Form
Last updated
Last updated
A Form is a collection of fields that appear on Recommendation Alerts. Forms are how relevant information can be entered and changed over the course of resolving an Alert. Forms can also contain buttons that allow specific actions to be performed in other business systems, like creating a work order in your EAM system. The Action Request Agent in the Data Stream Designer will pass the data from your form to other systems.
When a Recommendation Alert is created from the Rule, the Rule's selected Form is used to determine the fields (Blocks) that will appear in the alert. Forms are managed through the Recommendations page.
The same form can be seen as created in a Recommendation Alert:
Forms can be organized into different categories. This refers to the category under which the Form is found in the Form list. This category is separate from the App and Data Stream Categories.
The following Actions can be taken on a Recommendation Form:
Opens the list of Blocks that are available to the Form.
Properties
Opens the properties for the selected Block.
Save
Saves any changes made to the Form up to this point.
Discard
Discards any changes made to the Form up to this point.
Settings
Opens the Form Settings, where you can modify the Form's Name and Category or delete the Form.
Versioning for the Form.
Allows you to manage which users are allowed to view or modify this Recommendation and the Recommendation Alerts created by this Recommendation.
Clones the Form as a new Form.
Export the Form as an encrypted file.
Delete
Deletes the Form.
The following Blocks can be added to a Recommendation Form:
Text
A control that displays text.
Textbox
A control for the user to input text.
Text Area
A control for the user to input a large amount of text (multiline).
Numberbox
A control for the user to input a numeric value.
Datebox
A control for the user to input a date.
Checkbox
A control that allows the user to tick an option.
Dropdown
A control that allows the user to select from a predefined list.
Grid
Button
A control that can be clicked to trigger an event or action.
Blocks are added to the Form by dragging from the Blocks tab.
Blocks can be re-ordered by dragging them up and down
The properties of a Block are available in the Properties tab after clicking on a Block to select it. A Block can also be deleted by clicking on the delete button in the selection toolbar:
Property
Description
Name
Name of the recommendation. This is usually one or two words that describe the form. Name is how the Block is differentiated for Data Stream Agents.
Caption
The caption is displayed above the Block.
(Text) Caption Style
The style of the text Block. Options include Heading 1 - 4, Body, Metric, and Small Text.
Read Only
A flag that determines whether the field will allow a new value to be added on the Alert.
Required
A flag that determines whether the Block must have a value before the Alert can be saved.
(Dropdown) Items
The items that are available for selection in the dropdown. Text is shown in the dropdown, and Value is what will be selected and saved.
(Button)
Button Style
The style of the button in the Recommendation Alert:
Text: The button has no borders. The text color depends on the Button Type.
Outlined: The button has a colored outline. The border color depends on the Button Type.
Contained: The button has a colored background. The color depends on the Button Type. If the Button Type is Normal, it has a black outline.
(Button) Button Type
The color of the button in the Recommendation Alert:
Danger: Red.
Default: Blue.
Normal: White or Black.
Success: Green.
Number Selector automatically converts the entered value into a scientific notation if it is greater than 21 digits for an integer value and greater than 6 digits for a decimal value.
A control that displays tabular data, updated as a JSON Array by an in a Data Stream. It is read-only when viewed in App Designer. It is used to add information for users reviewing or resolving Recommendation Alerts, such as a Data Stream configured to listen for changes in an external work order system and update the Alert.
