Form interactions are actions you can add to a form to change how a field appears on a form block when it meets certain conditions. For example, you can either set or clear an attribute on a field. You can also add aggregate fields to show a count of the fields or their value total.
You can also use form interactions on detail blocks. Additionally, you can set a form action to apply to new or updated records.
Try editing the field if you want to change how a field appears without meeting a specific condition, see our knowledge base article, Add a Form block.
Conditions
Conditions are particular circumstances when you want to apply an action to a field in a form. For example, you can hide a field for contractors or make fields read-only so users can see the information they need while completing a form, such as their holiday balance. They are like the start of an if-then statement. They can check against the properties of the trigger event and the properties of objects involved in the event. Conditions can check simple yes or no properties. They can also check for more complex properties against text or numbers. Don't add any conditions if you want your action always to apply. Instead, use the Edit field settings, see our knowledge base article, Add a Form block.
Actions
Actions are what you want to happen to the form field for your configured conditions. You can achieve different results through a complex combination of options when adding actions.
Type of actions
There are several types of actions you can use. The main ones are to set or clear a field, and we also have actions to aggregate numeric data.
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Set Attribute |
Sets the selected attribute values for the selected fields based on conditions satisfied, if any. |
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Clear Attribute |
Clears the selected attribute values for the selected field based on conditions satisfied, if any. |
| Count Rows |
Counts the rows of the linked model and displays the value in the selected target field. Typically, you would use this in conjunction with the Set Rows action.  |
| Sum Column |
Calculates the total value from the values of a selected field and displays the total value in your selected target field. Typically, you would use this in conjunction with the Set Rows action.  |
| Average of Column | Calculates the average value from the values of a selected field and displays the total value in your selected target field. Typically, you would use this in conjunction with the Set Rows action. |
| Min of Column | Finds the lowest value from the values of a selected field and displays the minimum value in your selected target field. Typically, you would use this in conjunction with the Set Rows action. |
| Max of Column | Finds the highest value from the values of a selected field and displays the maximum value in your selected target field. Typically, you would use this in conjunction with the Set Rows action. |
| Set Rows |
With the Set Rows action, you can map the value from the primary model property field to the linked model property field in the form. For example, when a user selects a date in a date range property on the primary model, "Time off dates," the action copies the selected date to the linked model property, "Daily breakdown - Daily date," in the form. You must save the form to save the value to the model's property. You need to add a condition with the "is known" criteria for the primary model property field. For example:
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Attributes
You can either set or clear an attribute.
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Help text |
A rich text box appears to configure the help text you want to show, or if the help text isn't correct, you can use the clear option to remove it. |
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| Label | A text box appears to type in the new label for your form's field. You can either set a new label, for example, if the field is "User" and you want to make it "User's name," or you can use the clear option to remove the label entirely. |
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| Required | A Value option appears to either make the field mandatory or to make the field optional. |
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| Enable | Shows a Value option for you to select to make the field changeable or clear it to disable the field when the conditions are met. You can still see the field's value, but you can't amend this. |
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| Value | Shows a field so you can either type in or select a value. For example, if the Target Field is a text field, you need to type in a value. If it is a drop-down list, you need to select it from the list. If the field is a date, you need to choose a date. You can use the clear option to remove any value. |
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| Visible | Shows a Value option. Shows the field when the option is selected and the conditions are met. Hides the field when the option is cleared and the conditions are met. |
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