Workflow Form Builder - Field Configuration Guide

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This manual provides a complete reference for all field types available in the uKnowva Form Builder under the sections: Basic, Data, Layout, and uKnowva Fields. Each field includes a description, use case, and example.


1. Basic Fields

These are common input elements used in most forms.

Text Field

  • Purpose: To input short text.
  • Example: Employee Name, Username EMP001

Email

  • Purpose: To capture email addresses.
  • Example: This email address is being protected from spambots. You need JavaScript enabled to view it.

Text Area

  • Purpose: To input longer text.
  • Example: Reason for leave, Comments

Phone Number

  • Purpose: To collect mobile or landline numbers.
  • Example: +91-9876543210

Number

  • Purpose: Numeric-only input.
  • Example: 25, 10000

Date / Time

  • Purpose: Select date and time.
  • Example: 2025-07-24 14:30

Password

  • Purpose: Masked input for sensitive data.
  • Example: ********

Day

  • Purpose: Pick a date only.
  • Example: 2025-07-24

Checkbox

  • Purpose: Multi-select options or yes/no.
  • Example: I agree to the terms.

Time

  • Purpose: Pick only the time.
  • Example: 09:00 AM

Select Boxes

  • Purpose: Multi-select dropdown.
  • Example: Skills: Java, SQL, Excel

Select

  • Purpose: Single-select dropdown.
  • Example: Employment Type: Full-time / Part-time

Radio

  • Purpose: Single choice using radio buttons.
  • Example: Gender: Male / Female / Other

2. Data Fields

Used to input structured or repeating data.

Data Grid

  • Purpose: Enter multiple rows of structured data.
  • Example:

Item

Qty

Price

Pen

2

10

Survey

  • Purpose: Create survey questions with ratings or options.
  • Example:
    • How satisfied are you? (1-5)
    • Would you recommend us? (Yes/No)

3. Layout Fields

Used to organize and structure the form visually.

HTML Element

  • Purpose: Add custom HTML content.
  • Example: <h3>Instructions</h3>

Content

  • Purpose: Add static text blocks.
  • Example: Please complete all fields before submitting.

Columns

  • Purpose: Arrange fields side-by-side.
  • Example:
    • Column 1: First Name
    • Column 2: Last Name

Field Set

  • Purpose: Group related fields together.
  • Example: Address set: Street, City, State

Panel

  • Purpose: Visual section box for fields.
  • Example: Section: "Employee Details"

Table

  • Purpose: Display read-only structured data.
  • Example: View-only table for leave balance summary.

Tabs

  • Purpose: Split long forms into tabs.
  • Example:
    • Tab 1: Personal Info
    • Tab 2: Bank Info

4. uKnowva Fields

Integrated with uKnowva platform and user data.

User

  • Purpose: Select a user from uKnowva.
  • Example: Assign Task to: [Select User Dropdown]

Table Reference

  • Purpose: Reference values from existing tables.
  • Example: Choose Asset from Asset Master table

Profile Field

  • Purpose: Auto-fetch values from user profile.
  • Example: Auto-fill Email, Department, or Employee Code

Attachment

  • Purpose: Upload files.
  • Example: Upload Proof of Expense

Best Practices

  • Use Field Set and Panel to improve form readability.
  • Use Tabs for multi-section forms.
  • Use Profile Fields to minimize data entry.
  • Always include Validation where needed (especially for email, number, date).

This guide ensures that users building workflow forms in uKnowva can choose and configure each field appropriately for their use case.

 

Conditional Display – Example Configuration

Objective

Display the field "Employee Name" only if "Type of Hire" = "Replacement".


Steps to Configure

1. Create or Identify the Controlling Field

  • Field Label: Type of Hire
  • Property Name: type_of_hire
  • Field Type: Select
  • Values:
    • New
    • Replacement

2. Create the Dependent Field

  • Field Label: Employee Name
  • Field Type: User (from uKnowva Fields)
  • Property Name: employee_name

3. Configure Conditional Display

Inside the Display or Conditional settings of Employee Name field:

Setting

Value

This component should display

(Enable it)

When the form component

Type of Hire

Has the value

Replacement


Final Behavior

  • When Type of Hire = New → "Employee Name" is hidden.
  • When Type of Hire = Replacement → "Employee Name" is visible.

 

 

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