Search

Forms - FAQs

Last Updated: May 27, 2021

Articles

  1. I have not created any forms for a table. Which form gets applied then and will I still be able to view and add data to the table?
    In such cases, the Default form gets applied. Yes, you will be able to add and edit data, based on the settings of the Default form.

  2. I do not see any roles other than the Default roles in the Roles dropdown in the General Settings tab of the form?
    Firstly, you need to create the custom roles for the App before you can define forms for a custom role. After you create the custom role, it will be displayed in the Roles drop-down.
    To know more about Custom Roles, click here.

  3. What happens if a form does not exist for that combination of Role and State?
    An error message ‘You dont have permission to edit this row’ is displayed.

  4. What happens if multiple form exists for that combination of Role and State?
    The first form in the ordered list gets applied. The ordering of the forms define the priority.

  5. How are forms used within the Task Designer?
    Forms are not used withing the Task Designer.
    They are used as an interface to view, add or edit the data within the tables and presentations. The data in the tables is populated by the tasks.
    Forms are also used to design human interventions in the workflow.

  6. Can we pass parameters from the form to trigger a task?
    UUID of the record can be passed to trigger a task.

  7. How to arrange fields in the form?
    To know more about Column Settings, click here.

  8. Can we have more than 1 form settings for a table?
    Yes you can create more than 1 for the different combinations of Role and State.

  9. Can we have a form setting applied to multiple roles?
    Yes, you can have a single form setting for different roles selected.

  10. Does the form setting get applied to graphs like filter chart etc.?
    No, in presentations it only gets applied to Table Charts.

  11. Why does the table selected not populate while applying Auto population Settings?
    All the Jiffy tables in the App will be listed other than the table on which you are applying the form.

  12. Can I embed a form into another form?
    No.

  13. In Button settings, I do not see the required State in the State dropdown.
    Ensure that you have added the required State in the table for which you are setting the form. Once added, it will be displayed in the State dropdown.

  14. In Button settings, I do not see the required task in the Task Associated dropdown.
    Ensure that you have already created the required task in the App.

  15. I have designed the required form, but when I opened the form in the table presentation, I do not see the one I designed.
    Check if the Role and State set in the form designed by you matches the Role you have logged in with and the State of the record you have opened in the form.
    Form that matches the combination of Role and State will be displayed.
    If multiple roles and multiple forms match the Role and State combinations, then the form at the top of the ordered list will be displayed.

  16. I have added the required fields in the form, but I do not see some of those fields when I opened the form in the table presentation.
    Check if the Role and State set in the form matches the Role you have logged in with and the State of the record you have opened in the form. If not, a different form that matches the combination is displayed. Hence you do not see the required fields.
    If the form designed by you matches the Role and State combinations, check in the fields of the designed form, whether you have selected the Allow View option in the Column Settings. To know more about Column Settings, click here.

  17. When clicking on the button which is associated with the task in the forms, the task is not getting triggered.
    Check if the UUID parameter is missing in the start node of the associated task.

Did you find what you were looking for?