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Management

Lifecycle

The Form Designer creates a web form (ASPX and code-behind) that's based mainly on both ASP.NET Framework and WorkflowGen.My libraries.

This gives you the advantage of many possibilities for customizing and integrating the web form to your specific needs, especially in an advanced and integrated development environment such as Visual Studio.

Example of the process lifecycle

  • A first version is created, which is done quickly and easily using the built-in form designer. The end-users will then test the first version as proof of concept.

  • Later, the process can be deployed for production if it meets the business's and end-users' expectations.

  • If there are custom or advanced functionalities required in a new version that aren't available in the built-in form designer, then the process can be migrated to the web form development.

Migrating a process

In order to migrate a process with a built-in form to a process web form, follow these steps:

  1. Create a new version of or duplicate the process.

  2. Uncheck the Built-in form designer option in the New process information tab.

  3. In Visual Studio, open the web form website with the folder path (\wfgen\wfapps\webforms[process name]\V[version number]) and start your development.

Security

All connection strings in \wwwroot\wfgen\web.config are available for use in the Form Designer and Global Lists except for the master database connection string. While the application tries to verify that user-supplied SQL queries used in these contexts are secure and contain only SELECT statements, you should also make sure that exposed connection strings are secured at the database level. This means that if you don’t want a process manager or a Global List manager to be able to update or modify a certain database, the connection string should have read-only access to your database.

Keep in mind that process designers can also use any connection string that they have access to from the Form designer’s code-behind editor. If you want to restrict a Global List manager’s access to a connection string, while still allowing the process designer to use it, you should add the connection string to the web form application’s web.config (\wwwroot\wfgen\WfApps\WebForms\web.config).

Connection strings in web forms'web.config files are not exposed in the WorkflowGen UI, so for process designers to be able to use them, they must know the name of the connection string. This is also a convenient way to give different process managers access to specific connection strings.

You can choose to leave your web form folder ([process name]\V[version number]) as a sub-folder within the web forms web application (\wfgen\wfapps\webforms) or transform this folder into a web application in IIS.

  • The former case will make your web form dependent and uses the web form's web application resources (e.g. \bin, \App_Data, \App_Resource, \App_Themes, etc.) as it did prior to migration.

  • The latter case will make your web form as an independent web application. In this case, you'll need to copy the web form's \bin sub-folder to your web form’s folder and refresh the opened project in Visual Studio, if needed.

Appearance, Behavior & Mapping

Appearance

Styles

The built-in style templates (available in the Style drop-down menu) contain additional CSS that will automatically format and optimize a web form to display on smartphone and tablet devices, based on their screen resolution.

Custom styles can be created and deployed on the server using the following folder and file structure: \wfgen\App_Data\Templates\Forms[language][folder name]\css[style name].css

📌 Example

\wfgen\App_Data\Templates\Forms\En\MyCompany\css\MyStyle.css

The themes in the Styles drop-down menu will be applied to the entire form. The Appearance Editor lets you fully customize individual form elements, such as font and size, text and background colors, border styles and colors, etc.

Appearance Editor

The Appearance Editor lets you customize the appearance of individual form items and provides further options. You can change the appearance of headers and footers, fields and their labels, radio buttons, checkboxes, the Submit button, and the optional Save-as-draft button. Click the Appearance tab to open the Appearance Editor.

You can use the Appearance Editor in Express or Advanced modes.

Express mode

To use Express mode, hover over the item you want to customize and a toolbar will appear that lets you change the appearance of text and the size of the top margin. (If the item contains several fields, toolbars will appear in the corresponding positions.) You can also change the width of labels and fields.

To display the Express mode toolbars for all of the items on the form, press Ctrl+Shift+A.

Advanced mode

Advanced mode provides extended customization options. To show the Advanced mode panel, hover over the item to display the Express mode toolbar, then click the pencil icon to the right.

Text lets you set the text appearance, alignment, and word spacing. Layout sets the width and padding of the item. Borders adds and customizes the appearance of borders. Field sets the top, left, and right margins of the field.

You can also add images to section headers and bodies:

  • The Image URL field contains the URL of the image to display.

  • Image repeat sets if and how the image will be repeated:

    • No repeat: the image will not be repeated

On the Apply to... tab, you can choose the items to which you want to apply the customized appearance settings using the checkboxes.

To apply your customized appearance and exit the Advanced mode menu, click the checkbox icon at the top right of the panel. To cancel changes and exit, click the x icon.

Field & section behavior

The Behavior section is used to visually define the behavior of form sections nd fields for each action of the workflow.

To activate the interactive workflow view and define the behavior of the form, click Behavior on the toolbar.

To define the behavior of sections and fields of the form at the action level, click the desired action in the interactive view of the workflow. Once the action is selected, the Required, Read-only, and Hidden settings are activated as clickable buttons for each section and the form field.

To activate the Required, Read-only, and Hidden settings of each section and form field, click the button related to the section or field for which you want to manage the behavior.

To define the behavior of the form for the other actions of the workflow, click another action via the interactive view and repeat the above operation according to the desired behavior.

Table of supported behaviors for sections

Table of supported behaviors per field type

* Not supported in field conditions.

Field data mapping

The Mapping screen enables you to visually define the default values ​​(data in) and/or data to be stored by the workflow (data out) of the form fields for each action of the workflow.

To activate the interactive workflow view and manage the mapping of the form, click Mapping on the toolbar.

To set the default values ​​of form fields at the action level, click the desired action in the interactive view of the workflow.

Once the action is selected, the Value IN and Value OUT buttons are activated in each form field.

Default value (data in)

A default value will automatically populate a field when displaying the form following the launch of an action. These default values can be of several types:

  • Manually-entered text

  • A macro selected from the list of available macros

  • Workflow data selected in the data list

To set the default value of a field at the action level, click the Value IN button to the right of the field concerned.

In the dialog box that appears, set the default value of the field by entering text in the Text section, by selecting a macro from the drop-down Macro list, or by selecting process data in the Data combo box. Click the check mark at the top right to save.

To set the default values ​​of other form fields for each of the actions of the workflow, click another action via the interactive view and repeat the previous operation.

Data stored by the workflow (data out)

To set the form data to be stored for an action, click the desired action in the interactive view of the workflow.

Data stored by the workflow corresponds to the value of form fields that will be retrieved by the workflow as a result of an action, and that can be used for the following purposes:

  • As workflow conditions

  • In the assignment of an action, setting the time for action and content of notifications

  • Through the tracking features and/or statistics (reporting)

To send the value of a form field and therefore store it as process data, click Value OUT to the right of each field in question.

Fields whose values have been sent are automatically declared in the Data tab of the process definition and will be usable as workflow transitions, as tracking features and statistics (reporting), etc.

Data names should respect the following XML naming rules:

  • They should begin with a letter or an underscore

  • They should contain only letters, digits, hyphens, underscores, and periods

To define the data stored for each of the actions of the workflow, click another action via the interactive view and repeat the previous operation.

Quick approval

To enable the Quick approval feature on validation actions, click the Quick approval tab and check Enable Quick approval. Click Edit email approval keywords to specify email approval keywords (comma-separated) for the configured Quick approval parameters. Once enabled, you can also Enable Quick approval comments for comments actions.

To enable Quick approval by default, check Enable Quick approval by default on the Portal tab in the Configuration Panel.

If you have modified the default Quick approval parameters or added additional ones, the parameter values must be static and not bound to dynamic process data.

Repeat: the image will be repeated both vertically and horizontally (this is the default setting)
  • Repeat x: the image will be repeated horizontally only

  • Repeat y: the image will be repeated vertically only

  • Image position "x" aligns the image to the left, horizontal center, or right.

  • Image position "y" aligns the image to the top, vertical center, or bottom.

  • ✔️

    ✔️

    CheckBoxList

    ❌

    ✔️

    ✔️

    CheckBoxListVertical

    ❌

    ✔️

    ✔️

    Currency

    ✔️

    ✔️

    ✔️

    Date

    ✔️

    ✔️

    ✔️

    DateTime

    ✔️

    ✔️

    ✔️

    DropdownListBox

    ✔️

    ✔️

    ✔️

    Gridview

    ✔️*

    ✔️

    ✔️

    Gridview - Column

    ✔️*

    ❌

    ❌

    Label

    ❌

    ❌

    ✔️

    ListBox

    ✔️

    ✔️

    ✔️

    Numeric

    ✔️

    ✔️

    ✔️

    Password

    ✔️

    ✔️

    ✔️

    RadioButton

    ❌

    ✔️

    ✔️

    RadioButtonList

    ✔️

    ✔️

    ✔️

    RadioButtonList Vertical

    ✔️

    ✔️

    ✔️

    ReadOnlyCurrency

    ❌

    ❌

    ✔️

    ReadOnlyDate

    ❌

    ❌

    ✔️

    ReadOnlyDateTime

    ❌

    ❌

    ✔️

    ReadOnlyNumeric

    ❌

    ❌

    ✔️

    ReadOnlyText

    ❌

    ❌

    ✔️

    TextArea

    ✔️

    ✔️

    ✔️

    Text

    ✔️

    ✔️

    ✔️

    They should not contain spaces

  • They should not begin with the letters XML in any case (e.g. xml or Xml)

  • Otherwise, the action parameter will be successfully saved, but a warning message will be displayed upon saving. For more information, see https://www.w3schools.com/xml/xml_elements.asp.

    Sections

    Required

    Read-only

    Hidden

    All sections

    ✔️

    ✔️

    ✔️

    Default – Fields

    Required

    Read-only

    Hidden

    File attachment (Standard .NET FileUpload control)

    ✔️

    ✔️

    ✔️

    File attachment (WorkflowFileUpload control)

    ❌

    ✔️

    ✔️

    CheckBox

    ❌

    Form

    Form Designer

    Design mode

    ASP.NET editor

    Click .NET in the toolbar to open the ASP.NET code editor, which can be used to define server-side procedures, events, and global variables to handle any specific custom tasks. This feature is mainly intended for ASP.NET server-side development.

    As of WorkflowGen version 7.19.0, all default.aspx files are saved with the Page Async property set to true (e.g. <%@ Page Async="true" ... %>). This allows asynchronous ASP.NET web form development (see the Microsoft article for more information).

    JavaScript editor

    Click JS in the toolbar to open the JavaScript code editor, which can be used to define server-side procedures, events, and global variables to handle any specific custom tasks. This feature is mainly intended for JavaScript client-side development.

    Advanced features

    Server-side editing mode

    Check Enable server-side editing mode on the General tab in the Form configuration panel to activate this mode, which allows form designers to modify the content of the form's C# runat server tag (e.g. <script runat="server") and JavaScript script tag (e.g. <script jseditor="true">) directly in the generated default.aspx file on the server (usually located in the \wfapps\webforms[PROCESSNAME]\V[VERSION] folder) using Visual Studio Professional or Visual Studio Code.

    The .NET and JavaScript editors are disabled when server-side editing mode is enabled.

    You must save the form on the WorkflowGen Form screen every time you make changes to a script's code in the default.aspx file in order to keep the form's HTML script tags (FORM_HTML) up to date. This is mandatory before you can export the XPDL process definition for deployment on another server.

    AJAX mode

    If you're using the Form Designer, you can enable AJAX mode by checking Enable AJAX mode on the General tab of the Form configuration panel.

    When adding a custom control (e.g. a button to handle form submission), you must register the control ID as a postback control in the Page_Load event's ScriptManager object. For example:

    Toolbar

    Design mode

    ASP.NET editor

    JavaScript editor

    Form configuration

    A form created with the built-in Form Designer has one header, one or several sections, one or several fields per section, a Submit button, an optional Save as a draft button, and one footer.

    General tab

    Web references tab

    Translations tab

    Saves the selected section or field as a custom tool

    Duplicate a section or field

    Makes a copy of the selected section or field and inserts it in the form. The duplicate section or field will appear below the selected section or field.

    Delete a section or field

    Deletes the selected section or field from the form

    Form configuration

    Opens the Form configuration window

    Workflow view

    Displays the interactive workflow view

    Undo/redo

    Undoes or redoes the most recent changes made to the form

    Styles

    Select a style

    List of default and custom styles; select an item to change the style of the current form.

    Tools

    Select a tool

    List of default and custom tools; select an item in order to add the tool to the form using the Insert button.

    Insert the selected tool

    Inserts the selected tool in the form

    Id

    Edit ID

    Edit section and field identifiers

    Tooltip

    Edit tooltip

    Edit section and field tooltips

    Format

    Edit format

    Edit section and field format

    Appearance

    Edit appearance

    Edit the appearance of headers, footers, labels, sections, and fields (see )

    Behavior

    Edit field and section behavior

    Displays the interactive view of the workflow, activates the Required, Read-only, and Hidden clickable options for each form field, and sets the behavior of sections and form fields for each action (see )

    Mapping

    Edit field’s action data mapping

    Displays the interactive view of the workflow, activates clickable options Retrieve the value and Send the value for each form field and defines the data input and output for each action (see )

    .NET

    ASP.NET

    Switch to the ASP.NET code editor

    JS

    JavaScript

    Switch to the JavaScript code editor

    Switch to the Form Designer

    JS

    JavaScript

    Switch to the JavaScript code editor

    Switch to the Form Designer

    .NET

    ASP.NET

    Switch to the ASP.NET code editor

    The width of the form header

    Numeric value with or without the unit of measure (px, pt, in, cm, mm, pc, em, ex, %), e.g. 720px

    Height

    The height of the form header

    Numeric value with or without the unit of measure (px, pt, in, cm, mm, pc, em, ex, %), e.g. 38px

    Image alignment

    The alignment for the header image:

    • Right: The image will be aligned to the right.

    • Left: The image will be aligned to the left.

    • None: No alignment.

    Image URL

    The URL of the image to be shown

    Image width

    The width of the image

    Image height

    The height of the image

    Image repeat

    Sets if and how the image will be repeated:

    • No-repeat: the image will not be repeated

    • Repeat: the image will be repeated both vertically and horizontally (this is the default setting)

    • Repeat x: the image will be repeated only horizontally

    Sections

    Width

    The width for all sections

    Numeric value with or without the unit of measure (px, pt, in, cm, mm, pc, em, ex, %), e.g. 720px

    Adjust width automatically

    Check to apply adjusted width to all sections

    Labels

    Alignment

    The alignment for all field labels:

    • Right: the label will be aligned to the right of the field

    • Left: the label will be aligned to the left of the field

    • Top: the label will be aligned on top of the field

    Width

    The width for all field labels

    Numeric value with or without the unit of measure (px, pt, in, cm, mm, pc, em, ex, %), e.g. 150px

    Apply the width

    Check to apply the width to all field labels

    Buttons

    Submit label

    The label for the submit button

    Save-as-draft label

    The label for the save as draft button

    Enable save-as-draft

    Check to enable and display the save as draft button

    Footer

    Width

    The width of the form footer

    Numeric value with or without the unit of measure (px, pt, in, cm, mm, pc, em, ex, %), e.g. 720px

    Height

    The height of the form header

    Numeric value with or without the unit of measure (px, pt, in, cm, mm, pc, em, ex, %), e.g. 22px

    Image alignment

    The alignment for the footer image:

    • Right: the image will be aligned to the right side

    • Left: the image will be aligned to the left side

    • None: no alignment

    Image URL

    The URL of the image to be shown

    Image width

    The width of the image

    Image height

    The height of the image

    Image repeat

    Sets if and how the image will be repeated:

    • No repeat: the image will not be repeated

    • Repeat: the image will be repeated both vertically and horizontally (this is the default setting)

    • Repeat-x: the image will be repeated only horizontally

    Security

    Enable XML Signature

    Check to enable the use of XML signature in the form data

    Digital signatures are used to certify that a document has not been modified by the system or by someone who gained unauthorized access to the system. The XML signature is a W3C standard that defines the syntax and processing rules for creating and representing digital signatures. This is a method of associating a key with referenced data to insure the integrity of this data.

    Misc.

    Display a confirmation message for quick deletion

    Check to prompt a confirmation message prior to deletion

    Icon

    Name

    Description

    New form

    Creates a new form or replaces the current form

    Save the form

    Saves the current form (you can also press Ctrl+S to save)

    Print the form

    Prints the current form

    Icon

    Name

    Description

    New

    Clears the ASP.NET code

    Save

    Saves the ASP.NET code

    Comment/Uncomment

    Adds or removes // before the selected line(s)

    Design

    Icon

    Name

    Description

    New

    Clears the JavaScript code

    Save

    Saves the JavaScript code

    Comment/Uncomment

    Adds or removes // before the selected line(s)

    Design

    Name

    Description

    Web forms

    Enable server-side editing mode

    See Server-side editing mode

    Enable AJAX mode

    See AJAX mode

    Header

    Title

    The title of the form

    Name

    Description

    Include jQuery API and jQuery UI libraries

    Check this option to include the jQuery and jQuery UI libraries in runtime mode (form execution); by default, these libraries are available in design mode

    Available versions:

    • v1.7.2 & v1.8.20

    • v1.10.2 & v1.10.3

    • v3.5.1 & v1.12.1 (default)

    Free text

    Custom web references to be included in the HTML head that will be available in both design and run-time modes. Only <script>, <meta>, <link>, and <style> tags are supported. When you enter a tag, the free text editor automatically inserts its closing tag.

    📌 Example:

    <link rel="stylesheet" type="text/css" href="mystyle.css" />

    <style type="text/css">

    body {background-color:yellow}

    p {color:blue}

    </style>

    <meta name="description" content="my content" />

    <script type="text/javascript">

    alert("Hello World!");

    </script>

    <script type="text/javascript" src="myscript.js">

    </script>

    To fold a code block, click the down arrow next to the line number, which will insert a double-arrow icon in place of the code. To unfold the code block, click the right arrow. Press Ctrl+Spaceto display a drop-down menu that lists the available variables and keywords.

    Name

    Description

    Select a language

    The Form Designer allows you to translate form labels and error messages to the languages available in WorkflowGen. Select a language for translation from the languages available in the drop-down list.

    ✏️ Note: Generic language selections such as English, French, Spanish, etc., correspond to the version of the language that the administrator initially used to create a form. For example, if the administrator used English (United States) to create a form, then in this instance the selections English (United States) and English would be one and the same.

    Free text

    Write translated text that corresponds to the selected language. If a field is left empty, then the language will defer in the following order: Country-specific language > Generic language > Default language.

    Using Asynchronous Methods in ASP.NET 4.5

    Save a section or field as tool

    Form Designer

    Form Designer

    Width

    protected void Page_Load(object sender, EventArgs e)
    {
        base.Page_Load(sender, e);    
        
        // Register the custom button to the script manager for postback management in AJAX mode
        if (ScriptManager.GetCurrent(this) != null) {
            ScriptManager.GetCurrent(this).RegisterPostBackControl(ACTION1_BUTTON1);
        }
    }

    Repeat y: the image will be repeated only vertically

    Repeat-y: the image will be repeated only vertically

    Appearance
    Field & section behavior
    Field data mapping

    Structure, Sections & Fields

    Structure

    Header

    • The header contains a title, a label, and an optional image.

    • The title can be used to display the process name. Its text can be edited directly in the form.

    • The label is used to display the current request number. Its default identifier is CURRENT_REQUEST and can be referenced in an action parameter to receive the Request.Id macro.

    • The image is used to display a logo. It can be resized or realigned.

    • A fixed width and height can be set for the header in the form configuration window.

    Section

    • The section has a title to display the section name. Its text can be edited directly on the form.

    • It can have one or several fields.

    • Each section must have a unique identifier.

    • Sections can only be aligned vertically and reordered using the mouse drag-and-drop action.

    See for the different types of default section.

    Field

    • The field has a label and an input control.

    • The label is used to display the name of the field. Its text can be edited directly on the form. It can be resized and realigned.

    • A fixed width can be set for all labels (General / Labels).

    • The input control is where a value is captured in the form. It can be resized and realigned.

    See for the different types of default field.

    Button

    • The Submit and Save as draft buttons can be renamed in the form configuration window (General / Buttons) or in the Appearance Editor (see ).

    • The Save as draft button can be enabled or disabled as well.

    • Their identifiers are submitButton and saveAsDraftButton

    Footer

    • The footer contains a title and an optional image.

    • The title can be used to display a note. Its text can be edited directly on the form.

    • The image is used to display a logo. It can be resized or realigned in the form configuration window (General / Footer) or in the Appearance Editor (see ).

    You can also change the web form style sheet and other attributes (header image, footer, text, etc.) at runtime by adding the following .NET code to your form:

    This replaces:

    • The current style sheet with the metal.css template

    You should define the width and height of the images in the form configuration in the .NET code.

    📌 Example:

    An absolute URL is recommended because the generated form archive (HTML) could be opened in the email notification.

    Sections & fields

    Tools

    Default and custom tools are available in the Tools drop-down list.

    Save a section or field as tool

    This feature allows a form designer to save an existing section or field in the current form as a custom tool template in order to be reused in other forms. First, select a section or field then click the Save a section or field as tool icon on the toolbar (see ).

    Manage custom tools

    To open this window, click the Tools drop-down menu and select Manage custom tools, which allows you to delete custom tools.

    Section settings

    File attachment field settings

    CheckBox/RadioButton field settings

    These settings apply to CheckBoxList, CheckBoxListVertical, RadioButtonList, and RadioButtonListVertical fields as well.

    TextBox field settings

    These settings apply to Currency, Date, DateTime, Numeric, Password, and TextArea fields.

    ListBox/DropDownListBox field settings

    These settings (except Items) apply to Label, ReadOnlyCurrency, ReadOnlyDate, ReadOnlyDateTime, ReadOnlyNumeric, and ReadOnlyText fields as well.

    GridView field settings

    ASP.NET user control field tool

    The Form Designer supports a custom field tool that is an ASP.NET user control. You can create this tool and manually deploy it on the server. It must have the following elements, folder and file structures:

    User control field template: \wfgen\App_Data\Templates\Forms\[language]\[folder name]\fields\[user control name].txt

    User control sources:

    • ASCX: \wfgen\WfApps\WebForms\[user control name].ascx

    • Code-behind: \wfgen\WfApps\WebForms\[user control name].ascx.cs

    When you enter a tag, the user control field automatically inserts its closing tag. To collapse a code block, click the down arrow next to the line number, which will insert a double-arrow icon in place of the code. To expand the code block, click the right arrow. Press Ctrl+Space to show a drop-down menu that displays the available variables and keywords.

    The user control field supports the Custom attributes settings (see ).

    ID editing

    The ID menu in the toolbar will activate the field’s identifier edit mode. You can change the identifier of the header label, sections and fields. Identifiers are normally used to identify a form element such as a section or a field in WorkflowGen’s action parameters (e.g. FORM_FIELDS_REQUIRED) or in the form’s ASP.NET code-behind.

    Rules

    • Each identifier must be unique.

    • It must start with a letter.

    • It can only contain alphanumeric and underscore characters.

    • It is case sensitive.

    A tooltip with the full/real identifier of the element will be displayed when you mouseover the identifier input field.

    Tooltip editing

    The Tooltip menu in the toolbar will activate the field’s tooltip edit mode. You can change the tooltip for the form fields only. Tooltips are normally used to display more information about the field when the user moves the mouse pointer over it.

    Format editing

    The Format menu in the toolbar will activate the field’s format edit mode. You can change the format of TextBox, Currency, Date, DateTime, Numeric, Label, ReadOnlyCurrency, ReadOnlyDate, ReadOnlyDateTime, ReadOnlyNumeric and ReadOnlyText fields. Formats are normally used to specify the way to capture and display a specific type of value based on the user’s language and culture.

    When inserting a section tool into the form, the new section will be placed in the last position.

  • Section width will be resized automatically based on the widest field in the form whenever there is a field width change.

  • A fixed width can be set for all sections.

  • The section’s settings can be edited by clicking the pencil icon on the right side of the section name.

  • Each field must have a unique identifier.

  • Fields within the same section are prefixed with the section’s identifier following an underscore character.

  • Fields within a section can be reordered vertically using the mouse drag-and-drop action.

  • A field can be moved from one section to another section using the mouse drag-and-drop action.

  • When inserting a field tool into the form, the new field will be placed in the last position of the selected section or the first section if no section is selected.

  • By default, fields are aligned vertically on the same column.

  • Two fields can be aligned horizontally on the same row using the Remove line break button (left arrow) on the right side of the first field.

  • Two fields can be aligned vertically on the same column using the Line break button (right arrow) on the right side of the first field.

  • The field’s settings can be edited edited by clicking the pencil icon on the right side of the field.

  • , respectively.
    A fixed width and height can be set for the footer.

    The header title label

  • The header image

  • The footer title label

  • The footer image

  • A section that has no fields

    Request

    A section that contains first name, last name, and date fields in read-only, plus a category drop-down list, subject textbox, and description multiline textbox

    Standard

    A section that contains first name, last name, and date fields in read-only

    Default fields

    Attachment

    Attach one file

    CheckBox

    Single checkbox

    CheckBoxList

    Multiple checkboxes in horizontal alignment

    CheckBoxListVertical

    Multiple checkboxes in vertical alignment

    Currency

    Input for currency value

    Date

    Input for date value

    DateTime

    Input for date time value

    DropDownListBox

    List of items for a single choice selection

    GridView

    Dynamic table of multiple input fields; each column represents a field and each row represents a record

    Label

    Text displayed in read-only

    ListBox

    List of items for a multiple choice selection

    Numeric

    Input for numeric value

    Password

    Input for password value (the entered text will be masked)

    RadioButton

    Single radio button

    RadioButtonList

    Multiple radio buttons in horizontal alignment

    RadioButtonListVertical

    Multiple radio buttons in vertical alignment

    ReadOnlyCurrency

    Read-only currency value

    ReadOnlyDate

    Read-only date value

    ReadOnlyDateTime

    Read-only date time value

    ReadOnlyNumeric

    Read-only numeric value

    ReadOnlyText

    Read-only text value

    TextArea

    Multiline textbox

    TextBox

    Single line textbox

    Delete the current custom field tool

    The section fields are required based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code.

    📌 Example: MyTextBox.Text == "Hello World"

    Read-only

    Sets the section’s fields to read-only

    Condition

    The section fields are read-only based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code.

    📌 Example: MyTextBox.Text == "Hello World"

    Hidden

    Sets the section fields to be hidden

    Condition

    The section fields are hidden based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code.

    📌 Example: MyTextBox.Text == "Hello World"

    Displays the size of the uploaded file beside the download link

    Upload file automatically

    Automatically uploads the file, otherwise an upload button will be displayed

    Control style

    Display the Modify and Delete controls as links or buttons

    Image/PDF preview

    Display an image or PDF preview (thumbnail)

    Position

    Display the image preview above (Top) or below (Bottom) the attachment filename and controls

    Width / Height

    Sets the width and/or height of the image preview in pixels

    ⚠️ Important: You should only set one of these values in order to preserve the aspect ratio of the original image as displayed in the preview; otherwise, the image will appear distorted.

    Storage in form archive

    • Web address (URL): Stores the image in the form folder

    • Embedded image: Embeds the image in the form archive HTML

    File size limit (kB)

    Defines the maximum size of the uploaded file in kilobytes

    Size restriction error message

    Write error that will appear if file exceeds the file size limit

    Allowed extensions

    Restricts the allowed file types by extension, separated by commas (e.g. txt,doc,html,xml,png)

    Forbidden extensions

    List of file extensions not allowed for links

    Extension restriction error message

    Write error message that will be displayed when file extension error occurs

    Empty file error message

    Write error message that will display when there is no file to link to

    Add button label

    Display text for the add button

    Update button label

    Display text for update button

    Delete button label

    Display text for delete button

    Overwrite button label

    Allows you to choose a new file

    Cancel button label

    Allows you to cancel request for a new file

    Display mode

    Sets the default display mode:

    • Display: the field is read-only

    • Edit: the field can be edited

    Download link

    Check to display a link to download the uploaded file

    Validation

    Behavior

    ✏️ Note: To simplify the capture of a condition, the form fields and operators are listed in the Select a field... and Select an operator... drop-down menus. You can also press Ctrl+Spaceto display a drop-down menu that lists the available variables and keywords.

    Required

    Sets the field to be required

    Condition

    The field is required based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code. To help with the capture of the condition, the list of form fields and a list of operators are displayed.

    📌 Example: MyTextBox.Text == "Hello World"

    Read-only

    Sets the field to be read-only

    Condition

    The field is read-only based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code. To help with the capture of the condition, the list of form fields and a list of operators are displayed.

    📌 Example: MyTextBox.Text == "Hello World"

    Hidden

    Sets the field to be hidden

    Condition

    The field is hidden based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code. To help with the capture of the condition, the list of form fields and a list of operators are displayed.

    📌 Example: MyTextBox.Text == "Hello World"

    Custom attributes

    Name

    Any name that is not in the list of standard reserved attribute names (id, name, class, style, title, multiple, type, value, checked, runat)

    Additional reserved attribute names specific to File attachment / General:

    Value

    Any value

    Add a new attribute

    Remove the current attribute

    Value of the checkbox/radio button

    Text

    Display text of the checkbox/radio button

    Add a new checkbox/radio button

    Delete the current checkbox/radio button

    Validation

    Behavior

    ✏️ Note: To simplify the capture of a condition, the form fields and operators are listed in the Select a field… and Select an operator... drop-down menus. You can also press Ctrl+Spaceto display a drop-down menu that lists the available variables and keywords.

    Required

    Sets the field to be required

    Condition

    The field is required based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code. 📌 Example: MyTextBox.Text == "Hello World"

    ✏️ Note: The checkbox fields (list or single) and single radio button are not supported by this behavior.

    Read-only

    Sets the field to be read-only

    Condition

    The field is required based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code. 📌 Example: MyTextBox.Text == "Hello World"

    Hidden

    Sets the field to be hidden

    Condition

    The field is required based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code. 📌 Example: MyTextBox.Text == "Hello World"

    Custom attributes

    aslist

    This property allows a radio button and checkbox field with one item to be converted as a list control (RadioButtonList / CheckBoxList) instead of a RadioButton / CheckBox control in the web form. Accepted Boolean values: true or false

    Sets the field to be required

    Condition

    The field is required based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code.

    📌 Example: MyTextBox.Text == "Hello World"

    Read-only

    Sets the field to be read-only

    Condition

    The field is read-only based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code.

    📌 Example: TextBox.Text == "Hello World"

    Hidden

    Sets the field to be hidden

    Condition

    The field is hidden based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code.

    📌 Example: MyTextBox.Text == "Hello World"

    Regular expression

    Expression

    A regular expression to determine validity.

    📌 Example: email address: \b[A-Za-z0-9._%+-]+@[A-Za-z0-9.-]+\.[A-Za-z]{2,4}\b

    A regular expression can be entered freely into the designated area. It is also possible to use regular expressions in the Select a regular expression list.

    Error message

    Message to display when the validated field is invalid

    Range

    Minimum value

    Minimum value for the field being validated

    Maximum value

    Maximum value for the field being validated

    Error message

    Message to display when the validated field is invalid

    Custom

    OnServerValidate

    Server-side C# syntax validation code; must return a Boolean value (true or false)

    Validate empty text

    Whether the validator validates the control when the text of the control is empty

    Error message

    Message to display when the validated field is invalid

    Compare

    Value to compare

    Value to compare against

    Control to compare

    Select another field in the current form to compare against

    Operator

    Comparison operation to apply to values:

    • Equal (=)

    • Greater than (>)

    • Greater than or equal to (>=

    Error message

    Message to display when the validated field is invalid

    Custom attributes

    timezoneconversion

    Applicable to Date and DateTime textbox fields only

    This property allows the disabling of the default user time zone conversion behavior when the form field is in the Date or DateTime format.

    This option is useful if you want to capture and maintain a consistent date-only value in the form field and process data without applying the time zone conversion that sometimes changes the date value depending on the original and current user time zones.

    Accepted Boolean values: true or false

    Additional reserved attribute names specific to validation

    maxlength, requiredcondition, readonlycondition, hiddencondition, validationexpression, regularexpressionerrormessage, minimumvalue, maximumvalue, rangeerrormessage, onservervalidate, validateemptytext, customerrormessage, valuetocompare

    Value of the item

    Text

    Displays text of the item

    Add a new item

    Delete the current item

    Databind

    Connection mode

    Select the type of connection for data binding:

    • Name

    • String

    • Global lists

    Connection by name

    Connection name

    List of connection names defined in the WorkflowGen web configuration file (<connectionStrings>)

    ✏️ Note: It is strongly recommended to use a connection name rather than a connection string to simplify multi-environment management. Connection names are centrally managed in the WorkflowGen web.config file.

    Select command

    SQL select query

    📌 Examples: select column_id, column_text from table_name;

    Data value field

    The data field that provides the item value

    📌 Example: column_id

    Data text field

    The data field that provides the item text

    📌 Example: column_text

    Append data bound items

    Check to append the data bound items to the list. Otherwise, the data bound items will replace all the existing items in the list.

    Parameters

    Name

    Specifies the parameter name if the Select command uses a filter with a dynamic value from a parameter in the select query.

    📌 Example: Name=PARAM; Select command=select column_id, column_text from table_name where column_id > @PARAM

    Data type

    Specifies the data type of the parameter: Boolean, Byte, Char, DateTime, DBNull, Decimal, Double, Empty, Int16, Int32, Int64, Object, SByte,

    Filter by field

    Specifies another field in the current form where the dynamic value will be retrieved

    Default filter value

    Specifies the default value if the parameter field has an empty value or no value

    If the value is empty

    Select from one of the following:

    • Do nothing

    • Remove all items

    • Filter on empty value

    Connection by string

    Connection String

    Specifies the connection string

    📌 Example: Data Source=sqlserver_name;Initial Catalog=wfgen;User ID=wfgen_user;Password=abc123!;

    Provider name

    List of provider names defined in the WorkflowGen web configuration file (AdministrationFormDataProviderName). It also supports custom defined third-party .NET data providers.

    • System.Data.SqlClient (.NET FWK Data Provider for SQL Server)

    • System.Data.OleDb (.NET FWK Data Provider for OLE DB)

    • System.Data.Odbc (.NET FWK Data Provider for ODBC)

    Select command, Data value field, Data text field, Append data bound items, Parameters (Name, Field, Default value and Data type)

    Same as Connection by name

    Connection by global lists

    List name

    Specifies the list name

    Data value column

    Select the column used for item’s value

    Data text column

    Select the column used for item’s label

    Sort column

    Select the column used to sort the list

    Append data bound items

    Check to append the data bound items to the list. Otherwise, the data bound items will replace all the existing items in the list.

    Filter

    Column

    Specifies the column name used to filter data

    Comparison operator

    • Equal (=)

    • Not equal (<>)

    • Greater than (>)

    Filter by field

    Select the form field that contains the filter’s value

    Default filter value

    The default value if the field is empty

    If the value is empty

    Set the behavior of the filter if the value is empty

    Connection by XML

    URL

    Specifies the file name of an XML file for data binding

    📌 Examples:

    • c:\myfile.xml

    • http://server_name/myfile.xml

    XPath

    Specifies an XPath expression to be applied to the XML data contained by the XML file, e.g. rss/channel/item

    XSL transform file

    Specifies the file name of an Extensible Stylesheet Language (XSL) file (.xsl) that defines an XSLT transformation to be performed on the XML file

    📌 Example: c:\myfile.xsl

    Data value field, Data text field, Append data bound items

    Same as Connection by Name

    Connection by SharePoint 2007 and 2010

    ✏️ Note: The settings in the config file have to be set to detect SharePoint for this option to be active.

    URL

    URL of the SharePoint list

    📌 Example: http://www.mysitesps.com/mylists

    Name of the list

    Name of the SharePoint list

    📌 Example: Country

    Data field value

    Name of the column containing the value of the item

    📌 Example: Id_Country

    Data text field

    Name of the column containing the text of the item

    📌 Example: Description

    Validation

    Behavior

    ✏️ Note: To simplify the capture of a condition, the form fields and operators are listed in the Select a field… and Select an operator… drop-down menus. You can also press Ctrl+Spaceto display a drop-down menu that lists the available variables and keywords.

    Maximum length

    The maximum number of characters that can be entered

    ✏️ Note: Not available for TextArea fields.

    Required

    Sets the field to be required

    Condition

    The field is required based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code.

    📌 Example: MyTextBox.Text == "Hello World"

    Read-only

    Sets the field to be read-only

    Condition

    The field is read-only based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code.

    📌 Example: MyTextBox.Text == "Hello World"

    Hidden

    Sets the field to be hidden

    Condition

    The field is hidden based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code.

    📌 Example: MyTextBox.Text == "Hello World"

    Custom attributes

    timezoneconversion

    Applicable to Date and DateTime Label fields only

    This property allows for the disabling of the the default user time zone conversion behavior when the form field is in Date or DateTime format.

    This option is useful if you want to capture and maintain a consistent date-only value in the form field and process data without applying the time zone conversion that sometimes changes the date value depending on the original and current user time zones.

    Accepted Boolean value: true or false

    Additional reserved attribute names specific to Databind

    connectionname, connectionstring, providername, xmldatasource, xpath, transformfile, selectcommand, parametername, parametercontrolid, parameterdefaultvalue, parametertype, datavaluefield, datatextfield

    List of field types supported in the GridView:

    • DropDownListBox

    • ListBox

    • Label

    Footer text

    Display text of the column’s footer

    The column’s footer text can be plain text or an expression used to filter rows, calculate the values in a column, or create an aggregate column (e.g. to calculate a summary from all the row values of the same column: =SUM). For more information, refer to DataColumn.Expression at .

    Add a new column

    Delete the current column

    Appearance

    Edit button label

    Display text for the edit button

    Delete button label

    Display text for the delete button

    Update button label

    Display text for the update button

    Cancel button label

    Display text for the cancel button

    Show edit button

    Check to display edit button

    Show delete button

    Check to display delete button

    Show header

    Check to display the header

    Show footer

    Check to display the footer

    Validation

    Behavior

    ✏️ Note: To simplify the capture of a condition, the form fields and operators are listed in the Select a field... and Select an operator... drop-down menus. You can also press Ctrl+Spaceto display a drop-down menu that lists the available variables and keywords.

    Required

    Sets the field to be required

    Condition

    The field is required based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code.

    📌 Example: MyTextBox.Text == "Hello World"

    Read-only

    Sets the field to be read-only

    Condition

    The field is read-only based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code.

    📌 Example: MyTextBox.Text == "Hello World"

    Hidden

    Sets the field to be hidden

    Condition

    The field is hidden based on a custom condition. If the condition is empty then it will be true. The custom condition must be server-side C# syntax code.

    📌 Example: MyTextBox.Text == "Hello World"

    Additional reserved attribute names specific to GridView / Appearance

    edittext, deletetext, updatetext, showheader, showfooter

    Each field within a section will be automatically prefixed with the section’s identifier following an underscore character (e.g. section id=ACTION1; field id=ACTION1_MYFIELD1)

  • Each field within a GridView field will be automatically prefixed with the GridView’s identifier following the underscore character (e.g. gridview id=ACTION1_MYGRIDVIEW1; field id=ACTION1_MYGRIDVIEW1_TITLE1).

    • If the field is moved from one section to another section, then the field’s identifier will be automatically prefixed with the new section’s identifier.

    • If the section’s identifier is changed then all the fields within the section will be automatically prefixed with the new section’s identifier.

  • 6/10/2019 1:45:30 PM ➞ 1:45 PM (en-US)

    Long time

    6/10/2019 1:45:30 PM ➞ 1:45:30 PM (en-US)

    Full date/time (short time)

    6/10/2019 1:45:30 PM ➞ Monday, June 10, 2019 1:45 PM (en-US)

    Full date/time (long time)

    6/10/2019 1:45:30 PM ➞ Monday, June 10, 2019 1:45:30 PM (en-US)

    General date/time (short time)

    6/10/2019 1:45:30 PM ➞ 6/10/2019 1:45 PM (en-US)

    General date/time (long time)

    6/10/2009 1:45:30 PM ➞ 6/10/2019 1:45:30 PM (en-US)

    Month/day

    6/10/2019 1:45:30 PM ➞ June 10 (en-US)

    Round-trip date/time

    6/10/2019 1:45:30 PM ➞ 2019-06-10T13:45:30.0900000

    RFC1123

    6/10/2019 1:45:30 PM ➞ Mon, 10 Jun 2019 20:45:30 GMT

    Sortable date/time

    6/10/2019 1:45:30 PM ➞ 2019-06-10T13:45:30

    Universal sortable date/time

    6/10/2019 1:45:30 PM ➞ 2019-06-10 20:45:30Z

    Universal full date/time

    6/10/2019 1:45:30 PM ➞ Monday, June 10, 2019 8:45:30 PM (en-US)

    Year/month

    6/10/2019 1:45:30 PM ➞ June, 2019 (en-US)

    Name

    Description

    Manage custom tools...

    Opens the Manage custom tools window

    Custom – sections

    List of custom section templates A custom section template can be created by using the Save a section or field as tool feature or by manually deploying it on the server with the following folder and file structures: \wfgen\App_Data\Templates\Forms\[language]\[folder name]\sections\[section name].txt 📌 Example: \wfgen\App_Data\Templates\Forms\En\MyCompany\sections\MySection.txt ✏️ Note: A custom section template must comply with the content structures and rules used and known by the form designer. This is aimed at advanced users.

    Custom – field

    List of custom field templates

    A custom field template can be created by using the Save a section or field as tool feature or by manually deploying it on the server with the following folder and file structures: \wfgen\App_Data\Templates\Forms\[language]\[folder name]\fields\[field name].txt 📌 Example: \wfgen\App_Data\Templates\Forms\En\MyCompany\fields\MyField.txt ✏️ Note: A custom field template must comply with the content structures and rules used and known by the form designer. This is intended for advanced users.

    Default sections

    Approval

    A section that contains first name, last name, and date fields in read-only, plus an approval radio button list and comment multiline textbox

    Field

    Description

    Save as tool

    Name

    Enter a unique name for the custom tool

    Tools

    Select an existing tool in the drop-down list for replacement

    Name / Icon

    Description

    Sections

    Name

    Name of the custom section tool

    Delete the current custom section tool

    Fields

    Name

    Name of the custom field tool

    Name / Icon

    Description

    Close and apply the changes to the section

    Close and cancel the changes

    Validation

    Behavior

    ✏️ Note: To simplify the capture of a condition, the form fields and operators are listed in the Select a field... and Select an operator... drop-down menus. You can also press Ctrl+Spaceto display a drop-down menu that lists the available variables and keywords.

    Required

    Sets the section fields to be required

    Name / Icon

    Description

    Close and apply the changes to the field

    Close and cancel the changes

    General

    Enable advanced mode

    Enables the file attachment settings listed below

    Enable download link

    Check if you want to enable the link to open file

    Name / Icon

    Description

    Add a new checkbox/radio button

    Delete the current checkbox/radio button

    Items

    Drag and drop to change the order of the items

    Checked

    Check the default selected items in the field. The radio button field supports single selection whereas the checkbox field supports multiple selections.

    Name / Icon

    Description

    Close and apply the changes to the field

    Close and cancel the changes

    Validation

    Behavior

    ✏️ Note: To simplify the capture of a condition, the form fields and operators are listed in the Select a field... and Select an operator... drop-down menus. You can also press Ctrl+Spaceto display a drop-down menu that lists the available variables and keywords.

    Maximum length

    The maximum number of characters that can be entered

    ✏️ Note: Now also available for TextArea fields.

    Name / Icon

    Description

    Close and apply the changes to the field

    Close and cancel the changes

    Items

    Drag-and-drop to change the order of the items

    Selected

    Check the default selected items in the field

    The DropdownListBox field supports single selection whereas the ListBox field supports multiple selections.

    Name / Icon

    Description

    Close and apply the changes to the field

    Close and cancel the changes

    Columns

    Drag-and-drop to change the order of the columns

    Header text

    Display text on the column header

    Format types

    Description

    Numeric

    The value is numeric

    Currency

    The value is a currency

    Date Time (system)

    WorkflowGen's default date time

    Short date

    6/10/2019 1:45:30 PM ➞ 6/10/2019 (en-US)

    Long date

    6/10/2019 1:45:30 PM ➞ Monday, June 10, 2019 (en-US)

    Tools
    Tools
    Appearance Editor
    Appearance Editor
    Toolbar
    File attachment field settings

    Empty

    Condition

    Show file size

    Value

    Required

    Value

    Field type

    Short time

    protected void Page_Load(object sender, EventArgs e)
    {
        base.Page_Load(sender, e);
        String stylePath=HttpContext.Current.Request.PhysicalApplicationPath.Replace("WfApps\\WebForms\\","App_Data\\Templates\\Forms\\En\\Default\\css");
        Page.Header.Controls.Remove(this.FindControl("StyleSheet"));
        Page.Header.Controls.Add(
            new LiteralControl(
                System.IO.File.ReadAllText(stylePath + "\\" + "metal.css")
            )
        );
        string imageUrl="http://mywebsite/mylogo.jpg"
        HeaderImage.Style["background-image"] = "url('" + imageUrl+ "')";
        HeaderTitleLabel.Text="My Title #";
        FooterTitleLabel.Text="My footer";
        imageUrl="http://mywebsite/myfooter.jpg";
        FooterImage.Style["background-image"] = "url('" + imageUrl+ "')";
    }
    FooterImage.Style["width"] = "200px";
    FooterImage.Style["height"] = "100px";
    accesskey
    ,
    dir
    ,
    lang
    ,
    tabindex
    ,
    xml:lang
    ,
    onblur
    ,
    onchange
    ,
    onclick
    ,
    onfocus
    ,
    onmousedown
    ,
    onmousemove
    ,
    onmouseout
    ,
    onmouseover
    ,
    onmouseup
    ,
    onkeydown
    ,
    onkeypress
    ,
    onkeyup
    ,
    onselect
    ,
    enabled
    ,
    visible
    ,
    ondatabinding
    ,
    ondisposed
    ,
    oninit
    ,
    onload
    ,
    onprerender
    ,
    onunload

    A list of examples of custom attributes is displayed at the beginning of the tab; you can choose one or enter a specific name.

    )
  • Less than (<)

  • Less than or equal to (<=)

  • Not equal (<>)

  • ,
    controltocompare
    ,
    operator
    ,
    compareerrormessage
    XML
  • SharePoint

  • Single
    ,
    String
    ,
    UInt16
    ,
    UInt32
    ,
    UInt64

    Greater than or equal to (>=)

  • Less than (<)

  • Less than or equal to (>=)

  • Contains

  • Begins with

  • Ends with

  • Is null

  • Is not null

  • In

  • Not In

  • Between

  • http://server_name/service.asmx/getmyfilexml

    The XML file must be structured so that the properties of each element are expressed as attributes. If you have an XML file in which property values are expressed in a format other than attributes, you must:

    • Create a transformation file (.xslt) that can dynamically reformat the .xml file so that it is compatible with the XmlDataSource control.

    • Specify the path of your XSLT file in the "XSL transform file" parameter (see below).

    ,
    appenddatabounditems
    ,
    spsdatasource
    ,
    spsdatalist
    ,
    spsdatavaluefield
    ,
    spsdatatextfield
    TextArea
  • TextBox

  • ✏️ Notes:

    • TextBox and TextArea fields in the GridView do not support the validation settings.

    • The Label field in the GridView does not support the databind settings.

    http://msdn.microsoft.com/en-us/library/system.data.datacolumn.expression(v=VS.80).aspx