Form link

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Form link

Use

The Form link control displays as a link in the Work Portal. The link will open a form.

This control is very useful if you want to have information available for end users, in an informative way, but you don't want to include this information as part of the activities's form.

 

 

Considerations

This control displays a link that opens a form created in Bizagi, thus all controls available in Bizagi can be used.

If you wish to create links to URL addresses, please refer to Link.

Associated forms must be reusable.

If the form related contains required controls, Bizagi will not validate them as the end user clicks on Next on the parent form.

 

 

Related to attribute types

This control does not reference any attributes. It is directly related to a specific form.

 

Properties

The following are properties exclusive to the Form link control:

 

Basic tab

 

PROPERTY

DESCRIPTION

Data source

Determines the Context of the form opened. The form related must be available through Xpath navigation, for Bizagi to be able to present the information within it.

This property is not required, but we strongly recommend you set a Data source to avoid errors in the Work Portal.

Open maximized

When enabled the form is opened in full-screen mode.

Add Form

Defines the form associated with the link. You can create a new form or select an existing one. The available forms displayed to select depend on the Data source selected.

 

Advanced tab

 

PROPERTY

DESCRIPTION

Use as button

Defines if the control is presented in the Work Portal as a button. By default this property is disabled. When enabled the control will display as a button, otherwise it will display as a link.

Data Rule on Entry

Defines the execution of a rule to perform calculations and validations before the form is opened.

Data Rule on Exit

Defines the execution of a rule to perform calculations and validations when the form is closed.

 

Form link Example

A Sales Opportunity Management Process handles all the necessary activities to convert business opportunities into businesses solutions. In order to show only the relevant information to the sales agents, the detailed information of the Potential Customer is displayed in an additional form.

 

To view this contact form it is necessary to include a Form link control onto the Activity forms.

 

1. Open the Forms Designer to drag and drop a Form link control.

 

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2. Go to the Basic tab in the control's Properties, select the Data source and expand the Add Form drop-down list.

 

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3. We will create a new form. If your form has been created previously, select it from the list.

Click on the New Form option.

 

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4. In the new form include all the necessary information from the data model.

Open the Properties option of the form (located on the Ribbon) and give it a display name.

Save the child form and close the window to return to the parent Form.

 

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5. Give the form link a display name.

Save the form.

 

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6. Go to the Work Portal to test the control.

Click on the form link. Note the child form previously created will display in a new window.

 

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Column Form link Example

In the same process of the previous example, the Contacts table only displays the First and Last Name columns. The sales agent can see or edit the information of each contact. The additional information will be displayed in an additional form.

 

To view this customer form it is necessary to include a Column Form link control onto the Contacts table.

 

1. Open the Forms Designer, edit the Contacts table columns and drag and drop a Form link control.

 

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2. Go to the Basic tab in the control's Properties. We will create a new form. If your form has been created previously, select it from the list.

Expand the Add Form drop-down list and click on the New Form option.

 

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3. In the new form include all the necessary information from the data model.

Open the Properties option of the form (located on the Ribbon) and give it a display name.

Save the child form and close the window to return to the parent Form.

 

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4. Set the Display name for control, the control will use this name for both the column header and the link label.

Save the form.

When the control is a table column, the new form will take the context of the Collection, so is not necessary to set any value for this property.

 

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note_pin

Bear in mind that setting the table Editable property as No will result in hiding the Save button of the Form Link created.

Setting the Form Link column Editable property as No will result in hiding the Save button of the Form Link created.

 

5. Go to the Work Portal to test the control.

Click on the form link. Note the child form previously created will display in a new window.

 

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