Managed metadata
Managed Metadata is a hierarchical collection of managed terms that must be defined within SharePoint Online prior to use in forms. Use the Managed metadataform control to retrieve these managed terms from your SharePoint Online environment. Once a data selection has been configured, users can select values from a list of set terms, allowing for more accurate selections.
For more information about managed metadata, refer to the Introduction to managed metadata Microsoft articlee.
Section | Setting | Description | |
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(unlabeled) | Title |
Field title displayed on the published form. |
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Customize |
Switch toggle to Yes to enable customization of the variable Name of the form control. |
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Name |
(This field becomes configurable only when you switch the Customize toggle to Yes.) Customizes the name of the variable A placeholder that stores changes each time the workflow runs, such as the information entered in a form, or the name of a file. You can also create variables to store information you use in a workflow, such as an email address. for the field. If the name is not customized, the Title will be used as the variable name. |
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Connected to |
Connect to a SharePoint column. Only SharePoint columns of the same type as the selected control are available in the drop-down list. When connected, data entered via that field in the form is entered in the selected SharePoint column. ![]() When you open Nintex Forms for a new SharePoint list, the form designer automatically creates form fields for the equivalent SharePoint columns in your list. The SharePoint columns are displayed in the designer when you open it. If you want to delete them from or add them to your form, you can do so under the SharePoint Columns controls. |
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Term set |
Term set to use for this control. Click Note: The Managed Metadata control does not provide the fill-in value choices that are available from the SharePoint Metadata column. |
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Default value | The value that automatically populates the field when the form loads. | ||
Allow multiple selections | Switch toggle to Yes, to allow the user to add multiple SharePoint users into the form field. | ||
Show path of terms locations | Switch toggle to Yes, to show the path of the term set. | ||
Required |
Options to make the field a mandatory or optional field in the form. Select from the following options:
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Custom required message |
(Displays when you select Yes in Required) The validation text which displays below the field when a value is not entered into the field and the user attempts to change page or submit the form. |
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Visible |
Options to show or hide the field in the form.
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Read only |
Options to make the field Read-only. Yes: Displays the field on the published form but does not allow user input. No: Allows user input. |
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Placeholder |
Default text in the field of the published form. This default text disappear when the user types the first character in the field. |
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Description |
A description of the field to display below the field on the published form. |
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Tooltip | The message which appears when users hover their cursor or touch the information icon beside the field in the form. | ||
Shrink |
Reduces the width of the control when placed in a row with other form controls. |
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Expand |
Increases the width of the control when placed in a row with other form controls. |
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Styling | CSS class |
Add a CSS class to apply a style to this form control. You can create the CSS class in the CSS code editor in form styles. Enter one class name or multiple class names separated by a space. For more information, see Add a custom CSS to individual controls. |
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Border color |
Border color to apply to the field. To select a color, click the color box and use the color picker to specify the color you want. You can click on the color map to select the color or enter the Hex code. To revert back to the global style, click Reset to global style. |
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Control Fill |
The color to fill the inside of the field. To select a color, click the color box and use the color picker to specify the color you want. You can click on the color map to select the color or enter the Hex code. To revert back to the global style, click Reset to global style. |
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Control input color |
The font color of the input in the field. To select a color, click the color box and use the color picker to specify the color you want. You can click on the color map to select the color or enter the Hex code. To revert back to the global style, click Reset to global style. |