Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Anchor
top
top

The actions that XperienCentral users can perform in the Interactive Forms module are based on role permissions. Depending on what role a user is assigned, they can only perform actions on forms, form fragments, form logic providers (routers, validators and handlers) to which they have a permission. These permissions are granted to a user role in the Authorization dialog. An application manager can change the default permissions to grant more or fewer permission to a user role. The following table shows the default permissions for each Interactive Forms category for each user role.

...

 

*  Limited to the permission "Maintain Interactive Forms".

 

The category permissions shown in the table above are the XperienCentral default permissions. An application manager can of course choose to allow or disallow any permission at the category level or a specific permission or permissions within a category as they see fit depending on the circumstances of your deployment. If you are unsure whether you have a specific permission or would like to be granted a permission that you do not have, contact your application manager.

When you create a new variant, it inherits the permission of the original. You can override the permissions for variants on a case by case basis.

The following table summarizes the Interactive Forms permission categories:

...

  • Create forms.
  • Edit forms.
  • Delete forms.
  • Create versions of forms.
  • Copy forms.
  • Move forms between category.

...

  • Maintain Interactive Forms.
  • Maintain settings.
  • Maintain variants.
  • Maintain Interactive Forms workflow.
  • Maintain imports.
  • Maintain exports.
  • Maintain categories.

...

You can create variants of handlers, routers, validators and form validators that you can use in the same way in an interactive form as the standard (default) versions. Variants of handlers, routers, validators and form validators allow you to save time because you can prefill and/or hardcode values that you would otherwise have to fill in each time you add one of these to a form. In addition, you can substitute your own text in messages that appear in interactive forms instead of using the default values defined in XperienCentral in all the available languages.

 

...

Creating a Variant

To create a variant, follow these steps:

  1. Navigate to Maintain > Variants.
  2. In the upper right side of the Variants dialog box, click [New].
  3. In the "Name" text box, enter the name of the new variant.
  4. In the "Description" text box, enter a description for the new variant.
  5. Select the type the variant is based from the left-hand drop-down list.
  6. Select the specific Handler, Router, Form Validator, or Validator from the list to base the variant on.
  7. Click [OK]. The parameters and properties of the variant appear based on the specific item selected appear as described in the following table. Modify the properties for the variant. Note: Not all variants contain the complete set of properties as described below.

    PropertyDescription
    LanguageThe e-mail address that appears in the "From" field of the e-mail message.
    IdentifierThe internal identifier of the parameter. Click here for information about renaming an identifier. Note: GX highly recommends that all form fragment identifiers be unique.
    EditableSpecifies whether the value of the parameter is editable in the Handler, Router, Form Validator or Validator when added to an interactive form.
    VisibleSpecifies whether the value of the parameter is visible in the Handler, Router, Form Validator or Validator when added to an interactive form.
    Default ValueYou can enter a default value for a parameter that appears in the Handler, Router, Form Validator or Validator when added to an interactive form.
    NameThe internal identifier of the language label parameter
    Default ValueThe default value of the language label.
    Custom ValueYou can enter a custom value for a language label that will override the default value.
  8. Modify the properties to your desired values for all available languages and then click [Apply]. In an interactive form, the variants you create appear in the list together with the default Handlers, Routers, Validators, and Form Validators that come with GX WebManager.

Editable and Non-editable Properties

In handler, router, form validator and validator variants, you can specify whether a property is editable in an interactive form. This is useful for situations where you want to hardcode a value in order to prevent it from being modified. Select whether a property is editable or non-editable.

Visible and Non-visible Properties

In Handler, Router, Form Validator and Validator variants, you can specify whether a property is visible in an interactive form. This is useful for situations where you want to hardcode and hide a value. Select whether a property is visible or non-visible.

Language Labels

For handlers, routers, form validators and validators that display messages, you can define custom language labels for all the supported languages. The text that you define displays instead of the default text. If no custom value is added, the default text is used.

Authorized Roles

For each variant that you create, you can define the roles that are authorized to add it to an interactive form. By default, a variant inherits the permission(s) from the original. To see what role/permissions are assigned to handlers, routers, form validators and validators, see the "Permissions" tab in the Authorization dialog. See Forms Authorization for information about the permission categories that exist for the Interactive Forms module and their default permissions per user role.

To assign one or more roles to a variant, follow these steps:

  1. Select "Define permission for this variant".
  2. Click [Apply].
  3. Click "Add role" to expand the role drop-down list.
  4. Select a role.
  5. Click [Apply]. The role is added.
  6. Repeat the previous steps for each role you want to assign. The roles appear in the table. For example:

    Assigned rolesImage Added

Deleting a Role

To remove a role from a variant, follow these steps:

  1. Select the checkbox in the "Delete" column for the role you want to delete.
  2. Click [Apply]. For example:

    Assigned rolesImage Added

  3. The role is removed.

 

 

*  Li