Introduction
The uKnowva HRMS workflow builder provides various field types to customise forms according to your business needs.
Among these are the Attachment Field and Data Grid Field, both of which enhance form interactivity and user experience.
The Attachment field enables users to upload supporting documents, such as proofs, IDs, or certificates, directly within the form.
Meanwhile, the Data Grid field allows for dynamic integration with external data sources through APIs, presenting a structured and interactive data grid inside the form.
This tutorial explains how to configure and use both of these advanced field types step-by-step inside uKnowva HRMS.
Step 1: Configuring the Attachment Field in Workflow Forms
To begin using the Attachment field, go to the Form tab in your workflow editor and scroll to the uKnowva Fields section.
From here, drag and drop the Attachment field into your form layout.
Once added, hover over the field and click on the gear icon to access the settings pop-up.
Inside this pop-up, you can define the Label, which determines how the field appears to users, and the Property Name, which auto-fills from the label.
If you'd prefer a custom property name, you can enable the checkbox labeled "Custom Property Name" and enter a unique identifier.
You can further enhance the user interface by configuring additional options such as Label Position, Placeholder, Description, and Tooltip.
To allow users to upload multiple files, simply set the Multiple Attachments to "Yes".
You can also restrict file types by selecting the desired options under the Allowed File Types setting.
Another useful feature is the Allow Upload via Camera Only, which, when enabled, gives Android mobile users the option to upload directly from their camera or gallery.
You may also want to provide a Sample File for reference.
First, upload the file to your document repository within the uKnowva instance.
Once uploaded, open the file and copy the document ID from the URL. For example, in the link https://your_instance.in/component/uvwdocs/file?layout=info&id=1608&mtoken=ab9a44eff67f7bd, the document ID is 1608.
Paste this ID into the sample file field to make the document downloadable from the form.
However, note that sample files are only allowed when Multiple Attachments is set to "No". Once all settings are configured, click the Save button to apply changes to the field.
Step 2: Setting Up the Data Grid Field
To configure the Data Grid field, locate it under the Data section in the workflow form builder.
Drag and drop this field into your form and hover over it to reveal the settings gear icon. Clicking this icon will open the configuration pop-up.
Begin by entering a Label and defining the Property Name.
Like the Attachment field, you can also assign a custom property name by enabling the respective checkbox.
Next, switch to the API tab within the same pop-up.
Here, you will define how the API Data Grid connects with your external or internal data source.
Start by entering the API URL.
If you are using a report from uKnowva HRMS as your data source, go to the Reports section, locate the desired report, and click on Edit Report.
Then, toggle the option to Deploy as API.
A pop-up will appear displaying the API URL and token.
Copy the API URL and paste it into the API URL field in your form.
To generate a new token, click on the Generate token button.
Now, in the data grid field from the drop-down, select the correct HTTP Method, such as POST or GET, depending on how the API accepts requests.
In the Headers section, add the authentication token copied from the report pop-up.
Next, scroll down to the POST Fields (Form Field → API Field) section. Here, map form fields to API fields by entering the name of the form field in the first column and the corresponding API parameter in the second column.
For example, if you're filtering data by username, you might write something like filter[user_name] in the API Field Name column.
To ensure this filter works correctly, set the Request Content Type to Form URL Encoded (application/x-www-form-urlencoded) from the drop-down options.
It is important to note that if you do not apply a filter, all the data retrieved from the API will be visible.
Further, under Watch Fields, select the form fields that, when changed, should automatically trigger the API to reload and fetch updated data.
Then, under Watch Event Type, choose the user event (such as blur, change, or focus) that initiates this action.
If you want the API Data Grid to appear conditionally—only when certain conditions are met—scroll to the Conditional section.
In this section, choose whether the component should Display (true/false), identify the Form Component on which the condition depends, and specify the Value it must have for the data grid to become visible.
This feature helps keep your forms clean and context-sensitive.
Once all configuration steps are complete, click the Save button to finalise and enable your API Data Grid field.
Conclusion
That’s it!
You’ve now successfully configured the Attachment and API Data Grid fields in uKnowva HRMS.
By following this process, you can enable file uploads and external data interactions directly within workflow forms, enhancing user engagement and improving data collection.
These advanced field options allow for a more dynamic and integrated form-building experience within the HRMS environment.
If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..