Controls - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Unity Forms

Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Standard
Premier

The following controls are available for selection in the Toolbox window:

Control Name

Description

Pointer

Select existing form fields for editing and deleting.

Attachment

Inserts an attachment control that allows users to upload a document from the Unity Form interface. Multiple upload fields for different Document Types can be configured within a single attachment control.

If the uploaded file's extension is the same as the extension of the attachment's Document Type file type, that Document Type's file type will be used. If the uploaded file's extension does not match the Document Type's file format, but does match a file type configured in OnBase, it will use the file type it matches. If the uploaded file's extension is not associated with any file types in the system, the extension of the file will be updated to the Document Type's default file type.

Note:

This control currently is not supported in the Unity Briefcase. If an attachment control is configured as required, new forms can still be submitted using the Unity Briefcase. When a form created within the Unity Briefcase with a required attachment field is uploaded to the Unity Client and viewed in the Unity Client, an attachment will need to be added before the form can be re-submitted.

Note:

Attachments controls cannot be placed in a repeating section or table control.

Note:

The attachment control is not supported in iOS versions prior to iOS 6.

Note:

This feature is not supported on devices using Android OS 4.4, 4.4.1, or 4.4.2.

Note:

The Attachment control is not supported in Workflow forms.

Note: The attachment control is not supported in Form Instance Update.

Bar Code Reader

Inserts a bar code reader control in which a bar code is read and the data captured from that bar code populates a form field.

Note:

In order for this control to function, the Hyland Bar Code Recognition software must be installed on the Application Server. For more information see the Bar Code Process Module Reference Guide.

Note:

This control currently is not supported in the Unity Briefcase.

Note:

This feature is not supported on devices using Android OS 4.4, 4.4.1, or 4.4.2.

Calculated Field

Inserts a calculated field control into the form that defines an expression for that field to determine the calculated result.

Calculated fields can be placed within panels, repeating sections, sections, tables, and the body of the form. Calculated fields can also be placed in headers and footers.

CAPTCHA

Inserts a CAPTCHA control on a form that requires users to verify they are people when filling out the form. Each form can only have one CAPTCHA control configured for it.

Note:

This field is always set as required on a form.

Note:

CAPTCHA controls cannot be added to repeating sections, tables, or nested tables.

Note:

CAPTCHA controls can only be used in the Field is Empty / Not Empty and Set Element Visibility conditions and actions.

Note:

CAPTCHA fields cannot be accessed via the Unity API.

Note:

CAPTCHA fields are not functional in offline Unity Forms.

Note:

CAPTCHA fields cannot be used in expressions.

Note:

The CAPTCHA control is not supported in Workflow forms.

Condition Button

Inserts a condition button control that can be used in conjunction with the Condition Button Clicked custom action. If a button is on the form, but it is not referenced by a Condition Button Clicked custom action, the form cannot be published. If you want to place a condition button in a nested table, you must select a field within the nested table and change the Control Type option to Condition Button within the Properties tab. See Condition Button Clicked for more information.

Check Box

Inserts a check box control that can be edited by users when forms are created.

Check boxes can be placed within panels, repeating sections, sections, tables, and the body of the form.

Note:

Check boxes cannot be mapped to date or currency formatted fields.

Drawing

Inserts a drawing control where users can draw or place text. An image can be used as a background for the drawing area and users can then draw on top of an image.

Note:

If you are using a browser that does not support the drawing control, the control will display Your browser does not support the drawing control.

Note:

Drawing controls cannot be placed in a repeating section or table control.

Note:

The Drawing control is not supported in Workflow forms.

Image

Inserts an image control that allows you to place an image that is stored in SYS - System Bitmaps on a form.

Note:

Images can be placed within panels, repeating sections, other sections, and the body of the form.

Keyword Type Groups

Inserts a Keyword Group control when the Document Type selected to save the template in has Multi-Instance Keyword Type Groups configured.

You can place a Multi-Instance Keyword Type Group in a repeating section or a table.

When a Multi-Instance Keyword Type Group is placed in a template and Repeater is selected, a repeating section is created and automatically associated with the group. Only the Multi-Instance Keyword Type Group can be placed in this repeating section. No other controls can be added.

When a Multi-Instance Keyword Type Group is placed in a template and Table is selected, a table is created and automatically associated with the group. Only the Multi-Instance Keyword Type Group can be placed in this table. No other controls can be added.

Note:

Sections and panels can be added to repeating sections created for Multi-Instance Keyword Type Groups. You cannot drag a section or panel that contains a Multi-Instance Keyword Type Group out of a Multi-Instance Keyword Type Group repeating section.

CAUTION:

If a configuration change is made to a Keyword Type in the Configuration module, in order to ensure your form reflects the change, remove the Keyword field from your form, add the Keyword field back onto your form, and publish the form to finalize the change.

Keywords

Inserts Keyword controls when the Document Type selected to save the template in has Keyword Types or Single-Instance Keyword Type Groups configured.

Note:

Only one instance of a Keyword Type can be placed within a form. If a form is a multiple-page form, only one instance of a Keyword Type can exist among all of the pages.

Note:

Encrypted Keyword Types and Specific Currency Keyword Types are not available for selection in the Forms Designer.

Note:

If you are using a Keyword Type configured to be Invisible and you place the Keyword Type on a form, you must use Unity Forms security to hide the field. Otherwise, the Keyword Type will display on the form.

CAUTION:

If a configuration change is made to a Keyword Type in the Configuration module, in order to ensure your form reflects the change, remove the Keyword field from your form, add the Keyword field back onto your form, and publish the form to finalize the change.

Lookup Button

Inserts a lookup button control on the form. The button is configured to use a specific AutoFill Keyword Set to fill configured associated fields on the form.

The lookup control is only available when the Document Type associated with the form has the primary Keyword Type and at least one secondary Keyword Type assigned to an AutoFill Keyword Set.

Note:

If using Unity Forms in conjunction with the Unity Briefcase, the lookup button control is disabled when forms are opened in the Briefcase application.

Note:

Lookup buttons cannot be placed in a repeating section or table control.

Multiline Text Box

Inserts a multiline text box control that allows multiple lines of text that can be edited by users when forms are created and contains a scroll bar.

Multiline text boxes can be placed within panels, repeating sections, sections, tables, and the body of a form.

Nested Table

Inserts a nested table control that can be used when a list item has several list items associated with it. Each top level list item can have secondary list items associated with it. Nested tables do not use Keyword Type or Keyword Type Group fields.

A nested table can placed in a pane, section or the body of a form.

In addition, you cannot place other controls in a nested table outside of the nested table wizard. Likewise, you cannot remove controls from a nested table outside of the nested table wizard.

Note:

The Nested Table control is not supported in Workflow forms.

Panel

Inserts a panel control that functions as a container element that can be used to group other elements.

Any control type can be placed within a panel.

Panels can be placed within panels, repeating sections, sections, and the body of a form.

A panel control containing a calculated field, paragraph, image, lookup button, or submit control can be placed in a header or footer. If a panel contains any control not in this list, it cannot be placed in a header or footer. Once a panel is in a header or footer, any control not listed above cannot be added to the panel.

Paragraph

Inserts a paragraph control. The paragraph is defined in the designer. This option is used to present read-only information to users when a form is being created.

Paragraphs can be placed within panels, repeating sections, sections, and the body of the form.

Print Button

Inserts a print button control that allows users to print a form.

Note:

Print buttons cannot be placed within repeating sections or tables.

Note:

Print buttons are not supported for Workflow forms.

Radio Button Group

Inserts a radio button group control that allows you to place a group of radio buttons with configured values associated with each selection option.

Note:

Radio Button Groups can be placed within panels, repeating sections, sections, tables, and the body of the form.

Repeating Section

Inserts a repeating section control.

Note:

When configuring Multi-Instance Keyword Type Groups as a repeating section, the following controls can be placed in a Multi-Instance Keyword Type Group's repeating section: sections, panels, paragraphs, images, and calculated fields. You must create a standalone repeating section for other controls.

Repeating sections can also contain check boxes, multiline text boxes, panels, paragraphs, sections, and text boxes.

Section controls can be placed within a repeating section control.

Repeating sections can be placed within panels, sections, and the body of the form.

Note:

Only Keyword Types that belong to a Multi-Instance Keyword Type Group can be added to a repeating section.

Note:

Repeating Sections cannot be placed in another repeating section control.

Section

Inserts a section control. A section can have other controls dropped into it and can be configured to be collapsible. A section divider line is also inserted.

Any control type can be placed within a section.

Sections can be placed within panels, repeating sections, other sections, and the body of the form.

Select List

Inserts a field for which a self-configurable data set can be configured. A drop-down list is available in the Client.

Select lists can be placed within panels, repeating sections, sections, tables, and the body of the form.

Signature

Inserts a signature control. In the Client, signatures can be signed on a form using a mouse or, on a touchpad interface, using a stylus.

In addition, a properly installed Topaz signature pad can be used with this signature control. In order to use this with forms, you must install the SigWeb software provided by Topaz, available from https://www.topazsystems.com/sigweb.html.

You must configure the fields associated with a signature field. See Configuring a Signature Field for more information.

Note:

Signature controls cannot be placed in a repeating section or table control.

Note:

The Signature control is not supported in Workflow forms.

Submit Button

Inserts a submit button control.

Submit buttons can be placed within panels, sections, or the body of the form.

Note:

Submit buttons cannot be placed in a repeating section control.

Table

Inserts a table control that allows you to render data in a table format.

Text boxes, multiline text boxes, and check boxes can be added to tables.

Tables can be placed within panels, sections, and the body of the form.

Note:

Tables cannot be placed in a repeating section control.

Text Box

Inserts a text box control that can be edited by users when forms are created.

Text boxes can be placed with panels, repeating sections, sections, tables, and the body of the form.

Properties

Inserts a system property control. See Available Property Controls for more information.

Note:

Properties cannot be placed in a repeating section or table control.