Overview

DynaForms, or "Dynamic Forms", are the custom forms which can be designed in ProcessMaker to interface with the user while running a case. DynaForms allow users to view and enter data into cases in a graphical interface which should be intuitive for non-technical users.

DynaForms allow process designers to use SQL queries to pull data from external databases or the ProcessMaker databases. With case variables, data can also be pulled from ProcessMaker triggers and used in the fields in DynaForms.

Creating DynaForms

To create a new DynaForm, go to the "Dynaforms" option in the main toolbox of the Process Map. Keep the pointer of the mouse over the + icon and the "Create" option will displayto the left:

This action will display a modal window containing the options to create a DynaForm from scratch.

  1. Title: Required field. Enter the title of the DynaForm in this field. The more descriptive is the title, the easier to understand what it is about will be. The title of the DynaForm must be unique (it means that two or more DynaForms can not have the same title in the same project).

    Note: Take into account that from version 3.0.1.5, it is possible to create DynaForms using only one character in its title.

  2. Description: Enter a description for the DynaForm. The description will not be seen by ordinary production users who run cases, so complete the description for process designers who may need to edit the DynaForm later. Since the description doesn't automatically line wrap, use hard returns.

  3. Cancel: It cancels the creation of the DynaForm and closes the modal window. It also asks the user if he/she wants to cancel and discard all changes made.

  4. Save and Open: It saves the configuration made over the new DynaForm and it opens the HTML5/Responsive Dynaforms editor.

  5. Save: It saves the configuration made over the new DynaForm. Remember that it is demanding to fill all the required fields, otherwise the configuration will not be saved and the mandatory fields that were not filled will be highlighted in red. When the configuration of the new DynaForm is saved, a flash message appears at the top of the window indicating that the new DynaForm was saved successfully.

HTML5/Responsive DynaForms

ProcessMaker 3 has enhanced the designer for DynaForms making it much easier to use. This designer gives users an interface to create a 12-column span DynaForms which also accomplish the "write once, run everywhere" HTML5 promise. These Dynaforms auto adjust in different screen sizes such as desktop, tablets and mobile screens. In addition, this designer is based on variables, meaning that variables are already created in a separate interface and ready to use inside responsive Dynaforms.

Note: From version 3.0.1, it is also possible to create variables from the DynaForm designer using the Variable property in the controls of the designer.

The designer also has the "Preview" option that displays the preview of how the DynaForm will be displayed when running cases. Here the process designer can try out the form to see how the objects in form will appear and how they will be filled with values. Preview mode may have slight differences from when it is run in a case, especially if it uses fields which depend upon values entered in previous DynaForms or case variables defined in previous triggers.

Desktop view:

This is how the Dynaform actually looks on desktop when a case is running.

Tablet view:

Note: Take into account that the preview shown in the web browser is different from the ProcessMaker Mobile Application from Android and IOS that have the presentation of the controls modified, due to compatibility issues with webkits and usability in a reduced space.

This is how the running Dynaform looks on an actual Tablet.

Note: Take into consideration that in a Tablet, Dynaforms cannot be created. They are only rendered when using the application.

Smartphone view

Note: Take into account that the preview shown in the web browser is different from the ProcessMaker Mobile Application for Android and IOS that render the DynaForm controls modified due to compatibility issues with webkits and usability in a reduced space.

This is how it looks in actual smartphone.

Note: Take into consideration that in Smartphones, Dynaforms cannot be created. They are only rendered when using the application.

None of these Dynaforms need to be rebuilt, after they are created inside the designer, they will auto-adjust to display on desktops, tablets and smartphones.

To learn about the designer for responsive Dynaforms visit this page.

DynaForm Management

To see the list of Dynaforms created inside a project, click on "Dynaforms":

See the list of DynaForms with their respective options:

  1. Text to Search: Enter the title of a DynaForm and the auto-complete property of this field will filter all coincidences of the titles of the the DynaForms as the text is entered.
  2. Create: It opens the creation window of the DynaForm. It is possible to create DynaForms using either this option or this option.
  3. Show ID: Click on this option to obtain the unique ID of the DynaForm.
  4. Title: This column shows the title of the DynaForm. This list shows only 10 elements before creating a new page in the window. Moreover, the list is sorted in ascending order, to change the order of the list to ascending order, click on the down triangle in the label of the column.
  5. Edit: Click on this option to open the DynaForm editor.
  6. Delete: Click on this option to delete the DynaForm. A confirmation window opens:
    Click on "Yes" to delete the DynaForm or click on "No" to close the confirmation window without deleting the form. When a DynaForm is deleted, a flash message is shown in the upper part of the window indicating that the DynaForm was deleted successfully.
    It is not possible to delete a DynaForm that has been assigned to a task, if so, a warning message displays.
    It will show how many dependencies the DynaForm has. The possible dependencies of a DynaForm are: Tasks, Supervisor, Permissions and Case Tracker. Make sure the Dynaform doesn't have any dependencies before deleting it.
  7. Pagination: When more than 10 elements are listed before a new page is created. To navigate through the pages use the > or < options or click over the page number in order to look for the requested Dynaform.