Corfix Form Builder: Using the Task Component

1. Display Tab

The Display tab controls the general appearance of the Tasks Component.

• Label:

  • This is the visible name of your tasks component that users will see (e.g., "Tasks", "Action Items"). It is a required field.

• Label Position:

  • Determines where the label is displayed relative to the tasks table (e.g., Top, Left, Right, Bottom).

  • Default: Top.

• Description:

  • Provides additional explanatory text for the component, typically displayed below the label.

• Tooltip:

  • Text that appears when the user hovers their mouse over the component. Useful for providing quick help or context.

• Custom CSS Class:

  • Allows advanced users to apply custom styling to the component using CSS classes.

• Disable Adding / Removing Rows:

  • If checked, users will not be able to add new task rows or remove existing ones within the form.

• Hide Label:

  • If checked, the label for the component will not be displayed.

• Modal Edit:

  • (Details not fully visible in screenshot, but typically relates to editing individual task entries in a pop-up modal window).

2. Validation Tab

The Validation tab defines rules to ensure the tasks component meets specific requirements.

• Required:

  • If checked, the user must have at least one task entry in this component before submitting the form.

3. Automated Tasks Tab

This tab allows you to configure rules for automatically creating tasks based on certain triggers within the form.

• Automated Task Creation Triggers: This section allows you to define rules.

  • Component: Select another component in your form whose value will act as a trigger.

  • Trigger Type: Defines how the selected component's value will activate the task creation (e.g., "Value" means a specific value).

  • Trigger Value: The specific value in the "Component" that will trigger the task creation.

  • Task Properties:

    • Name (Task Name): The name of the task that will be created automatically.

    • Priority: The priority level for the automatically created task (e.g., Low, Medium, High).

    • Type: The type of task (e.g., "Inspection", "Follow-up").

  • Assign To:

    • Assign To Type: How the task will be assigned (e.g., to a specific user, role, or dynamically).

    • Assign To Options (Click to set value): Configure the specific assignment details based on the "Assign To Type".

• Add Another: Click this button to add another automated task creation rule.

4. Conditional Tab

The Conditional tab allows you to set up rules for when this entire Tasks Component should be displayed or hidden based on the values of other components in the form.

• Simple:

  • This is typically a toggle or a dropdown to select between simple and advanced conditional logic.

• This component should Display:

  • Choose whether the component should "Show" or "Hide" (implied options) based on the condition.

• When the form component:

  • Select another component in your form whose value will trigger the condition.

• Has the value:

  • Specify the exact value that the selected form component must have for the Tasks Component to show or hide.

  Example: You could set up a rule so that the "Tasks Component" only displays when a "Needs Follow-up?" checkbox is checked (i.e., has the value "true").

Actions at the bottom of the dialog:

• Save: Saves all changes made to the Tasks Component's settings.

• Cancel: Discards any unsaved changes and closes the dialog.

• Remove: Deletes the Tasks Component from the form.

Best Practices for Tasks Component:

• Clear Label for Task List: Use a simple and intuitive label like "Tasks" or "Action Items" so users immediately understand its purpose.
• Automate Common Tasks: Use the "Automated Tasks" tab to automatically create routine tasks based on form inputs (e.g., if "Damage Type" is "Electrical", auto-create an "Electrical Repair" task).
• Define Task Details: When automating, always fill in the "Task Name," "Priority," and "Type" to ensure generated tasks are complete and actionable.
• Conditional Display for Relevance: Only show the "Tasks Component" when tasks are truly needed, using conditional logic to keep forms clean and focused for users.

Preview Panel

The Preview area on the right side of the dialog box shows you how the "Tasks" section will visually appear on your form. It displays the columns (Name, Type, Priority, Assigned To) that will be used for task entries.