Overview
The Form component is a normal form used to input, create, edit, and view records from objects or external services. To utilize its functionality, the Form must be associated with a model. Once a model is assigned, the fields will appear on the left side of the interface, allowing you to drag and drop them into the Form. Additionally, multiple actions can be added to the Form for enhanced functionality.
Attributes
Attributes are the options available for each component, allowing you to customize its appearance and control their behavior. It includes various sections explained below.
Basic:
Attribute Name | Description |
---|---|
Component Size |
For example, |
Layout Type | It is used to set the layout type in two ways as:
Note: By default, this attribute is set to a value of Grid Layout Type. |
Grid Size | It defines the width of the component in terms of grid columns, allowing users to control how much horizontal space the section occupies on the page. |
Model | All the Models (Salesforce Object) you have created will appear in the list. You can select a specific model from the list to save and display its field values. Note: Only one model (Record Type - Single) can be bound at a time. |
Field Layout | Field Layout allows you to arrange fields on the form. Reference: Field Layout |
No Action Bar | If the "No Action Bar" checkbox is selected, the action bar, which contains all associated actions for the form, will be hidden. |
Action | You can include multiple actions, each displayed as a button. Clicking a button initiates a specific action or workflow. Note: After creating the action, it will be displayed on the canvas. Reference: Action |
Primary Actions | You can select a primary action from the available actions. Pressing the Enter key will execute this selected action. |
Overflow After | If the number of actions exceeds the provided limit, the additional actions will be displayed in a dropdown. For example, if you have 3 actions, all will be displayed in the section header. If you added the 4th action, it will appear in the drop-down list, along with any subsequent actions. |
UI Attributes:
Attribute Name | Description |
---|---|
Padding Location | Padding Location typically refers to the configuration of spacing around elements. |
Padding Size | Padding Size refers to the amount of space added inside an element, between the element's content and its border or edge. |
Margin Location | Margin Location refers to the spacing around the outside edge of an element. |
Margin Size | Margin Size refers to the amount of space around the outside edges of an element. |
Style |
|
Classes | It is used to apply SLDS classes to component, if needed. |
Flow Type | It specifies the arrangement of content within the section, allowing users to choose between different layout flows as ‘Fit to content’ or ‘Equally distributed’. |
Show Border | It is used to simply add border surrounding the section. Note: Currently, noKodr supports only black borders. |
UI State:
Attribute Name | Description |
---|---|
Visibility Type | It determines whether a component is visible on the layout. It offers the following visibility types:
Reference: Conditional Visibility. |
Read Only Type | It specifies whether a component can be edited by users. It offers the following options:
Reference: Read Only |
Disability Type | It determines whether a component is disable on the layout. It offers the following visibility types:
Reference: Condition Disability. |
Field Layout Configuration
Attributes | Description |
---|---|
None | In the None layout, only the input/output field is visible, with no label displayed. |
Stacked | In a stacked layout, the input/output field is placed below the field label, with a small margin around the label. |
Horizontal | In a horizontal arrangement, the input/output field is placed before the field label, with a small margin around the label. |
Single Column | In a Single Column layout, the input/output field is larger than the field label, and displayed in single column grid. |
No Label | In the No Label layout, only the input/output field is visible, without the label. |
Actions
Attributes | Description |
---|---|
Label | A Label is the name shown to users and can come from various sources. Reference: Label Source Type |
Name | Enter a unique the name for your action. |
Icon | This option lets you choose from various icons to add to the action button. |
Variant | This feature allows users to change the appearance of the action button.
|
Visibility Type | It determines whether a component is visible on the layout. It offers the following visibility types:
|
Disability Type | It determines whether a component is disable on the layout. It offers the following visibility types:
|
Label Source Type
Attribute | Description |
---|---|
Model | From this source, users can select a Model field to be displayed as the label name. |
Variable | Here, users can select the label name from variables such as Record ID, Is Disabled, Is Read only, or Is Visible. Reference: Variable |
Cookie Key | Choose the available cookie key whose value you want to include from your browser. |
Local Storage Key | Select the available Local Storage Key whose value you want to include from your browser. |
User | Here, you can choose the label from user fields such as First Name, Last Name, Email, Name, Phone, or Session ID. |
Merge Field Expression | Merge Field Expression displays the value selected from the chosen value source. |
Message Body | Inside the message body, user also can add the values manually. |
Note: After adding fields to the form, you can configure specific fields. The table below shows all available attributes.
Form Fields Attributes
Basic:
Attribute Name | Description |
---|---|
Component Size |
For example, |
Display As | Display As allows you to select data type options to define how the field will be display. For example, if you have a text field and choose to display it as a picklist, the data will be stored as text but displayed as a picklist. |
Label | A Label is the name shown to users and can come from various sources. Reference: Label Source Type |
Place holder | This is a hint or example text displayed in an input field before the user enters their own data. |
UI :
Attribute Name | Description |
---|---|
Layout | Field Layout allows you to arrange fields on the form. Reference: Field Layout |
Is Copy Enabled | After marking the checkbox as true, a copy icon will appear beside the name field. |
Help Text | Provides additional guidance or information about a field or element to assist users in understanding how to complete it or what data is expected. |
Validation:
Attribute Name | Description |
---|---|
Required Type | Here, users can apply validation based on filter conditions.
|
Required Error | Enter the error message you want to display for required fields. |
Minimum Length | Set the minimum number of characters required for the input field. |
Min Length Error Message | Enter the error message to display if the input does not meet the required minimum length. |
Maximum Length | Set the maximum number of characters allowed for the input field. |
Max Length Error Message | Enter the error message to display if the input exceeds the maximum allowed length. |
Pattern | A regex pattern or regular expression pattern, is a sequence of characters that defines a search pattern. It's used for pattern matching within strings, such as validating input, searching for specific text, or replacing text. |
Pattern Error Message | A "Pattern Error Message" typically refers to an error generated when input data does not match the expected format defined by a regular expression pattern. This message is usually displayed to inform users that their input is invalid or incorrectly formatted. |
UI State:
Attribute Name | Description |
---|---|
Visibility Type | It determines whether a component is visible on the layout. It offers the following visibility types:
Reference: Conditional Visibility. |
Disability Type | It determines whether a component is disable on the layout. It offers the following visibility types:
Reference: Conditional Disability |
Read Only Type | It specifies whether a component can be edited by users. It offers the following options:
Reference: Conditional Read Only |
Base UI:
Attribute Name | Description |
---|---|
Margin Location | Margin Location refers to the spacing around the outside edge of an element. |
Margin Size | Margin Size refers to the amount of space around the outside edges of an element. |
Style |
|
Classes | It is used to apply SLDS classes to component, if needed. |
Hide Space | After marking this checkbox as true, it will crop the extra corners of the fields. |
Conditional Visibility Type:
Attributes Name | Description |
---|---|
Destination Type | Users can select the destination type where the visibility criteria must be applied. Reference: Destination Type |
Operator | Here, users can select different operators to add filters. Reference: Filter Operator. |
Source Type | Here, you can select the source type from various sources. |
Value | Here user can select the value from different Source Type. Reference: Merge Text |
Destination Type
Destination Type | Description |
---|---|
Model | From this source, users can select a Model field to be displayed as the destination type. |
Variable | Here, users can select the destination type from variables such as Record ID, Is Disabled, Is Read only, or Is Visible. |
User | Here, you can choose the label from user fields such as First Name, Last Name, Email, Name, Phone, or Session ID. |
Record | It enables to choose record fields as destination type. |
Device | It enables user to decide whether the action will be visible on the specific device type or not. Devices supported:
|
Conditional Disability Type:
Attributes Name | Description |
---|---|
Destination Type | Users can select the destination type from various sources. Reference: Destination Type |
Operator | Here, users can select different operators to add filters. Reference: Filter Operator. |
Source Type | Here, you can select the source type from various sources. |
Value | Here user can select the value from different Source Type. Reference: Merge Text |
Conditional Read Only:
Attribute Name | Description |
Read Only Type | It specifies whether a component can be edited by users. It offers the following options:
|
Add Condition & Group Condition
Condition | Description |
---|---|
Add Condition |
|
Add Group Condition |
|
Filter Operator:
Note: Before using the filter criteria, it's important to understand which filter operators are supported for each field type
Filters Attributes:
Filter Operators
Operator | Supported Field Types | Description |
---|---|---|
Equal | Number, Currency, Date, Text, Boolean, Picklist | The equal operator is used to compare two values or expressions. It is used to compare numbers, strings, Boolean values, variables, objects, etc. The result is TRUE if the expressions are equal otherwise it’s FALSE |
Contains | Text, Picklist | The contains operator returns TRUE if the value on the left contains the value on the right, and otherwise FALSE |
Starts With | Text, Picklist | It returns TRUE if a string or number starts with the specified character otherwise it returns FALSE. |
Ends With | Text, Picklist | It returns TRUE if a string or number ends with the specified character otherwise it returns FALSE |
In | Text, Picklist | IN operator allows you to easily test if the expression matches any value in the list of values. Determines whether the value of an expression is equal to any of several values in a specified list. |
Events
Events are essentially the automation of invoking the component's actions.
Here, only onload event actions are available for this components.
In the image below, you can select the created workflows.
Note: You need to create a workflow for selecting from this list.
For more information about Workflow check this out.
Reference: Workflow
onload Events:
We have an onload event that runs when the component is loaded.
For example, when a form is loaded, you can choose fields to be prepopulated by mapping field values using input mapping at the time the form component is loaded.
Input Mapping
Whenever an event is triggered and you want to pass data to destinations such as models, variables, or components, you can use input mapping to achieve that.
After clicking on Pencil
icon, user can view the screen to set Input Mapping
as follows:
After clicking on +
button, user can set up input mapping using Input Mapping
Screen as follows:
Condition | Description |
---|---|
Destination Type | It specifies the destination where the connector mapping is to be done. Reference: Destination Type Note: By default, the |
Model | It is specifically dependent on Destination Type one chooses. If you choose another Destination Type, you will get that field label here. |
Note: Fields below this will only be enabled once user filled above two fields. | |
Field | After choosing the second condition field, you will get this field visible in modal. If you chose Model as second condition field, this will be field and if you chose variable as second field, there will be variable. |
Operator | It is specifically operator value such as Set, Equals, Greater than, Equals than. |
Source Type | In this option, you can select various sources from which you want to display values. Reference: Source Type Note: By default, the |
Value | The available options will change depending on the selected source type. For example, if you choose "Static" as the source, you can provide a fixed static value. |
Destination Type
Label Source Type Attribute | Description |
---|---|
Model | From this source, users can select a Model field to be displayed as the label name. |
Variable | Here, users can select the label name from variables such as Record ID, Is Disabled, Is Read only, or Is Visible. |
Input Variable | Here, users can select the input variable which they have created earlier. |
Cookie key | By using the |
Local Storage Key | By using the |
Source Type
Source Type | Description |
---|---|
Static | Use this option to provide a fixed static value. |
Field | Select the field from the chosen object in the model whose value you want to include. |
Model | Choose the field from other models whose value you want to include. |
Variable | Select from the variables created in the layout whose value you want to use as |
Output Variable | Select from the output variables created in the layout whose value you want to use as |
Cookie Key | Choose the available cookie key whose value you want to include from your browser. |
Local Storage Key | Select the available Local Storage Key whose value you want to include from your browser. |
User | You can also select fields from the current logged-in user in your organization to include in the merge. Note: The User source refers to the currently logged-in user in your organization. This means that if you include the |
Null | It enables assign null value to the Destination Type field we chose. |
Blank | It enables assign blank value to the Destination Type field we chose. |
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