Custom Form Settings

Custom Form Configuration

Define Custom Forms that can be opened from within the Confirm Product, for example opening Mendix forms within ConfirmConnect.

The following details can be set for each Custom Form:

• Name: Displayed to the User when choosing a form to open.
• Description: Displayed to the User when viewing more information about a form.
• URL: The URL of the custom form.
• Workflows: The areas in Confirm this form will be displayed.
• Data key: Limit access to this form by Data key.
• Enabled flag: Only enabled forms will be displayed as an option for Users to open.

It's possible to use placeholders in the URL to pass data to the Custom Form.

The following placeholders are supported:

• {{ENTITY_ID}} : Entity Identifier, for example Job Number, Enquiry Number, etc.
• {{ENTITY_TYPE}} : The type of the current entity, e.g. Job, Enquiry, etc.
• {{SITE_CODE}} : Code for the current entity's Site.
• {{PLOT_NUMBER}} : Plot Number for the current entity's Feature.
• {{CENTRAL_ASSET_ID}} : Central Asset Id for the current entity's Feature.

For example: www.customforms.com/my_form/{{SITE_CODE}}/{{PLOT_NUMBER}}

Note: If the form is launched from a workflow with the placeholder value missing (e.g. an Enquiry not linked to a Feature for {{PLOT_NUMBER}}) then the value "undefined" will be passed instead.

Custom Form Licensing

Access to Custom Forms is licensed according to the number of Custom Forms being used.

Any number of Custom Forms may be configured, but the number of concurrent 'Enabled' Custom Forms will be limited by your licence.

Please contact your Confirm account manager to arrange licensing for the Custom Forms.