Events give your Form more function and options for your customers
The goals for the article are:
- Understand where Events are available
- Understand how to create Events
- See how Bridged Resources are used with Events
Let's start with a blank Event dialog:
Type, Name, Action (all three required), and Run-If Condition (optional) are always present. The choice of Action drives any changes to the dialog.
Here is a completed Event listed on the right column of the builder:
Here is a completed event dialog. It sets User information based on Account numbers.
There are four available Types for events
- Click - used with buttons
- Change - used with Fields
- Load - used when a page loads
- Submit - used when a page is submitted
All the same values as other conditional fields are available through the Variables dropdown menu.
Two different actions define what an Event does, Set Fields and Custom.
This action takes values either from existing answers or other values (regular list of options for a Variables Menu) and the results of a Bridged Resource (if used), and places them into fields on a Form. This is known as Mapping a value into a field. The fields for the Form are listed on the left, and the options are on the right.
Clicking the "plus" sign adds the mapping, and adds another possible mapping to the event.
Now that we've covered the basics of building Forms, we can take a look at some other useful features.
A very common event is a person lookup, either by user name or email (often the same thing)
- Create a Datastore for People with a few fields (username, display name, and phone for example)
- Create a bridge Model and Mapping - just like the previous activity
- Create a Bridged Resource to connect your form to the bridge model
- Perform the lookup with an event on a button
Updated about 1 year ago