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This is the documentation for ConfiForms Server/Data Center app


Action types available in ConfiForms Field Definition Rules (aka ConfiForms Rules for Field Definition)

Rules are the best way to add dynamics to your forms, make validation rules conditional or customise form UI behaviour


Action type
Apply CSS on a field
Applies CSS styles on a given field, based on the condition set
Apply Filter on a field

You can apply specific filters on "select"-type fields.

This is especially powerful, when your fields are backed by smart fields, web-service or database fields.

Your filter is applied ON THE DATASET this field relies on. Which means, the filter is applied on the source dataset

Apply Filter based on matching criteria
Please see the following tutorial for details Using filter based on criteria rule
Hide field
Conditionally hides the field and the "wrapping" container (if given)
Hide container
Allows you to hide by CSS selector
Lookup and set DB value
Helps you to have a lookup against the query you create from your database
Lookup and set WS value
Allows you to make a request to a webservice and set the received values back to the form's fields
Lookup and set JIRA issue data
Allows you to request issue details from your Jira (by issue key) and set the received values back to the
Lookup and set Insight object data
Same as with Jira issue data, but allows you to query Insight data storage
Lookup and set value
This rule allows you to lookup the data from another ConfiForms form and set received data back to the form's fields
Run custom JavaScript

ConfiForms can execute a custom JavaScript function via ConfiForms Field Definition Rules, and your function can expect the following variables to be present

  • formName - is the "form" with HTML field elements. This allows you to access fields very easily via AJS.$(formName).find('#i_FIELD_NAME')
  • formId - is the "div" element in HTML holding the whole form and fields. This allows you to access fields very easily via AJS.$('#' + formId).find('# i_ FIELD_NAME')

which means your function can have a signature like:

function myfunction(formName, formId) {
}

See demo: Using ConfiForms Field Definition rules with JavaScript action to get and set field values

Set expression
Same as set value, but you can set expression (Supported math operators, formulas and functions), which will be calculated for you
Set field readonly

Sets field as readonly, setting reverse condition will do the opposite. Please note that you will need 2 rules to set/unset the readonly status - you cannot have one (as with hide/show, for example)

Please also note that not all the fields can be set as readonly -  dropdowns are ALREADY readonly, and setting the as readonly makes no sense and no impact. 

Also, not all the fields are supported (work in progress). 

Set form title
Rule to help you to changes form's title
Set value
Set's value to the fields. Please be aware, that internal value for the field is expected. See ConfiForms Field Types
Set value if empty
Same as above, but has additional check applied to ensure the value is set ONLY when the field has not value set
Set submit button label
Changes label on submit form button
Show field
Conditionally shows the field and the "wrapping" container (if given)
Show containerThe opposite what "Hide container" does, and allows you to show elements matching the CSS selector you put
Reset value
Resets the field value
Validate if exists in other Form
Useful action type to check if the record matching configured condition / filter exists in the other form
Validate uniqueness
On form submit, the action checks if the record is unique within a dataset. Uniqueness criteria is calculated based on the fields given
Validate on delete
This action is executed on "record delete", and could prevent the record being deleted based on the condition you set
Validation rule
Validates record(conditionally)
Validation rule (dataset)
Validates current record against the rows in the dataset, For example, when you want to ensure the max number of records stored in the dataset