Creating Sections in Workflow Forms
In the workflow best practice documentation it lists the ability to create sections in the user forms to sperate areas as a best practice. https://productresources.collibra.com/docs/collibra/latest/Content/BestPractices/co_bp-workflow.htm
I cannot find any specific documentation that shows us how to do this. Has anyone been able to create sections within the forms? I found a forum post which seems to suggest that this is possible https://productresources.collibra.com/docs/collibra/latest/Content/BestPractices/co_bp-workflow.htm. However, I can’t seem to add just the section without the user input field.
brettlarsen
Posted 4 years ago · Edited 1 year ago·Last reply 4 years ago
13 comments
Alexandra Jorgenson
Admin4 years ago · EditedThank you @alvin.useree and @jennifer_bauer_temple.baxter.com for your input!
alvinuseree
·4 years ago · EditedAgree with Kristen, with coaching services you’ll be in the best hands.
Quickly answering your question directly, those sections referenced in the documentation are created by embedding HTML tags in the name of your form properties (let me know if that doesn’t make sense and I’ll share an example).
This use case reminded me of a post and hack from @arthur.burkhardt worth sharing - give it a check, I’m sure it will be helpful (look for the post with the code snippet with a details tag)!
https://datacitizens.collibra.com/forum/t/technical-documentation-missing-sections-magic-and-new-releases/688/13?u=alvin.useree
brettlarsen
OP4 years ago · Edited@kristen.freer @alvin.useree Thanks for your responses. The link you gave to that form was the link that I though I gave in my original post but it seems like I used the best practices link twice, oops. I was hoping there was a way to add a section without having the field that would be filled out by the user at the bottom of that form property.
As far as this being a coaching session, I suppose it could be. That being said, this is listed as a best practice and I think that the available documentation should cover how to implement best practices.
alvinuseree
·4 years ago · Edited@brett.larsen.te.com
also doable with a quick hack
Try the checkbox hack - add a checkbox form prop without any form values (i.e. without any checkboxes).
What ends up happening is the name (with it’s HTML) is rendered without a user input underneath. Decent little trick!
Alexandra Jorgenson
Admin4 years ago · Edited@brett.larsen.te.com Have you searched http://developer.collibra.com/ for anything on this?
brettlarsen
OP4 years ago · Edited@alvin.useree Thank you so much, this is exactly what I was looking for. It’s a little hacky but it works exactly like it shows in the best practice documentation.
brettlarsen
OP4 years ago · Edited@kristen.freer I have looked in the developer portal and didn’t see anything. The only thing even close is there subtitle listener that kind of does it but it only works at the top of the form.
jennifertemple
·4 years ago · EditedI love this community so much! I learn something new every day - I have been using the string form property and make it not writeable for this exact situation - the only problem is it presents a grey bar to the user! Love the checkbox hack! Thank you!
Alexandra Jorgenson
Admin4 years ago · Edited@jennifer_bauer_temple.baxter.com Makes my day to hear that positive feedback re the Community, thank you so much!
Alexandra Jorgenson
Admin4 years ago · Edited@brett.larsen.te.com This seems like a good candidate for our Coaching Services team. If you agree, reach out to your Account Manager or email [email protected] and I would recommend that you reference the URL of this thread.
jennifertemple
·4 years ago · EditedWhen I have a workflow which is gathering a lot of information from an actor, I create a series of user tasks and add back and next buttons. This essentially creates sections. I don’t like users to have to scroll too much on the task window so I try to limit the questions in each task. The screen prints in the link you posted look like they just used HTML to add sections but it was still one long user task.
brettlarsen
OP4 years ago · Edited@jennifer_bauer_temple.baxter.com Thanks for the response. This is a really good idea though it won’t work for this particular use case. I will definitely use this in the future though. Do you have to do this with exclusive gateways in the bpmn diagram then?
jennifertemple
·4 years ago · Editedyes, I use exclusive gateways for the back/next choices. The only thing to think through if you use this method is when to write the responses to the record. I generally wait until the end of all of the user tasks and have not had an issue with users losing their responses if they close Collibra and return later.