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Action Step : Form

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Click on the title 'Form' to define the Form for the Actor.

When an Action Step is activated the Actor  receives an email with a link to SSP 7.  Clicking the link will open the Action Step Form consisting of required and/or optional fields.  When Actor completes all the required fields, the action step is closed and the process continues to the next step in the work flow.

The Action Step form is built using the Action Step Formbuilder.  This Formbuilder is similar to the end-user Formbuilder ( see Topic : Forms ) with the certain limitation. The following list describes the limitations:

 - List of available simple fields are limited to : Text Field, Text Area, Radio Button (yes/no), Upload File, Upload multiple files, Date Field, Date & Time field,
                  Numeric field, Rating field, External form.

 - List of available Selection fields are limited to : Drop-down, Checkboxes, Radiobuttons, Cascading drop-down, Listbox (single or multiple
                  selection), Searchable listbox (single or multiple selection).

 - No Sections or headers can be added.

 - These Input Masks can be applied to text - based fields: All - Email - Url - Regular expression

 - No filters can be applied on selection fields

 - Default answers & help texts can be set

The Form section displays a list of all current Fields, and includes the option to create a new Field.

The columns present in the form table are:

Label: The Label of the default language.
Type: The selected type of the Field.
Required: check if required, no image if not required.
Order: Set the order of the Fields.
Action: Delete & Edit a Field.

 

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Click on clip0119to add a new Field to the list.

ActionStepOverview

Available options in this page:

Live on Website: Mark this option to show this field in the form.
Required: Mark this option if value must be entered in this field.
Searchable via Search Tickets : allow this field to be searchable when the user does a ticket-search. Limit the number of fields, for performance reasons.
Type: Select the field type (described above).
Width: Field width can be defined here if necessary. This is expressed in characters.
Translations: Label: Define the field name in English and other languages as set in SSP 7.
Translations: Help text: Add any help text in English and other languages as set in SSP 7 that will be displayed at mouse over the field title in the form.
Rating field: This is a special process-only field. When this field is selected the user will see stars that can be clicked. The number of stars is defined in the 'Width'-field.
External form: This option makes use of the full capability of regular forms with sections, HTML and hidden fields. When this option is selected the form will appear in a ticket as a pop-up window when a button is clicked. Once the form is submitted and no additional fields are in the step, the step is automatically submitted.

When an external form is selected, the option "Use values from previous entry as default values" is possible. This option can be used in case the ticket is rerouted to the step with the external form. If this option is not checked, the external form pops up blank. When this is checked the data entered the first time around is shown in the form.

When the underlying form is edited, these changes are carried over the live tickets, so the changes are visible for all open tickets as well.

Sending date from the process to the subform can be done using Process Variables. Data from the form that started the ticket, can be referred in the external form by using 'Base Form values'.

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For details on using the Formbuilder refer to the Formbuilder for End-user forms.  Follow this guide but be aware of the limitations as previously described in this section.

Use the save button to save the changes, or use the cancel button to discard any changes.