Set Form Data Tab

Prior to Process Director v3.53, by far the most common Custom Task used on a Form was the Set Form Data Custom Task, which was configured on the Custom Task Event Mapping tab. For Process Director v3.53 and above, the Set Form Data tab will replace the Custom Task for setting the value of Form Fields. The Set Form Data Custom Task is still available if required, and will still work properly if you have existing projects that use it, but the vast majority of use cases will be satisfied by using the Set Form Data tab. The Set Form Data tab is easier to configure, will reduce the number of Custom Tasks required to configure a Form, and is easier to manage.

In a sample form, the tab will look similar to the one below.

The Set Form Data tab is divided into a number of sections, with each section corresponding to a form event. The order in which the events appear on the tab is not indicative of when, or in what order, the events will fire. When form events fire—and in what order—are determined by where you are in the form's life cycle.

Both the standard form events (i.e., View State Init, Before Validation, etc.) and the event fields have a configuration section. For example, in the sample above, the ExistingVendor (Vendor) field is an event field that, when fired, will extract data from a Business Value. The value of the ExistingVendor (Vendor) field is passed to the Business Value as a parameter, in order to return the specific data for the selected vendor.

More Configuration Tabs

You can view the documentation for each of the other configuration tabs by using the Table of Contents displayed on the upper right corner of the page, or use one of the links below.

Properties: General Form definition properties.

Edit: Opens the editor for the form's visual template, the Online Form Designer.

Form Controls: Enables you to set individual properties for each field on the form.

Custom Task Event Mapping: Enables you to map Custom Tasks to run on specified form events.

Validation Rules: Enables you to add custom validation to the form.

Fill Dropdowns: Enables you to automatically set the options available in a dropdown control.

Other Tabs: Documentation for the Form Data SQL View, History, Meta Data, Versions, and Permissions tabs.