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| Informações |
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The widget columns in the See records feature within the Forms center (Forms) are dynamic, which means that they change depending on the form chosen due to the fact that they have different fields. |
Create forms
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Follow the steps below to create a form.
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To open field editing, click the
icon on the right-hand corner of the field.
To delete fields, click the
icon on the right-hand corner of the field.
Field componentes
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Field components available to create forms:
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Field title: Title of the added field
Options: number of options to add to the field
Help text: used to assist in field completion (e.g. choose a state)
Mandatory?: used to define whether the field is mandatory. Mandatory fields are identified with an asterisk (*).
Advanced options: unique field name to check data.
| Painel |
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The Multiple-choice fields of Forms BETA are saved in the table in a different way than the previous form creation technique. By adding selected values in these fields, records are saved in the same column and line of the dataset. Each value is identified by a delimiter pipe (|). This ensures the character is reserved exclusively for this function. |
Drop-down list: used to add drop-down lists.
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Title: title of the added search field
Filter: filters if the search is made by role, group or no filter
Save: saves the email address of the user searched
Mandatory?: used to define whether the field is mandatory. Mandatory fields are identified with an asterisk (*).
Tip: instructions to complete the field
Help text: used to assist field completion (e.g. Enter a user name)
Advanced options: unique field name to check data.
Layout components
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Layout components available to create forms:
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Load image: load images directly from the user’s desktop
Apply: load external images by copying the link, pasting it on the URL chart and clicking Apply
Image alignment: set the image alignment:
Left
Center
Right
The icon 
Multiple records: used whenever components must be grouped by subject in order to be presented together.
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Delimiter: used to create delimitations between form fields.
Spacing: set the delimiter spacing between:
negative values reduce the delimiter spacing from the content above.
positive values reduce the delimiter spacing from the content below.
Style: delimiter style:
Solid
Dashed
Dotted
Color: delimiter color
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Section title: title of the added section
Title background color: background color of the section title’s text.
Edge color: section edge color.
Tabs: used to add tabs to the form. One or more tabs can be used. To include tab components, simply select the desired tab and drag the component into the tab.
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The icon
Integrate forms
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Integration is a feature that allows users to carry out predefined platform actions in the form. Each new form created can be integrated by selecting the parameters of the selected operation, in order to ensure it runs correctly. Step-by-step:
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07. After the operation and messages are configured, a summary of the integration is shown.
08. Click Confirm.
Preview forms
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Click item 
Save forms
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Follow the instructions below to save a form:
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03. Forms can be edited and later published or can be directly published. Solutions can be removed by clicking the button represented by the icon
Publish forms
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Follow the steps below to publish a form.
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| Nota | ||
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It is not possible to fill out data in mobile devices for forms created in Forms Beta. The Fluig app only allows filling out information for forms linked to a process. However, Forms Beta does not have this link yet, which prevents the user from editing records in the mobile app. |
Rule validations
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This table details validations by field type (text, numeric and date) in Forms, as well as setting up each rule.
| Text fields | Validations | Description |
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Text Search Search user Paragraph | 01. Validate email 02. Validate email with content 03. Validate CPF 04. Validate CNPJ 05. Validate contents of text field 06. Validate blank text field 07. Validate identical text fields 08. Validate identical text fields (ignoring upper and lower case) | 01. Check if the email entered is a valid text. 02. Check if the email entered is a valid text and has a certain content, in order to ensure a standard is met. Example: [email protected], to ensure whether the text is an email and whether it contains the “company.com” domain. 03. Check if the CPF entered is valid. 04. Check if the CNPJ entered is valid. 05. Check if a text field has a certain text. 06. Check if a text field has a certain text. 07. Check if two text fields are identical. 08. Check if two text fields are identical, ignoring differences regarding upper and lower case letters. |
| Numeric fields | Validations | Description |
Numeric | 01. Validate identical numeric values. 02. Validate numeric value higher than another value. 03. Validate numeric value equal to or higher than another value. 04. Validate numeric value lower than another value. 05. Validate numeric value equal to or lower than another value. | 01. Check if two numeric values are identical. 02. Check if one numeric value is higher than another value. 03. Check if one numeric value is equal to or higher than another value. 04. Check if one numeric value is lower than another value. 05. Check if one numeric value is equal to or lower than another value. |
| Date fields | Validations | Description |
| Date | 01. Validate current date. 02. Validate identical dates. 03. Validate a date higher than another date. 04. Validate a date equal to or higher than another date. 05. Validate a date lower than another date. 06. Validate a date equal to or lower than another date. | 01. Check if the value is informed with the current date (today) 02. Check if two date values are identical. 03. Check if one date value is higher than another value. 04. Check if one date value is equal to or higher than another value. 05. Check if one date value is lower than another value. 06. Check if one date value is equal to or lower than another value. |
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To complete the form, all highlighted fields must be checked and filled out according to the required rules. |
Forms buttons guide
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The buttons guide shows users the purpose of each new button when editing forms.
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