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12. Client Events

Using Client Events to provide dynamic actions and answer validation

Client Events

Client events on the page fall into four different broad categories, optional presentation, populating menus, setting values, and custom actions.

Each event has two distinct parts, the event and the action. The events can change depending on the element that they are attached to, while the actions are the same for each element. See Appendix One for a list of events and actions.

Client events have the limitation of only acting on the current page. They cannot use answers from previous pages. However, it is simple to set any needed answers from previous pages to a question on the current page using defaulting. Most customers also then set those defaulted answers to Transient so that they are not saved to the Remedy database again.

Example of Events tab from a Question:

events tab question.JPG

Events

All of the possible combinations of events are listed in the appendix. A few deserve some special attention:

Load - most common event for a page. Happens after any default options.

Click - used for radio buttons and check box questions. Also used for text elements to simulate clicking on text.

Change - used for drop-down lists

Before Submit - used to check complicated validation and stop submission of the survey. Often combined with a custom javascript action.

Optional Presentation

Optional presentation refers to the dialogs for the following event combinations, Read Only/Read Write, Hide/Show in Place, Insert/Remove, Required/Optional. Each one of these actions sets an element (or group of elements) to one of the options.

Example of Insert/Remove:

insert remove event.JPG

All event dialogs share similar fields along the top of the dialog.

Event - the event that triggers the action. It can be changed.

Status - set to Active by default.

Action Name - required and used to identify the event on tables.

Description - optional descriptive text

Fire Event If - add options to see if the event should fire. A blank field resolves to true.

The bottom of all the optional presentation dialogs are similar. Each one lets you select the element desired and then indicate what option it should be set to. The tables indicate the elements that are being acted upon.

Populate Menu

Populate menu allows you to dynamically insert a menu onto an existing List answer type question. It has an option for using either bridging (default) or Remedy.

Example of the Populate Menu dialog - bridging:

pop menu bridged.JPG

 

The options for the bridging version is similar to dynamic list. You select a model, qualification, and parameter, and then set the label that is shown to the customer and the value that is stored in the database (they can be the same). The only other option is identifying the list question that the menu is attached to on the event (Attach Menu To:)

Example of the Populate Menu Dialog - Remedy:

pop menu remedy.JPG

 

Like the bridging option, the Remedy option is similar to a dynamic list. You do have the option to set a Max fields, and set a sort order or sort by field. The qualification defines the criteria used for the search. Be careful to make this as efficient as possible.

Setting Values

Set Fields - Internal and Set Fields - External make up the setting values group. Set fields - internal allows you to move and combine answers with static text on the currently displayed page. Set fields - external has either a bridging or Remedy option and allows you to bring in values from a variety of sources.

Example of Set Fields - External Bridging:

set fields bridged.JPG

Similar to a dynamic default, you need a model and qualification, and then set the parameter. In the case of a set fields external, you can return multiple results and have them presented in a table. The results that are returned are determined by the mapping table directly below the parameter table.

Example of answer mapping:

mapping.JPG

On the left side you determine what answer on the template is mapped. There is also an option to fire the change event when the answer is mapped. On the right side you select the available source (Remedy form etc) and/or static text to map into the answer. If you are going to have multiple results, you can determine the label for the table or if the answer will show at all. The same dialog is used for both bridging and Remedy.

Below all of these are options for actions if no results are found.

Example of set fields - external Remedy:

set fields Remedy.JPG

Like a dynamic default, the Remedy set fields external requires you to identify a form and qualification to find the appropriate values. Besides these fields, the most important option is the On Multiple Records Select. If you select First, it will return only one record. The other option is Show List, which returns multiple records if found. There are also a couple extra sorting options.

Custom Actions

The last group includes just one action Custom. This lets you run javascript either directly from the action, or calling a function loaded from another location.

Example of custom action:

custom event dialog.png