Actions

This screen defines what should occur, or the specific actions that the SmartForms should take, as described in the below table. Select the action required to display the Rule Definition on the canvas. Items that are in green are configured, items that are in green with a dotted line still need to be configured, and items in grey cannot be configured until something else has been set. Configure the rule by replacing the green with the relevant setting.

Type Template Explanation
SmartObject Interaction Execute a method on the View
  • Clearing a View
  • Calling a SmartObject method, such as create or load
SmartObject Interaction Execute a SmartObject method Calling a SmartObject method, such as create or load
SmartObject Interaction Execute a method for items that have been changed Execute a method available for items that have been changed
SmartObject Interaction Execute a SmartObject method for items that have been changed Execute the save method for items that have been changed
SmartObject Interaction Execute a method for items that have been changed in a subview Execute a method available for items that have been changed in a subview
SmartObject Interaction Execute a SmartObject method for items that have been changed in a subview Execute the save method for items that have been changed in a subview
SmartObject Interaction Execute a method for items that have been changed on a View on a subform Execute a method available for items that have been changed on a View that has been opened on a subform
SmartObject Interaction Execute a SmartObject method for items that have been changed on a View on a subform Execute the save method for items that have been changed on a View that has been opened on a subform
SmartObject Interaction Execute a method on a control for values that are in a specific state 

Used in checkboxlist interactions (typically many-to-many relationship usage - Checked/Unchecked items are created/deleted from the table)
SmartObject Interaction Execute a View method Execute a method on the SmartObject that the View is derived from
SmartObject Interaction Execute a View method for items that are in a specific state Used in the Editable List – execute a specific method per different state – added/changed/removed. Used in batch operations on editable list
SmartObject Interaction Execute a method on a View control for values that are in a specific state Similar to the control template above– Exposed on View level to allow a user to choose a View. Used in checkboxlist interactions (typically many-to-many relationship usage – Checked/Unchecked items are created/deleted from the table)
SmartObject Interaction Execute a method on a control for values that are in a specific state on a subview Used in checkboxlist interactions (typically many-to-many relationship usage - Checked/Unchecked items are created/deleted from the table)
SmartObject Interaction Execute a method on a control for values that are in a specific state on a View on a subform Execute the save method for items that have a specific state on a View that has been opened on a subform
Form Interaction Execute a Form method Execute a method on the SmartObject that the Form is derived from
Form Interaction Set the Form's properties Enables the user to change Form properties at runtime
Form Interaction Set a View's properties

Enables the user to change View properties at runtime
Data Transfer Transfer data Update control or field values by copying it from the available sources
Data Transfer Populate a list control with data Populates a list control (such as a drop down) with data. Used on initializes and everywhere you want to refresh that control’s data
Data Transfer Populate a list control with cached data Populates a list control (such as a drop down or picker) with cached data. Used on initialize events and everywhere you want to refresh that control with cached data. See the following topics:
Data Transfer Load a list control cache with data Loads a list control cache (such as a drop-down or picker) with data. Used on initialize events and everywhere you want to refresh the cache data of the control. See the following topics:
Control Interaction Specify edit state for View controls Enable Read Only or Editable functions on View controls or Tables, see KB001316 for more information. Provide the options for the controls or Tables to be either Read Only or Editable
Control Interaction Specify edit state for View and Form controls Enable Read Only or Editable functions on View and Form controls or Tables, see KB001316 for more information. Provide the options for the controls or Tables to be either Read Only or Editable
Control Interaction Specify edit state for subview controls Enable Read Only or Editable functions on subview controls or Tables, see KB001316 for more information. Provide the options for the controls or Tables to be either Read Only or Editable
Control Interaction Specify edit state for subform controls Enable Read Only or Editable functions on subform controls or Tables, see KB001316 for more information. Provide the options for the controls or Tables to be either Read Only or Editable
Control Interaction Set a control's properties The properties of a specified control will be set at runtime according to the configuration
Control Interaction Set a subview control's properties The properties of a specified control on a subview will be set at runtime according to the configuration
Control Interaction Set a View on a subform control's properties The properties of a specified control on a View on a subform will be set at runtime according to the configuration
Control Interaction Set a subform control's properties The properties of a specified control on a subform will be set at runtime according to the configuration
Control Interaction Set a Form control's properties The properties of a specified control on a Form will be set at runtime according to the configuration
Control Interaction Set a View control's properties The properties of a specified control on a View will be set at runtime according to the configuration
Control Interaction Execute a control's method The method of a specified control will be executed at runtime according to the configuration
Control Interaction Execute a subview control's method The method of a specified subview control will be executed at runtime according to the configuration
Control Interaction Execute a View control's method that was opened in a subform The method of a specified View control that was opened in a subform will be executed at runtime according to the configuration
Control Interaction Execute a View control method

The method of a specified View control will be executed at runtime according to the configuration
Control Interaction Execute a Form control's method that was opened in a subform

The method of a specified Form control that was opened in a subform will be executed at runtime according to the configuration
Navigation Navigate to another Form and go to a View, see KB001325 for more information Open another Form, showing the specific View’s tab (if applicable)
Navigation Navigate to another Form and go to a tab, see KB001325 for more information Open another Form, showing a specific tab
Navigation Navigate to another Form, see KB001325 for more information Open another Form
Navigation Navigate to another Form and execute a View method, see KB001325 for more information Open another Form, and execute a specific method on that Form after opening
Navigation Go to a tab In a Form, give a specific tab focus
Navigation Go to a View In a Form, give a specific View focus
Navigation Go to a subform tab In a Form, give a specific subform focus
Workflow Interaction Start a Workflow Start a specific Workflow
Workflow Interaction

Start a Workflow on a subview

Start a specific Workflow on a subview
Workflow Interaction

Start a Workflow on a subform

Start a specific Workflow on a subform
Workflow Interaction

Start a Workflow on a View on a subform

Start a specific Workflow on a View on a subform
Workflow Interaction Open a worklist item Open a specific worklist item
Workflow Interaction

Open a worklist item on a subview

Open a specific worklist item on a subview
Workflow Interaction

Open a worklist item on a subform

Open a specific worklist item on a subform
Workflow Interaction

Open a worklist item on a View on a subform

Open a specific worklist item on a View on a subform
Workflow Interaction Action a worklist item Action the worklist item
Workflow Interaction

Action a worklist item on a subview

Action the worklist item on a subview
Workflow Interaction

Action a worklist item on a subform

Action the worklist item on a subform
Workflow Interaction

Action a worklist item on a View on a subform

Action the worklist item on a View on a subform
Browser Interaction Close the browser window If the runtime Form is opened in such a way that it can be closed via Javascript in the specific browser (i.e. opened by Javascript – such as from worklist), it closes the window. Otherwise it redirects to a blank page.
Browser Interaction Navigate to a URL, see KB001323 for more information

To change the browser URL to the specific URL, such as a message Form or the home portal Form

Browser Interaction Disable the Form

 Disables the User Interface, but events continues to complete
Browser Interaction Enable the Form

 Disables the User Interface, but events continues to complete
Browser Interaction Disable the subform

 Disables the User Interface, but events continues to complete
Browser Interaction Enable the subform

 Disables the User Interface, but events continues to complete
Browser Interaction Navigate to a url

Open a url
Subview Interaction Transfer data to a subview  Transfer data from the available sources to a subview 
Subview Interaction Open a subview Open a specific View in popup window (subview). Specifically useful if you don't want to navigate away from the current tab. Subview settings such as Title, Width and Height can be specified. See the Considerations section
Subview Interaction Open a subview and execute a method Open the subview and execute a method (with mappings) on the subview after opening – i.e. filtered listmethods, load with value mapped from opening location etc
Subview Interaction Populate a list control on a subview  Provides a pre-populated list for selection on a subview
Subform Interaction Populate a list control on a View that was opened on a subform Populates a list control on a View with data that is supplied from a subform. Useful when having data in a subform which should populate a list control on a View
Subview Interaction Close a subview or subform Used after action has been taken on the subview or subform and need to  continue with the View or Form behind the subview or subform
Subview Interaction Close a subview or subform and execute a method on the View Used after action has been taken on the subview or subform and need to continue with the View or Form behind the subform. The subview or subform will close and the specified method will be executed as one action. If a record has been added on the subview or subform for example and a List View needs to be refreshed, this action can be used
Subview Interaction Execute a subview method A specific method will be executed on the subview
Subview Interaction Populate a list control on a subview with cached data Populates a list control (such as a drop-down or Picker) on a subview with cached data. Used on initializes and everywhere you want to refresh that control with cached data. See the following topics:
Subview Interaction Load a list control cache with data on a subview Loads a list control cache (such as a drop down or Picker) with data on a subview. Used on initializes and everywhere you want to refresh the cache data of the control. See the following topics:
Subform Interaction Open a subform Open a specific Form in popup window (subform). Specifically useful if you don't want to navigate away from the current tab. Subform settings such as Title, Width and Height can be specified. See the Considerations section
Subform Interaction Execute a View method that was opened on a subform A method will be executed  on a specified View that was opened in a subform
Subform Interaction Transfer data to a subform Transfer data from the available source to a field or control in a subform, for example transferring data from a View to a subform
Subform Interaction Execute a subform method A specific method will be executed on the subform
Subform Interaction Populate a list control on a View that was opened on a subform Populates a list control (such as a drop-down or Picker) on a View that was opened on a subform.
Subform Interaction Populate a list control on a View that was opened on a subform with cached data Populates a list control (such as a drop-down or Picker) on a View that was opened on a subform with cached data. Used on initializes and everywhere you want to refresh that control with cached data. See the following topics:
Subform Interaction Load a list control cache with data on a View that was opened on a subform Loads a list control cache (such as a drop-down or Picker) with data on a View that was opened on a subform. Used on initializes and everywhere you want to refresh the cache data of the control. See the following topics:
Subform Interaction Set a subform's properties

The properties of a subform will be set at runtime according to the configuration
Subform Interaction Set a View on a subform's properties

The properties of a specified View on a subform will be set at runtime according to the configuration
Visibility Show a control The specified control will be visible on the View/Form
Visibility Hide a control The specified control will NOT be visible on the View/Form. For example for security reasons
Visibility Show a control on a View on a subform The specified control will be visible on the View opened in a subform
Visibility Hide a control on a View on a subform The specified control will NOT be visible on the View opened in a subform
Visibility Show a subview control The specified control will be visible on the subview
Visibility Hide a subview control The specified control will NOT be visible on the subview
Visibility Enable a control Enables the control for editing if a user is required to capture, edit etc information
Visibility Disable a control Disables the control to prevent users from changing the information
Visibility Enable a subview control Enables the control for editing on a subview if a user is required to capture, edit etc information
Visibility Disable a subview control Disables the control on a subview to prevent users from changing the information
Visibility Enable a control on a View on a subform Enables the control for editing on a View opened on a subform if a user is required to capture, edit etc information
Visibility Disable a control on a View on a subform Disables the control on a View opened on a subform to prevent users from changing the information
Visibility Enable a View

Enables the View for editing so users can change the information in the fields
Visibility Disable a View

Disables the View for editing so the users are prevented to change anything on the View 
Visibility Enable a subview

Enables the subview for editing so users can change the information in the fields
Visibility Disable a subview

Disables the subview for editing so the users are prevented to change anything on the View 
Visibility Enable a View on a subform

Enables the View on a subform for editing so users can change the information in the fields
Visibility Disable a View on a subform

Disables the View on a subform for editing so the users are prevented to change anything on the View 
Visibility Disable a subform control

Disables a control on the subform for editing so the users are prevented to change anything on the View 
Visibility Enable a subform  control

Enables a control on the subform for editing so the users are able to change anything on the View 
Visibility Show a subform control

The specified control will be visible on the subform
Visibility Hide a subform control

The specified control will NOT be visible on the subform
Visibility Hide a subform tab

The specified tab will NOT be visible on the subform
Visibility Show a subform tab

The specified tab will be visible on the subform
Visibility Expand a View

Toggles the expander. Use when all details of the View should be viewed
Visibility Collapse a View

Toggles the expander. Use when limited details of the View should be viewed
Visibility Expand a subview

Toggles the expander. Use when all details of the subview should be viewed
Visibility Collapse a subview

Toggles the expander. Use when all details of the subview should NOT be viewed
Visibility Expand  a View on a subform

Toggles the expander. Use when all details of the View on a subform  should be viewed
Visibility Collapse a View on a subform

Toggles the expander. Use when all details of the View on a subform should NOT be viewed
Visibility Hide a View on a subform

Hides a View on a subform
Visibility Show a View on a subform

Shows a View on a subform
Visibility Show a View filter section

Shows the filter section on a List View
Visibility Show a subview filter

Shows the filter section on a subview List View
Visibility Hide the subview filter

Hides the filter section on a subview List View
Visibility Show the filter on a View on a subform

Shows the filter section on a List View opened in a subform
Visibility Hide the filter on a View on a  subform

Hides the filter section on a List View opened in a subform
Visibility Hide a View filter section

Hides the filter section on a List View
Visibility Hide a View

 Hides a View on a Form. The View will not be visible
Visibility Show a View

 Shows a View on a Form. The View will be visible
Visibility Hide a tab

 If there are more than one tab, one or more tabs cab be selected to be hidden
Visibility Show a tab

Shows the selected tab. If there are more than one tab, some tabs may be hidden or shown
Visibility Show a View control

Enables a View control for viewing
Visibility Hide a View control

Disables a View control for viewing. When hidden, this control will not be visible on the View at all
Visibility Enable a View control

Enables a control on a View for editing. The user is able to capture or change information
Visibility Disable a View control

Disables a control on a View for editing. The user is NOT able to capture or change information
Visibility Enable a Form control

Enables a control on a Form for editing. The user is able to capture or change information
Visibility Disable a Form control

Disables a control on a Form for editing. The user is NOT able to capture or change information
Visibility Show a Form control

Shows a control on a Form. The user is able to see the control on the Form 
Visibility Hide a Form control

Hides a control on a Form. The user is NOT able to see the control on the Form 
Notifications Get confirmation from user

Before deleting a record, ask the user to confirm the deletion
Notifications Show a Message

After submitting the worklist item, display a dialog to the user so they know it has been submitted
Notifications Browse to a Message Form Similar as show a message, the user is just redirected
Notifications Send an E-mail Sends an e-mail to selected participants 
Editable List Functionality Add a new row to the editable list Adds new row is added for editing in the editable List View
Editable List Functionality Edit the selected row on the editable list The selected row can be edited in the editable List View. Click Save after editing the row to save the changes made
Editable List Functionality Remove the selected row from the editable list

Removes the selected row in the editable List View. The entry will be deleted
Editable List Functionality Add a new row to the editable list subview  A new row is added for editing in the editable List subview
Editable List Functionality Edit the selected row on the editable list subview The selected row can be edited in the editable List subview. Click Save after editing the row to save the changes made
Editable List Functionality Remove the selected row from the editable list subview

Removes the selected row in the editable List subview. The entry will be deleted
Editable List Functionality Add a new row to the editable list View on subform  A new row is added for editing in the editable List View on subform 
Editable List Functionality Edit the selected row on the editable list View on subform  The selected row can be edited in the editable List View on subform. Click Save after editing the row to save the changes made
Editable List Functionality Remove the selected row from the editable list View on subform 

Removes the selected row in the editable List View on subform. The entry will be deleted
Editable List Functionality Apply the changes made to a row on the editable list View Commit the changes. Validation on editable list should happen before this action
Editable List Functionality Cancel the changes made to a row on the editable list View Changes made to the row will not be applied
Editable List Functionality Apply the changes made to a row on the editable list subview Changes made to a row on the editable List subview will be applied
Editable List Functionality Cancel the changes made to a row on the editable list subview Changes made to a row on the editable List subview will NOT be applied
Editable List Functionality Apply the changes made to a row on the editable list View on a subform Changes made to a row on the editable List View on a subform will be applied
Editable List Functionality Cancel the changes made to a row on the editable list View on a subform Changes made to a row on the editable List View on a subform will NOT be applied
Rule Interaction Execute another Rule Will execute another rule that has been previously configured. Rules can be executed after each other or in a batch
Rule Interaction Stop rule execution Stops rule execution
Rule Interaction Continue to next execution Activates rule execution and will continue with the next rule

The following Actions were previously available in the Subview Interaction and Subform Interaction sections:

  • Open a subview and set the subview title
  • Open a subform and set the subform title

These Actions have been removed and the Title can now be configured in the Subview/form Settings when using the Open a subview or Open a subform Actions and clicking on configure next to the Action. These settings can be dynamically set by typing a value or dragged from the Context Browser or a combination of both can be used. See the Set Window size on subview or subform topic for more information on using the Width and Height on the Settings screen.

The Collapse and Expand Events and methods have been added to the Rule Designer when using a Rule on a Form. These Events and methods can be used with Actions such as Transfer Data for example or to improve performance. The Load and Initialize methods can be used when expanding the View for example and don't have to be executed when the Form is Initialized. This minimizes the execution time when a Form is Initialized. See KB001387 - How to use the Collapse and Expand View Events.

View Events

View Methods

The Title, Heading and Body fields are optional fields. A (None) option has been added to the Message Type options to enable a user to show a message without having to use one of the existing types. When selecting (None) as the Message Type, no icon is shown when displaying the message at runtime.   

When using a notification action such as Get confirmation from user for example which displays an OK and Cancel button, rules can be created to perform a follow-up action depending on the button selected on the confirmation dialog. Any rules listed after the rule to show the confirmation dialog will execute if the OK  button is clicked. NO rules after the confirmation dialog rule will execute if the Cancel button is clicked.

When using the confirmation dialog rule in an IF statement, the TRUE section will execute if the  button is clicked, and will execute the ELSE section if the Cancel button is clicked.

The Focus method is available on certain View and Form controls enabling the user to set focus to a specific control at runtime using a rule.

The following rule actions are available for this purpose:

  • Execute a control's [Focus] method (on View and Form level)
  • Execute a subview control's [Focus] method
  • Execute a view control's [Focus] method that was opened in a subform
  • Execute a form control's [Focus] method that was opened in a subform

  • When using the Focus method, it is important to note that the control should be visible at runtime when executing the rule action.
  • The execution type of the preceding actions are important when using the Focus method. It would not make sense for example when using an execution type of asynchronous and the focus method is affected by one of the actions and might override the focus action. See the definitions of execution types for more information and how it might affect the focus method

The ability is provided to set the window size opening the subview or subform when using the Action Open a subview or Open a subform in a Rule. The default window size is 80% by 80%. The window size can be set using percentages or pixels. When using percentages, it is  necessary to add the percentage sign, but when pixels are used no suffix is required. Values can also be dragged from the Context Browser which will be resolved at runtime. Specifying invalid values or clearing values will result in the settings reverting back to 80% by 80%. If a value is calculated to be less than the minimum size, it will automatically default to the minimum size. If a value is calculated to be more than the maximum size, it will automatically default to the maximum size. The default sizes are:

Minimum size: 70px X 70px

Maximum size: Client height and client width of the browser as calculated at runtime

To set the size of the window opening the subview or subform, click on configure next to the Action.  

The width and height of the window can be specified on the Subform Settings wizard step. These fields are not compulsory and will use the framework values of 80% by 80% if not specified. If specific values are required, these can be typed or dragged from the Context Browser or a combination of both can be used. A numeric value can be dropped for example and then the % symbol can be added at the end to indicate that the size should be calculated as a percentage.  

As an example when a subform is opened in runtime, the Form is automatically resized to fit the size of the window specified in the Subform Settings wizard step. A scrollbar is enabled if the Form does not fit the size of the window. 

For more information on using the Title field see the topic on Actions.

An E-Mail can be sent as part of the rules configuration when using the Send an e-mail action.

Feature What it is How to use it
To

The address to which the e-mail is to be sent - whether specified directly or resolved from the Workflow originator or step participant. Multiple e-mails allowed separated by a comma

 Type text or drag and drop a field from the Context Browser. Multiple e-mails allowed separated by a comma. If fields are used from the Context Browser, they should be comma separated
From The e-mail address to appear in the From field - usually the e-mail setup for the K2 Server. Only one e-mail address allowed in the From field Type text or drag and drop a field from the Context Browser
CC Copy in a recipient. Multiple e-mails allowed separated by a comma Type the mail address of the person who should be copied or select a dynamic field from the context browser. Multiple e-mails allowed separated by a comma. If fields are used from the Context Browser, they should be comma separated
BCC Copy in a recipient without allowing other recipients to view Bcc addresses. Multiple e-mails allowed separated by a comma Type the mail address of the person who should be blind copied or select a dynamic field from the context browser. Multiple e-mails allowed separated by a comma. If fields are used from the Context Browser, they should be comma separated
Attachment Drag and drop fields from the context browser for attachments.

The following items are available:

  • SmartObject methods that return images or files.
  • Item References of type SharePoint Document or InfoPath Document.
  • InfoPath Form attachments (i.e. dragging the attachments node from the InfoPath Form schema.)
  • Data Fields
  • Attachments from the File Inline Functions node. More information can be found at:

    K2 blackpearl>Designing>Designers>K2 Designer for Visual Studio>Design Tools>Inline Functions>Function Browser>Files Functions

Note: Any field dragged from the Context Browser that is not a SmartObject property or Inline Function will be wrapped in the Get Attachment from Content File Inline Function. This provides the ability to specify a file name for the attachment
Subject The subject line of the e-mail - often one of the Workflow or step data fields is used to give a more precise context to the e-mail Type text or drag and drop a field from the Context Browser
Body Dynamic e-mail messages can be created by dragging fields from the Context Browser into the body of the message Type text or drag and drop a field from the Context Browser

The ability to use a dynamic URL and add parameters to the query string is available when using the Navigate to URL Action in a Rule. The option to open the URL in different ways is also provided. A Preview displays the query string that will be used to open the URL.

Feature What it is How to use it

Base URL

The URL used to navigate to. This is a required field and can be text or a field can be dragged from the Context Browser. If a field from the Context Browser is used, the value of that field is resolved at runtime.

 Type a URL or drag a field from the Context Browser

Open In

  • Current Window - The URL opens in the current window. In most instances selecting this option will be the same as selecting to open in Parent Window. However, when using SmartForms in an iframe in SharePoint for example, this option will result in the URL opening within the SmartForms frame.
  • New Window (or Tab) - The URL opens in a new window or tab.
  • Parent Window - The URL opens in the parent window/frame. In most instances choosing this option will be the same as choosing to open in Current Window. However, when using SmartForms in an iframe in SharePoint for example, this option provides the functionality to run the URL outside the SmartForms frame. If Current Window is selected in this instance, the new URL will open within the SmartForms frame.
  • Modal Dialog Window - The URL opens in the current window as a dialog box.

Select the method to use when opening the URL

Configure Parameters

Configures parameters to be used in the query string of the URL. The name and value of the parameter can be supplied. Values can be typed or fields can be dragged from the Context Browser. A combination of typed values and fields can also be used. Fields used from the Context Browser are resolved at runtime.

Click Add to add parameters. Select a parameter and click Edit to edit, Remove to remove the selected parameter. Click Remove All to remove all the parameters 

Preview

The Preview is populated as the Base URL and parameters are added. Parameters are separated from the Base URL with a ‘?’. Subsequent parameters are separated by ‘&’ as shown in the image above.

N/A

A Modal Dialog Window can be used when navigating to a URL. This option is available in the Navigate to a URL configuration. A Modal Dialog Window is a child window that requires users to interact with it before they can return to operating the parent View or Form, thus preventing further action on the main window. As an example, when used with the Navigate to URL action, the Modal Dialog Window can be used to display a dialog box.

Some functionality of the modal dialog window may not be available or may behave differently in certain web browsers. This includes, but may not be limited to:
Chrome

  • A regular dialog is displayed instead of a modal dialog
  • The Show Status Bar option is not available
  • The Resizable option is not available

Firefox

  • The dialog is not centered
  • The Show Status Bar option is not available
  • The Resizable option is not available

Select the Modal Dialog Window option from the drop down list in the Open In field and click on the ellipsis to open the Modal Dialog Window Options.

Feature What it is How to use it

Width

Sets the width of the dialog window. Any whole percentage up to 100%, whole number or pixel value to a maximum of 32767px can be entered Specify the value

Height

Sets the height of the dialog window. Any whole number or pixel value to a maximum of 32767px can be entered. When set to zero, it will automatically change the size to fit the content of the page Specify the value

Resizable

Specifies whether the dialog window has fixed dimensions Select the option if the dialog window should be resizable

Center Dialog

Specifies whether to center the dialog window within the computer screen Select the option if the dialog window should be centered

Top

Specifies the number of pixels the window should be from the top. Any whole number or pixel value to a maximum of 32767px can be entered Specify a value if required

Left

Specifies the number of pixels the window should be from the left. Any whole number or pixel value to a maximum of 32767px can be entered Specify a value if required

Show Status Bar

Specifies whether to show the Status Bar in runtime Select the option if the Status Bar should be shown

When using one of the Actions as shown below and clicking on configure next to the Action, a navigation screen opens. The ability is provided to navigate to a different Form, set a Form State and specify either the parameters or the State using static values or dynamically use Data Fields to set the value which will then be resolved at runtime.

The navigation screen can also be accessed by clicking on the Navigation tab at the top of the screen.

Feature What it is How to use it

Select an existing state

This is the state of the Form that will be navigated to. This state will be used when opening the other Form. Base state is the default. If the destination Form does not have a state, the Base state will be used

 Select a state from the drop-down list

Determine state at runtime

The state can be specified either using static values or dynamically use Data Fields from the Context Browser. When using static values or Data Fields, the value is resolved at runtime

Type text or drag a field from the Context Browser

Open In

  • Current Window - The other Form opens in the current window. In most instances selecting this option will be the same as selecting to open in Parent Window. However, when using SmartForms in an iframe in SharePoint for example, this option will result in the Form opening within the SmartForms frame.
  • New Window (or Tab) - The other Form opens in a new window or tab.
  • Parent Window - The other Form opens in the parent window/frame. In most instances choosing this option will be the same as choosing to open in Current Window. However, when using SmartForms in an iframe in SharePoint for example, this option provides the functionality to run the Form outside the SmartForms frame. If Current Window is selected in this instance, the new Form will open within the SmartForms frame.

Select the method to use when opening the Form to navigate to

Mapping Destinations

Parameters of the Form to be navigated to. Parameters can be auto mapped. Mappings can be changed if required, or manually mapped. Parameters are updated in the preview and will be used to navigate to the destination Form. If the destination Form does not have parameters, this section will be blank

Disable the option if not required

Preview

Displays the URL and parameters used to navigate to the destination Form. If static values are used to set the Form state and parameters, the Preview URL becomes active and can be clicked to navigate to the Form

If static values are used to set the Form state and parameters, the Preview URL becomes active and can be clicked to navigate to the Form

How to use the Navigate to URL rule action

How to use the Navigate to another Form rule actions with parameters and Form state

The properties of a View can be set at runtime. These actions are available on Form and subform level of the Rule Designer.

  • Create a View.
  • Create a Form containing the View.
  • Edit the Form and configure a rule to set the View's property at runtime.
  • We want to make this View invisible at runtime when the Form is initialized. Select the Set a View's properties action.
  • Click configure next to the action.
  • Select the Visible property to be changed at runtime to No.
  • Finish the rule and save the Form.
  • Run the Form and note that the View is not visible when the Form initializes.

The same principle can be applied to the subform action called Set a View on a subform's properties.

  • The height, width and tab indexing properties of the View cannot be changed at runtime.
  • When changing the setting of the Default property at runtime, only the Default property of the View will be changed and not how the View is rendered with the current session. In other words if the Default property of a View is set to Expanded, then changed at runtime to Collapsed, the View will not automatically collapse in the current session. The View will only be collapsed when the Form is opened again as the default will then apply.
Related Topics

How to use Rules to change the edit state of View and Form controls and tables

How to the Navigate to another Form rule actions with parameters and Form state

How to use the Navigate to URL rule action

How to use the Collapse and Expand View Events and Methods

How to use workflow properties as output mappings