Field Settings Specific to Actions

Setting

Description

Action Type

Determines what kind of Action will be performed when the button is clicked.

Navigate only if form is valid

If turned on, the Action will only be performed if:

• all fields on the wizard's page that are marked as Required are filled out
  
• and all fields pass validation rules defined in the wizard (in Field Settings, Page Settings and Wizard Settings).
  
  This setting is usually turned on, unless you are testing the wizard and wish to step around the validations.
  Also, it may make sense to turn off this setting for action of Open URL type. For example, if such action is used to open a link with reference information in a new browser tab, and it is not dependent on the data filled out in the wizard.

Action Value

If used for the Open URL action type, enter the URL that must be opened by this button.
A JavaScript expression may be used to concatenate the URL. Double-bracketed interpolation {{ expression }} is also supported within this field.
Use a hash symbol (#) in front of the URL, to concatenate the string to the end of the Docupace site URL.
Example:
#/monitor
#/retrieveDomain/242
#/retrieve/101
To open an external URL, type the full URL including the protocol.
Examples:

startingPointData.searchWord

Action Value

If used for the Perform Transition Action action type, type the name of the action that defines the conditions of this transition, as it is called and configured in the Page Settings tab for this particular page.

Open Target

Used for the Open URL action type. This will allow you to determine whether the action will open in the current tab or if a new tab should be opened.
Select one of the supported targets:

• New tab
  
• Current tab

Document Type

Used for the Open Work Item Document action type.
Enter the name of the form from Forms domain (222), Form Name attribute (109801).
Examples:
eSubmit Transaction Information
1035 EXCHANGE
NEW ACCOUNT AGREEMENT
Note:
For this action to work, a Work Item must have already been created and the corresponding PDF form must be attached to it.

Transition Name

Used for the Workflow Transition Action action type
Moves a Work Item from one Task Node to the next through the Workflow, as configured in the Transition Validations (443) domain. The button is hidden if transition is not available for the User or the current Task Node.

Java Script Content

Used for the Java Script Action action type.
Any valid JavaScript code may be used here.

Namespace

Used for the Save Work Item action type.
Namespace defines the source of field data. If data is created within Docupace, workItemNamespace = BASE. But if imported from other systems, could be something else, e.g. REDTAIL, ESIGN, etc.
List of namespaces are defined in the "FM Namespaces (247)" domain.
Note:
For this action to work, a Work Item must have already been created.

Style

Used on the Action field type. The following button styles are pre-defined:

• Default – white color with blue border
  
• Primary – medium blue color
  
• Secondary – light gray color
  
• Success – green color
  
• Danger – red color
  
• Warning – orange color
  
• Info – dark blue color
  
• Light – gray color
  
• Dark – gray color
  
• Link – the Action is rendered as a hyperlink and not a button

Horizontal Alignment

Used on the Action field type. If the field spans 1 column, then the alignment is within that column. If it spans 2 columns, then it's aligned on the entire width of the screen.
The Action button can be aligned:

• Left
  
• Center
  
• Right

Disabled Condition

Boolean JavaScript expression.
If the result evaluates to FALSE or if this setting is left empty, the button will be visible and enabled.
If the result evaluates to TRUE, it will be disabled (grayed out) and the user will not be able to click it.