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Form Personalization - Action Type Property

The document describes how to perform different personalization actions on form fields, including: 1) Making the description field mandatory by setting the required property to true. 2) Changing the prompt text of the email field to "User Mail". 3) Setting the initial value of the description field in a purchase order requisition form to "Test Requisition". The steps involve identifying the block and field name, selecting the appropriate action type and property, and validating the changes.

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Deepika
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199 views11 pages

Form Personalization - Action Type Property

The document describes how to perform different personalization actions on form fields, including: 1) Making the description field mandatory by setting the required property to true. 2) Changing the prompt text of the email field to "User Mail". 3) Setting the initial value of the description field in a purchase order requisition form to "Test Requisition". The steps involve identifying the block and field name, selecting the appropriate action type and property, and validating the changes.

Uploaded by

Deepika
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Form Personalization Page 1 of 11

Action Type : Property


Property Action Type is used to change the Item and Block Fileds
Mandatory ,Enable and Disable, Change the Filed prompt and Set
the Initial Values.

1. Business Requirement: Make the description field mandatory.

Step1: Identify the Block name and field Name.

cursor on Description field Click on helpDiagnosticsExamine


Form Personalization Page 2 of 11

Copy Block Name and Field Name.

Step2: Do the presonalization to make description filed Mandatory.

Navigation: HelpDiagnosticscustom CodePersonalize.


Form Personalization Page 3 of 11

Click on Actions and Enter Details like below.

Action type—Property and Object Type – Item

Trigger object—BlockName.fieldName

property Name –Required and Value-- TRUE


Form Personalization Page 4 of 11

Click on Validate and Save.

Go to toolsValidate All.

Step3: Test the Work.

Description field will be changed as Mandatory.

2. Business Requirement: Change the Prompt of the field Email


in User Creation Window.
Form Personalization Page 5 of 11

Step1: Identify the Block Name and Field Name


Place the cursor on Email Field

Click on helpDiagnosticsExamine.

Copy block name and field Name.


Form Personalization Page 6 of 11

Step2: Do the personalization to change the prompt of the field.

Navigation: HelpDiagnosticscustom CodePersonalize.

Click on actions tab And Enter Details like below.

Action type—Property and Object Type – Item

Trigger object—BlockName.fieldName
Form Personalization Page 7 of 11

Property Name –PROMPT TEXT and Value—User Mail

Click on Validate and Save.

Click on Tools and Validate All.

Step3: Test the Work.

Open the form Again and see the Email Prompt changed.
Form Personalization Page 8 of 11

3. Business Requirement: Set the initial Value to the Description


field in the Purchase Order requisition Form

Step1: Identify the Block Name and Field Name


Place the cursor on Requisition Window Description field.

Click on helpDiagnosticsExamine.

And copy filed Name and Block Name as shown in below figure.
Form Personalization Page 9 of 11

Step2: Do the personalization to set the initial value to the field.

Navigation: HelpDiagnosticscustom CodePersonalize.


Form Personalization Page 10 of 11

Trigger Object—Block Name

Click on Actions tab and Enter Details below.

Action type—Property and Object Type – Item

Trigger object—BlockName.FieldName

Property Name –INITIAL VALUE and Value—Test Requisition

Click on Validate and Save.

Click on Tools and Validate All.


Form Personalization Page 11 of 11

Step3: Test the Work

Initial Value set to the field

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