Tuesday, November 27, 2018

Name Control


Introduction

Name Control allows a user typing in their name including prefix, first name, middle name, last name, and suffix.

Features

  • Support First Name, Last Name, Middle Name, Suffix and Prefix
  • All the standard functionalities of a field in Rethink Workflow
  • Provide placeholders to be used in the workflow including: 
    • fullName: the full name including all parts of the name
    • firstName: the first name
    • middleName: the middle name
    • lastName: the last name
    • prefix: the prefix
    • suffix: the suffix

How to design

To add Name control to your form, simply drag and drop it from the control panel to the form-design area.

To adjust the properties specifically for Name field, click on NAME OPTIONS tab on the properties panel below the control.
  • Option "Show" is to display or hide the input to capture the corresponding part of the name
  • Option "Required" is to mark the corresponding part of the name is required or optional.

How to use

The animation below demonstrates how the end-user interacts with a name control.

Using the Name field in reporting

Adding the name field in column

To include a name field in the list of columns of the report, click COLUMNS button and select it field from the popup:

To export the name values, click on EXPORT button and select the desired formats.

Inserting value from Name field when an email is triggered

When emails are triggered by the system, you can extract values from the name field and insert it into the email. The application will dynamically access the specified values from the name field at the time of sending the email.  Apart from the supported name fields, we also provide an additional attribute called fullName which can be used to insert into the email. fullName is the value of all the fields used in the name field combined. The video will demonstrate this feature





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