Business Apps Building Blocks

Form

Select the following option:

You need to select your form by using one of the following options:

You will be prompted with a dialogue where you can choose your form, e.g.:

Once you select your form, you can continue with the configuration. Now you need to tell the block how to find the data you wish to read. You will see that your configuration area now contains some additional features:

You can either set filters or select manually your records. You will only need to manually select your data in case you know what the data is before even anyone executes your business app. For instance, it's a record that the business app needs to read, and it will always remind that way. It could be some constant data, such as supplier address, and every order needs to include it, and you know it will not be changed during the execution of the business app. In that case, you need to click the following option:

Then you can select your record manually:

In case you need to set filters, you can do so by applying your filters to the fields of your form. For instance, we want to only select records where the first name is 'John'. We will have to click on the field:

We'll see a dialogue where we need to click the '+' button to add a new filter:

We will see the filter configuration, e.g.:

We can change the filter condition. In the example above we have a choice between 11 filter conditions. We will leave it as '=', and we'll click the 'Set Value' button to configure what to compare it with:

We will see an editor where we can either hard code our value, or select it from a previous step that contains suitable data, e.g.:

We can drag-and-drop a previous step if we want to, and then it will be running the filter and checking it against the data that contains inside the previous step. In our case we will just simply type 'John' into the editor:

We'll click on 'Apply & Close' to close the filter editor, and then again we'll click 'Apply & Close' to close all filters for this field. We will see that the field has now changed the color and it has a 'filter' icon on it:

We can continue setting filters for other fields if we need to. We can always check what kind of results will we get by clicking the following button:

If we have more than one file, we can set the block to check if all filters match or any inside the following option:

If we set it to 'Any', then if the block finds at least one filter match, it will treat it as a successful operation and use that data. If we set it to 'All', then the block will only use the data when it finds matches to all your filters. If you only have one filter, this setting is not going to have any effect.

Edit Existing Data

If you would like the end-user to edit existing form data while executing a business app, select the following option:

This option can be used in case your end-user needs to modify a customer order, for instance, while executing a business app. You need to specify which record would you like to edit, which is configured in the following section:

You can set your record manually by clicking that option:

You'll be asked to select your record, e.g.:

You can also select the record from a previous step. Your previous step needs to contain the same data source as this step, and if so, it will appear in the configuration section and you'll be able to select it:

Once you have selected your record manually or from a previous step, you can set the record values. For this option, you can pre-set your data. That means if you have any previous steps in your business app which contain data, and you would like to take this data and insert it inside the form, you can click the following option and configure that:

You can select any field inside your form and set the data by clicking on the 'configure' button next to the field, e.g.:

You will see an editor where you can either hard code your value, or set it from a previous step. You can only set it from a step that contains suitable data. Your editor will contain such steps, e.g.:

Just drag-and-drop a previous step into the editor, e.g.:

You'll be asked to select the data field that you wish to get the data from, e.g.:

Once you've selected your data source, it will appear in the editor:

If you tick the 'Disable this field' option, this field will be disabled during the business app execution and the end-user will not be able to fill it in. Once you're done with editing, click the 'Apply & Close' option.