placeholder’ field dropdown will list all the task(s) from the process design and will display the link of the task in your notification. ‘Allow hyperlinked placeholder’ is enabled by default and a field underneath will be visible where you can type the values/text to override the name of the hyperlink, or you can leave it blank as default.
- Task Properties – when ticked, the ‘Placeholder’ field dropdown will list these properties for each task in the process design:
  - Activation Date
  - Due Date
  - Assignee
  - ShorLlink
Once category is identified, select the appropriate placeholder from the dropdown list.
Insert the name of the selected placeholder as prefix text by enabling ‘Insert name before placeholder’.
- Once you select a placeholder, click the ‘Insert/Update Placeholder’ button and see the selected placeholder in your email notification.
All actions are automatically saved.

Send test email

Allows you to see how your message will render in run time (exactly as you configured it), without having to instance the process.
- Links to tasks will not work as this is a test email (not physically linked to an instance of the process)
- Fields will contain dummy text as no run time selects/input exist for the test email
Click the “Send test email” button, a dialog box will appear on the screen with a pre-populated ‘receiver email’ (email of the process creator). This can be changed if necessary for testing.
Click “Ok” and a message in green font will display beside the “Send test email” button: “Test email has been sent”. The test email will be in the receiver email inbox soon.

When you click the ‘Back’ button located at the top of Notifications tab, you will be directed to the Notification List. Here are the actions you can perform once a Notification is set up.

At the bottom of the pane there are two buttons:

Delete - Click to remove the Standard task indefinitely from the diagram. A Delete dialog box will appear confirming the deletion of the Task.
Got to Form - Takes you to the Forms tab for the task

Decision

Used to define different routes in the process diagram, which are based on answers within a task. In effect the answer to configured fields will define which path the process will take. A decision must have at least one exit route.

Once this shape is dropped on the canvas, the right-hand pane will display the settings for the Decision. These are the items you can see:

Decision Name – when you hover over the icon, the name of the decision is visible.
- This will change when you update the decision name in the Name field under the Settings tab.
Expand/Collapse
- If you click the ‘Expand’ button, the right-hand pane will completely enclose the Designer Flow page.
- When you click the ‘Collapse’ button, it will revert to its default size.
Close
- Clicking the close/cross button will close the right-hand pane for the Decision.

Settings for a Decision

Name: Type the decision name in the Name field. Any change made will update the decision name at the top of the pane.
Default route - By default a default route is not enabled. If you tick 'I understand I am not providing a default route', a default message is visible and can be changed if required.
Full Edit Mode – allows configuring conditions for multiple decision routes instead of configuring each one individually.

Start by connecting task(s) to and from the decision shape to create the routes. Click the decision shape to display all routes.

Enable Full Edit mode to configure all routes on the same pane (decisions can be configured individually too). Three (3) conditions will appear on each decision route. Select and configure the necessary conditions for each decision path. These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list given
- Values of Operation and Value fields will depend on the chosen field
- For Value field, some of the fields will require you to input the value manually
- On the right side of the condition, you will see an ellipsis button
- When clicked, you will see these options:
  - Delete – This will delete the condition
  - Add OR Parent – This will add an OR Group Header
  - Add AND Parent – This will add an AND Group Header
Add AND Grouping – This will require at least 2 conditions.
- AND logic requires all conditions to be true in order to get results
- In plus/add icon, there are a few options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything you set inside the group
Add OR Grouping – This will require at least 2 conditions.
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.
- You can also delete the condition by clicking the ellipses and select the delete button.

Routes

Default
- If you want to provide a default route, 'I understand I am not providing a default route' is not ticked..
- From the listed routes. select the relevant route and enable the ‘Default’ option. The decision shape on the diagram will no longer have the error sign (Exclamation Mark).
Delete
- Clicking the ‘Delete’ icon will display the dialog box to confirm the removal of the selected route then click ‘Delete’ to confirm.
- Observe the route from the list and the connector from the Decision shape will be removed.
Select Route
- Enables editing each decision route individually.
- When you click the ‘Select Route’ button, the right-hand pane will change and direct you to the Route Settings pane.
- Type the name for the route in the Name field. Name will be saved and will appear on the connector in the process diagram.
- You can also set the route as default by enabling the Default Route.
  - If a route is set as default route, there is a reminder stating that “Route is set as default and therefore cannot have conditions!”
  - If the route is not set as default, you can see three (3) options.
    - Add Condition
    - Add AND Grouping
    - Add OR Grouping
- You can go back to the Decision pane by clicking the “Go to Decision” button located at the top-right corner of the Route Settings pane.

Delete (Decision)

You can remove the Decision by clicking the Delete button located at the bottom of the right-hand pane.

A Delete dialog box will appear confirming the deletion of the Decision.

Router

Use routers to deal with connector congestion in the diagram. You can streamline a complex process diagram and make it readable to end users (easier to understand).

Once the router shape is dropped on the canvas, you can see the following items on the right-hand pane.

Expand/Collapse
- If you click the ‘Expand’ button, the right-hand pane will enclose the Designer page.
- When you click the ‘Collapse’ button, it will revert to its default size.
Close
- Clicking the close/cross button will close the right-hand pane for the Router.
Delete (Router)
- You can remove the Router from a diagram by clicking the ‘Delete’ button located at the bottom of the right-hand pane.
- A Delete dialog box will appear confirming the deletion of the Router.

Timer

Timers are used to delay the activate time of the next step in the process. The task after the timer will only become active once the time set in the timer has elapsed.

Drag and drop the Timer icon on the canvas and the settings for Timer will display on the right-hand pane.

Timer Name – the name of the timer is displayed at the top-right of the pane.
- If you update the name of the timer in the Name field, it will automatically update at the top too.
Expand/Collapse
- If you click the ‘Expand’ button, the right-hand pane will enclose the Designer page.
- When you click the ‘Collapse’ button, it will revert to its default size.
Close
- Clicking the close/cross button will close the right-hand pane for the Timer.

There are two (2) tabs you can view under the right-hand pane:

Under Settings tab, these are the items you can see;

Name – You can name the Timer by typing in the Name field. On the top-left corner of the right-hand pane, notice the Timer Name will update based on the name you typed. Changes are automatically saved.
Duration - Length of the time the task will stay active before it is completed.
By default, duration is set to 1 hour, but you can set the Days, Hours, and Minutes of the timer manually. All changes are automatically saved.

Under Auto Complete tab, these are the items you can see 'Add Auto-complete conditions'. Enabling the Auto-Complete Condition will allow you to create the conditions.

These are three (3) options you can use:

Add Condition – You need to choose a field from the list given (these are the fields in the process)
- Operation options and Value fields will depend on the chosen field
- For Value field, some of the fields will require you to input the value manually
- Others will prompt you to select an option from a list
- Options you can use for the Operation:
  - Equals – the task will automatically complete if runtime value matches the value selected for the condition.
  - Does Not Equal - the task will automatically complete if runtime value does not match the value selected for the condition.
  - Contains – the task will automatically be completed if runtime value matches the specified value in the condition field. This appears only when you select the following field types: Text Field, Text Block Field, Rich Text Field and Concatenated Field.
  - Greater Than – the task will automatically be completed if the runtime value is greater than the value specified for the condition. This appears only when you select the following field types: Number Field, Calculated Field and Date Field.
  - Less Than – the task will automatically be completed if the runtime value is less than the value specified for the condition. This appears only when you select the following field types: Number Field, Calculated Field and Date Field.
  - Has Value - the task will automatically complete if the condition field is populated.
  - Does Not Have Value – the task will automatically complete if the condition field is empty/blank.
- On the right side of the condition, you will see an ellipsis button.
- When clicked, you will see the options:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Grouping – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results.
- In plus/add icon, there are a few Options you can choose from:
  - Add Condition
  - Add AND Grouping
  - Add OR Grouping
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group.
Add OR Grouping – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Grouping
  - Add OR Grouping
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Delete (Timer)

You can remove the Timer from the diagram by clicking the Delete button located at the bottom of the right-hand pane.
A Delete dialog box will appear confirming the deletion of the Timer.

Notification

Notification is used to send an email as an independent item to a user or group of users. Meaning it is sent to all recipients when activated and is not linked to the length of time a task is active (i.e. event = overdue) or when a task status changes to complete.

Drag and drop the Notification icon on the blank canvas and check that the right-hand pane displays the settings of the Notification. The items that you can see are similar to when a notification is added within a task (exception: single notification and there is no trigger):

Notification Name – displays the name of the notification in the process.
- This will change when you update the name of the notification in the Name field under the Settings tab.
Expand/Collapse
- If you click the ‘Expand’ button, the right-hand pane will enclose the entire Designer page.
- When you click the ‘Collapse’ button, it will revert to its default size.
Close
- Clicking the close/cross button will close the right-hand pane for the Notification.

There are two (2) tabs on the right-hand pane:

Settings
- Name - Add the name of the notification by typing the word(s) in the Name field. Changes are automatically saved
- Notification - Where you can configure the email

Email Edit Pane

Default From is the Tenant
To: Set the recipients of the notification. You can also send a carbon copy or blind copy by clicking the “Show CC” and/or “Show BCC” button.
Subject: Type the email notification Subject – this is what the recipient will read in their inbox. Keep this clear and to the point.
A default header and footer can be used, just enable to use in your notification.
- Header and footer will appear on the pane once enabled
Email body: Compose the content of your email notification.
- In the Edit pane, you can use the various tools available in the Tool bar.
- Click the ‘Insert/Edit Placeholder’ A Placeholder is any information that is already existing on the process designs (system value and fields). A dialog box will appear.
- Select the category of the placeholder.
- Process Values – these are the selectable placeholder options:
  - Process Creator – the user who starts / instances a process
  - Process Owner – the person who starts / instances a process is the process owner by default, however if a process is started / instanced on behalf of another user, the person identified as the owner will display instead.
  - Process Shortlink - when selected, the link of the process will be displayed in your notification. By default ‘Allow hyperlinked placeholder’ is enabled A field underneath will be visible where you can type the value(s)/text(s) to override the name of the hyperlink, or you can leave it blank as default.
  - Process Name- select if you want to share the process name in your notification
  - Process Created Date - select if you want to share the date the process was instanced in your notification
  - Tenant Name - select if you want to share the tenant name in your notification
  - Process Score - process score can be used as a placeholder on the proviso that Scoring is enabled for a process (configurable under settings)
- Fields – when ticked, the ‘Placeholder’ field dropdown will list down all the field(s) used in the process design and will display the value(s) of the selected field in your notification.
- Tasks – when ticked, the ‘Placeholder’ field dropdown will list all the task(s) from the process design and will display the link of the task in your notification. ‘Allow hyperlinked placeholder’ is enabled by default and a field underneath will be visible where you can type the values/text to override the name of the hyperlink, or you can leave it blank as default.
- Task Properties – when ticked, the ‘Placeholder’ field dropdown will list these properties for each task in the process design:
  - Activation Date
  - Due Date
  - Assignee
  - ShorLlink
Once category is identified, select the appropriate placeholder from the dropdown list.
Insert the name of the selected placeholder as prefix text by enabling ‘Insert name before placeholder’.
- Once you select a placeholder, click the ‘Insert/Update Placeholder’ button and see the selected placeholder in your email notification.
All actions are automatically saved.

Send test email

Allows you to see how your message will render in run time (exactly as you configured it), without having to instance the process.
- Links to tasks will not work as this is a test email (not physically linked to an instance of the process)
- Fields will contain dummy text as no run time selects/input exist for the test email
Click the “Send test email” button, a dialog box will appear on the screen with a pre-populated ‘receiver email’ (email of the process creator). This can be changed if necessary for testing.
Click “Ok” and a message in green font will display beside the “Send test email” button: “Test email has been sent”. The test email will be in the receiver email inbox soon.

Delete (Notification)

Remove the Notification by clicking the Delete button located at the bottom of the right-hand pane.
A Delete dialog box will appear confirming the deletion of the Notification.

Sub Process

The Sub Process shape is used when another process needs to be linked to an existing process.

Drag and drop the sub process shape on the blank canvas The right-hand pane will display the settings for the Sub Process.

Sub Process Name – displays the name of the sub process in the process.
- This will change when you update the name of the sub process in the Name field under the Settings tab.
Expand/Collapse
- If you click the ‘Expand’ button, the right-hand pane will enclose the Designer page.
- When you click the ‘Collapse’ button, it will revert to its default size.
Close
- Clicking the close/cross button will close the right-hand pane for the Sub-process.

There are three (3) tabs as follows:

Settings
- Type the name of the Sub Process in the Name field. Changes are automatically saved.
Sub Process
- Where you select the other process that you want to link to the process you are in. Select the appropriate sub process from the list.
  - You can also use the search field to find the relevant sub process.
- Blocking - Visible once you select a Sub Process.
  - If Blocking Mode is enabled, end users will not be able to complete or move forward with the Parent Process until the Sub Process is completed.
  - When Blocking Mode is disabled, it will allow end users to carry on with the Parent Process, irrespective of completeness of the sub process
- Mappings - Where you can map the fields from the parent (Source) to the child (target) process START form only.
  - Source Fields will display a dropdown list where you can select the field to map. Fields must be mapped to a field of the same type or ones which can populate a different field type.e.g. A source field of type Text, Block, Options, Calculation or Concatenation can be mapped to a Text Field in the target process. This is because a field of type Text is generic, and many types of data can be saved into it.
  - In between Source Fields and Target Fields, you can see a Cog icon that will allow you to set a default value for a field.
    - When you click the Cog icon, a dialog box will appear. Enter the value you want to set as default on the Default field and Save.

Delete (Sub-Process)

Remove the Sub Process by clicking the Delete button located at the bottom of the right-hand pane.
A Delete dialog box will appear confirming the deletion of the Sub Process.

Integration

Integration shape is used to enable data transfer between systems (API based)

Settings
- Type the name of the Integration in the Name field. Changes are automatically saved.
- Select the Connected Service = Custom Service (Advanced)
- Then add Target URL (provided by Target system administrator)
- Select the relevant Request Method
  - GET
  - POST
    - Body Type
      - Name / value pairs
      - Custom
    - Body Content Type
      - JSON
      - URL Encoded
  - PUT
    - Body Type
      - Name / value pairs
      - Custom
    - Body Content Type
      - JSON
      - URL Encoded
- Click Configure Authentication to confirm the authentication settings. Authentication types include:
  - None
  - Basic (username/password)
  - Bearer token
  - oAuth
- Authentication configured information what is configured displays on screen.
  - You can 'Clear Credentials' to undo a configuration

Headers
- Map Header names to values (static or field value in the process)
- Open ellipsis to see options:
  - Delete parameter
  - Change to Field value
  - Change to Process Attribute Value e.g. Process Score
Query Parameters
- Map query parameter names to static values
Output Mappings
- Map output property names to Target Field to bring information back into the process from the API.

Delete (Integration)

Remove the Integration by clicking the Delete button located at the bottom of the right-hand pane.
A Delete dialog box will appear confirming the deletion of the Integration.

End

The End shape indicates the end of the process

Just drag and drop the End icon on the blank canvas.
The process flows to this shape. No routing can start at the end shape. This means connectors can only enter the end shape.

Zoom and Diagram Position

Allows you to navigate the display / position of a process

Zoom percentage displays on the upper left corner of the canvas.
You can zoom the process diagram in and out by scrolling up and down your scroll wheel in your mouse (cursor on the canvas)
Reposition your diagram shapes by clicking and dragging a shape to another location on the canvas.
Click the zoom button to reset the zoom to 100% (its original position)

Canvas

Area you can use to create / lay out your process diagram. Simply drag shales and connect to create the layout you need.

Connectors

Define the flow of the process (sequence of tasks / actions)

To connect a shape, hover over the center of the width or length of the shape until a shaded black circle appears and drag it to the center width or length of the shape you want to connect to.
Connectors are attached to shapes (entry and exit routes) and this shows the flow of the process. Visual indicator of what happens next.

Once you are happy with the flow of a process you can move on to Forms & Fields tabs.

What is Forms used for (purpose)?

To create forms for tasks in a process
Add fields and define design and layout of task forms.
Configure each field based on its purpose
Validate and publish a process.

What is on the Forms page?

Process Icon
Process Name
Version Number
Process Design Status (Draft, Published or Archived)
Fields and Layout (Left-hand Pane)
- Fields Tab
  - Search
  - List of types of fields
- Layout Tab
  - Search
  - Content Elements
  - Layout Elements
Form (Middle Pane)
- Task Dropdown
- Ellipsis
- Form
- Help
Field Details (Right-hand Pane)
- Field
- Display
  - Display Name (can be used to override the default label)
  - Help Text Description (can be used to override the default help text)
  - List of Options which can be enabled for a field, including visibility conditions
- Information
  - Created (Date & Time)
  - Task Field being used
- Close

Navigation (how do I get to Forms?)

There are two ways to navigate to this page:

From the Home page
- Click ‘Designer’ on the Frequently Used Apps or Available Apps.
- By default, you are taken to the Process Designs Page.
- By default, all users process designs are visible.
- Choose a user from the left-hand pane, then select a process design from the middle pane.
- The right-hand pane will display the details of the selected process design
- Click one of the versions or statuses of the process design and by default, you will be taken to the Flow section under the Designers Page.
- Click ‘Forms’ located in the upper middle of the screen just beneath the Navigation bar.
- You will be taken to the Forms and Fields section.
From the Navigation bar;
- Click ‘Apps’ button on the top right corner of the Navigation Bar, and you can see all available apps
- Click the ‘Designer’ App and by default, you are taken to the Process Designs Page.
- By default, all users process designs are visible
- Select a user from the left-hand pane, then select a process design from the middle-pane.
- The right-hand pane will display the details of the selected process design.
- Click one of the versions or statuses of the process design and by default, you will be taken to the Flow section under the Designers Page.
- Click ‘Forms’ located in the upper middle of the screen just beneath the Navigation bar.
- You will be taken to the Forms and Fields section.

How to use the functionality on the Forms tab?

Process Icon
- Located on the upper left corner of the screen. You will see a process diagram icon of your process.
- Clicking the process icon will take you to the Settings section, there you can change the process icon under the General Settings. Navigate back to ‘Forms’ when you’re done.
Process Name
- Name given to the process when added to the process list.
- Clicking the process name will take you to the Settings section, there you can change the process name under the General Settings. Navigate back to ‘Forms’ when you’re done.
Version Number
- Displays the current version of the process.
- Version only changes once you create another minor or major version of the process.
- Clicking the version number will take you to the Settings section, where you can see when the process was created and last updated. Navigate back to ‘Forms’.
Process Design Status
- Visual display of the status of the existing process (badge).
  - Draft – the process design is still in progress. The badge fill color is Blue.
  - Published – the process design is in use = Live (was published for end users to access in the WMS Catalog). The badge fill color is Green.
  - Archived – the process design is stored in the system and cannot be started in the WMS Catalog. The badge fill color is Gray.

Fields and Layout (Left-hand Pane)

Fields

Fields are how to capture data input in a process

Search
- This will help you search for specific fields
- You can type the word(s) or letter(s). Return will match what you typed.
- To clear a search, click the Clear or Cross button. Then you can search for another field if necessary.
Existing Fields – this is the list of the fields added to the process.
- By default (for a new process design), a message stating "Drag a field onto the form" will appear above the search field as no fields have been added to a form. To add a field a form must be selected.
New Field – Field types you can use to design a form for the process/task.
- To add a field, click or drag a field onto the form. The field will be visible on the form and in the list of Existing Fields.
- To expand/collapse the new fields, you can click the chevron for New Fields. The fields will collapse at the bottom of the pane, and the chevron will no longer be pointing downward, it will point to the right.
- These are the Type of Fields you can use to create form/task:
  - Text
  - Text Block
  - Number
  - Date
  - Toggle
  - Options
  - File
  - User
  - Rich Text
  - Calculated
  - Rows
  - Concatenated
  - Checklist Item

Layout: Content Elements & Layout Elements

These are elements that can be used to design forms.

Content Elements

Search - Use this field to find an element you want to use for design or editing a form or task.
Content Elements – these are the elements you can use to add content to the form. Most elements allow adding placeholders. The purpose of the field placeholder is to display relevant value(s) anywhere in the process once entered.
- Paragraph - Paragraph can be used to add relevant information to the form or to give instructions to the end user (a few sentences)
  - Drag the Paragraph content element onto the form. Place the element where you want it to be displayed. The element will have a toolbar at the top.
  - Type relevant content (sentences) for the form.
  - You can add a field placeholder by clicking the 'Insert/Edit Placeholder' icon in the toolbar (second to last icon). A dialog box will appear, select the relevant placeholder and enable 'Insert name before placeholder' if needed as prefix text.
    - Click 'Insert/Update Placeholder' button. Placeholder will be visible in your paragraph.
  - Multiple placeholders can be used.(just repeat actions)
  - To the right of the screen (Edit Block) will be displayed, clicking the 'Switch to Heading' button will change the element to Heading.
  - You can delete / remove the element by clicking the 'Bin' next to the element name on the form (after toolbar) or clicking the 'Remove Block' button at the bottom of the Edit Block pane - the element will be removed the from the form once the action is acknowledged.
  - You can also delete the element by clicking the 'Bin' located in the top-right corner of the element field.
  - Close the right-hand pane by clicking the 'Close' button at the upper right corner of the pane.
- Heading - use a Heading to highlight a topic
  - Drag the Heading content element onto the form. Place the element where you want it to be displayed.
  - Type the heading of the form or task.
  - Emphasize the heading by clicking the emphasize icon (very last icon of the toolbar). The background of the element will change to color blue and the text will change to color white.
  - You can add a field placeholder by clicking the 'Insert/Edit Placeholder' icon in the toolbar (second to last icon). A dialog box will appear, select the placeholder and enable 'Insert name before placeholder' if needed as prefix text.
    - Click 'Insert/Update Placeholder' button. Placeholder will be visible in your heading.
  - To the right of the screen (Edit Block) will be displayed, clicking the 'Switch to Paragraph' button will change the element to Paragraph.
  - You can delete the element by clicking the 'Remove Block' button located at the bottom of the Edit Block pane; this will remove the element from the form or task once you acknowledge the request.
  - You can also delete the element by clicking the 'Bin' located in the top-right corner of the element field.
  - Close the right-hand pane by clicking the 'Close' button at the upper right corner of the pane.
- HTML - You can use HTML to add large volumes of content with formatting.
  - Drag the HTML content elements onto the form. Place the element where you want it to be displayed. A box with a toolbar will appear.
  - Type content.
  - You can add a field placeholder by clicking the 'Insert/Edit Placeholder' icon in the toolbar (second to last icon). A dialog box will appear, select the placeholder and enable 'Insert name before placeholder' if needed as prefix text.
    - Click 'Insert/Update Placeholder' button. Placeholder will be visible in your heading.
  - To the right of the screen (Edit Block) will be displayed, with a message 'HTML is restricted to ensure compatibility with all devices'
  - If you have advanced knowledge and understanding of HTML, you can add content from the toolbar icon for View HTML Ensure formatting and layout of the form follows industry standards.
  - You can delete the element by clicking the 'Remove Block' button located at the bottom of the Edit Block pane; this will remove the element from the form or task once you acknowledge the request.
  - You can also delete the element by clicking the 'Bin' located in the top-right corner of the element field.
  - Close the right-hand pane by clicking the 'Close' button at the upper right corner of the pane.

Layout Elements

Section - Sections can be used to group a set of related fields on the form. Sections can also have visibility conditions so that they're only visible to users if relevant (cascade effect)

Drag the Section layout element and place it where you want it to be displayed. The element will have a toolbar at the top.
Type the content for the section. Emphasize the heading by clicking the emphasize icon if needed. The background of the element will change to color blue and the text will change to color white.
You can add a field placeholder by clicking the 'Insert/Edit Placeholder' icon in the toolbar (second to last icon). A dialog box will appear, select the placeholder and enable 'Insert name before placeholder' if needed as prefix text.
- Click 'Insert/Update Placeholder' button. Placeholder will be visible in your heading.
To the right of the screen (Edit Block) will be displayed. For sections the following options are available to enable:
- Prevent Collapse - where enabled a user cannot collapse the section on the form
- Collapsed by default - When the task opens, content within the section is not visible (pre-collapsed). The user must click on the section banner to see content within.
- Section Icon - Section banners can have an icon ahead of any text, enable and select the icon you want form the available options
- Add Visibility Conditions - This is particularly helpful as you can design your form in such a way that sections (with their relevant fields) are visible to a user only if certain conditions are met. So, they will only see information that is relevant based on any selections they have made.

These are the three (3) visibility conditions options

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Grouping – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Grouping – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.
- You can delete the element by clicking the “Delete” button located in the top-right corner of the element field or;
- You can click “Remove Block” at the bottom of the Edit Block, and this will remove the element from the form.
- Close the right-hand pane by clicking the Close button on the upper right corner of the pane.

You can delete the element by clicking the 'Bin' located in the top-right corner of the element field.
You can also delete the element by clicking the 'Remove Block' button located at the bottom of the Edit Block pane; this will remove the element from the form or task once you acknowledge the request.

Columns - Columns can be used to split data on screen as if building a table.

Drag the Columns layout element and place the element where you want it to be displayed. By default the columns element has two columns and two rows
- To add column(s) and row(s), go to the Edit Block on the right-hand pane, add the number of columns and rows by clicking the plus icon. The maximum number of columns you can add is (4) four columns.
- To decrease the number of columns rows, click the minus icon.
  - if the column element already has any fields, removal of columns will also remove the child blocks within the columns and same applies to rows
- In the form itself, you can add row(s) directly. Hover over the center of the Column Element and click the plus icon. The maximum number of columns you can add is (4) four columns.
- By default, ‘Allow multiple blocks per cell’ is enabled, allowing you to have multiple fields in each cell.
To add text to a column, drag the Paragraph element into the cell. Type content. Changes made will be automatically saved.
- You can also delete the element by clicking the 'Bin' located in the top-right corner of the element field.
To add fields to a column, drag the field from the Fields tab into the cell. Changes made will be automatically saved.
- You can also delete the field by clicking the 'Bin' located in the top-right corner of the field.
You can delete the element by clicking the 'Bin' located in the top-right corner of the element field.
You can delete the element by clicking the 'Remove Block' button located at the bottom of the Edit Block pane; this will remove the element from the form or task once you acknowledge the request.
Close the right-hand pane by clicking the “Close” button on the upper right corner of the pane.

Spacer - Used to create space in a form.

Drag the Spacer layout element and place the element where you want it to be displayed.
Set the height of the spacer, in the Edit Block.
- By default, the spacer is set to 100 px.
You can delete the element by clicking the 'Bin' located in the top-right corner of the element field.
You can also delete the element by clicking the 'Remove Block' button located at the bottom of the Edit Block pane; this will remove the element from the form or task once you acknowledge the request.
Close the right-hand pane by clicking the “Close” button on the upper right corner of the pane.

What is Fields used for (purpose)?

Add fields and configure each field based on its purpose
See full list of fields which exist in a process and how often each field is used in the process

What is on the Fields page?

Process Icon
Process Name
Version Number
Process Design Status (Draft, Published, and Archived)
Fields and Layout (Left-hand Pane)
- Fields Tab
  - Search
  - List of types of fields
- Layout Tab
  - Search
  - Content Elements
  - Layout Elements
Form (Middle Pane)
- List of fields
  - Type
  - Field Name
  - Displayed in (Forms) - number of times
  - Required in one or more Forms
Field Details (Right-hand Pane)
- Field
- Information
  - Created (Date & Time)
  - Field being used in (task & form breakdown)
- Close

Navigation (how do I get to Fields?)

There are two ways to navigate to this page:

When in the Home page;
- Click ‘Designer’ on the Frequently Used Apps or Available Apps.
- By default, you are taken to the Process Designs Page.
- By default, all users process designs are visible.
- Choose a user from the left-hand pane, then select a process design from the middle pane.
- The right-hand pane will display the details of the selected process design
- Click one of the versions or statuses of the process design and by default, you will be taken to the Flow section under the Designers Page.
- Click ‘Fields’ located in the upper middle of the screen just beneath the Navigation bar.
- You will be taken to the Fields section.
When using the Navigation bar;
- Click ‘Apps’ button on the top right corner of the Navigation Bar, and you can see all available apps
- Click the ‘Designer’ App and by default, you are taken to the Process Designs Page.
- By default, all users process designs are visible
- Select a user from the left-hand pane, then select a process design from the middle-pane.
- The right-hand pane will display the details of the selected process design.
- Click one of the versions or statuses of the process design and by default, you will be taken to the Flow section under the Designers Page.
- Click ‘Fields’ located in the upper middle of the screen just beneath the Navigation bar.
- You will be taken to the Fields section.

How to use the functionality on the Fields?

Process Icon
- Located on the upper left corner of the screen. You will see a process diagram icon of your process.
- Clicking the process icon will take you to the Settings section, there you can change the process icon under the General Settings. Navigate back to ‘Fields’ when you’re done.
Process Name
- Name given to the process when added to the process list.
- Clicking the process name will take you to the Settings section, there you can change the process name under the General Settings. Navigate back to ‘Fields’ when you’re done.
Version Number
- Displays the current version of the process with blue text color.
- Version only changes once you create another minor or major version of the process.
- Clicking the version number will take you to the Settings section, where you can see when the process was created and last updated. Navigate back to ‘Fields’.
Process Design Status
- Visual display of the status of the existing process.
  - Draft – the process design is still in progress. The color fill is Blue.
  - Published – the process design has already been cut live. The color fill is Green.
  - Archived – the process design is stored in the system and cannot be started in the Catalog. The color fill is Gray.

Fields and Layout (Left-hand Pane)

Fields
- Search
  - This will help you search for specific fields
  - You can type the word(s) or letter(s). Return will match what you typed.
  - To clear a search, click the Clear or Cross button. Then you can search for another field if necessary.
- Existing Fields – this is the list of the fields added to the process.
  - By default, a message stating "Drag a field onto the form" will appear above the search field if no fields have been added to a form.
  - Full Field List
    - The “Full Field List” button will only appear once you have added a field to the list
    - When clicked, it will show all existing fields in a list in the middle pane with stats for Type, Field Name, Used in Forms and Required on one or more forms
    - Click the “Back to Designer Form” button located at the top. The list will return to the Existing Fields.
  - To expand/collapse the existing fields, you can click the chevron. The list will collapse, and the chevron will no longer be pointing downward, instead it will point to the right.
- New Field – Field types you can use to design a form for the process/task.
  - To add a field, click or drag a field onto the form. The field will be visible on the form and in the list of Existing Fields.
  - To expand/collapse the new fields, you can click the chevron for New Fields. The fields will collapse at the bottom of the pane, and the chevron will no longer be pointing downward, it will point to the right.
  - These are the Type of Fields you can use to create form/task:
    - Text
    - Text Block
    - Number
    - Date
    - Toggle
    - Options
    - File
    - User
    - Rich Text
    - Calculated
    - Rows
    - Concatenated
    - Checklist Item

*888888888888888888888888888888888888888888888888888888

Layout
- Search - Use this field to find an element you want to use for design or editing a form or task.
- Content Elements – these are the elements you can use to add content to the form or task.
- For Heading:
- You can use a Heading to highlight a topic
- You can drag the Heading content elements onto the form. Place the element to where you want to be displayed.
- Type the heading of the form or task.
- You can emphasize the heading by clicking the emphasize icon (very last icon of the toolbar). The background of the element will change to color blue and the text will change to color white.
- You can add a field placeholder by clicking the “Insert/Edit shortcode” icon located at the second last icon of the toolbar. A dialog box will appear, with the category 'Field' ticked by default.
  - The purpose of the field placeholder is to display relevant value(s) anywhere in the process once entered.
  - You can toggle on the ‘Insert name before placeholder’ option to insert the field name of the selected placeholder as prefix text. E.g. Company Name: EIMS
  - Select the placeholder from the given field list by clicking the ‘Placeholder’ dropdown. This will display all the fields added to the process.
  - Once you have selected the placeholder, click “Insert/Update Placeholder” button. Placeholder will be visible in your heading.
- To the right of the screen (Edit Block) will be displayed, clicking the “Switch to Paragraph” button will change the element to Paragraph.
- You can delete the element by clicking the “Delete” button located at the top-right corner of the element field or;
- You can click “Remove Block” button located at the bottom of the Edit Block; this will remove the element from the form or task.
- Close the right-hand pane by clicking the “Close” button at the upper right corner of the pane.
For Paragraph:
- The Paragraph can be used to add relevant information to the form or to give instructions to the end user.
- Drag the Paragraph content element onto the form.
- Place the element to where you want to be displayed. The element will have a toolbar at the top.
- Type relevant content(s) for the form.
- You can add a field placeholder by clicking the “Insert/Edit shortcode” icon located at the second last icon of the toolbar. A dialog box will appear, with the category 'Field' ticked by default.
  - The purpose of the field placeholder is to display relevant value(s) anywhere in the process once entered.
  - You can toggle on the ‘Insert name before placeholder’ option to insert the field name of the selected placeholder as prefix text. E.g. Company Name : EIMS
  - Select the placeholder from the given field list by clicking the ‘Placeholder’ dropdown. This will display all the fields added to the process.
  - Once you have selected the placeholder, click “Insert/Update Placeholder” button. Placeholder will be visible in your paragraph.
- You can delete the element by clicking the “Delete” button located at the top-right corner of the element field or;
- You can click the “Remove Block” button at the bottom of the Edit Block; this will remove the element from the form or task.
- Close the right-hand pane by clicking the “Close” button at the upper right corner of the pane.
For HTML:
- You can use HTML if you have prior knowledge and understanding of HTML. Ensure formatting and layout of the form follows industry standards.
- Drag and drop the HTML element on the edit page, a box with toolbar will appear.
- Start typing the HTML content for the landing page.
- The Edit Block will also be visible. There is an Advance toggle switch. This is disabled by default. Enable the toggle switch only if you have an advanced understanding of HTML.
- You can close the Edit Block by clicking the “Close” button at the upper right corner of the pane.
Layout Elements – these are the elements that can be used to design the form for a task.
For Section:
- The Section can be used to group a set of related fields on the form.
- Drag the Section layout element onto the edit page.
- Place the element to where you want to be displayed. The element will have a toolbar at the top.
- Type the content for the section. Emphasize the heading by clicking the emphasize icon. The background of the element will change to color blue and the text will change to color white.
- You can add a field placeholder by clicking the “Insert/Edit shortcode” icon located at the second last icon of the toolbar. A dialog box will appear, with the category 'Field' ticked by default.
  - The purpose of the field placeholder is to display relevant value(s) anywhere in the process once entered.
  - You can toggle on the ‘Insert name before placeholder’ option to insert the field name of the selected placeholder as prefix text. E.g. Company Name : EIMS
  - Select the placeholder from the given field list by clicking the ‘Placeholder’ dropdown. This will display all the fields added to the process.
  - Once you have selected the placeholder, click “Insert/Update Placeholder” button. Placeholders will be visible in your section.
- To make the section collapsible, go to the Edit Block.
  - There is a 'Prevent Collapse' or 'Collapsed by default' toggle switch.
    - For a collapsible section do not enable any option
    - For a not collapsible section enable 'Prevent Collapse'
    - For a pre-collapsed section enable 'Collapsed by default'
- To add visibility conditions for the section, enable the “Add Visibility Conditions” toggle.
- This is particularly helpful as you can design your form in such a way that sections (with their relevant fields) are visible to a user only if certain conditions are met. So, they will only see information that is relevant based on any selections they have made.

These are the three (3) visibility conditions options

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.
- You can delete the element by clicking the “Delete” button located in the top-right corner of the element field or;
- You can click “Remove Block” at the bottom of the Edit Block, and this will remove the element from the form.
- Close the right-hand pane by clicking the Close button on the upper right corner of the pane.
For Columns:
- Drag the Columns layout element onto the edit page and place the element to where you want to be displayed.
- Add content to the column by dragging the Paragraph element inside the cell of the columns.
- Type content of the form or task. Changes made will be automatically saved.
- To add column(s) and row(s), go to the Edit Block.
  - On the right-hand pane, add the number of columns and rows by clicking the plus icon.
  - In the form itself, you can add row(s) directly. Hover over the center of the Column Element and click the plus icon. The maximum number of columns you can add is (4) four columns.
  - Removal of columns will also remove the child blocks within the columns and same applies to rows.
  - By default, ‘Allow multiple blocks per cell’ is enabled. This will allow you to have multiple fields in each cell.
- You can also delete the element by clicking the “Delete” button located in the top-right corner of the element field.
- Close the right-hand pane by clicking the “Close” button on the upper right corner of the pane.
For Spacer:
Drag the Spacer layout element onto the edit page.
Place the element where you want to be displayed.
Set the height of the spacer, in the Edit Block.
- By default, the spacer is set to 100 px.
You can delete the element by clicking the “Delete” button located in the top-right corner of the element field.
Close the right-hand pane by clicking the “Close” button on the upper right corner of the pane.

Form (Middle Pane)

Task Dropdown – allows you to select the tasks you want to view and design forms for
- By default, the task list is collapsed (chevron is pointing downwards). When the Task field is expanded, the chevron will point upwards.
- To view a task form, click the Task list and select the task you want to view, or you can search the task using the search field.
- You can select the task you want to view, or you can search the task using the search field.
- Select a task to display the form of the task in the middle pane.
- To remove a task, you can click the ‘clear/cross’ button found at the right side of the task name. The middle pane will no longer display the form of the selected task.
Ellipsis

These are the options you can take when you click the ellipsis.

Mirror Tab(s) – allows you to mirror another form in the process. Changing one form will update all the mirrored forms.
- When clicked, a dialog box will appear. If the task has multiple forms, you can choose the form you want to mirror in the form field which will be visible at the bottom of the dialog box. The middle pane will display the form you have selected.
- If a task has a single form, select the task and by default the form is pre-populated with the form.
- If you want to mirror tabs from multiple tasks, check the 'Mirror Multiple Tabs' option and tick the multiple tabs you want to mirror.
- At the bottom of the dialog box, confirm ‘I am aware this action will clear the existing data in the form’. Ticking this option will allow you to successfully mirror the form you have selected.
- On the upper right-side of the middle pane, a mirror icon appears informing the designer that the form is mirrored.
- To un-mirror a form, click the ellipsis and select the “Unmirror” option from the list. A dialog box will appear on the screen asking what you would like to do with the form upon unmirroring.
  - These are the two (2) option you can select:
    - Start a new blank form – allows you to design from scratch
    - Copy mirrored form – the form will be copied, so no longer a mirrored form. Meaning changes can be made to it that will not affect the original form that was mirrored.
Copy Tab(s) – allows you to copy a form from another task within the process.
- Select “Copy Tab(s)” and a dialog box will appear.
  - Select the task from the dropdown list or you can search for the task you want to copy using the search field.
  - There will be a new field visible. The field will automatically fill out by default. If the selected task has multiple tabs, you can select the tab you want to copy from the dropdown list.
  - If you want to copy tabs from multiple tasks, check the box 'Copy Multiple Tabs' option and tick the multiple tabs you want to copy.
  - At the bottom of the dialog box, confirm ‘I am aware this action will clear the existing data in the form’. Ticking this option will allow you to successfully override the existing form.
  - Click the “Copy Tabs” button. The middle pane will display a copy of the form you selected.
- When you copy a tab with the same name within the selected task, the tab will be replicated with an iteration of (1), (2), (3), (n) at the end of the tab name.
Add tab – adds a new form in the task. Tasks can have multiple forms.
- A dialog box will appear on the screen, type the name of the form on the name field and click “Add tab”.
- A new blank form will be added to the task adjacent to the default form.
- A new tab can be added without first adding a field to the form. You can also change the arrangement of tabs in a form.
- You cannot add a new tab with a name that is already in use on the selected task or a reserved name (e.g. "Help", "Form")
Rename tab – gives you the option to change the form name
- A dialog box will appear on the screen, rename the form on the Name field and click “Save”.
- Form name will be saved.
- You cannot rename a tab with a name that is already in use on the selected task or a reserved name (e.g. "Help", "Form')
Clear tab
- Option is available when there is only 1 form associated with the task. Clicking this will permanently delete the content in the form attached to the task. The result is a blank form.
Delete Multiple Tabs
- If more than one forms exist, this option will be available instead of ‘Clear tab’
- Clicking this will permanently delete the selected form attached to the task. The form will no longer be visible.
Form(s) – where you design the form for a task.
- Click and/or drag fields from the fields tab onto the blank form. You can position fields according to where you want these to be displayed to the end user.

Best practice: Have only relevant fields on a form.

Use the Layout Tab elements to put a placeholder, emphasize a field, add instructions to the form, create a section and add a column.
Help – where you add the help content for a task. Give context – what is needed and why there is a need. Guide and instruct end users how to obtain or decide which inputs are best to fill in their forms. Explain options if there are many an end user can select from.
- Click / drag an element to the middle pane and type the content of the Help.
- Use the layout elements to create sections, add columns and /or spacer for the Help.

Field Details (Right-hand Pane)

When you click on one of the field types, the following items will be displayed to the right.

Field Type listed in alphabetical order below:

Calculated Field

Field Tab

Field Name
- Field name will be used throughout the process. So, if changed in one form, all forms where this field name is referenced will be changed too (think of it as a default label for the field). To change the display name (what’s visible to the end user) on forms, go to the Display tab where you can modify the display name and help text for the field. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- By default, the name will be “New <<Field Type>> Field”. Example: Adding 2 Calculated Fields to a process will give the default name plus an increment of +1 e.g. “New Calculated Field 1” and “New Calculated Field 2”.
- Rename by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Calculation Configuration: Add Field Value – allows you to select number fields from the process to perform a calculation based on an operation
- Click “Add Field Value”. At least two values must be added to perform a calculation.
- Click Add Field Value again and select a number field and operation from the dropdown list.
- The ellipsis to the right of the field value gives you two (2) options:
  - Delete
  - Change to Static Value
Calculation Configuration: Add Static Value – allows you to input a fixed value to be executed as part of the calculation.
- Click “Add Static Value”. Type the fixed value and select the operation.
- The ellipsis to the right of the field value gives you two (2) options:
  - Delete
  - Change to Field Value
Delete – deletes the calculation configuration in a single action. This button will only appear once you have added a value.
Result Display Format – allows you to select the preferred format to display the calculation result on the form.
- Default
- Currency
  - Then select Currency Type:
    - Pounds – GBP - £
    - Euro – EUR - €
    - Dollars – USD - $
- Decimal
- Number
- Percent

Note: These options are disabled for Calculated Field type

Personally Identifiable Information
Display field

Display Tab

This tab will only be displayed on the right-hand pane once the Calculated field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – Disabled by default for Calculated Field, as calculation results are not editable by end users.
- Required – Disabled by default for Calculated Field, as calculation results can only be viewed in a form.
- Show Name Label – Enabled by default. If switched off (disabled) the label of the field will not be visible on the form. Example: Useful if you have a grid and want the user to only see the data input field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Add Visibility Conditions – The calculated field will only be visible on the form when the conditions set up in this section are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Date Field

Field Tab

Field Name
- By default, the name will be “New Date Field”. If you add multiple Date Fields, their default name will have an incremental iteration of +1 e.g., “New Date Field 1”.
- Rename each date field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Weekdays Only – switching this on will allow you to select dates from Monday to Friday only. So, the end users will only be able to select dates within this parameter.
Include Time – turning this on will include and display the time on the field. Users will read date and time.
Min. Days from Process Start – this will set the minimum number of days from the actual start date of the process, that the end user can select from.
Max. Days from Process Start – this will set the maximum number of days from the actual start date of the process, that the end user can select from.
Default Value – Set a default value for the date field in run time, based on these options:
- None – no default value is used
- Current Date – the default value will be the date when the process is created
- Fixed Value – the date which is selected will be the default value for this date field for every process that is created
Personally Identifiable Information - tag must be enabled if this date field holds any data that could potentially identify a specific individual
Display Field – is a distinguishing feature for every process instanced.
- Enable the feature to make the field mandatory and the value(s) entered in runtime will be displayed beneath the task name in My Task and beneath process name in My Processes.
- The Display Field must be present in Start Form otherwise an error will appear on validation.

Display Tab

This tab will only be visible on the right-hand pane once the Date field is in use in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Add Visibility Conditions – The date field will only be visible on the form when the conditions set up in this section are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
  - Add AND Group – This will require at least 2 conditions
AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

File Field

Field Tab

Field Name
- By default, the name will be “New File Field”. If you add multiple File Fields, their default name will have an incremental iteration of +1 e.g., “New File Field 1”.
- Rename each file field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Allow multiple files to be uploaded - turning this on will allow the end user to upload multiple files.
Restrict File Formats – Limit the format of uploads. End users will only be able to upload documents in the accepted format(s). Accepted formats are the ones selected in this field.
- Click on the field to see a dropdown list of supported formats; or search for a format in the search field.
- Select format(s) from the dropdown list. The selected format(s) will be saved on the field.
- You can delete any selected format by clicking the (x) close / cross button beside the format name. The deleted format will no longer be supported as an answer to the field.
Max File Size in MB – Configure the maximum size of the file(s) to be uploaded.
- By default, the maximum size of the file is 36 MB.
- Enter a value (in MB) less than or equal to 36 MB.

Note: These are disabled for File Field.

Personally Identifiable Information
Display Field

Display Tab

This tab will only be displayed on the right-hand pane once the File field is use in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Add Visibility Conditions – the file field will only be visible on the form when the conditions set up in this section are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Number Field

Field Tab

Field Name
- By default, the name will be “New Number Field”. If you add multiple Number Fields, their default name will have an incremental iteration of +1 e.g., “New Number Field 1”.
- Rename each number field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Min. Value – Determines the minimum value to be input in the field.
Max. Value – Determines the maximum value to be entered in the field.
Is Currency – Gives you the option to set the number into currency format.
- The Currency Type field will become visible once the toggle is turned on, and you can then click the field to select the currency from the list:
  - Pounds – GBP - £
  - Euro – EUR - €
  - Dollars – USD - $
Prevent Negative – switching this on will block all negative values from being entered into the field.
Number of Decimals – set how many decimal points are allowed in the field. By default, the number of decimals is set to (2) two decimal points.
Default Value – this will give you the option to set a default value for the Number field.
Personally Identifiable Information – this is disabled for Number field.
Display Field – is a distinguishing feature for every process instanced.
- Enable the feature to make the field mandatory and the value(s) entered in runtime will be displayed beneath the task name in My Task and beneath process name in My Processes.
- The Display Field must be present in Start Form otherwise an error will appear on validation.

Display Tab

This tab will only be visible on the right-hand pane once the Number field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Add Visibility Conditions – The number field will only be visible on the form when the conditions set up in this section are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Options Field

Field Tab

Field Name
- By default, the name will be “New Options Field”. If you add multiple Option Fields, their default name will have an incremental iteration of +1 e.g., “New Option Field 1”.
- Rename each option field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Items have values – If enabled you can create a list of values from which the users can select a value as their answer. In effect you are creating a dropdown list for this field. This list is created in the Item Source - Entered List section.
Allow adding additional Option item – switching this on will give the end user the ability to add additional custom option item(s) to the dropdown list in run time.
Item Source – this is where your data/options are pulled from. You can create list of values (enter your own list to create a dropdown list or use a data table as the source for the dropdown list)
- By default, the radio button for Entered List is ticked.
- Entered List (‘Items have values’ must be enabled so that you have the choice to set up value type ‘Numerical’ or ‘Text’)
  - Click the “New Option” button to add option
  - A new option field will be added (row for you to add a value).
  - Type the lookup item options in the Text field (e.g., Option 1)
  - Type the lookup item value in the Value field (e.g., 10)
  - An option in the list can be set as default by enabling the toggle located at the right side of the lookup field, next to the delete button.
  - Options are automatically saved.
  - Delete an option by clicking the ‘Delete’ button on the right-side of the lookup field.
- Data Table
  - To use a data table as the source of values, you must first link the data table to the process.
    - Go to Settings/Data Tables and Add the relevant data table.
    - Then you can select it as the source data table for the options field.
  - Select the Source Data Table from the dropdown list. This list will have the names of all data table under Settings/Data Tables for your process
    - Select the Display Column for the Data Table
    - Select a Default Value from the Display Column if you want to use this option
- Parent Lookup Data Table
  - In effect, this reflects cascading options. Use this option to lookup values from the selected data table. Options will be filtered based on what the end user picks on the parent lookup data table in WMS.
    - To add this option, select the Parent Lookup from the dropdown list. All the option field(s) with data table in your process will be included in this list.
    - Then you can select the Source Data Table from the dropdown list. This list will have all the relevant Data Table(s) linked to your process.
      - Select the Display Column for the Data Table. This is possible if the data table was manually entered.
    - To select a default value for this field, you must first select a default value for its parent lookup data table field.
Personally Identifiable Information – Tag this field if appropriate
Display Field – is a distinguishing feature for every process instanced.
- Enable the feature to make the field mandatory and the value(s) entered in runtime will be displayed beneath the task name in My Task and beneath process name in My Processes.
- The Display Field must be present in Start Form otherwise an error will appear on validation.

Display Tab

This tab will only be visible on the right-hand pane once the Options field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Display Mode – Allows you to change the way the Options field dropdown list displays to the end user.
  - By default, the selected mode is Standard.
  - Selectable display modes are: Standard and Radio list. Changes are automatically saved.
- Add Visibility Conditions – The number field will only be visible on the form when the conditions set up in this section are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Rich Text Field

Field Tab

Field Name
- By default, the name will be “New Rich Text Field”. If you have add multiple Rich Text Fields, their default name will have an incremental iteration of +1 e.g., “New Rich Text Field 1”.
- Rename each Rich Text Field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Default Value – set a default value for the Rich Text Field in run time
- Click the text box for Default value, a toolbar will appear on the top of the text box.
- Type the content you want the end user to read as the default value for this Rich Text Field. Useful if you want the format of the answer to follow a given standard. End users can fill in the blanks.

Note: These options are disabled for Rich Text Field

Personally Identifiable Information
Display Field

Display Tab

This tab will only be displayed on the right-hand pane once the Rich Text field is use in the form/task
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Height – Control the height for the Rich Text Field in the form
  - By default, the height of the Rich Text Field is 450px.
  - Select the appropriate height for the field. The minimum height is 200px and the maximum height is 700px.
  - Changes are automatically saved.
- Add Visibility Conditions – the file field will only be visible on the form when the conditions set up in this section are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Text Block Field

Field Tab

Field Name
- By default, the name will be “New Text Block Field”. If you add multiple Text Fields, their default name will have an incremental iteration of +1 e.g., “New Text Block Field 1”.
- Rename each Text Block Field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Max Length – Maximum text (number of characters) the end user can enter in the field.
- By default, the maximum length of the text is 16,384.
- Click and change the maximum length depending on the required length for the field. This field is particularly useful if the answer exceeds the 512 characters allowed in Text Field.
Default Value – set a default value for the Text Block Field in run time
- Click the Default value field and type the content you want the end user to read as the default value for this Text Block Field.
- No formatting of text can be done for this field
Personally Identifiable Information – Tag this option if appropriate
Display Field – is a distinguishing feature for every process instanced.
- Enable the feature to make the field mandatory and the value(s) entered in runtime will be displayed beneath the task name in My Task and beneath process name in My Processes.
- The Display Field must be present in Start Form otherwise an error will appear on validation.

Display Tab

This tab will only be visible on the right-hand pane once the Text Block field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Height (in rows) – Allows you to set the height for the Text Block Field.
  - By default, the height of the Text Block Field in rows is (3) three.
  - Click the (+) plus sign icon to increase the height in rows or;
  - Click the (-) minus sign icon to decrease the height in rows.
  - Changes are automatically saved.
- Add Visibility Conditions – the field will only be visible when the created conditions are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Text Field

Field Tab

Field Name
- By default, the name will be “New Text Field”. If you add multiple Text Fields, their default name will have an incremental iteration of +1 e.g., “New Text Field 1”.
- Rename each Text Field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Min Length – set the minimum length of the text to be entered in the field.
Max Length – set the maximum length of the text to be entered in the field. By default, the maximum length for the Text field is 512 characters.
Use Text Validation (RegEx) - Where enabled, you can use any of the available validation options. End user answers must be aligned with the selected validation option.
- Text Validation gives you a list of selectable validation options. Each option will have a pre-saved/automatically populated description, RegEx pattern and error message. You can set a default value if necessary.
- Select the text validation that is appropriate for your field:
  - An email address – only a valid email address is accepted in the field.
  - No lowercase characters – only allow uppercase characters.
  - No spaces – prevents the value from containing any spaces.
  - No hyphens –prevents hyphens from appearing in the field.
  - Starting 1- - only accepts values that begin with 1-.
  - Starting with http:// or https:// - only accepts URL’s that start with http:// or https://
  - Check that the first 3 characters of the string are all characters – only allows values that start with 3 characters.
  - Custom RegEx – allows you to enter a custom text validation. You must populate the following for your custom Regex:
    - Description – type an appropriate description for your custom RegEx field
    - RegEx Pattern – type the pattern for for your custom RegEx field
    - Error message – type the error message which will display for the end user when data entries do not meet the validation for your custom RegEx field
    - Default Value – set a default value for your custom RegEx field.
- Click the Default Value field and start typing the content of the Text Field you want to set as default.
Personally Identifiable Information – tag if appropriate
Display Field – is a distinguishing feature for every process instanced.
- Enable the feature to make the field mandatory and the value(s) entered in runtime will be displayed beneath the task name in My Task and beneath process name in My Processes.
- The Display Field must be present in Start Form otherwise an error will appear on validation.

Display Tab

This tab will only be visible on the right-hand pane once the Text field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Add Visibility Conditions – the field will only be visible when the created conditions are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Toggle Field

Field Tab

Field Name
- By default, the name will be “New Toggle Field”. If you add multiple Toggle Fields, their default name will have an incremental iteration of +1 e.g., “New Toggle Field 1”.
- Rename each toggle field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Default Value – set a default value for the Toggle Field in run time
- The pre-populated default value in this field is “No”
- Click the default value field or the chevron, to select a default value from this list:
  - Not Set (no initial value)
  - Yes
  - No
True Text – this is the text value for ‘True.’
- Click the True Text field and type the text or value you want to set for ‘True.’
- Changes are automatically saved.
False Text – this is the text value for ‘False.’
- Click the False Text field and type the text or value you want to set for ‘False.’
- Changes are automatically saved.
Personally Identifiable Information – this option is permanently disabled for the Toggle Field.
Display Field – is a distinguishing feature for every process instanced.
- Enable the feature to make the field mandatory and the value(s) entered in runtime will be displayed beneath the task name in My Task and beneath process name in My Processes.
- The Display Field must be present in Start Form otherwise an error will appear on validation.

Display Tab

This tab will only be visible on the right-hand pane once the Toggle field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Display Mode – Allows you to change the way the Toggle field displays to the end user.
  - By default, the selected mode is Standard.
  - Selectable display modes are:
    - Standard – User will Check correct true option
    - Radio list - User will have a radio button to select correct true option
    - Select - User will have a dropdown list to select correct true option from
  - Changes are automatically saved.
- Add Visibility Conditions – The number field will only be visible on the form when the conditions set up in this section are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
- Delete – This will delete the condition
- Add Parent OR – This will add an OR Group Header
- Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – this will show the creation date and time of the selected field.
Task Field is being used in – this will display the list of the tasks field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, you can click the close or cross button located at the upper right corner. You can notice that the right-hand pane will no longer display the details of the selected field.

Delete Field

Clicking this will fully remove the field from the process.
A dialog box will appear on the screen informing the user what are the forms to be affected from the deletion of the field.

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane, and this will remove the field from the task/form. This button will only appear once the field is added to the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. You can notice it will automatically delete the field on the form.

User Field

Field Tab

Field Name
- By default, the name will be “New User Field”. If you have add multiple User Fields, their default name will have an incremental iteration of +1 e.g., “New User Field 1”.
- Rename each user field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add a Help Text Description, you can click the Help Text Description field and start typing the help description for the field.
Filter User List to Specific Group – switching this on will allow you to select a specific group, that the end user will select a username from
- Click the User Group field and a list of different groups will be displayed
- Select the group relevant to the field you are setting up, or search for the group by typing the name of the group in the search field.
Default Value – set a default value for the User Field in run time
- Click the default value field. It will display a list of all the users. Select the appropriate user you want to set as default from the list.
Personally Identifiable Information – this is permanently disabled for the User Field.
Display Field – is a distinguishing feature for every process instanced.
- Enable the feature to make the field mandatory and the value(s) entered in runtime will be displayed beneath the task name in My Task and beneath process name in My Processes.
- The Display Field must be present in Start Form otherwise an error will appear on validation.

Display Tab

This tab will only be displayed on the right-hand pane once the User field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Add Visibility Conditions – the field will only be visible when the created conditions are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Rows Field

Field Tab

Field Name
- By default, the name will be “New Rows Field”. If you added multiple Rows Fields, their default name will have an incremental iteration of +1 e.g., “New Rows Field 1”.
- Rename each Rows Field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add a Help Text Description, you can click the Help Text Description field and start typing the help description for the field.
Min Rows – set the minimum number of rows for this field in the form/task.
Max Rows – set the maximum number of rows for this field in the form/task.

You can configure the Rows field by following these steps;

Middle Pane (Rows Field)

To configure the Rows field, go to the form where you added the rows field.
On the middle pane, click the “Edit Columns” button located at the left side of the rows field.
Add fields by dragging from the left-hand side onto the rows form. Fields are added in normal view (same as how they are display in the main form designer).
You can notice the middle pane will navigate to the Rows form which gives you the permit to add or edit the fields inside the rows.
On the rows form, you can add the fields by dragging it on the form from the left-hand side.
You can configure the details of each of the fields on the right-hand pane.
Once you have configured it, you can click the blue button “Close rows form” at the upper left corner of the middle pane. Notice it will go back to the form.
On the main form designer, the fields inside the Rows field display a single line version in grid view.
On the rows field, the “Column Settings” button on the right side of the field, when clicked, a dialog box will appear on the screen.
Column Settings - This will give you the option to rearrange the order of the field, configure the size of the field, and you can select the column summary of the field.
- By default, the column size is set to the option Default and the column summary is set to option None as default.
- You can click the chevron for Column Size and a dropdown list will be displayed.
- Select the size from the list appropriate for the field.
- These are the options you can select when you click the chevron for Column Size.
  - Huge - in runtime, this gives the end user a lot of space (500 pixels) to answer.
  - Large - this gives the end user a reasonable amount of space with 375 pixels to answer in runtime.
  - Default - this gives the end user a reasonable space with 250 pixels to answer in runtime.
  - Small - this gives the end user a reasonable space with 200 pixels to answer in runtime.
  - Tiny - this gives the end user a reasonable space with 125 pixels to answer in runtime. Appropriate for dates and numbers.
- A dropdown list will appear when you click the chevron for Column Summary.
- Select the summary option from the list.
- These are the options you can select when you click the chevron for Column Summary.
  - Average - The mean (average) of a data set is found by adding all numbers in the data set and then dividing by the number of values in the set.
  - Median - The median is the middle value when a data set is ordered from least to greatest.
  - Mode - The mode is the number that occurs most often in a data set.
  - Sum - The Sum is the result of adding all the values together
  - None
- You can view the definition of each option of the Column Summary by clicking the chevron located at the bottom of the dialog box.
- Clicking the chevron located between the Column Size and Column Summary will give you the option to rearrange or re-order the fields.
- Reset to form order
  - Clicking this button will bring back the order of the field based on how you arrange the field on the row form.
- Reset to last saved state
  - This button will only be visible when changes are made to the column settings.
  - Clicking this button will reset the order of the field back to its last saved state.
Observe when you click the “Cancel” button on the dialog box will not make any changes on the rows field.
Once you have set the size, order, and summary of the field, click the “Save” button and notice the changes on the rows field.

Note: These options are permanently disabled for Rows Field.

Personally Identifiable Information
Display Field

Display Tab

This tab will only be displayed on the right-hand pane once the Rows field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Add Visibility Conditions – the field will only be visible when the created conditions are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Concatenated Field

Field

Field Name
- By default, the name will be “New Concatenated Field”. If you add multiple Concatenated Fields, their default name will have an incremental iteration of +1 e.g., “New Concatenated Field 1”.
- Rename each Concatenated Field by typing into the Name field. Changes will be automatically saved
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Concatenated Configuration

There are two (2) options you can use to concatenate fields and values. Here are two (2) options.

Add Field Value – this will allow you to select a field to concatenate.
- Click “Add Field Value”. Field Value will be visible.
- Select the field you want to concatenate from the dropdown list. You cannot concatenate a Text Block Field, Rich Text Field, or Rows Field. Fields of this type will not be listed in the dropdown list.
- Click ‘Add Field Value’ button again to select another field to concatenate. Repeat as required.
- You can concatenate multiple fields and specify the order of the selected fields. Re-ordering can also be done by drag and drop.
- See an ellipsis on the right-side of the field value and clicking this will give you two (2) options:
  - Delete – which will remove the field from the concatenation
  - Change to Static Value – changes the field to a value
Add Static Value – this allows you to enter values you want to concatenate along with the selected fields.
- Click “Add Static Value” button. Value field will be visible. Enter a value you want to concatenate.
- Click ‘Add Static Value’ button again to repeat.
- You can drag to re-order.
- See an ellipsis on the right-side of the field value and clicking this will give you two (2) options:
  - Delete - which will remove the static value from the concatenation
  - Change to Field Value - changes the static value to a field
Clear – this will delete the concatenated field configuration in a single action. This button will only appear once you have added a concatenation (fields and or static values).
Separator
- This is used to distinctively separate the values of the selected fields and it has a space by default.
- Enter the character(s) you want to use as separator (including removal of the default space). A maximum of ten (10) characters is allowed for separator.

Note: These options are permanently disabled for Rows Field.

Personally Identifiable Information
Display Field

Display Tab

This tab will only be visible on the right-hand pane once the Concatenated field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Add Visibility Conditions – the field will only be visible when the created conditions are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

What is Settings used for (purpose)?

To customize the process name and select an appropriate icon for it
To determine who can start and/or access the process (runtime process access)
This is where you can configure Thank You and Catalog Page for your process
Where you can include data tables

What is on the Settings page?

Left-Hand Pane

General Settings
Runtime Process Access
Thank You Page
Data Tables
Catalog Page

Right-Hand Pane

General Settings
- Name
- Description
- Process Icon
- Tags
- Users can abandon the process toggle
- Important Process toggle
- Type (of process)
- Version Created By
- Version Published
- Created
- Last Updated
Runtime Process Access
- Default Process Openness
- Default Process Creator Access
- Restrict Access to Start Process Toggle
- Search
- Add
- List of Users/Groups/User Fields
Thank You Page
- List of Action Options
Data Tables
- Middle Pane
  - Add
  - Count of Data Tables (Broken Functionality)
  - Refresh
  - Search
  - List of Data Tables
- Right-hand Pane
  - Details of the selected Data Table (Data, Columns, External Source info)
Catalog Page
- Search
- Content Elements
- Layout Elements

Navigation (How do I get to Settings page?)

There are two ways to navigate to this page;

When in the Home page;
- Click ‘Designer’ on the Frequently Used Apps or Available Apps.
- By default, you are taken to the Process Designs Page.
- By default, all users process designs are visible.
  - Choose a user from the left-hand pane, then select a process design from the middle pane.
- The right-hand pane will display the details of the selected process design
- Click one of the versions or statuses of the process design and by default, you will be taken to the Flow section under the Designers Page.
- Click ‘Settings’ located in the upper middle of the screen just beneath the Navigation bar.
- You will be taken to the General Settings section.
When using the Navigation bar;
- Click ‘Apps’ button on the top right corner of the Navigation Bar, and you can see all available apps
- Click the ‘Designer’ App and by default, you are taken to the Process Designs Page.
- By default, all users process designs are visible
  - Select a user from the left-hand pane, then select a process design from the middle-pane.
- The right-hand pane will display the details of the selected process design.
- Click one of the versions or statuses of the process design and by default, you will be taken to the Flow section under the Designers Page.
- Click ‘Settings’ located in the upper middle of the screen just beneath the Navigation bar.
- You will be taken to the General Settings section.

How to use the functionality in Settings page?

General Settings

Where you can find information for the process and edit the name and description, modify the process icon, add tags, confirm whether users can abandon processes and mark the process as important.

These are the items you can see under the General Settings:

Name

Type the name of the process in the Name field. Process names are unique.
Changes are automatically saved.
You can only change the name if the status of the process is ‘Draft’.
- Click the ‘Change’ button and rename the process.
- Duplication of process names is prevented for draft and published processes. This means you cannot name the process with a process name that is already in use. If you attempt to duplicate a process name a validation will appear which reads “Process name is already in use.”

Description

The description is visible in the process designs card beneath the type of process
Type a relevant description for the process in the Description field. Ideally a short description of the purpose so that this detail is visible to all users in Designer.

Process Icon

The process icon is visible in the process designs card to the far left and can be used as an identifier
To customize the process icon, click the ‘Process Icon’ button and a dialog box will appear on screen.
- Search for the icon using the search field (finds typed value in icon text) or scroll to see the available icons to select from.
Or click the ‘Image URL’ tab to paste an image URL.
- Preview the URL and Click OK to make the image URL the process icon.

Tags – allows users to find processes with ease.

Type the tag you want to set for the process in the Tags field.
You can also select a tag from the list that is visible when the tag field is clicked.
- Note: If the list is empty, you can create a tag type in the Tag section under Designer Admin.

Users can abandon the process toggle

Enabling this will allow users to abandon the process. This functionality is great for housekeeping e.g., processes created in error, or test processes. It is equally important to disable the ability to abandon a process, especially where you need to show an audit trail for all instances or be able to report on all instances of a process.

Important Process toggle

When enabled, all tasks in this process are visible at the top of the Process and Task lists respectively. This means the users will see important process details above all others in their lists.

Type (of the process)

Shows what type of process is applied to the design (Standard or CRM)

Version Created By

Shows the name of the designer of the process.

Version Published

If the process has not been published, a status “Not Published” will populate the field.
If the process has already been published, the published date and time will be displayed following this format DD MMM YYYY HH: MM.
If published on current date, the published date and time will be displayed following this format Today HH: MM.
Published process date and time will match the Process Designs list

Created

Displays date and time when the process version was created and follows this format DD MMM YYYY HH: MM.

Last Updated

Displays the date and time for the most recent modifications of the process version and follows this format DD MMM YYYY HH: MM.

Runtime Process Access

Settings cannot be changed if the process is published.
For a draft version of a process, control who has access to the process, add or restrict a user or group of users.

These are the items you can see under the Runtime Process Access:

Default Process Openness

Allows you to set the accessibility of the process. Available options are:

Public – default setting for the process. Any user has read access.
Restricted – users who are involved in the process can view any task in the process.
Secure – only users explicitly given access to a task may view the process.

Default Process Creator Access

Allows you to set the default level of visibility on all tasks when a user kicks off the process.

These are the two (2) level of visibility you can select from the list;

None – this means there is currently nothing set in the process
Read Only - the process creator can view any task in the process
Full Access – the process creator can edit and complete any task in the process.

Restrict Access to Start Process Toggle

The toggle switch is off by default, thus allowing any user to start the process.

Turning on this option restricts the ability to start the process. If enabled, you must identify the Users and/or User Groups to whom you want to grant access to start a process.

Search – lets you search the users or groups that have been given access to start the process by typing the name of the user or group in the Search field.

List of Users/Groups/User Fields – displays the list of the users /user groups you have authorized to start the process.

When users or user groups are added, the actions they can perform are limited based on the selected options:

Start – tick the box to authorize the user or group to kick off/start the process. Start option will only appear once you have toggled on the ‘Restrict Access to Start Process’ option.

View – tick the box to enable the user to only view the process. The View option will only appear when the Default Process Openness is not set to ‘Public’.

Save & Complete – tick the box to enable the user or group to only save and complete the process.

Full Control – tick the box to give the user/group full authority to start, view, save and complete the process.

You can delete the user/group/user field by clicking the 'Delete' button located at the right-side of the list.

Add a user or group by clicking on the 'Add' button

A dialog box will appear. There are 3 options to choose from:

User – adding security permission to a user
User Group – adding security permission to a user group. This means the user group exists already and the users within this group are the ones you want to give access to.
User Field – adding security permission to a user field. This means the user field exists already and the users within this group are the ones you want to give access to.

Thank You Page

Define the Thank You page for the process. Once a process has commenced, this page will appear. You can see a list of actions that can be triggered upon start of the process:

- Show Default Thank You Page
  - Display the default Thank You Page for the process.
- Go to Task (If active task assigned to user)
  - When a user starts the process, they’ll be taken directly to the first active Task on the proviso they are assigned to it.
- Go to Process Diagram
  - User is taken to the Process Diagram after launching the Process.
- Return to Start Form
  - This option will take the user back to the Start Form after kicking off the Process.
- Show Custom Thank You Page
  - Customize a Thank You Page for the process.
    - Tick the radio button for Show Custom Thank You Page and a Rich Text Field with Toolbar will be displayed.
    - You can type the desired message which is appropriate for the Process.

Data Tables

Where you can add, select, and edit the data table for the process.

Add

- You can add a data table by clicking the 'Add' button, and a dialog box will appear.
- On the dialog box, the ‘Create new data table’ is selected as the default type. Type the name of the Data Table and click ‘OK’ to save.
- By default, table added of type New will be added to the top of the list. Data tables of type ‘Shared’ will be added at the bottom.
- You can also select ‘Link Shared Data Table’. Click the ‘Add’ button again and select the ‘Link Shared Data Table’. The dropdown list will display all available shared data tables.
  - Select the data table by clicking the Shared Data Table field or search the data table in the search field and click Ok to save.
- Your saved data table will be on the list. If you click "Cancel", no data tables are added to the list.
- By default, the right-hand pane will display the Columns Tab for a selected data table of type New. If of type Shared the default tab will be Data.

Number of data tables - this will display the number of data tables in the list. (Broken Functionality)

Refresh

Allows your data table list to refresh.
If you click the ‘Refresh’ button. The middle-pane will load and refresh the list.

Search

Helps you search the Data Tables from the list.
In the search field, type the word(s) or letter(s). Return is based on what is typed.
To clear a search, click the “Cross” button, this will delete what you typed in the search field and return the entire list of data tables.

On the right-hand Pane under the Data Table, you will find:

Name of the Data Table - displays the name of the Data Table.

If the data table is of Type ‘New’
- Ellipses with two (2) options as follows;
  - Rename – you can rename your Data Table to suit your purpose
    - On the dialog box, change the name of the Data table, click ‘Ok’ to save the new name.
    - The name of the Data Table will update in the list.
  - Delete – this will remove the Data Table from the list.
- If you want to remove a Shared Data table, click the ellipsis next to the ‘Shared’ bubble and select the unlink option.
  - The selected shared data table will no longer display the details and will be removed automatically from the data table list.

Close - allows you to close the whole pane for selected data table and return to default display, which reads “No Data Table Selected.”

Columns Tab

Search

In the search field, type the word(s) or letter(s). Return is based on what is typed.
To clear a search, click the “Cross” button, this will delete what you typed in the search field and return the entire list of columns.

Add Columns

When you click the ‘Add Column’ button, a new column is visible on screen
Name the column of the data table by typing into the Column Name field.
Select the type of data you want to enter. There are the two (2) types of data you can select;
- Display Text – used to display text to the user.
- Number Value – used to store a value.
On the right-side of the column are actions you can click:
- Archive – this will archive the column and the values on the archived column won’t be displayed during runtime.
- Process Usage List – this will display the list of processes where the column(s) are being used.

Set ID Column

The ID Column is a unique identifier which is used as the primary key to identify a row of data from the specific table. You can only specify one “unique” column for a data table.
When clicked, a dialog box appears, allowing you to select an identifier column for the data table.
- If no ID Column is specified for an Internal Data Table, a message banner will appear on top of the right-hand pane which reads ‘No identifier column has been selected. This could result in duplicated rows being entered.’
- For External Data Table, if no ID Column is set, a message banner will appear on top of the right-hand pane which reads ‘No identifier column has been selected. This could result in incorrect syncing from the external data source.’
Click ‘Select’ from the dialog box and an asterisk will be visible in front of the column name.
Then click the ‘Save’ button located at the bottom of the right-hand pane to save the ID Column settings.
When you attempt to change the ID Column for the data table, the data from the column is validated to ensure values entered are unique.
- A validation will appear which reads “Column cannot be selected as duplicate row values exist” if any value is duplicated.

Save

You must click the ‘Save’ button to retain all changes made to columns in the data table. Updates are not automatically saved.

Undo

You can click the 'Undo' button to reverse all actions since the last save.

Data Tab

Search

Type the word(s) or letter(s) in the Search field. Rows returned will match typed text.
You can clear a search by clicking the clear or cross button on the right-side of the Search field and return the full list of rows

Add Row (for data table type: New, not available if data table is of type: Synced)

To add a row, you must first add columns in the Column Tab.
Column Headers will be visible on screen
Click ‘Add Row’ button to add rows, populate all column cells according to their type (text or number)
When you add a row to the data table, the new row will be added to the top of the list by default. Rows are inserted in a consistent order when multiple rows are added at once.

Rows

Values and text in rows can be edited and saved.
- If an ID Column has been set for Internal Data Table, new or updated data rows with the same values in the unique column cannot be saved. A red banner appears at the top which reads ‘Please correct rows with duplicated identity column values.’
For each row there is additional functionality:
- Archive – this will allow you to archive the row and the values on the archived row won’t be displayed during runtime.
- Process Usage List - this will display the list of processes where the row(s) are being used.

Save

Rows must be saved to retain your changes. Updates are not automatically saved.

Undo

You can click the Undo button to reverse all actions since the last save.

Catalog Page

Create and edit the landing page for the process. Users will see this content when they go to the Information section of the process. Ideally you want users to understand the purpose of using this process and what the outcome will be. The aim is to create clarity.

Before a process is published, a Catalog page must be created.

Search - you can use this field to search for the element you want to use to create or edit the catalog page.

There are two (2) types of elements you can use to create or edit the catalog page for the process:

Content Elements – these are the elements used to add content to the Catalog Page of the Process.

For Heading:

Drag the ‘Heading’ content element onto the edit page.
Place the element where you want it to be displayed. The element will have a toolbar at the top.
Type the heading of the page.
You can also emphasize the heading by clicking the ‘Emphasize’ icon (the very last icon in the toolbar). The background of the element will change to color blue and the text font will change to color white.
Add a placeholder in the Heading by clicking the “Insert/Edit Short code” icon found in the toolbar. A placeholder dialog box will appear, the category ‘Process attributes’ is ticked by default.
Then, select the appropriate placeholder. Placeholders are the values entered in the General Settings. These are the placeholders you can select;
- Name – at runtime, in the information section of the process, the process name displays as per General Settings.
- Description – at runtime, in the information section of the process, the description displays as per General Settings.
You can insert the name of the selected placeholder as prefix text by switching on the toggle for ‘Insert name before placeholder’.
Click Insert/Update Placeholder. Changes you make will automatically be saved.
To the right-hand side of the screen (Edit Block) will be displayed, clicking the “Switch to Paragraph” will change the element to Paragraph.
You can delete an element by clicking the ‘Delete’ button located at the top-right corner of the element field or;
You can click the ‘Remove Block’ from the Edit Block; this will remove the element from the catalog page.
Close the right-hand pane by clicking the Close button on the upper right corner.

For Paragraph:

Drag the ‘Paragraph’ content element onto the edit page.
Place the element where you want it to be displayed. The element will have a toolbar at the top.
Type the content of the catalog page.
In case you need a placeholder in the paragraph, you can add the placeholder by clicking the “Insert/Edit Short code” icon. A Placeholder dialog box will appear, the category ‘Process attributes’ is ticked by default.
Then, select the appropriate placeholder. Placeholders are the values entered in the General Settings. These are the placeholders you can select;
- Name – at runtime, in the information section of the process, the process name displays as per General Settings.
- Description – at runtime, in the information section of the process, the description displays as per General Settings.
You can insert the name of the selected placeholder as prefix text by switching on the toggle for ‘Insert name before placeholder’.
Click Insert/Update Placeholder. Changes you make will be saved automatically.
To the right-hand side of the screen (Edit Block) will be displayed, clicking the “Switch to Heading” will change the element to Heading.
You can delete the element by clicking the Delete button located at the top-right corner of the element field or;
You can click the ‘Remove Block’ from the Edit Block; this will remove the element from the catalog page.
Close the right-hand pane by clicking the Close button on the upper right corner of the pane.

For HTML:

Drag and drop the HTML content element onto the edit page, a box with a toolbar will appear.
Type the HTML content for the catalog page.
An Edit Block will also be visible to the far right.
On the Edit Block, there is an Advanced toggle switch. This is disabled by default. Enable the toggle switch only if you have a profound understanding of HTML. The system will not check for errors in code.
You can close the Edit Block by clicking the Close button on the upper right corner of the pane.

Layout Elements – these are the elements used in designing the Catalog Page of the Process.

For Section

Drag the Section layout element onto the edit page.
Place the element where you want it to be displayed. The element will have a toolbar at the top.
Type the content for the section. Emphasize the heading by clicking the emphasize icon (very last icon of the toolbar). The background of the element will change to color blue and the text font will change to colour white.
Add a placeholder by clicking the “Insert/Edit Short code” icon. A Placeholder dialog box will appear, the category ‘Process attributes’ is ticked by default.
Then, select the appropriate placeholder. Placeholders are the values entered in the General Settings. These are the placeholders you can select;
- Name – at runtime, in the information section of the process, the process name displays as per General Settings.
- Description – at runtime, in the information section of the process, the description displays as per General Settings.
You can insert the name of the selected placeholder as prefix text by switching on the toggle for ‘Insert name before placeholder’.
Click Insert/Update Placeholder. Changes made will be automatically saved.
To make the section collapsible, go to the Edit Block.
- There is a 'Prevent Collapse' or 'Collapsed by default' toggle switch.
  - For a collapsible section do not enable any option
  - For a not collapsible section enable 'Prevent Collapse'
  - For a pre-collapsed section enable 'Collapsed by default'
You can delete the element by clicking the ‘Delete’ button located at the top-right corner of the element field or;
You can click the ‘Remove Block’ from the right-hand pane, this will remove the element from the catalog page.
Close the right-hand pane by clicking the Close button on the upper right corner of the pane.

For Columns:

Drag the Columns layout element onto the edit page and place the element where you want it to be displayed.
Add content onto the column by dragging the Paragraph element inside the cell of the columns.
You can start typing the content for the Catalog page. Notice that the changes you have made will be automatically saved.
To add column(s) and row(s) in the Catalog page, go to the Edit Block.
- To the right of the screen (Edit Block) will be visible.
- Update number of columns and rows as desired. The maximum number of columns supported is four (4).
- Removing columns or rows will also remove the child blocks within the columns and rows.
- By default, multiple blocks per cell is enabled. Meaning a cell can have more than 1 element in it.
You can delete the element by clicking the Delete button located at the top-right corner of the element field.
Close the right-hand pane by clicking the Close button on the upper right corner of the pane.

For Spacer:

Drag the Spacer layout elements onto the edit page.
Place the element to where you want to be displayed.
To set the height of the spacer use the Edit Block (to the right)
- By default, the spacer is 100 px. Edit to px required.
You can delete the element by clicking the Delete button located at the top-right corner of the element field.
Close the right-hand pane by clicking the Close button on the upper right corner of the pane.

Forms (Middle Pane)

Task Dropdown – allows you to select the task you want to view and design a form for
- By default, the task list is collapsed (chevron is pointing downwards). When the Task dropdown is expanded, the chevron will point upwards.
- To view a task form, click the Task list and select the task you want to view, or you can search for the task using the search field.
- Once a task is selected, the respective form displays in the middle pane.
- To remove a task, you can click the ‘clear/cross’ button found at the right side of the task name. The middle pane will no longer display the form of the selected task.
Ellipsis

These are the actions you can take when you click the ellipsis.

Re-order tabs - forms can have multiple tabs. Change the order of form tabs in the pop up and confirm new layout by clicking 'Set Tab Order'
Mirror Tab(s) – allows you to mirror another form in the process. Changing one form will update all the mirrored forms.
- When clicked, a dialog box will appear. If the task has multiple forms, you can choose the form you want to mirror in the form field which will be visible at the bottom of the dialog box. The middle pane will display the form you have selected.
- If a task has a single form, select the task and by default the form is pre-populated with the form.
- If you want to mirror tabs from multiple tasks, check the 'Mirror Multiple Tabs' option and tick the multiple tabs you want to mirror.
- At the bottom of the dialog box, confirm ‘I am aware this action will clear the existing data in the form’. Ticking this option will allow you to successfully mirror the form you have selected.
- On the upper right-side of the middle pane, a mirror icon appears informing the designer that the form is mirrored.
- To un-mirror a form, click the ellipsis and select the “Unmirror” option from the list. A dialog box will appear on the screen asking what you would like to do with the form upon unmirroring.
  - These are the two (2) option you can select:
    - Start a new blank form – allows you to design from scratch
    - Copy mirrored form – the form will be copied, so no longer a mirrored form. Meaning changes can be made to it that will not affect the original form that was mirrored.
Copy Tab(s) – allows you to copy a form from another task within the process.
- Select “Copy Tab(s)” and a dialog box will appear.
  - Select the task from the dropdown list or you can search for the task you want to copy using the search field.
  - There will be a new field visible. The field will automatically fill out by default. If the selected task has multiple tabs, you can select the tab you want to copy from the dropdown list.
  - If you want to copy tabs from multiple tasks, check the box 'Copy Multiple Tabs' option and tick the multiple tabs you want to copy.
  - At the bottom of the dialog box, confirm ‘I am aware this action will clear the existing data in the form’. Ticking this option will allow you to successfully override the existing form.
  - Click the “Copy Tabs” button. The middle pane will display a copy of the form you selected.
- When you copy a tab with the same name within the selected task, the tab will be replicated with an iteration of (1), (2), (3), (n) at the end of the tab name.
Add tab – adds a new form in the task. Tasks can have multiple forms.
- A dialog box will appear on the screen, type the name of the form on the name field and click “Add tab”.
- A new blank form will be added to the task adjacent to the default form.
- A new tab can be added without first adding a field to the form. You can also change the arrangement of tabs in a form.
- You cannot add a new tab with a name that is already in use on the selected task or a reserved name (e.g. "Help", "Form")
Rename tab – gives you the option to change the form name
- A dialog box will appear on the screen, rename the form on the Name field and click “Save”.
- Form name will be saved.
- You cannot rename a tab with a name that is already in use on the selected task or a reserved name (e.g. "Help", "Form')
Clear tab
- Option is available when there is only 1 form associated with the task. Clicking this will permanently delete the content in the form attached to the task. The result is a blank form.
Delete tab
- If more than one forms exist, this option will be available instead of ‘Clear tab’
- Clicking this will permanently delete the selected form attached to the task. The form will no longer be visible.
Delete Multiple Tabs
- If more than one forms exist, this option will be available instead of ‘Clear tab’
- Clicking this will permanently delete the selected form attached to the task. The form will no longer be visible.
Form(s) – where you design the form for a task.
- Click and/or drag fields from the fields tab onto the blank form. You can position fields according to where you want these to be displayed to the end user.

Best practice: Have only relevant fields on a form.

Use the Layout Tab elements to put a placeholder, emphasize a field, add instructions to the form, create a section and add a column.
Help – where you add the help content for a task. Give context – what is needed and why there is a need. Guide and instruct end users how to obtain or decide which inputs are best to fill in their forms. Explain options if there are many an end user can select from.
- Click / drag an element to the middle pane and type the content of the Help.
- Use the layout elements to create sections, add columns and /or spacer for the Help.

Field Details (Right-hand Pane)

When you click on one of the field types, the following items will be displayed to the right.

Field Type listed in alphabetical order below:

Calculated Field

Field Tab

Field Name
- Field name will be used throughout the process. So, if changed in one form, all forms where this field name is referenced will be changed too (think of it as a default label for the field). To change the display name (what’s visible to the end user) on forms, go to the Display tab where you can modify the display name and help text for the field. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- By default, the name will be “New <<Field Type>> Field”. Example: Adding 2 Calculated Fields to a process will give the default name plus an increment of +1 e.g. “New Calculated Field 1” and “New Calculated Field 2”.
- Rename by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Calculation Configuration: Add Field Value – allows you to select number fields from the process to perform a calculation based on an operation
- Click “Add Field Value”. At least two values must be added to perform a calculation.
- Click Add Field Value again and select a number field and operation from the dropdown list.
- The ellipsis to the right of the field value gives you two (2) options:
  - Delete
  - Change to Static Value
Calculation Configuration: Add Static Value – allows you to input a fixed value to be executed as part of the calculation.
- Click “Add Static Value”. Type the fixed value and select the operation.
- The ellipsis to the right of the field value gives you two (2) options:
  - Delete
  - Change to Field Value
Delete – deletes the calculation configuration in a single action. This button will only appear once you have added a value.
Result Display Format – allows you to select the preferred format to display the calculation result on the form.
- Default
- Currency
  - Then select Currency Type:
    - Pounds – GBP - £
    - Euro – EUR - €
    - Dollars – USD - $
- Decimal
- Number
- Percent

Note: These options are disabled for Calculated Field type

Personally Identifiable Information
Display field

Display Tab

This tab will only be displayed on the right-hand pane once the Calculated field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – Disabled by default for Calculated Field, as calculation results are not editable by end users.
- Required – Disabled by default for Calculated Field, as calculation results can only be viewed in a form.
- Show Name Label – Enabled by default. If switched off (disabled) the label of the field will not be visible on the form. Example: Useful if you have a grid and want the user to only see the data input field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Add Visibility Conditions – The calculated field will only be visible on the form when the conditions set up in this section are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Date Field

Field Tab

Field Name
- By default, the name will be “New Date Field”. If you add multiple Date Fields, their default name will have an incremental iteration of +1 e.g., “New Date Field 1”.
- Rename each date field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Weekdays Only – switching this on will allow you to select dates from Monday to Friday only. So, the end users will only be able to select dates within this parameter.
Include Time – turning this on will include and display the time on the field. Users will read date and time.
Min. Days from Process Start – this will set the minimum number of days from the actual start date of the process, that the end user can select from.
Max. Days from Process Start – this will set the maximum number of days from the actual start date of the process, that the end user can select from.
Default Value – Set a default value for the date field in run time, based on these options:
- None – no default value is used
- Current Date – the default value will be the date when the process is created
- Fixed Value – the date which is selected will be the default value for this date field for every process that is created
Personally Identifiable Information - tag must be enabled if this date field holds any data that could potentially identify a specific individual
Display Field – is a distinguishing feature for every process instanced.
- Enable the feature to make the field mandatory and the value(s) entered in runtime will be displayed beneath the task name in My Task and beneath process name in My Processes.
- The Display Field must be present in Start Form otherwise an error will appear on validation.

Display Tab

This tab will only be visible on the right-hand pane once the Date field is in use in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Add Visibility Conditions – The date field will only be visible on the form when the conditions set up in this section are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
  - Add AND Group – This will require at least 2 conditions
AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

File Field

Field Tab

Field Name
- By default, the name will be “New File Field”. If you add multiple File Fields, their default name will have an incremental iteration of +1 e.g., “New File Field 1”.
- Rename each file field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Allow multiple files to be uploaded - turning this on will allow the end user to upload multiple files.
Restrict File Formats – Limit the format of uploads. End users will only be able to upload documents in the accepted format(s). Accepted formats are the ones selected in this field.
- Click on the field to see a dropdown list of supported formats; or search for a format in the search field.
- Select format(s) from the dropdown list. The selected format(s) will be saved on the field.
- You can delete any selected format by clicking the (x) close / cross button beside the format name. The deleted format will no longer be supported as an answer to the field.
Max File Size in MB – Configure the maximum size of the file(s) to be uploaded.
- By default, the maximum size of the file is 36 MB.
- Enter a value (in MB) less than or equal to 36 MB.

Note: These are disabled for File Field.

Personally Identifiable Information
Display Field

Display Tab

This tab will only be displayed on the right-hand pane once the File field is use in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Add Visibility Conditions – the file field will only be visible on the form when the conditions set up in this section are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Number Field

Field Tab

Field Name
- By default, the name will be “New Number Field”. If you add multiple Number Fields, their default name will have an incremental iteration of +1 e.g., “New Number Field 1”.
- Rename each number field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Min. Value – Determines the minimum value to be input in the field.
Max. Value – Determines the maximum value to be entered in the field.
Is Currency – Gives you the option to set the number into currency format.
- The Currency Type field will become visible once the toggle is turned on, and you can then click the field to select the currency from the list:
  - Pounds – GBP - £
  - Euro – EUR - €
  - Dollars – USD - $
Prevent Negative – switching this on will block all negative values from being entered into the field.
Number of Decimals – set how many decimal points are allowed in the field. By default, the number of decimals is set to (2) two decimal points.
Default Value – this will give you the option to set a default value for the Number field.
Personally Identifiable Information – this is disabled for Number field.
Display Field – is a distinguishing feature for every process instanced.
- Enable the feature to make the field mandatory and the value(s) entered in runtime will be displayed beneath the task name in My Task and beneath process name in My Processes.
- The Display Field must be present in Start Form otherwise an error will appear on validation.

Display Tab

This tab will only be visible on the right-hand pane once the Number field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Add Visibility Conditions – The number field will only be visible on the form when the conditions set up in this section are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Options Field

Field Tab

Field Name
- By default, the name will be “New Options Field”. If you add multiple Option Fields, their default name will have an incremental iteration of +1 e.g., “New Option Field 1”.
- Rename each option field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Items have values – If enabled you can create a list of values from which the users can select a value as their answer. In effect you are creating a dropdown list for this field. This list is created in the Item Source - Entered List section.
Allow adding additional Option item – switching this on will give the end user the ability to add additional custom option item(s) to the dropdown list in run time.
Item Source – this is where your data/options are pulled from. You can create list of values (enter your own list to create a dropdown list or use a data table as the source for the dropdown list)
- By default, the radio button for Entered List is ticked.
- Entered List (‘Items have values’ must be enabled so that you have the choice to set up value type ‘Numerical’ or ‘Text’)
  - Click the “New Option” button to add option
  - A new option field will be added (row for you to add a value).
  - Type the lookup item options in the Text field (e.g., Option 1)
  - Type the lookup item value in the Value field (e.g., 10)
  - An option in the list can be set as default by enabling the toggle located at the right side of the lookup field, next to the delete button.
  - Options are automatically saved.
  - Delete an option by clicking the ‘Delete’ button on the right-side of the lookup field.
- Data Table
  - To use a data table as the source of values, you must first link the data table to the process.
    - Go to Settings/Data Tables and Add the relevant data table.
    - Then you can select it as the source data table for the options field.
  - Select the Source Data Table from the dropdown list. This list will have the names of all data table under Settings/Data Tables for your process
    - Select the Display Column for the Data Table
    - Select a Default Value from the Display Column if you want to use this option
- Parent Lookup Data Table
  - In effect, this reflects cascading options. Use this option to lookup values from the selected data table. Options will be filtered based on what the end user picks on the parent lookup data table in WMS.
    - To add this option, select the Parent Lookup from the dropdown list. All the option field(s) with data table in your process will be included in this list.
    - Then you can select the Source Data Table from the dropdown list. This list will have all the relevant Data Table(s) linked to your process.
      - Select the Display Column for the Data Table. This is possible if the data table was manually entered.
    - To select a default value for this field, you must first select a default value for its parent lookup data table field.
Personally Identifiable Information – Tag this field if appropriate
Display Field – is a distinguishing feature for every process instanced.
- Enable the feature to make the field mandatory and the value(s) entered in runtime will be displayed beneath the task name in My Task and beneath process name in My Processes.
- The Display Field must be present in Start Form otherwise an error will appear on validation.

Display Tab

This tab will only be visible on the right-hand pane once the Options field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Display Mode – Allows you to change the way the Options field dropdown list displays to the end user.
  - By default, the selected mode is Standard.
  - Selectable display modes are: Standard and Radio list. Changes are automatically saved.
- Add Visibility Conditions – The number field will only be visible on the form when the conditions set up in this section are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Rich Text Field

Field Tab

Field Name
- By default, the name will be “New Rich Text Field”. If you have add multiple Rich Text Fields, their default name will have an incremental iteration of +1 e.g., “New Rich Text Field 1”.
- Rename each Rich Text Field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Default Value – set a default value for the Rich Text Field in run time
- Click the text box for Default value, a toolbar will appear on the top of the text box.
- Type the content you want the end user to read as the default value for this Rich Text Field. Useful if you want the format of the answer to follow a given standard. End users can fill in the blanks.

Note: These options are disabled for Rich Text Field

Personally Identifiable Information
Display Field

Display Tab

This tab will only be displayed on the right-hand pane once the Rich Text field is use in the form/task
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Height – Control the height for the Rich Text Field in the form
  - By default, the height of the Rich Text Field is 450px.
  - Select the appropriate height for the field. The minimum height is 200px and the maximum height is 700px.
  - Changes are automatically saved.
- Add Visibility Conditions – the file field will only be visible on the form when the conditions set up in this section are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Text Block Field

Field Tab

Field Name
- By default, the name will be “New Text Block Field”. If you add multiple Text Fields, their default name will have an incremental iteration of +1 e.g., “New Text Block Field 1”.
- Rename each Text Block Field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Max Length – Maximum text (number of characters) the end user can enter in the field.
- By default, the maximum length of the text is 16,384.
- Click and change the maximum length depending on the required length for the field. This field is particularly useful if the answer exceeds the 512 characters allowed in Text Field.
Default Value – set a default value for the Text Block Field in run time
- Click the Default value field and type the content you want the end user to read as the default value for this Text Block Field.
- No formatting of text can be done for this field
Personally Identifiable Information – Tag this option if appropriate
Display Field – is a distinguishing feature for every process instanced.
- Enable the feature to make the field mandatory and the value(s) entered in runtime will be displayed beneath the task name in My Task and beneath process name in My Processes.
- The Display Field must be present in Start Form otherwise an error will appear on validation.

Display Tab

This tab will only be visible on the right-hand pane once the Text Block field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Height (in rows) – Allows you to set the height for the Text Block Field.
  - By default, the height of the Text Block Field in rows is (3) three.
  - Click the (+) plus sign icon to increase the height in rows or;
  - Click the (-) minus sign icon to decrease the height in rows.
  - Changes are automatically saved.
- Add Visibility Conditions – the field will only be visible when the created conditions are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Text Field

Field Tab

Field Name
- By default, the name will be “New Text Field”. If you add multiple Text Fields, their default name will have an incremental iteration of +1 e.g., “New Text Field 1”.
- Rename each Text Field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Min Length – set the minimum length of the text to be entered in the field.
Max Length – set the maximum length of the text to be entered in the field. By default, the maximum length for the Text field is 512 characters.
Use Text Validation (RegEx) - Where enabled, you can use any of the available validation options. End user answers must be aligned with the selected validation option.
- Text Validation gives you a list of selectable validation options. Each option will have a pre-saved/automatically populated description, RegEx pattern and error message. You can set a default value if necessary.
- Select the text validation that is appropriate for your field:
  - An email address – only a valid email address is accepted in the field.
  - No lowercase characters – only allow uppercase characters.
  - No spaces – prevents the value from containing any spaces.
  - No hyphens –prevents hyphens from appearing in the field.
  - Starting 1- - only accepts values that begin with 1-.
  - Starting with http:// or https:// - only accepts URL’s that start with http:// or https://
  - Check that the first 3 characters of the string are all characters – only allows values that start with 3 characters.
  - Custom RegEx – allows you to enter a custom text validation. You must populate the following for your custom Regex:
    - Description – type an appropriate description for your custom RegEx field
    - RegEx Pattern – type the pattern for for your custom RegEx field
    - Error message – type the error message which will display for the end user when data entries do not meet the validation for your custom RegEx field
    - Default Value – set a default value for your custom RegEx field.
- Click the Default Value field and start typing the content of the Text Field you want to set as default.
Personally Identifiable Information – tag if appropriate
Display Field – is a distinguishing feature for every process instanced.
- Enable the feature to make the field mandatory and the value(s) entered in runtime will be displayed beneath the task name in My Task and beneath process name in My Processes.
- The Display Field must be present in Start Form otherwise an error will appear on validation.

Display Tab

This tab will only be visible on the right-hand pane once the Text field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Add Visibility Conditions – the field will only be visible when the created conditions are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Toggle Field

Field Tab

Field Name
- By default, the name will be “New Toggle Field”. If you add multiple Toggle Fields, their default name will have an incremental iteration of +1 e.g., “New Toggle Field 1”.
- Rename each toggle field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Default Value – set a default value for the Toggle Field in run time
- The pre-populated default value in this field is “No”
- Click the default value field or the chevron, to select a default value from this list:
  - Not Set (no initial value)
  - Yes
  - No
True Text – this is the text value for ‘True.’
- Click the True Text field and type the text or value you want to set for ‘True.’
- Changes are automatically saved.
False Text – this is the text value for ‘False.’
- Click the False Text field and type the text or value you want to set for ‘False.’
- Changes are automatically saved.
Personally Identifiable Information – this option is permanently disabled for the Toggle Field.
Display Field – is a distinguishing feature for every process instanced.
- Enable the feature to make the field mandatory and the value(s) entered in runtime will be displayed beneath the task name in My Task and beneath process name in My Processes.
- The Display Field must be present in Start Form otherwise an error will appear on validation.

Display Tab

This tab will only be visible on the right-hand pane once the Toggle field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Display Mode – Allows you to change the way the Toggle field displays to the end user.
  - By default, the selected mode is Standard.
  - Selectable display modes are:
    - Standard – User will Check correct true option
    - Radio list - User will have a radio button to select correct true option
    - Select - User will have a dropdown list to select correct true option from
  - Changes are automatically saved.
- Add Visibility Conditions – The number field will only be visible on the form when the conditions set up in this section are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
- Delete – This will delete the condition
- Add Parent OR – This will add an OR Group Header
- Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – this will show the creation date and time of the selected field.
Task Field is being used in – this will display the list of the tasks field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, you can click the close or cross button located at the upper right corner. You can notice that the right-hand pane will no longer display the details of the selected field.

Delete Field

Clicking this will fully remove the field from the process.
A dialog box will appear on the screen informing the user what are the forms to be affected from the deletion of the field.

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane, and this will remove the field from the task/form. This button will only appear once the field is added to the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. You can notice it will automatically delete the field on the form.

User Field

Field Tab

Field Name
- By default, the name will be “New User Field”. If you have add multiple User Fields, their default name will have an incremental iteration of +1 e.g., “New User Field 1”.
- Rename each user field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add a Help Text Description, you can click the Help Text Description field and start typing the help description for the field.
Filter User List to Specific Group – switching this on will allow you to select a specific group, that the end user will select a username from
- Click the User Group field and a list of different groups will be displayed
- Select the group relevant to the field you are setting up, or search for the group by typing the name of the group in the search field.
Default Value – set a default value for the User Field in run time
- Click the default value field. It will display a list of all the users. Select the appropriate user you want to set as default from the list.
Personally Identifiable Information – this is permanently disabled for the User Field.
Display Field – is a distinguishing feature for every process instanced.
- Enable the feature to make the field mandatory and the value(s) entered in runtime will be displayed beneath the task name in My Task and beneath process name in My Processes.
- The Display Field must be present in Start Form otherwise an error will appear on validation.

Display Tab

This tab will only be displayed on the right-hand pane once the User field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Add Visibility Conditions – the field will only be visible when the created conditions are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Rows Field

Field Tab

Field Name
- By default, the name will be “New Rows Field”. If you added multiple Rows Fields, their default name will have an incremental iteration of +1 e.g., “New Rows Field 1”.
- Rename each Rows Field by typing into the Name field. Changes will be automatically saved.
Help Text Description
- To add a Help Text Description, you can click the Help Text Description field and start typing the help description for the field.
Min Rows – set the minimum number of rows for this field in the form/task.
Max Rows – set the maximum number of rows for this field in the form/task.

You can configure the Rows field by following these steps;

Middle Pane (Rows Field)

To configure the Rows field, go to the form where you added the rows field.
On the middle pane, click the “Edit Columns” button located at the left side of the rows field.
Add fields by dragging from the left-hand side onto the rows form. Fields are added in normal view (same as how they are display in the main form designer).
You can notice the middle pane will navigate to the Rows form which gives you the permit to add or edit the fields inside the rows.
On the rows form, you can add the fields by dragging it on the form from the left-hand side.
You can configure the details of each of the fields on the right-hand pane.
Once you have configured it, you can click the blue button “Close rows form” at the upper left corner of the middle pane. Notice it will go back to the form.
On the main form designer, the fields inside the Rows field display a single line version in grid view.
On the rows field, the “Column Settings” button on the right side of the field, when clicked, a dialog box will appear on the screen.
Column Settings - This will give you the option to rearrange the order of the field, configure the size of the field, and you can select the column summary of the field.
- By default, the column size is set to the option Default and the column summary is set to option None as default.
- You can click the chevron for Column Size and a dropdown list will be displayed.
- Select the size from the list appropriate for the field.
- These are the options you can select when you click the chevron for Column Size.
  - Huge - in runtime, this gives the end user a lot of space (500 pixels) to answer.
  - Large - this gives the end user a reasonable amount of space with 375 pixels to answer in runtime.
  - Default - this gives the end user a reasonable space with 250 pixels to answer in runtime.
  - Small - this gives the end user a reasonable space with 200 pixels to answer in runtime.
  - Tiny - this gives the end user a reasonable space with 125 pixels to answer in runtime. Appropriate for dates and numbers.
- A dropdown list will appear when you click the chevron for Column Summary.
- Select the summary option from the list.
- These are the options you can select when you click the chevron for Column Summary.
  - Average - The mean (average) of a data set is found by adding all numbers in the data set and then dividing by the number of values in the set.
  - Median - The median is the middle value when a data set is ordered from least to greatest.
  - Mode - The mode is the number that occurs most often in a data set.
  - Sum - The Sum is the result of adding all the values together
  - None
- You can view the definition of each option of the Column Summary by clicking the chevron located at the bottom of the dialog box.
- Clicking the chevron located between the Column Size and Column Summary will give you the option to rearrange or re-order the fields.
- Reset to form order
  - Clicking this button will bring back the order of the field based on how you arrange the field on the row form.
- Reset to last saved state
  - This button will only be visible when changes are made to the column settings.
  - Clicking this button will reset the order of the field back to its last saved state.
Observe when you click the “Cancel” button on the dialog box will not make any changes on the rows field.
Once you have set the size, order, and summary of the field, click the “Save” button and notice the changes on the rows field.

Note: These options are permanently disabled for Rows Field.

Personally Identifiable Information
Display Field

Display Tab

This tab will only be displayed on the right-hand pane once the Rows field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Add Visibility Conditions – the field will only be visible when the created conditions are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

Concatenated Field

Field

Field Name
- By default, the name will be “New Concatenated Field”. If you add multiple Concatenated Fields, their default name will have an incremental iteration of +1 e.g., “New Concatenated Field 1”.
- Rename each Concatenated Field by typing into the Name field. Changes will be automatically saved
Help Text Description
- To add Help Text Description, type relevant text in the field. This description will be visible for the end user to read on the form, beneath the field.
Concatenated Configuration

There are two (2) options you can use to concatenate fields and values. Here are two (2) options.

Add Field Value – this will allow you to select a field to concatenate.
- Click “Add Field Value”. Field Value will be visible.
- Select the field you want to concatenate from the dropdown list. You cannot concatenate a Text Block Field, Rich Text Field, or Rows Field. Fields of this type will not be listed in the dropdown list.
- Click ‘Add Field Value’ button again to select another field to concatenate. Repeat as required.
- You can concatenate multiple fields and specify the order of the selected fields. Re-ordering can also be done by drag and drop.
- See an ellipsis on the right-side of the field value and clicking this will give you two (2) options:
  - Delete – which will remove the field from the concatenation
  - Change to Static Value – changes the field to a value
Add Static Value – this allows you to enter values you want to concatenate along with the selected fields.
- Click “Add Static Value” button. Value field will be visible. Enter a value you want to concatenate.
- Click ‘Add Static Value’ button again to repeat.
- You can drag to re-order.
- See an ellipsis on the right-side of the field value and clicking this will give you two (2) options:
  - Delete - which will remove the static value from the concatenation
  - Change to Field Value - changes the static value to a field
Clear – this will delete the concatenated field configuration in a single action. This button will only appear once you have added a concatenation (fields and or static values).
Separator
- This is used to distinctively separate the values of the selected fields and it has a space by default.
- Enter the character(s) you want to use as separator (including removal of the default space). A maximum of ten (10) characters is allowed for separator.

Note: These options are permanently disabled for Rows Field.

Personally Identifiable Information
Display Field

Display Tab

This tab will only be visible on the right-hand pane once the Concatenated field is used in the form/task.
- Display Name
  - Text written in this field will override the field name (default label) in the form. Type into the field and you can see the field display name on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Help Text Description
  - Text written in this field will override the help text description in the form. Type into the field and you can see the field help description on the form is changed accordingly. This change will apply only to the selected form, which gives you flexibility with display of information to end users (what end users read on a form).
- Read Only – switching this on will allow the value to be read only on the form
- Required – switching this on will make the field mandatory. A red asterisk will appear as a superscript on the field name in the form. The end user must fill in this field to complete the task.
- Show Name Label – Enabled by default. Turning this off will not display the label name of the field.
- Show Help Text Description – Enabled by default, so that the end user can read this information on the form beneath the field. If switched off (disabled) the help text for the field will not be visible on the form.
- Add Visibility Conditions – the field will only be visible when the created conditions are met.

These are the three (3) conditions you can use:

Add Condition – You need to choose a field from the list of fields in the process
- Operation options and Value fields will depend on the chosen field
  - For Value field, some of the fields will require you to input the value manually
  - Others will prompt you to select an option from a list
- On the right side of the condition, you will see an ellipsis button. When clicked you can take these actions:
  - Delete – This will delete the condition
  - Add Parent OR – This will add an OR Group Header
  - Add Parent AND – This will add an AND Group Header
Add AND Group – This will require at least 2 conditions
- AND logic requires all conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Next to the plus/add icon, there is a dropdown button
- By default, value is “AND”
  - You can change the value from “AND” to “OR” or vice versa
- Delete button – This will delete the group and everything inside the group
Add OR Group – This will require at least 2 conditions
- OR logic requires at least one of the conditions to be true in order to get results
- In plus/add icon there are a few Options you can choose from:
  - Add Condition
  - Add AND Group
  - Add OR Group
- Beside the plus/add icon, there is a dropdown button
- By default, value is “OR”
  - You can change the value from “OR” to “AND” or vice versa
- Delete button – This will delete the group and everything inside the group.

Information Tab

Created – Shows the creation date and time of the selected field following this format DD MMM YYYY HH:MM
Task Field is being used in – Displays the list of the tasks where the selected field is being utilized.
- When you click the chevron, it will navigate you to the task you selected where the field is located.

Close

To close the right-hand pane, click the close or cross button located in the upper right corner. The right-hand pane will no longer display the details of the selected field.

Delete Field

The field will be fully removed from the process.
A dialog box will appear on screen informing which tasks will be affected by the deletion of the field.
- Take note to sanitise the listed tasks before validating the process

Copy Field

Clicking the “Copy Field” copies the field into the form you are currently in.
By default, the copied field will be added to the bottom of the form, and the name of the field will be labeled as Copy.

Remove Field

Clicking this will only remove the field from the task/form, but not from the process. So, you will still be able to use the field in the Existing Fields section.

There are two (2) ways to remove a field;

The first one is to click “Remove Field” on the bottom right corner of the right-hand pane. This button will only appear once the field is added to the task/form. This action will remove the field from the task/form.
The second way to remove the field is on the Form (middle pane), select the field you want to delete and on the upper right corner of the selected field, click the “Delete” button. This action will automatically delete the field on the form.

What is Settings used for (purpose)?

To customize the process name and select an appropriate icon for it
To determine who can start and/or access the process (runtime process access)
This is where you can configure Thank You and Catalog Page for your process
Where you can include data tables

What is on the Settings page?

Left-Hand Pane

General Settings
Runtime Process Access
Thank You Page
Data Tables
Catalog Page

Right-Hand Pane

General Settings
- Name
- Description
- Process Icon
- Tags
- Users can abandon the process toggle
- Important Process toggle
- Type (of process)
- Version Created By
- Version Published
- Created
- Last Updated
Runtime Process Access
- Default Process Openness
- Default Process Creator Access
- Restrict Access to Start Process Toggle
- Search
- Add
- List of Users/Groups/User Fields
Thank You Page
- List of Action Options
Data Tables
- Middle Pane
  - Add
  - Count of Data Tables (Broken Functionality)
  - Refresh
  - Search
  - List of Data Tables
- Right-hand Pane
  - Details of the selected Data Table (Data, Columns, External Source info)
Catalog Page
- Search
- Content Elements
- Layout Elements

Navigation (How do I get to Settings page?)

There are two ways to navigate to this page;

When in the Home page;
- Click ‘Designer’ on the Frequently Used Apps or Available Apps.
- By default, you are taken to the Process Designs Page.
- By default, all users process designs are visible.
  - Choose a user from the left-hand pane, then select a process design from the middle pane.
- The right-hand pane will display the details of the selected process design
- Click one of the versions or statuses of the process design and by default, you will be taken to the Flow section under the Designers Page.
- Click ‘Settings’ located in the upper middle of the screen just beneath the Navigation bar.
- You will be taken to the General Settings section.
When using the Navigation bar;
- Click ‘Apps’ button on the top right corner of the Navigation Bar, and you can see all available apps
- Click the ‘Designer’ App and by default, you are taken to the Process Designs Page.
- By default, all users process designs are visible
  - Select a user from the left-hand pane, then select a process design from the middle-pane.
- The right-hand pane will display the details of the selected process design.
- Click one of the versions or statuses of the process design and by default, you will be taken to the Flow section under the Designers Page.
- Click ‘Settings’ located in the upper middle of the screen just beneath the Navigation bar.
- You will be taken to the General Settings section.

How to use the functionality in Settings page?

General Settings

Where you can find information for the process and edit the name and description, modify the process icon, add tags, confirm whether users can abandon processes and mark the process as important.

These are the items you can see under the General Settings:

Name

Type the name of the process in the Name field. Process names are unique.
Changes are automatically saved.
You can only change the name if the status of the process is ‘Draft’.
- Click the ‘Change’ button and rename the process.
- Duplication of process names is prevented for draft and published processes. This means you cannot name the process with a process name that is already in use. If you attempt to duplicate a process name a validation will appear which reads “Process name is already in use.”

Description

The description is visible in the process designs card beneath the type of process
Type a relevant description for the process in the Description field. Ideally a short description of the purpose so that this detail is visible to all users in Designer.

Process Icon

The process icon is visible in the process designs card to the far left and can be used as an identifier
To customize the process icon, click the ‘Process Icon’ button and a dialog box will appear on screen.
- Search for the icon using the search field (finds typed value in icon text) or scroll to see the available icons to select from.
Or click the ‘Image URL’ tab to paste an image URL.
- Preview the URL and Click OK to make the image URL the process icon.

Tags – allows users to find processes with ease.

Type the tag you want to set for the process in the Tags field.
You can also select a tag from the list that is visible when the tag field is clicked.
- Note: If the list is empty, you can create a tag type in the Tag section under Designer Admin.

Users can abandon the process toggle

Enabling this will allow users to abandon the process. This functionality is great for housekeeping e.g., processes created in error, or test processes. It is equally important to disable the ability to abandon a process, especially where you need to show an audit trail for all instances or be able to report on all instances of a process.

Important Process toggle

When enabled, all tasks in this process are visible at the top of the Process and Task lists respectively. This means the users will see important process details above all others in their lists.

Type (of the process)

Shows what type of process is applied to the design (Standard or CRM)

Version Created By

Shows the name of the designer of the process.

Version Published

If the process has not been published, a status “Not Published” will populate the field.
If the process has already been published, the published date and time will be displayed following this format DD MMM YYYY HH: MM.
If published on current date, the published date and time will be displayed following this format Today HH: MM.
Published process date and time will match the Process Designs list

Created

Displays date and time when the process version was created and follows this format DD MMM YYYY HH: MM.

Last Updated

Displays the date and time for the most recent modifications of the process version and follows this format DD MMM YYYY HH: MM.

Runtime Process Access

Settings cannot be changed if the process is published.
For a draft version of a process, control who has access to the process, add or restrict a user or group of users.

These are the items you can see under the Runtime Process Access:

Default Process Openness

Allows you to set the accessibility of the process. Available options are:

Public – default setting for the process. Any user has read access.
Restricted – users who are involved in the process can view any task in the process.
Secure – only users explicitly given access to a task may view the process.

Default Process Creator Access

Allows you to set the default level of visibility on all tasks when a user kicks off the process.

These are the two (2) level of visibility you can select from the list;

None – this means there is currently nothing set in the process
Read Only - the process creator can view any task in the process
Full Access – the process creator can edit and complete any task in the process.

Restrict Access to Start Process Toggle

The toggle switch is off by default, thus allowing any user to start the process.

Turning on this option restricts the ability to start the process. If enabled, you must identify the Users and/or User Groups to whom you want to grant access to start a process.

Search – lets you search the users or groups that have been given access to start the process by typing the name of the user or group in the Search field.

List of Users/Groups/User Fields – displays the list of the users /user groups you have authorized to start the process.

When users or user groups are added, the actions they can perform are limited based on the selected options:

Start – tick the box to authorize the user or group to kick off/start the process. Start option will only appear once you have toggled on the ‘Restrict Access to Start Process’ option.

View – tick the box to enable the user to only view the process. The View option will only appear when the Default Process Openness is not set to ‘Public’.

Save & Complete – tick the box to enable the user or group to only save and complete the process.

Full Control – tick the box to give the user/group full authority to start, view, save and complete the process.

You can delete the user/group/user field by clicking the 'Delete' button located at the right-side of the list.

Add a user or group by clicking on the 'Add' button

A dialog box will appear. There are 3 options to choose from:

User – adding security permission to a user
User Group – adding security permission to a user group. This means the user group exists already and the users within this group are the ones you want to give access to.
User Field – adding security permission to a user field. This means the user field exists already and the users within this group are the ones you want to give access to.

Thank You Page

Define the Thank You page for the process. Once a process has commenced, this page will appear. You can see a list of actions that can be triggered upon start of the process:

- Show Default Thank You Page
  - Display the default Thank You Page for the process.
- Go to Task (If active task assigned to user)
  - When a user starts the process, they’ll be taken directly to the first active Task on the proviso they are assigned to it.
- Go to Process Diagram
  - User is taken to the Process Diagram after launching the Process.
- Return to Start Form
  - This option will take the user back to the Start Form after kicking off the Process.
- Show Custom Thank You Page
  - Customize a Thank You Page for the process.
    - Tick the radio button for Show Custom Thank You Page and a Rich Text Field with Toolbar will be displayed.
    - You can type the desired message which is appropriate for the Process.

Data Tables

Where you can add, select, and edit the data table for the process.

Add

- You can add a data table by clicking the 'Add' button, and a dialog box will appear.
- On the dialog box, the ‘Create new data table’ is selected as the default type. Type the name of the Data Table and click ‘OK’ to save.
- By default, table added of type New will be added to the top of the list. Data tables of type ‘Shared’ will be added at the bottom.
- You can also select ‘Link Shared Data Table’. Click the ‘Add’ button again and select the ‘Link Shared Data Table’. The dropdown list will display all available shared data tables.
  - Select the data table by clicking the Shared Data Table field or search the data table in the search field and click Ok to save.
- Your saved data table will be on the list. If you click "Cancel", no data tables are added to the list.
- By default, the right-hand pane will display the Columns Tab for a selected data table of type New. If of type Shared the default tab will be Data.

Number of data tables - this will display the number of data tables in the list. (Broken Functionality)

Refresh

Allows your data table list to refresh.
If you click the ‘Refresh’ button. The middle-pane will load and refresh the list.

Search

Helps you search the Data Tables from the list.
In the search field, type the word(s) or letter(s). Return is based on what is typed.
To clear a search, click the “Cross” button, this will delete what you typed in the search field and return the entire list of data tables.

On the right-hand Pane under the Data Table, you will find:

Name of the Data Table - displays the name of the Data Table.

If the data table is of Type ‘New’
- Ellipses with two (2) options as follows;
  - Rename – you can rename your Data Table to suit your purpose
    - On the dialog box, change the name of the Data table, click ‘Ok’ to save the new name.
    - The name of the Data Table will update in the list.
  - Delete – this will remove the Data Table from the list.
- If you want to remove a Shared Data table, click the ellipsis next to the ‘Shared’ bubble and select the unlink option.
  - The selected shared data table will no longer display the details and will be removed automatically from the data table list.

Close - allows you to close the whole pane for selected data table and return to default display, which reads “No Data Table Selected.”

Columns Tab

Search

In the search field, type the word(s) or letter(s). Return is based on what is typed.
To clear a search, click the “Cross” button, this will delete what you typed in the search field and return the entire list of columns.

Add Columns

When you click the ‘Add Column’ button, a new column is visible on screen
Name the column of the data table by typing into the Column Name field.
Select the type of data you want to enter. There are the two (2) types of data you can select;
- Display Text – used to display text to the user.
- Number Value – used to store a value.
On the right-side of the column are actions you can click:
- Archive – this will archive the column and the values on the archived column won’t be displayed during runtime.
- Process Usage List – this will display the list of processes where the column(s) are being used.

Set ID Column

The ID Column is a unique identifier which is used as the primary key to identify a row of data from the specific table. You can only specify one “unique” column for a data table.
When clicked, a dialog box appears, allowing you to select an identifier column for the data table.
- If no ID Column is specified for an Internal Data Table, a message banner will appear on top of the right-hand pane which reads ‘No identifier column has been selected. This could result in duplicated rows being entered.’
- For External Data Table, if no ID Column is set, a message banner will appear on top of the right-hand pane which reads ‘No identifier column has been selected. This could result in incorrect syncing from the external data source.’
Click ‘Select’ from the dialog box and an asterisk will be visible in front of the column name.
Then click the ‘Save’ button located at the bottom of the right-hand pane to save the ID Column settings.
When you attempt to change the ID Column for the data table, the data from the column is validated to ensure values entered are unique.
- A validation will appear which reads “Column cannot be selected as duplicate row values exist” if any value is duplicated.

Save

You must click the ‘Save’ button to retain all changes made to columns in the data table. Updates are not automatically saved.

Undo

You can click the 'Undo' button to reverse all actions since the last save.

Data Tab

Search

Type the word(s) or letter(s) in the Search field. Rows returned will match typed text.
You can clear a search by clicking the clear or cross button on the right-side of the Search field and return the full list of rows

Add Row (for data table type: New, not available if data table is of type: Synced)

To add a row, you must first add columns in the Column Tab.
Column Headers will be visible on screen
Click ‘Add Row’ button to add rows, populate all column cells according to their type (text or number)
When you add a row to the data table, the new row will be added to the top of the list by default. Rows are inserted in a consistent order when multiple rows are added at once.

Rows

Values and text in rows can be edited and saved.
- If an ID Column has been set for Internal Data Table, new or updated data rows with the same values in the unique column cannot be saved. A red banner appears at the top which reads ‘Please correct rows with duplicated identity column values.’
For each row there is additional functionality:
- Archive – this will allow you to archive the row and the values on the archived row won’t be displayed during runtime.
- Process Usage List - this will display the list of processes where the row(s) are being used.

Save

Rows must be saved to retain your changes. Updates are not automatically saved.

Undo

You can click the Undo button to reverse all actions since the last save.

Catalog Page

Before a process is published, a Catalog page must be created.

Search - you can use this field to search for the element you want to use to create or edit the catalog page.

There are two (2) types of elements you can use to create or edit the catalog page for the process:

Content Elements – these are the elements used to add content to the Catalog Page of the Process.

For Heading:

Drag the ‘Heading’ content element onto the edit page.
Place the element where you want it to be displayed. The element will have a toolbar at the top.
Type the heading of the page.
You can also emphasize the heading by clicking the ‘Emphasize’ icon (the very last icon in the toolbar). The background of the element will change to color blue and the text font will change to color white.
Add a placeholder in the Heading by clicking the “Insert/Edit Short code” icon found in the toolbar. A placeholder dialog box will appear, the category ‘Process attributes’ is ticked by default.
Then, select the appropriate placeholder. Placeholders are the values entered in the General Settings. These are the placeholders you can select;
- Name – at runtime, in the information section of the process, the process name displays as per General Settings.
- Description – at runtime, in the information section of the process, the description displays as per General Settings.
You can insert the name of the selected placeholder as prefix text by switching on the toggle for ‘Insert name before placeholder’.
Click Insert/Update Placeholder. Changes you make will automatically be saved.
To the right-hand side of the screen (Edit Block) will be displayed, clicking the “Switch to Paragraph” will change the element to Paragraph.
You can delete an element by clicking the ‘Delete’ button located at the top-right corner of the element field or;
You can click the ‘Remove Block’ from the Edit Block; this will remove the element from the catalog page.
Close the right-hand pane by clicking the Close button on the upper right corner.

For Paragraph:

Drag the ‘Paragraph’ content element onto the edit page.
Place the element where you want it to be displayed. The element will have a toolbar at the top.
Type the content of the catalog page.
In case you need a placeholder in the paragraph, you can add the placeholder by clicking the “Insert/Edit Short code” icon. A Placeholder dialog box will appear, the category ‘Process attributes’ is ticked by default.
Then, select the appropriate placeholder. Placeholders are the values entered in the General Settings. These are the placeholders you can select;
- Name – at runtime, in the information section of the process, the process name displays as per General Settings.
- Description – at runtime, in the information section of the process, the description displays as per General Settings.
You can insert the name of the selected placeholder as prefix text by switching on the toggle for ‘Insert name before placeholder’.
Click Insert/Update Placeholder. Changes you make will be saved automatically.
To the right-hand side of the screen (Edit Block) will be displayed, clicking the “Switch to Heading” will change the element to Heading.
You can delete the element by clicking the Delete button located at the top-right corner of the element field or;
You can click the ‘Remove Block’ from the Edit Block; this will remove the element from the catalog page.
Close the right-hand pane by clicking the Close button on the upper right corner of the pane.

For HTML:

Drag and drop the HTML content element onto the edit page, a box with a toolbar will appear.
Type the HTML content for the catalog page.
An Edit Block will also be visible to the far right.
On the Edit Block, there is an Advanced toggle switch. This is disabled by default. Enable the toggle switch only if you have a profound understanding of HTML. The system will not check for errors in code.
You can close the Edit Block by clicking the Close button on the upper right corner of the pane.

Layout Elements – these are the elements used in designing the Catalog Page of the Process.

For Section

Drag the Section layout element onto the edit page.
Place the element where you want it to be displayed. The element will have a toolbar at the top.
Type the content for the section. Emphasize the heading by clicking the emphasize icon (very last icon of the toolbar). The background of the element will change to color blue and the text font will change to colour white.
Add a placeholder by clicking the “Insert/Edit Short code” icon. A Placeholder dialog box will appear, the category ‘Process attributes’ is ticked by default.
Then, select the appropriate placeholder. Placeholders are the values entered in the General Settings. These are the placeholders you can select;
- Name – at runtime, in the information section of the process, the process name displays as per General Settings.
- Description – at runtime, in the information section of the process, the description displays as per General Settings.
You can insert the name of the selected placeholder as prefix text by switching on the toggle for ‘Insert name before placeholder’.
Click Insert/Update Placeholder. Changes made will be automatically saved.
To make the section collapsible, go to the Edit Block.
- There is a 'Prevent Collapse' or 'Collapsed by default' toggle switch.
  - For a collapsible section do not enable any option
  - For a not collapsible section enable 'Prevent Collapse'
  - For a pre-collapsed section enable 'Collapsed by default'
You can delete the element by clicking the ‘Delete’ button located at the top-right corner of the element field or;
You can click the ‘Remove Block’ from the right-hand pane, this will remove the element from the catalog page.
Close the right-hand pane by clicking the Close button on the upper right corner of the pane.

For Columns:

Drag the Columns layout element onto the edit page and place the element where you want it to be displayed.
Add content onto the column by dragging the Paragraph element inside the cell of the columns.
You can start typing the content for the Catalog page. Notice that the changes you have made will be automatically saved.
To add column(s) and row(s) in the Catalog page, go to the Edit Block.
- To the right of the screen (Edit Block) will be visible.
- Update number of columns and rows as desired. The maximum number of columns supported is four (4).
- Removing columns or rows will also remove the child blocks within the columns and rows.
- By default, multiple blocks per cell is enabled. Meaning a cell can have more than 1 element in it.
You can delete the element by clicking the Delete button located at the top-right corner of the element field.
Close the right-hand pane by clicking the Close button on the upper right corner of the pane.

For Spacer:

Drag the Spacer layout elements onto the edit page.
Place the element to where you want to be displayed.
To set the height of the spacer use the Edit Block (to the right)
- By default, the spacer is 100 px. Edit to px required.
You can delete the element by clicking the Delete button located at the top-right corner of the element field.
Close the right-hand pane by clicking the Close button on the upper right corner of the pane.

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Validation Errors - these will appear once issues are found in the process designs

Click the Validation Errors, and a dialog box will appear on the screen showing the itemized list of issues that need to be corrected.
This will not disappear until all itemized issues are resolved.

Validate/Publish - used to identify errors within your process diagram.

When you click the Validate button, all identified issues found in the process will be itemized in full detail in a dialog box that will appear on screen.
Once you have resolved all identified issues and passed validation, you can publish your process.
To publish a process a Catalog page must be created. Where a red banner will appear on top of the dialog box which reads "You cannot publish this design as no Catalog Page content has been set. Click the button below to go to the Catalog Page".
On the dialog box, click the "Go to Catalog Content Page" button and it will take you to the Catalog Page. Populate as required for the process and Publish.

Validate/Publish dropdown

These are the actions you can take for each status of the process.

For Draft
- Create Independent Copy - clicking this will take you to the Designer Tab in an independent copy of the process which you must rename.
- Delete - click the ‘Delete’ button, a dialog box will appear on screen to inform this action cannot be undone. Click ‘Delete Draft Process’ and the draft process will be removed from the list.
  - If the process was on its first version (meaning, there was no published version) then the process is completely deleted
  - If a published version exists, it will be the most recent version of the process visible in the list (there will be no draft version in view)
For Publish
- Create New Version - click the “Create New Version” button, a dialog box will appear on screen that will give you two (2) options:
  - Minor Version – will only allow you to change the Help text, Descriptions and Field Calculations and once published, the changes made will impact processes already started.
  - Major Version – will allow you to change everything in the process design and once published, the changes made will only be reflected in new processes started.
- Create Independent Copy - clicking this will take you to the Designer Tab in an independent copy of the process which you must rename.
- Go to Overview Diagram – takes you to the WMS Catalog and displays the process overview where you can see the combined view of all instanced processes and counts for each task with colour coordinated status (Active, Overdue, Inactive, Completed) and stats (completion %).
- Go to Start Process - takes you to the WMS Catalog and displays the Start Form where you can kick-off the process.
For Archived
- Go to Overview Diagram - takes you to the WMS Catalog and displays the process overview where you can see the combined view of all instanced processes and counts for each task with colour coordinated status (Active, Overdue, Inactive, Completed) and stats (completion %).

Last updated: 14 April 2025 09:40 AM