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      Corfix Form Builder: Using the Worker Component

      This article will summarize how to use the Worker Component in Template Builder.

      This article summarizes the various settings available for a "Worker Component" in Corfix. This component is specifically designed to select one or more workers (likely from a pre-existing list of users in Corfix).

      Where to Find It

      In your Corfix Form Builder, click on a Worker Component to access the configuration panel. You’ll see four tabs:

      • Display

      • Data

      • Validation

      • Conditional

      1. Display Tab

      The Display tab controls how the Worker Component appears to the user.

      • Label:

        • This is the visible title for your worker selection field that users will see. It is a required field.

        • Example: "Assigned Worker", "Reviewer", "On-site Personnel".

      • Label Position:

        • Determines where the label is displayed relative to the worker selection input (e.g., Top, Left, Right, Bottom).

        • Default: Top.

      • Widget Type:

        • Specifies the type of user interface element used for selecting workers. "ChoicesJS" suggests a more advanced dropdown with search and possibly multi-select capabilities.

      • Placeholder:

        • Text that appears inside the input field before the user makes a selection. It's a hint to the user about what to do.

        • Example: "Select a worker...", "Search for a team member".

      • Description:

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

        • Example: "Choose the worker primarily responsible for this task."

      • Tooltip:

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

      • Custom CSS Class:

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

      • 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 in a pop-up modal window).

      • Reportable:

        • If checked, the data from this field (the selected worker(s)) will be included in reports.

      2. Data Tab

      The Data tab manages how worker data is handled and stored.

      • Multiple Values:

        • If checked, allows the user to select more than one worker for this field. This is useful for assigning tasks to multiple people or noting all involved personnel.

      • Default Value:

        • Allows you to pre-select a specific worker or workers when the form loads. Users can change this selection.

      3. Validation Tab

      The Validation tab defines rules for the worker selection field.

      • Required:

        • If checked, the user must select at least one worker before submitting the form.

      4. Conditional Tab

      The Conditional tab allows you to set up rules for when this Worker 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 condition to be met.

        Example: You could set up a rule so that the "Assigned Worker" field only displays when a "Needs Assignment?" checkbox is checked.

      Preview Panel

      The Preview panel on the right side of the dialog box shows you how the "Worker" selection field will visually appear on your form. It typically looks like a dropdown or search box, and updates based on display settings.

      Actions at the bottom of the dialog:

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

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

      • Remove: Deletes the Worker Component from the form.

      Best Practices for Worker Component:

      • Clear Label: Use a specific label (e.g., "Assigned To," "Foreman") so users know exactly who they are selecting.

      • Allow Multiple if Needed: If a task or record can involve more than one worker, check "Multiple Values" to allow multi-selection.

      • Make it Required for Critical Assignments: For fields like "Assigned To" where a worker selection is mandatory, check the "Required" box.

      • Use Placeholders for Clarity: Provide a placeholder like "Search for a worker..." to guide users, especially if there's a large list.

      • Conditional Display: Hide the worker selection field if it's not immediately relevant, only showing it when a user's previous input indicates it's necessary (e.g., only ask who to assign a task to if the user has indicated a task needs creation).