Bind Forms

Overview

The form binding to a data source technique is beneficial for bringing data from any supported sources, such as Connections & Lists, and populating a form with the necessary data. You can also filter the data with necessary queries, making it easier to find what you need.

Bind Form Data

For most form controls, you can only bind the Value property with a data source field. However, a few controls allow you to bind some extra properties with data source fields. To learn more about those controls and their bindable properties, please refer to Bindable Form Control Properties.

For any of the properties, follow the steps below to bind them with the corresponding data source fields.

• In the Project Explorer Drawer, expand the forms node.

• Select the form for which data and events need to be bound.

• Right-click and select Bind Data and Events menu option.

• It will bring up the Bind Data and Events dialog.

• Configure the binding and Save

• The columns selected in the Data Source will be listed under the DataSource category in the Process Data Drawer.

  

• During form designing, you can map the fields in any configured data source.

  

Bindable Form Control Properties

For the following form controls, along with the value, you can also bind other properties based on the type of control.

note

You cannot bind fields from two different data sources for a single control.

Select

You can bind the following properties for the Select control.

Property	Description
Label (Display Name)	Specifies the display name for the select field.
Value	Specifies the values to utilize as corresponding data sources.
Default Value	The field's default value is set and showcased within the respective field.

Here is a demonstrative example of property mapping for the Select:

Select Boxes

You can bind the following properties for the Select Boxes control.

Property	Description
Label (Display Name)	Specifies the display name for the select field.
Value	Specifies the values to utilize as corresponding data sources.
Default Value	The default value for the field is set and showcased within the respective field.

Below is an example illustrating the mapping of properties for the Select Boxes control:

Radio

You can bind the following properties for the Radio control.

Property	Description
Label (Display name)	Specifies the display name for the select field.
Value	Specifies the values to utilize as corresponding data sources.
Default Value	The default value for the field is set and showcased within the respective field.

Here is an example of mapping for Radio control properties:

Survey

You can bind the following properties for theSurvey control.

Property	Description
Label (Display name)	Specifies the display name for the select field.
Value	Specifies the values to utilize as corresponding data sources.
Tooltip	Specifies the tooltip for the values selected.
Default Value	The default value for the field is set and showcased within the respective field.

Here is an example of mapping for Survey control properties:

Configure Events

• Move to the next tab using the Next button once you bind.

Event	When you want to load the data from the data source either on form load or a field change.
Form Field	The form field on whose change you want to execute your filter. This option is only available with On Field Change events.
Action	The action to perform on the filter execution.
Datasource	The data source to perform the action selected.

• We can add multiple events for each data source based on one's requirements.

Configure Filter

• Once configuring the event, click the editor beside the datasource field to open the filter builder.
• On form load, if you add no events, all data sources used in the bindings will refresh by default.

Filter

Filter dialog allows you to create filter expressions and apply criteria to extract desired values.

Conjunction	Specify the conjunctive operation to perform, either 'AND' or 'OR'
Field	Specify the data source field to filter.
Operator	Specify the evaluation operation to perform on the field. The operator will change according to the field data type.
Value	Specify the value with which you want to evaluate. You can type in or drag-drop any field from the Process Data drawer apart from the data sources. Note: If the data type of the value being dragged and dropped does not match the data type of the field, an error message will be displayed instead of copying the value.

Building filter expressions

• Click on the + button available in the dialog
• Select the field from the dropdown menu to filter the columns in the data source.
• Select the appropriate conditional operator from the dropdown menu.

note

The list of conditional operators changes dynamically depending on the selected field.

• Specify the desired value for the filter.

note

If you require constructing a complicated expression, you can include additional expressions by joining them with suitable conjunctions.

• Click on the + button
• Select the conjunction from the dropdown
• Continue building expressions

Expression Grid

Column	Description
Logic	Select the logical conjunction from the dropdown menu to combine the expressions
Filter Field	Apply the filter by selecting an option from the dropdown menu for the chosen field
Condition	Select the appropriate conditional operator from the dropdown menu to use in the expression.
Value	Specify the value for the chosen field to use for filtering

Logical Conjunctions

Option	Description
AND	The selected expressions will undergo a logical AND operation.
OR	Performs logical OR operation between the fixed terms

Filter Fields

• Fields are respective Datasource columns.

Conditional operator

Data Type	Operators
String	contains, notcontains, startswith, endswith, = , <> , isblank , isnotblank
Numeric	= , <> , < , > , >= , <=, between , isblank , isnotblank
Date, DateTime	= , <> , < , > , >= , <=, between , isblank , isnotblank
Boolean	= , <> , isblank , isnotblank

Value

• You can give literal values or drag-drop any field from the Process Data drawer apart from the data sources.

note

If the drag-drop values datatype does not match the field datatype, the value will not copy; instead, an error message will appear.

Sort

Field	Specify the data source field to apply the sorting.
Direction	Specify the direction of the sorting, either Ascending or Descending.

Row Limit

• Specify the total number of rows to return.

Validation

• The Error Drawer displays all validation errors caused by improper form data binding.
• Validation is applied to both Lists and Connections data sources.
• Validation errors related to data sources are also shown within the respective Form Data Binding dialog.

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Datasource Reference Validation in Form Bindings

To prevent accidental removal or modification of data sources and columns that are actively used in Form Bindings, the system performs reference validation during delete and edit operations.

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1. Deleting a Datasource

When a datasource is selected for deletion, the system checks whether it is referenced in any Form Bindings within the process.

If the Datasource is Referenced

• A warning message is displayed in the delete confirmation dialog:
  "Form bindings depending on it will also be removed."

• The dialog clearly indicates that the datasource is currently used in Form Bindings.

If the user selects "Delete":

• All bindings related to the datasource are removed.
• The datasource is deleted.

If the user selects "Cancel":

• No changes are made.
• The datasource remains intact.
• Existing form bindings remain unchanged.

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If the Datasource is Not Referenced

• A standard delete confirmation dialog is displayed (no warning message).

If the user selects "Delete":

• The datasource is deleted.

If the user selects "Cancel":

• No action is performed.

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2. Editing a Datasource (Column-Level Protection)

When editing a datasource, the system validates whether any of its columns are used in Form Bindings.

If Columns Are Referenced

• Referenced columns are disabled in the edit screen.
• Disabled columns cannot be modified or removed.

This ensures that existing form bindings remain valid and prevents unintended breakages.