The configuration of forms for instances, action trees, templates, and actions basically works in the same way.

The configuration hierarchy is on the left side of the screen. You can expand or minimize the hierarchy with the double arrows. Use the single arrows to adjust the width of the pane.

The right side of the screen is where you configure the instance, action tree, or action itself.

If you made any changes, a message will appear. If you want to save the configuration, click the confirmation icon.

If you want to discard the changes, click the left arrow.

Examples

In the following section, we describe how the forms are configured with the help of some examples.

Create a new action:

1. Select the desired action from the drop-down menu next to the lightning icon.

The New action dialog box opens.

2. Enter a name and click Create. As an action has not yet been created, the Start condition field is disabled and set to true.

The action is inserted indented under the action tree in the configuration hierarchy.

Create an action within an existing action:

You have already created an action tree and an action. Now, you want to insert a follow-up action for this action.

1. Click the action you created.

The action is highlighted in bold.

2. Select the desired follow-up action from the drop-down menu next to the lightning icon.

3. Enter a name, select the value true under Start condition, and click Create.

The action is inserted indented under the previous action in the configuration hierarchy.

Optional: You can use the lightning icon with the exclamation mark to invert the selection logic from success ("true") to failure ("false") of the previous action.

The exclamation mark to the left of the action indicates that it is triggered on failure of the previous action. Click the lightning symbol to revert the selection logic back to "true".

Create an action with two or more existing actions:

You have already created an action tree with two or more actions.

You want to insert a new action. In this case, you want to create a "Move" action below the property export in case the export fails.

1. Click the action under which you want to insert a new action.

The action is highlighted in bold.

2. Select the desired action from the drop-down menu next to the lightning icon.

3. Enter a name, select the value false under Start condition, and click Create.

The action is inserted indented in the configuration hierarchy.

Delete action:

You want to delete an action from an action tree.

1. Select the action you want to delete.

The action is highlighted in bold.

2. Click the bin icon.

The Delete action dialog box opens.

You have two different options.

The option Delete subtree deletes the selected fragment and all its child fragments permanently.

The option Delete action deletes the selected fragment. It is replaced with the successor selected on success/failure.