Configuring Control Properties

Prev Next

When you select a Control in the Current Form View, the Property panel slides out on the right-hand side. The properties shown in the Property panel are automatically generated by the UI Designer based on the control selected. You will not see properties which do not belong to the selected control. The screens below show a few example Property panels for different controls:

Field

Description

Group

Bind a Repeating Table to a group, and restrict all the controls inside the last row as Multi Valued Fields. Like controls, when the Group property of a Repeating Table that isn’t bound to a Case Field Group, it can be renamed with the Name option.

Field

Bind a control to a Field. If not bound to any case field, the default internal name is shown in the “Name” property and can be changed if desired

Name

Change the internal name of selected “Field” or “Group”. When a control is bound to a “Group” or “Field” defined by Case Type, this property cannot be changed. When the “Group” or “Field” property is not bound, users can change the internal name by inputting a value in this field

Data Type

Change the Data Type of the control. Similar to “Name” property, it can be changed only when “Group” or “Field” is not bound to case group or case field respectively. Each control only supports certain kinds of Data Types. Only fields using same Data Type can be compared in Rules

Default Value

Set the default value for the controls. Not all the controls have this property

Checked

Set the default value for Boolean type controls, such as checkboxes and radio buttons

Required

Sets whether or not this field is required for form submission. If this property is set to “Yes”, eCASE will validate the value during submission, and it will reject the form submission if the value is empty

Display Text

This option is for the Hyperlink control only. Set the display text that is shown as a hyperlink.

Set display text dynamically by using field value: When this option is disabled, the field associated with this option is a text box, in which the user can enter the specific text that is shown as a hyperlink. When this option is enabled, the field associated with this option is a dropdown menu, containing all the applicable field types for that can be selected; the hyperlink text is based on the selected field; if the field value changes, then the display text of the hyperlink will also change accordingly

Data Source

Provides options for “Lookup Dropdown”, “Item Picker” and “Gallery” to allow the user to either to bind the control to a Primary Source (Case Field) or a Secondary Source (Web Service, SQL Query, or Data Table).

Primary Source: For the Lookup Dropdown and Item Picker, “choice list” Case Fields can be used as a primary source. For the Gallery control, “file” Case Fields can be used as a primary source.

Secondary Source: When this option is selected, a wizard is opened. In this wizard, the developer can select a Web Service or SQL Query that is registered with eCASE. Data Tables that you have created in UI Designer (covered in a later section) will also be visible here.

The wizard then allows the developer to configure the input and output of the secondary source.

In order to map the output to a Choice list or Item Picker, the output fields “Option ID” and “Option Text” must be set. “Option ID” will act as the index of the choice in the list, and “Option Text” is the text that is displayed to the user.

For the Gallery, the output must be mapped to the output field “File Field”. The File Field should be a string containing information about the files that is in the gallery. When a file is attached to a case folder, the string with the file’s information is generated by eCASE. A SQL query or Web Service can be created to retrieve these strings from the case fields in eCASE’s database. In the database, this string contains all the files attached to the field in the folder, separated by the characters “^#^”, and with the characters “;#” separating the file’s ID and name. A secondary source for a Gallery must be a data table.

Parent

Set the parent control for the choice list based control, such as “Lookup Dropdown” and “Item Picker”. If the value is not “None”, the choice list of this control is changed automatically based on the selection of the parent control designated in this property

Relation

Set the relation for the user to connect the parent control and child control. This field is only changeable when “Parent” is not “None”

Placeholder

Set the placeholder for the control. The placeholder will not be visible if the default value is not ‘empty’. This property is not supported by all controls

Text

Set the display text of the Button and Attachment controls.

The display text of button and attachment controls can be dynamic by clicking the expression editor icon shown in red below:

This will open the Expression Editor, in which the use can define a particular expression that will dynamically change the display text for the control.

Title

If you need to provide additional information to users that are using assistive technology, such as screen reader software, you can enter it in this field. Generally, screen readers will read the Title of a control to the user, in addition to their normal description of the control

Max Length

Max Length property is for Text Box, Multiline Text Box, Rich Text Box, and Number controls and the value given here is the maximum number of characters allowed in the control

Rows

Set the number of rows of “Multiline Text Box” Control

Text Format

Sets the format for the “Number” control to have “$”, “,” or “+” symbols to a number.

The decimal symbol (.) will only be enabled if the Data Type for the Number control is set to Decimal Value instead of Number

Auto Select on Focus

Sets whether or not this field will highlight the content in the control when clicked. If this property is set to “Yes”, any input that is currently in the control is highlighted once the user clicks the control. This option is for Text Box, Multiline Text Box, Rich Text Box, and Number controls

New Tab

This option is for the Hyperlink control only. Sets the behavior for hyperlink interaction. If this property is set to yes, then clicking the hyperlink will open the link in a new tab

Autocomplete

This option is for the Item Picker data type control only. When set to “Yes,” a list of choices that match what the user has currently typed into the box will appear, allowing the user to select from the list to complete their input:

Allow Insert/Allow Delete

These two properties control whether to allow insert and delete operations for “Repeating Table”. When set to “No”, the delete button and insert button are hidden when the form is rendered

Insert Text

Change the text displayed on the “Insert Button” of a “Repeating Table”. The Default value is “Insert”.

Show History

This option is for the Large Text control only. Sets whether the modification history for a Large Text control is visible or not. When set to “Yes,” a History button will appear within the Large Text control on the form; clicking this button will show the modifications made to the Large Text field