Skip to main content

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 Panel, 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 Panel.

    Datasource in Process Data Panel

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

    Binding datasource in form

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.

Two Datasource field mapping

Select

You can bind the following properties for the Select control.

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

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

Datasource in Process Data Panel

Select Boxes

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

PropertyDescription
Label (Display Name)Specifies the display name for the select field.
ValueSpecifies the values to utilize as corresponding data sources.
Default ValueThe 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:

Datasource in Process Data Panel

Radio

You can bind the following properties for the Radio control.

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

Here is an example of mapping for Radio control properties:

Datasource in Process Data Panel

Survey

You can bind the following properties for theSurvey control.

PropertyDescription
Label (Display name)Specifies the display name for the select field.
ValueSpecifies the values to utilize as corresponding data sources.
TooltipSpecifies the tooltip for the values selected.
Default ValueThe default value for the field is set and showcased within the respective field.

Here is an example of mapping for Survey control properties:

Datasource in Process Data Panel

Configure Events

  • Move to the next tab using the Next button once you bind.
EventWhen you want to load the data from the data source either on form load or a field change.
Form FieldThe form field on whose change you want to execute your filter. This option is only available with On Field Change events.
ActionThe action to perform on the filter execution.
DatasourceThe 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.

filters

ConjunctionSpecify the conjunctive operation to perform, either 'AND' or 'OR'
FieldSpecify the data source field to filter.
OperatorSpecify the evaluation operation to perform on the field. The operator will change according to the field data type.
ValueSpecify the value with which you want to evaluate. You can type in or drag-drop any field from the Process Data panel 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

ColumnDescription
LogicSelect the logical conjunction from the dropdown menu to combine the expressions
Filter FieldApply the filter by selecting an option from the dropdown menu for the chosen field
ConditionSelect the appropriate conditional operator from the dropdown menu to use in the expression.
ValueSpecify the value for the chosen field to use for filtering

Logical Conjunctions

OptionDescription
ANDThe selected expressions will undergo a logical AND operation.
ORPerforms logical OR operation between the fixed terms

Filter Fields

  • Fields are respective Datasource columns.

Configuring events and filters

Conditional operator

Data TypeOperators
Stringcontains, 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 panel 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

FieldSpecify the data source field to apply the sorting.
DirectionSpecify the direction of the sorting, either Ascending or Descending.

Row Limit

  • Specify the total number of rows to return.

Validation

  • Error Panel would display all the validation errors due to improper binding.
  • Validation is applied to both Lists and Connections datasources.
  • Datasource validation errors are also displayed in the respective Form-data-binding dialog.