DocTrix Forms for Office 365

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DocTrix Forms for Office 365 DocTrix Platform for SharePoint 2019 DocTrix Platform for SharePoint 2016 DocTrix Platform for SharePoint 2013 DocTrix WorkFlow for Office 365 DocTrix WorkFlow for SharePoint 2019 DocTrix WorkFlow for SharePoint 2016 DocTrix WorkFlow for SharePoint 2013

Controls

DocTrix Forms for Office 365 > Designer > Forms > Form editor > Controls

Controls

Controls placed on the form have visual indicators:

Symbol Description
The control is hidden or there is a JavaScript expression
The control is disabled or there is a JavaScript expression
The control is required to fill or there is a JavaScript expression
The control has validation expressions
The control has a tooltip
The control is connected to the field
The control has a filter expression
The Data source control connected with data source

Each control on the form has:

  • Type;
  • Name;
  • Display Name and Internal Name of the field (if the control is connected to the field).

The properties of the control grouped into sections on the panel:

  • Basic;
  • Advanced;
  • Value (this section is unavailable for disconnected controls, Data sources, Lists and Files).

Parameters Description
Label Control label on the form. The label is added automatically and is equal to control type (for the controls that are not connected to fields) or field display name (for the controls that are connected to fields). When a control becomes connected, the label is not changed but it can be edited manually
Name Internal name of the control. The label is added automatically and is equal to control type (for the controls that are not connected to fields) or field internal name (for the controls that are connected to fields). When a control becomes connected, the name is not changed but it can be edited manually. The name must be unique for the form
Connected to A field that matches by type. If the field is not selected, the control is unconnected. The next controls are always connected with fields:

  • Lookup;
  • User/Group;
  • File;
  • List
    		•
    Format
    (only for Lookup, User/Group, DateTime, Choice and Text)    		 “Date”/“Date and Time” for “Date Time” control and “Plain Text“/”Html” for “Text” controls. Depending on the format the control is different on the end user form
    Tooltip Text to show when end-user clicks forms002 button
    Filter value
    (only for Lookup, User/Group, Data source)    		 Filter values in control according to condition. See for details:
    Width Buttons to change the width of the control.
    Note: When the width of the control is changed the width of the column and all embedded controls is also changed.

    Please see for more details:

    Parameters Description
    Visible Visible – the control is visible to the end-user;
    Hidden – the control is hidden from the end-user;
    Visible by condition – JavaScript expression that defines if the control is visible to the end-user
    Enabled Enable – the control is enabled on the form to the end-user;
    Disable – the control is enabled on the form to the end-user;
    Enabled by condition – JavaScript expression that defines if the control is enabled to the end-user;
    Required Not required – the control is not required to fill in;
    Required – the control is required to fill in;
    Required by condition – JavaScript expression that defines if the control is required to fill in;
    Message – validation error message (if empty, the standard validation message in SharePoint Online will show to the end-user);
    Validation Expression – JavaScript expression that defines if the input data is correct;
    Message – validation error message;

    Value tab is not available for unconnected controls, controls of types Data source, List and File

    Parameters Description
    Type: Default
    Expression JavaScript expression that defines default value for the field

    Parameters Description
    Type: Expression
    Expression JavaScript expression to define value for the field
    Update expression value
  • Once before item save;
  • On every change on the form
    		•

    Parameters Description
    Type: Generated (the value will be generated on form submit)
    Pattern JavaScript expression to generate value

    Parameters Description
    Type: Unique key (the value will be generated on form submit)
    Pattern JavaScript expression to generate value (must include [key])
    Parameters a set of parameters to generate value

    Parameters Description
    Type: Reference
    Referenced field Field to copy value from
    Lookup parameters (available if type of Referenced field is Lookup) Field name – Internal Name of the field from lookup list to copy value from;
    Field type – type of the field from lookup list;

    Contents

    • Controls
      • Basic
      • Advanced
      • Value