Configure Field Options

Field options customize form fields behavior in order to build dynamic forms and user journeys. For instance, you can:

• Show tooltips with detailed descriptions for your form fields
• Make fields read-only to prevent modifications
• Mark mandatory fields as required
• Streamline the user experience with custom JavaScript code that executes when a field updates. For instance, you can show only relevant cities based on the selected country, automatically change an account currency based on the selected country, or show/hide CIF/CNP fields based on selected customer account type.

Customize Form Fields

To customize form fields for specific attributes, in the configuration page of the form driven flow, select the Field Options tab and click Insert to customize the field for a specific attribute. Then, fill in the corresponding settings for the field:

return {
    type: "tel",
    autocomplete: true,
    placeholder: "123456789",
    default_country : "ro",
    onlyCountries: [],
    preferredCountries: ['ro', 'us', 'gb'],
    excludeCountries: [],
}

Configure Field Rules

To create field rules, on the entity linked to your form driven flow, you should have at least two attributes defined, one for the condition and the second for the action. For example, if you want to display relevant cities based on the selected country, on the accountInsertForm digital journey of the account entity, you have to add the country field and the city field on which you define the action (where both fields are lookup fields). If the data form does not have the two fields, add them.

1 Add field for action

Configure the field used as filtering criterion (eg. country) as described in the Customize Form Fields section.

2 Add field for condition

Add the field which is filtered (e.g., city) and configure it as described in the Customize Form Fields section.

Then, in the Attribute Change Event field, provide the piece of code to be executed each time the lookup value of the country field changes, for instance:

var accountCountryId = ebs.getFormAttributeValue("ebsContainerContent", "Country")
ebs.getByQuery({
        entity: {
                alias: "a",
                name: "accountCountryId",
                attributelist: [
                        {
                        name: "Cities",
                        }
            ]
        },
        "where": {
            "type": "and",
            conditionlist: [
                        {
                        first: "a.accountCountryId",
                        type: "equals",
                        second: "val("+ accountCountryId +")"
                        }
                    ]
        },
function(e){
        if(e.Records != null && e.Records != undefined && e.Records.length > 0)
            {
            ebs.setFormAttributeValue("ebsContainerContent", e.Records[0].a_accountCountryId);
            }
})        

Save the field, then save the form driven flow.

In the user interface, each time you select a country, the list of cities will include only cities that belong to that country (i.e., the cities relevant for the country).