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Home → Using LincDoc 3.0 → Actions → Configuring actions

8.2. Configuring actions

Buttons

Buttons may be associated with a particular field's row or on the form itself.   Form level buttons are configured on the Actions tab of the admin interface.  Field level buttons are configured from the field's definition pane.   

Adding a field level button

1. On the Fields/Sections tab of the admin window, select the field that would be associated with the button.
2. Verify that the advanced checkbox is checked.
3. On the Actions and Buttons attribute, click on the arrow submenu button.
4. On the Buttons pane Field row, click on the arrow submenu button and select add button.
5. A button named NEW with the condition of Always is created.  
6. At this point the button may be edited and an action or rule applied through the button's arrow submenu.

Editing a field level button

To edit a button, select the button's arrow submenu and select edit. A window with the button's attributes will be displayed. Each button has the following general attributes:

• Label.
• The Stop on Error attribute prevents the subsequent button actions from proceeding when an error is generated.
• The condition controls the button's visibility.   The standard conditions of Always or Never may be used or you may configure a dynamic condition.
• Image.  Select the arrow submenu to choose a button image from the standard set to display to the left of the button's label.

Select save to apply your button attribute changes.

Deleting a field level button

A button's definition is removed by selecting its submenu arrow and selecting delete. 

Events

Events occur on both a field and eForm basis.   Each event can be configured to perform one or more actions.   These actions may also be subject to a rule evaluation or condition.  The following events are available in LincDoc:

Event	Type	Description
On blur	Field	This event triggers when the user exits a field and the field loses focus.
On change	Field	This event triggers when the value of a field changes.
After signing	Field/eForm
On sync	eForm	This event triggers when the data is synchronized to the server in LincDoc's mobile implementation.
After viewing document	eForm	This event triggers when the document viewer is exiting.

Named actions

Certain actions may be needed at multiple points during an eForm's lifecycle.   A shortcut to defining repeated actions is available in LincDoc as a "named action".   Named actions are saved action configurations that may be reused or act as a defaulted template for new action definitions. 

Adding a named action

1. On the action line, select the edit option from the arrow submenu button.
2. In the action's attribute window, select the save with name option.
3. Enter a unique name for the button configuration.

Using named actions as templates

1. On the action line, select the edit option from the arrow submenu button.
2. In the action's attribute window, select the load named action and pick the configured named action from the drop down menu.
3. The named action's attributes are automatically defaulted in the action's attribute window.

Knowledge Tags

Actions  /  Event  / 

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