The Button Area enables you to specify where the result buttons will appear on the Form page, allowing the user to submit the Form. By default, result buttons always appear at the very bottom of the page, if no Button Area control exists. With a Button Area control, you can specify the location where the result buttons will appear.

We recommend as a best practice that, when creating a Form that uses a Routing Slip, you place the Routing Slip at the very bottom of the page, with a Button Area control above it. This will enable users to complete the Form without having to scroll to the bottom of the Routing Slip.

There are number of tabs for this controls Properties dialog, to enable you to individually configure each of the standard buttons that display on forms.

On the Properties tab, in addition to setting the Name of the control, just as you do with other controls, you have the ability to set the HTML tag that will contain the button area, such as an HTML DIV or SPAN tag by setting the Wrapper Tag property with the name of the tag, e.g. "div".

The OK Button, Cancel Button, and Accept Button tabs have similar properties for configuring each of the button types. The OK and Cancel buttons are standard buttons that appear on all forms. If the “Assign task to first user to accept” checkbox is checked on a Form instance’s step or Activity definition, the button area will first display an Accept Task button enabling the user to accept the task, in addition to the standard form buttons. Task completion buttons won't be displayed until the users accepts the task.

For Process Director v5.25 and higher, the OK button will be presented as a Submit button for new form instances. Both the OK and Submit Text and Confirm Text properties are configurable. If a Button Area control has no Submit Text property configured, the control will fall back to the OK Text property.

[Button] Text: The text that will appear on the button.

[Button] Confirm Text: The text that will appear to confirm the button selection when the button is clicked.

Icon Number: The ID number of any icon that you'd like to appear as a button icon.

Color: The text color for the button.

Back Color: The background color of the button.

Image URL: If you'd like to use an image, instead of an icon (or text) you can enter the URL of the image to display on the button.

Show [Button] Button: This checkbox enables you to show or hide the button on the Form.

On the Complete Buttons tab, you have a Complete Confirm Text property that enables you to set the confirmation text when a task completion button is clicked. You also have a Show Task Complete buttons property to show or hide the completion buttons.

The Button Area control also automatically incorporates Form Info String and Form Error String controls, which enables the appropriate form information to display adjacent to the button area when applicable. You can override where the form error text displays, however, by manually placing a Form Error String control in the desired location on the Form.

The Print Button control is a regular print button that will print the Form when clicked.

The Text property configures the text label you'd like to appear on the button.

By default, Process Director does not save a Form until the Form is submitted. The Save Button enables you to save a Form as an interim version until the Form is submitted. The field values will be saved in the interim version, and you can open the Form at a later time to complete your editing, and submit the form when you're done, which will save the Form in it's final version. Saved Forms will also appear in your Task List, to remind you to complete and submit them.

The Text property configures the text label you'd like to appear on the button.

Checking the Close Form after saving property will close the Form, while keeping it unchecked will save the Form without closing it.

By default, the Save Buttonisn't visible on new form instances. If you want users to be able to save the form on new form instances you must both:

1. Select the Close Form After Saving property. Form instances can't be created in the database until the form is submitted to the server. So the button can't appear on new form instances unless the form is submitted on save. If you don't select this property, the Save Form button won't appear.
2. In the field properties for the control, on the Form Controls tab of the form definition, you must set a visibility condition to make the control visible when New Form Instance? = Yes.
   

The Cancel Process button immediately cancels the operation of a Form or process. The cancellation can't be rescinded.

There is no "Undo" feature for this action! BP Logix recommends this control be used only in Forms that are accessed by administrators, to be used for administrative purposes.

Several properties will enable you to cancel or delete process and Form instances. These properties can be used alone or in conjunction with others. Once the button is invoked, the results are irrevocable.

BP Logix strongly suggests that this button be used only in Forms that are used by administrators for system management. Extreme care must be taken to ensure that invoking this button does not cause unwanted effects, or place processes in an unrecoverable error state. Exhaustive testing should be performed in a development environment before deploying any Form that uses the Cancel Button to your production environment.

This control enables a user to delegate tasks to other users, remove users from tasks, and perform other process management functions without going to the process’ administrator’s page.

The Manage Users tab of the properties window for this control allows you to set the name, button text, and group name for the control. You can also specify what features the Form user is allowed to access.

The Button Properties tab allows you to configure the URL of the button image and the style of the button, as well as the behavior upon clicking the button. These property are the standard button formatting properties that appear in the Button Properties tab of the Button control.

The Invite control allows a user to invite other users in Process Director to a task. The inciter can select to add the invitees to perform the task with the inciter, or to reassign the task from the inviter to the invitee.

The Invite tab contains a number of options to configure the Form control.

When using the system variable syntax for this control, the system variable will return all of the formatting options for a user system variable.

The Button control places a configurable button control on the Form. The actions associated with the button control can be set in the Form Definition's Custom Task Event Mapping, Set Form Data or Fill Dropdowns tab. There are two tabs that can be configured to specify the properties of the control

Button Tab

The Name property specifies the name of the control.

The Text property configures the text label you'd like to appear on the button.

Button Properties Tab

This tab enables you to configure additional properties for the Attach button.

Image URL: The button can be displayed as an image by providing an accessible image URL to display instead of a standard button. This property will override other button properties below, e.g., Back Color.

Icon Number: You can select an Icon to display on the button from the Icon Chooser.

Color: You can select the text color to display on the button from the Select Color dialog box.

Back Color: You can select the background color to display on the button from the Select Color dialog box.

Confirm Text: You can specify confirmation text that will appear as a confirmation dialog box when the button is clicked.

onClientClick: You can specify client-side JavaScript to run on the button's onClientClick event.

Alt Tag: You can specify an ALT tag property for accessibility purposes.

Access Key: You can specify the accessibility keys a user can press to activate the button, for accessibility purposes.

Use Small Image?: If you supply an image URL, the image can be displayed as an icon for the button by checking this property.

Use Image as entire button?: You can use the image as the displayed button, rather than displaying a traditional button on the form.

This control provides a completion link for users to click in an Email Template so that they can complete their assigned task.

The Link Text property enables you to specify the text that will appear for the link, so that the user doesn't simply see the complicated URL that sends them to Process Director to complete their task.

The Action property enables you to specify the task action you want the user to perform. This action MUST match a result specified in the Results tab of the Timeline activity.

For more information on this control, see the section of this documentation entitled Complete Links in an Email.

For any Timeline Activity where the Re-Authenticate when a user completes the task option is checked, Process Director will add a user login to the Form. The Re-Authenticate control enables you to choose the location where you'd like the login box to appear on the Form, rather than allowing Process Director to insert it into the default location.

There are no configurable properties, other than the Name, for this control.

The Captcha control enables you to verify that a human submitted the form by placing a control that can't be manipulated by robots or scripts on a form. The Captcha requires that the person enter an alphanumeric code that appears in an image that is generated by the control. If the image doesn't match the text entered by the user, the form can't be submitted. When the form is displayed, and the user can't decipher the Captcha image, the user can regenerate a new image by clicking the Generate New Image link.

To enable the Captcha functionality, you must set the Captcha field as required in the field's properties on the Form Controls tab of the Form Definition. When you do so, the user must enter text that matches the text displayed in the Captcha image, or the form won't validate and submit.

The Prompt property enables you to specify the prompt text to instruct the user how to fill out the Captcha.

The Text Color property specifies the text color to be used for the text in the Captcha image, while the Background Color specifies the background color of the image. You can use any HTML named color or HTML hexadecimal color representation for these values.

The Difficulty property specifies how easy the Captcha image will be to decipher. The following properties are available, along with a sample image of how each level of difficulty is represented in the Captcha.

DIFFICULTY	Example
None
Low
Medium
High
Extreme