1. Implementing Onboarding (Transitions)
  2. Field Selected Element Properties

Field Selected Element Properties

The Selected Element Properties section is used to configure fields added to a user-defined form.

Element Description
Access Access indicates if the field is read-only or editable. When read-only is selected, a user is unable to modify the field. The default value is Editable.
Binding field The Binding field refers to the data source to which the element is bound. The value displayed in the Binding field represents the data value (available in the first list of the Field Chooser) to which the element is associated. For example, the Annual Bonus field is bound to Offer/AnnualBonus. The value in the Binding field is not editable.
CSS Style Cascading Style Sheets or CSS provide formatting and style instructions which apply to the label of the field. It is important to enter valid instructions. For example, to put text in red, bold and with a yellow border, you must enter the following instructions: color: red; font-weight:bold; border:1px solid yellow
Field Label The Field Label is the name used to identify a field, according to the CSS formatting above. Tools allow the formatting of the text for example, bold, italic, underline, bullets, alignment. You can click the Enlarged View icon to access the rich text editor, which provides more formatting tools.
Field Size Field size indicates the number of elements displayed in a list. Field Size is used for multiple-selection fields. For example, if the field size is 2, the list will display 2 values. The default value is 1.
Field Type There are different field types to choose from: Text Input, Text Area, Rich Text Format, Read-only Text. When working with a date, the field can be text or:

  • Date Drop-down list.

  • Date input-utilizes a calendar picker with keyboard short-cut keys available.

    • Control-Forward and Ctrl-Back changes the calendar by month

    • Ctrl-Up and Ctrl-Down changes the calendar by year, in the current month

    • Escape key does the Cancel action

    • Enter key does the Done action
Header The is the header or top of a table-type field. An unlimited number of rows can be added. In order for the user to add information, you must insert a button Add at top of the box. Once the user clicks the button a line is displayed and data can be written. To allow the user to delete data, a Delete button must be inserted at the end of the line.
Help Callout Similar to instructions, but this is displayed as a help bubble on the form and can provide information about a field to the user. The help callout is used to provide tips on the field. Tools allow the formatting of the text for example, bold, italic, underline, bullets, alignment. You can click the Enlarged View icon to access the Rich Text Editor which provides more formatting tools.
Input Mask

Format of the input value. The following syntax must be used:

9=any number

a=any letter

n=any letter or number

|=logical or

\9=the 9 character

\a=the a character

\n=the n character

\|=the | character

Any other symbol=the symbol (including a space)

Possible formats for SSN and Zip/Postal codes:

SSN: 999-99-9999

ZIP Code United States: 99999|99999-9999

Postal Code Canada: a9a9a9|a9a 9a9|a9a-9a9

Note: Make sure not to add a space before and after the | operator. For example, do not enter 99999 | 99999-9999
Instructions The instructions are messages or warnings regarding how a field performs or specifics on what the user should enter in the field. For example, for the Work Phone Number field, you could put the following instruction: Do not forget your extension number. Instructions appear below the field. Tools allow the formatting of the text for example, bold, italic, underline, bullets, alignment. You can click the Enlarged View icon to access the Rich Text Editor which provides more formatting tools. Note that the instructions are not displayed when the field type is "read-only text".
Mandatory By selecting the Yes or No option you can specify if the field is mandatory meaning the field must be completed by the assigned participant when the process is running for each new hire, otherwise the form cannot be submitted successfully. A mandatory field is indicated by a red square in the upper left of the field title.
Status The status indicates if the field is enabled or disabled. The use of this field depends on the value selected in the Access field.

  • Editable access + Activated status=field can be modified

  • Read-only access + Activated status=field not editable

  • Read-only access + Deactivated status=field not editable

  • Editable access + Deactivated status=field not editable
Tooltip Tooltips are small pop-up windows containing a descriptive text of the field label. Tooltips display when the user hovers over a title.