Tags

Figure: Tags as seen by Application Designer

Figure: Tags as seen by End User

Let's explore the following use case.

Use Case User Persona: Application Designer	Solution
NovaTech organization is a financial organization. They want the auditors to capture detailed information and explanations regarding financial transactions during their financial audits. They want the audit description box to have editing abilities such as plain text and rich text. And also mandate the audit description box and add a minimum character limit.	To achieve this, Sam must drag and drop the Long Text control on the form canvas. He can configure the control as a rich text editor for the auditors to add detailed explanations. Also, two validations can be added to make the long text control. Make the long text control mandatory. Add character limits such as a minimum of 20 characters should be added to the audit description box.

Configure Tags

Tags widget can be dragged and dropped on the form canvas and configured per organizational needs.

To configure the Tags widget, perform the following steps:

Navigate to Form Designer > Design Form > Widgets.
Locate Tags under the widgets.
Drag and drop the Tags widget on the design canvas. Hover over the added widget to access the Settings and Delete icon.
The Tags widget is displayed.

Figure: Tags Settings
Click Settings to configure the Tags widget.

On the Settings pop-up window, the following tabs can be configured.

Properties

Below are the 'General Properties' for the tags widget, followed by specific details about each field.
Figure: Properties

Field Description

This table contains the list of fields and their descriptions that are available under the Properties tab:

Field	Description
General
Title	Specify a unique name for the tags widget. This name identifies the Tags widget in the form. For example: Labels, Keywords, etc.
Subtitle	Specify the text which you want to display just beneath the Title. You may use it to describe the purpose of the widget or the way it should be used.
Allows Users to Create Tags	If enabled, tags can be created by Analysts and End Users.
Allow Global Access for Users	If enabled, the Analysts can map the created tags to have global access.
Informative
Help Text	Provide a help text that gives the end users guidance on how to fill out the field correctly. For example: "Search tags.",
Rich Text	Select it to enable the help text as a rich text format. It allows formatting like bold, italicized, color to the text, etc. for the help text. Figure: Rich Text
Watermark	Type in the watermark text that should appear in the text box field providing a hint or example of the expected input.
Tooltip	Add a tooltip that displays when the user hovers the mouse cursor over the tag's widget.

Advance

Below are the 'Advance Properties' for the Tags widget, followed by specific details about each property.

Figure: Advance

Field Description

This table contains the list of properties and their descriptions that are available under the Advance tab:

Field	Description
General
Include as Filter	If enabled, the respective widget is available as a filter option on the Form Designer list page of the application.
Include as a column in grid view	If enabled, the respective widget is available in grid view on the Form Designer list page of the application.
Is clickable?	If enabled, a pop-up window with text is displayed.

Validations

Validations ensure that the data entered into the field meets specific criteria or requirements. Application Designer can add pre-built validations to save time and effort by ensuring data accuracy and completeness without the need for custom rules. These offer a standardized method of data validation across forms, reducing errors and improving data reliability.

Figure: Validations

Field Description

This table contains the list of fields and their descriptions that are available under the Validations tab:

Field	Description
Tenant	Select All Tenants from the dropdown if the validations should be applied to all the tenants, regardless of the tenant selected in the admin or transaction form. Select the desired tenant from the drop-down if the validations should be applied to the specific tenant. The validations added for a specific tenant will always precede common validations.
Tags should be
Mandatory	Select the Mandatory from the drop-down to make the control a mandatory control. It ensures that this field must be filled out before submitting the form.
Hidden	Select the Hidden from the drop-down to hide the control. It ensures that this field must be hidden if it contains any personal information.
Disabled	Select the Disabled from the drop-down to make the control a disabled control. It makes the control read-only and prevents any changes or inputs.
Specific Characters	Select Specific characters such as alphabets, Numeric, Decimals, and Special Characters.
Less than	Select the less than from the drop-down to set a limit for characters in Long Text.
More than	Select the more than from the drop-down to set an upper limit for the characters in Long Text.
Unique	Select Unique from the dropdown to make the control a unique field for specific tenants.
Allow Characters	Select the allowed characters from the drop-down to allow special characters and symbols in Long Text.
Below Conditions Meet	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. Operator: Select the appropriate operator from the dropdown list, which varies based on the selected field type. Value: Define the value for the chosen field, determining when the condition should be triggered. For non-referenced fields like short and long text, enter the value in a text box. For referenced fields such as single choice and tree control, select the value from the respective field type. Figure: Below Conditions Meet Use icon to add more conditions. Use icon to delete conditions.
Every Time	Select Every Time if you want to display this control always without any specific conditions. Figure: Every time

Appearance

This tab helps you to customize the appearance through appearance properties, enhancing user experience and reinforcing brand identity.

Figure: Appearance

Field Description

This table contains the list of fields and their descriptions that are available under the Appearance tab:

Field	Description
General
Label Layout
Upload Icon
Icon Position
Text
Font Type	Select the desired font from the drop-down menu to customize the Long Text control.
Font Color	Select a font color from the color palette to enhance the visibility and aesthetics of the Long Text control.
Font Size	Select the desired font size to your preference for better readability and presentation for the Long Text control.
Font Style	Select either Bold, underlined, or Italic font style to emphasize specific text within the Long Text control.

Security

The Security tab ensures data security and privacy by applying restricted access or encryption to sensitive field data, ensuring that only users with authorized roles can access or modify it.

Figure: Security

Field Description

This table contains the list of fields and their descriptions that are available under the Security tab:

Field	Description
Restrict field access	Enable this option to ensure that designated roles possess exclusive viewing or editing privileges for the content within the Long Text control, thereby restricting access to authorized users only. 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 long text control.
Encrypted	Enable this option to ensure sensitive information remains secure and confidential by making it unreadable without the appropriate decryption key. For example: In a financial management system, sensitive information such as bank account details can be encrypted and only personnel with a decryption key can access the information.

Field

Description

Restrict field access

Enable this option to ensure that designated roles possess exclusive viewing or editing privileges for the content within the Long Text control, thereby restricting access to authorized users only.

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 long text control.

Encrypted

Enable this option to ensure sensitive information remains secure and confidential by making it unreadable without the appropriate decryption key.

For example: In a financial management system, sensitive information such as bank account details can be encrypted and only personnel with a decryption key can access the information.

To know more about Form Security, refer Form Security.