Popover Forms

In the Form Designer, Popover Form refers to a type of form that appears as a small overlay or modal window on top of a page when triggered by a specific action or event. It is typically used to capture user input or present additional options without navigating away from the current page. Once the user submits the form or completes the desired action it returns the user to their original main form

This design pattern is commonly used for various purposes such as, Quick Contact forms, Product Selection forms. Any scenario where a brief interaction such as providing feedback or cancelling a request directly on the main form, eliminating the need to navigate to different locations within the form or module.

To configure Popover Form as Form Action, perform the following steps:

1.  Drag and drop Popover Forms from Utilities into Actions/Other.
   
   

2.  Hover onto the added Popover Form utility chip and click on vertical ellipsis.
   Following menu items are displayed.

   • Configuration

   • Rename

   • Remove from Action

   

   Figure: Actions

Configuration

Configuration of Popover Forms is stepper based, following are the steppers to configure a Popover Form. Select  Configuration to open the Popover Form Configuration window.

Note

• If Popover Form Mode is selected as Read Only, then General and Condition steppers are displayed.

• If Write Mode is selected then, General, Conditions and Set Values steppers are displayed on the configuration screen.

• General: Capture all mandatory generic properties for the popover form.
  

• Conditions: Add required conditions; these actions (icon/button) will be displayed to the consumer upon satisfaction.
  

• Set Values: For Write Popover forms, define if any field value on the main form must be updated.
  Example: After reopening a request through the Re-open popover form, set the status of the main request form as "In-progress."

General

To configure General properties in Popover Form, perform the following steps: 

1. Upon selecting Configuration, the General properties screen is displayed.

   

   Figure: Popover Forms Configuration
   
   

2. Enter appropriate values in the required fields, for more information refer to the following:
    To learn more about each property hover onto the information icon.  

   Field	Description
   General
   Title	Enter a unique name for the action button that users can click to open the linked Popover Form. Example: Remote Desktop, Record Summary, etc.
   Tooltip	Enter Tool Tip,  small pop-up message explaining a field when hovered over.
   Icon	Displays the icon upon clicking which the Popover form will open.
   Icon Label	Specifies the label for the chosen icon.
   Icon Position	Select Icon Position from the dropdown, the following are the placement options in the list: Left: Icon will be placed on the left of the popover form action button. Right: Icon will be placed on the right of the popover form action button.
   Actions
   Action	Select the type of popover action such as Call Popover.
   Mode	Select Mode from the dropdown, the list contains the following options: Read Only: The Read forms are for displaying information. However, selecting Read Only will display Parameters that contain the configured List. For configuration refer to, List. Parameters Configuration and Consumer View When an Application Designer selects Read Only, the Parameters section is displayed. This section contains a List Configuration in the selected Popover Form. Example: In the following figure, Read-only popover fixed(Par Main Form) Popover form has List configuration that allows you to set parameters here. Figure: Popover Form Parameters Note Tenant is default selected Parameter and will be in disabled mode. Tenant is implicitly derived for all popover forms and App designer won’t be able to edit it. App Designer can only give desired Alias name to it. The following table provides field description: Field Description Parameter Type Select Parameter Type from the following options: Dynamic: Dynamic values are determined based on user input or other factors, allowing for flexibility and adaptability. Example: Update the Analyst of the Change request form to the owner of the workgroup upon reopening the request. Static: Remain fixed and are not subject to change. Example: Update the status as In progress and priority as P1 when a user responds to a change request. Parameter Select Parameter value, this parameter decides as to which field the Read-Only popover Form will be displayed. Operator Select Conditional Operator. Based on the selected Data Type of the Parameter, Operators are loaded in the dropdown list. Value Select Value for the Parameter. Value field loading depends on the Parameter type chosen (static/dynamic): If Static is chosen, all the fixed values for the selected field are loaded. If Dynamic is chosen, the value field supports dot-walking to define dynamic values. Example: In the Fixed Assets Main Form, only for a specific ID this configured popover form (Read-only popover fixed(Par Main Form)) should be displayed. Then the Application Designer defines the Parameter ID for which this popover form should be displayed and provides the ID Value ( In this case it's 1143 ). Figure: Parameters Consumer View of the above example: An Analyst can view this read-only popover form on the fixed asset request with the ID 1143 which contains List configuration on the Popover Form. To view, perform the following steps: Navigate to Fixed Main Form. Select the ID 1143 on the list page. Note For this ID Parameter has been defined in the Popover Form Action. Figure: Fixed Main Form Click on the vertical ellipsis on the top panel and select the Popover Form. Figure: Popover Form on the Record Popover Form called within Form Action that is configured with the List is displayed. Figure: Popover List Write: The Write popover form is where the consumer performs a certain action and submits it. Note Only those forms that are linked to the current main form will be displayed. If Write Mode is selected then an option to edit is displayed. The edit switch control is to define if form is editable or not.
   Is Editable	Is Editable switch control is to define if the Popover Form is editable or not. If it’s enabled, the consumer will be able to edit the Popover Form as a Form Action.
   Popover	Select Popover Form from the dropdown. Popover forms of the selected mode will be available for choosing here. This will be the popover form that will be displayed to the consumer upon clicking the respective icon or button on the main form.
   Open Popover in	Choose where the Popover form should open from the following options:  Same Tab New Tab

3.  Click Next to navigate to Conditions stepper.

Conditions

In this step, you can configure whether to display the popover action based on conditions or without condition. These conditions are determined by the field value combination of the main form linked to the selected popover form.

The Condition action on Popover Form has the following options:

• Condition: Select Add Condition if you want to ensure appropriate popover are available when specific conditions are met in the main form.  
  If the defined Condition is met then the Popover Form will be displayed.

  Example: The Reopen Popover form will only be accessible on the Manage Incident main form for resolved incidents.
  

• No Condition: Select 'No Condition' if you want the popover to be available at all times.  
  Here, the Popover Form is displayed every time.

  Example: The User Record history feature displays details of all previous records the user has logged in, regardless of any specific conditions.

To configure Condition, perform the following steps:

1. Click Based on Condition for the system to display condition builder which consists Field Operator and Value.
   

   

   Figure: Popover Forms Configuration
   
   

2.  Add the condition on the main form by choosing desired Field, Operator and its respective Value.
   

   

   Figure: Popover Forms Configuration
   
   For more information, refer the to following field description table:

   Field	Description
   Field	Select Field, all the fields form the main form are displayed upon expanding the Fields dropdown.
   Operator	Select Operator, based on the selected Field the type of operator is displayed. Example: If a field of referenced control type, like single choice, radio button, or tree control, is selected, operators such as "Is," "Is Not," "Is One of," etc., are displayed. For fields of non-referenced control type, like short or long text, operators such as "Contains," "Starts with," "Ends with," etc., are displayed.
   Value	Select or Enter a Value, based on the selected Field type Value field is loaded. The value fields will match the control type of the chosen field. Example: For instance, if the selected field is a Single Choice control, like "Product" or "Medium," the value would be represented as a dropdown control. Conversely, if the chosen field is a Long Text control, such as "Description" or "Information," the value would appear as a text control.

   Icon	Description
   	Click Add icon to insert new Condition.
   	Click Delete icon to delete an existing Condition.
   	Click on the icon to rearrange condition rows to the desired position. Note The conditions are connected using 'AND' and are resolved from top to bottom in the specified order.

3.  Click Next to navigate to Set Value stepper.

Set Values

Enables setting static or dynamic values to the main form field(s) after successfully submitting the popover form.

Note

Upon canceling an incident via a popover form action, the incident's status should update to "Cancelled".

To Set Values for Popover Form, perform the following steps:

1.  Select Add Set Value.

   

   Figure: Popover Forms Configuration
   
   

2. Define set values by choosing respective fields and values. 

   

   Figure: Popover Forms Configuration
   
   For more information, refer to the following Field Description.

   Field	Description
   Parameter Type	Select Parameter Type from the following options: Dynamic: Dynamic values are determined based on user input or other factors, allowing for flexibility and adaptability. Example: Update the Analyst of the Change request form to the owner of the workgroup upon reopening the request. Static: Remain fixed and are not subject to change. Example: Update the status as In progress and priority as P1 when a user responds to a change request.
   Field	Select Parent Form Field whose value is expected to be set upon submitting the Popover form action.
   Value	Value field loading depends on the Parameter type chosen (static/dynamic): If Static is chosen, all fixed values for the selected field are loaded. If Dynamic is chosen, the value field supports dot-walking to define dynamic values. Value Field Description Enabling the override switch will replace the field's existing value, regardless of whether it already holds a value or is blank. Disabling the override switch will replace the field's existing value only if the current field value is blank.
   Override	Enabling the override switch will replace the field's existing value, regardless of whether it already holds a value or is blank.  Override Enabled Override Disabled Disabling the override switch will replace the field's existing value only if the current field value is blank.

3.  Click Submit to successfully save the configuration and return to the Action configure property window.
   Once the configuration is successful, configured actions is represented with green check icon.
   

   

   Figure: Actions

Rename 

Avoid opening the configuration properties to rename the utility. Instead, use the readily available rename option displayed upon clicking the vertical ellipsis icon.

To Rename a Popover Form, perform the following steps:

1.  Click vertical ellipsis icon.
   

   

   Figure: Rename Popover Form
   
   

2.  Select Rename.
   
   

3.  Enter a new Name and click outside window to apply the name effect.

   

   Figure: Actions

Remove from action

A popover action can be removed from the action bucket (quick or other) by clicking on the Remove from actions option that is displayed upon clicking on the vertical ellipsis icon. 

To Remove a Popover Form, perform the following steps:

1.  Click vertical ellipsis and select Remove from action. 
   

   

   Figure: Actions
   
   

2.  Click Save on the Actions configure properties window to apply the configuration changes, or click Cancel to discard any changes made.