Radio Button

User Persona: Administrator

Sam drags and drops the Radio Button from the panel and titles it as Customer Enquiry. With Manual data source values added as "Technical Support," "Billing Inquiry," or "Product Feedback".

This helps to streamline the call routing process, ensuring that each inquiry is directed to the appropriate department for efficient resolution.

Title

Specify unique name for the radio control. This name identifies the radio control in the form. Example: Here Radio Button is titled as Gender.

Figure: Title

Specifies the text which you want to display just beneath the Title. You may use it to describe the purpose of the control or the way it should be used.

Figure: Sub Title

Informative

Help Text

Provide a help text that gives the user an idea of the required format in a way to prevent input errors. It offers guidance on how to fill out the field correctly or explains the purpose of the field. May include examples, formatting guidelines, or links to more information. 

Select it to enable the text as rich text and interpret it as rich text. It allows you to make the text in bold, italicized, etc.  Rich texted ‘Help Text’ improves user understanding by allowing formatting like bold text, images, and clickable links, making information clearer and more interactive for users.

Figure: Rich Text

Tooltip

A tooltip is a small pop-up message explaining a field when hovered over. Type in the Tooltip field.

Include as Filter

If this toggle button is enabled, then control is available as a filter option on the Form Designer list page of the application.

 Figure: Include as Filter

For All Tenants, select this option from the Tenant drop-down if the validation should be applied universally across all tenants, regardless of the selected tenant in the transaction or admin record. 

For "Specific Tenant," choose a particular tenant if the validation only applies to that tenant. Please note that validations added for a specific tenant will always take precedence over common validations.

Figure: Tenant list

Select this option if you want the validations on the control to be triggered based on a specific condition(s).
Figure: Conditions

Configure the conditions using the following fields:

Field: Choose the field from the dropdown list to which the condition applies.

Value: Define the value for the chosen field, determining when the condition should be triggered. Select the value from the respective field type for referenced fields such as single choice and tree control. Here Classification is selected as condition, with operator equal to is and value as Issue/Hardware from the tree control.Figure: Below Conditions Meet

Operator: Select the appropriate operator from the dropdown list, which varies based on the selected field type.

• Use  icon to add more conditions.
• Use  icon to delete conditions.

Select Every time if you want to display this control always without any specific conditions.Figure: Every time

This ensures that designated roles have exclusive editing or viewing access to the content within the Radio Button field. For Example: In a financial management system, only designated financial analysts or managers should have access to view or edit sensitive financial data entered in a Radio Button field.

Data Source

This association impacts the behavior or visibility of the child control based on the value selected for the parent control.

Figure: Parent type
For example: 

In an IT service management application where analysts are assigned to workgroups to handle different types of incidents, you can specify parent and child controls in the forms. See the section below for more details.

In this form: 

• Workgroup (Parent Control): Users select a workgroup from a drop-down menu representing different departments within the IT organization (e.g., Network Support, Software Development, Help Desk).
• Analyst (Child Control): Based on the selected workgroup, another drop-down menu dynamically updates to display the analysts available in that workgroup. This drop-down contains the names of individual analysts assigned to the selected workgroup.

Is Parent Encrypted?

If this toggle button is enabled, the Parent field value is encrypted at the database level to maintain security.

Label Name

Type in the option label in the Label Name field. It refers to the name of a data source value as it appears to users on the interface.

Value Name

Type in the short code you want to store in the database in the Value Name field. It refers to the internal identifier used by the system to represent that value.

Drag this icon up or down to reorder to reorder a row a value.

If this toggle switch is enabled, the corresponding label name will be displayed for the user for selection.

If this toggle switch is disabled, the corresponding label name will not be displayed for the user for selection.

Click it to delete the label for user access and database.

Clicking this option adds additional rows for adding more labels.

When the switch is enabled, this value is automatically pre-selected for the consumer, though the consumer has the option to change this selection.

These are the values that are currently enabled and available for selection by the user. Inactive values are not displayed to the end user, ensuring that only relevant and usable options are presented.

Data Source

Is Parent Encrypted?

If this toggle button is enabled, the Parent field value is encrypted at the database level to maintain security.

Module

Label Column

Type in the option label in the Label Column field. It refers to the name of a data source value as it appears to users on the interface. Here Asset ID is selected from the drop-down list.

Figure: Label Column

Filter Records

Specify the field, value and operator to filter the records. Figure: Filter Records

You can add Dynamic filter under Operator. A sample screenshot is shown below:Figure: Filter Record - Dynamic Operator

Example: If you select the Field as Asset Owner, Operator as Dynamic, and Value as Logged in User, Asset Owner, it will filter the records with the fixed assets allocated to the logged-in user as an Asset Owner.

Dot walking concept is supported for the Field. 

Figure: Filter Record - Dot Walking

Example: If you select the Field as Asset Owner.Location, Operator as Dynamic, and Value as Logged in User, Asset Owner, it will filter the records with the fixed assets allocated to the logged-in user as an Asset Owner for a specific location.

Click it to delete the filter set.

Data Source

Is Parent Encrypted?

If this toggle button is enabled, the Parent field value is encrypted at the database level to maintain security. Example: If Parent field is SSN of a citizen and it needs to be secured at database level, enable Is Parent Encrypted button.

Type

Parameters

Select the Parameters from the drop-down list. 

Filter Records

Specify the field, value and operator to filter the records. Figure: Filter Records

Click it to delete the filter set.