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4.10. Actions
The Actions tab contains two panels that configure the steps taken on form completion. Actions may be attached to direct user requests (button definitions) or events that occur during the processing of a form.
The button tree
The left hand pane 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 on the right, Submit is the name of the first data input button. Always is the button's display condition. There are four associated actions with the submit button: clear hidden fields, validate, save, and view 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 on the arrow submenu on the Data Input line and select . This will immediately add a new button to the bottom of the tree, and it will be labelled NEW by default.
For a button press to have meaning, it should have one or more associated actions.
Adding an action
To add an action click on the arrow submenu on the button's definition line and select . Select the desired action from the submenu. Each action is detailed in the Actions chapter.
Editing an action
Certain actions may have attributes that may be edited. To edit these action types, click on the arrow submenu on the action's definition line and select .
Deleting an action
To delete an action click on the arrow submenu on the action's definition line and select . The action will be removed from the button definition.
Editing a 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.
Deleting a button
To delete a button, select the button's arrow submenu and select delete. The button's definition will be removed from the eForm.
Changing order
Notice that button, actions, and rule definitions in the tree can be dragged with the mouse to re-order the item's precedence.
The event tree
The right hand pane 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 toggling the arrow icon that immediately precedes the event name. Follow the instructions above the configure the actions associated with an event. There are three events displayed on the example shown on the right, After signing, On sync, and After viewing document. After signing has two associated actions of save and view document. After viewing document has a two conditional actions (set confirm close message and show HTML) based on the rule function of isOpenForm.