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7.13. Specifying Actions
The Admin dialog box's Actions tab contains two lists that allow you to configure specific units of work that are executed in response to form events. Actions may be attached to direct user requests (such as when a button in a form is clicked) or events that occur during the processing of a form (such as a form being loaded or after a signature is applied).
About the Buttons List
The left side of the Actions tab shows all of the eForm's buttons in a simple tree structure.
The order of the items in this tree dictates the order of the eForm's buttons from left to right. Button definitions may be collapsed or expanded by toggling the arrow icon that immediately precedes the button name.
In the example above, the Submit button is the name of the first data input button. Always is the button's display condition. There are five associated actions with the submit button: clear hidden fields, validate, save, view document, and append uploaded file to document. There is an additional button named Cancel that is always displayed and has an action of close.
Creating a Button
To add a button, click the arrow button that corresponds to the Data Input entry and select add button from the options that appear. A new button is added to the bottom of the list of buttons and is labelled NEW by default.
Tip: For a button click in a form to have meaning, it should have one or more associated actions.
Adding an Action to a Button
To add an action, click the arrow button on the button's entry in the Buttons list, and point to add from the menu that appears.
Hover over the action option, and select the desired action from the list that appears. For more information on each available action, see Actions.
Editing a Button's Action
Certain actions may have settings that can be edited. To configure these action types, click the arrow button that corresponds to the action in the list, and select edit from the menu that appears.
Deleting a Button's Action
To delete an action, click the arrow button that corresponds to the action, and select delete from the menu that appears. The action is removed from the button's definition.
Editing a Button's Settings
Click the arrow button that corresponds to the button's entry in the Buttons list, and select edit from the menu that appears. The Edit button dialog box is displayed.
Each button has the following general attributes:
- Label. The text that appears on the button itself, both in your eForm (if Show label described below is checked) and in the Buttons list on the Actions tab.
- Show label. When this check box is cleared (unchecked), the defined button label is not shown on the form's Data Entry View. However, the label is still displayed on the Actions tab.
- Stop on error. Prevents any subsequent button actions from proceeding when an error occurs.
- Condition. Allows you to control the button's visibility. The standard conditions of Always or Never may be used or you may configure a dynamic condition. For more information, see Creating and Editing Custom Conditions.
- Button image. Allows to you define an image that will appear on the button when viewed using the form's Data Entry View. Click the arrow button displays a list of the available images. A preview of the selected image, as it will appear on the button, is displayed to the left of the arrow button.
Click to apply your button settings.
Deleting a Button
To delete a button, click the arrow button that corresponds to the button's entry and select delete from the menu that appears. The button's definition is removed from your eForm.
Changing the Order of Items
You can alter the order of buttons (and action and rules) on the Actions tab by dragging-and-dropped them to new locations.
About the Event Tree
The right side of the Actions tab shows all of the eForm's events and related rules or actions in a simple tree structure.
Event definitions may be collapsed or expanded by clicking the + or - icon that immediately precedes the event's name. Follow the instructions above the configure the actions associated with an event. There are three events displayed on the example shown above: After signing, On sync, and After viewing document. After signing has two associated actions of save and view document. After viewing document has one conditional action (show HTML) based on the rule function of isOpenForm.