Understanding and Using Active Form Prompts

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Overview

Active Form prompts provide guidance to users on how to properly execute a form. Prompts allow Practifi Administrators to place visually prominent text at key points. The text entered for the prompt appears at the top of an Active Form Section to guide the end user. This text can be configured to display for portal users, internal users or both. This article explains how to add prompts to an Active Form Section.

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Prompt Types

There are six prompt types you can add to an Active Form Field Section:

  • General
  • Informational (Light)
  • Informational (Dark)
  • Success
  • Warning
  • Error

The styling for these prompts is taken from Salesforce’s Lightning Design System. The General type is a card with no header or footer, whereas the others all correspond to the scoped notification of the same name and appear with an icon alongside them to help indicate their purpose.

Creating an Active Form Prompt

Prompts can be added from the Settings app. Before adding a prompt, make sure you have created the Active Form Field Section where you want it to appear. To add a prompt to an Active Form Section:

  1. From the Settings app, click the caret and select Process Types.
  2. Open the desired process.
  3. Click the Process Tasks subtab, then click the name of the process task with the Active Form you want to add prompts to.
  4. On the Process Task Overview page, select the Active Form tab.
  5. In the Active Form Sections area, click the name of the section where you want to add the prompt. The Active Form Section record opens in a new tab.
  6. In the Active Form Prompts section on the left-hand side of the screen, click the New button. A new tab opens.
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  7. On the New Active Form Prompt screen, enter the following information:

    • Type - Choose a type for the prompt:
      • General
      • Informational (Light)
      • Informational (Dark)
      • Success
      • Warning
      • Error
    • Size -  Select Fit to Column or Full Width.
    • Order - If you're adding multiple prompts to the same Form Field Section, this is the order in which the prompt will appear. If you're only adding one prompt, enter a 1.
    • Display To - This determines which users see the prompt. The options are:
      • Internal Users
      • Portal Users
      • Internal and Portal Users
    • Body - This is the instructional text that is displayed to users in the Active Form Field Section.
      Please note: If you want to conditionally render text, Active Form Prompts support Practifi Merge Language. To learn more about working with PML, please see Understanding and Using Practifi Merge Language (PML).
    • Form Section - This field auto-populates with the name of the Active Form Section you opened to create the prompt.
    • Process Task - This field auto-populates with the Process Task where the Active Form was created.
  8. Click Save

Configuring Visibility Rules

Once the prompt is created, you can click the Visibility Rules tab on the Active Form Prompt record. Using the Rule Builder, you can create visibility rules to define the criteria that will cause the prompt to appear. Because prompts are often highly contextual, particularly the Success, Warning and Error types, you might consider adding visibility rules based on data provided within the Active Form.

Validation Check Scenario

One scenario is evaluated by the Validation Check component:

Validation Checked On Method Error Message

Identical Order values in the same Section

Fields, Prompts and Tables in the same Form Section

Compare all their Order values to each other. If two or more share a value, an issue is flagged.

This form element has the same Order value as one or more elements in the same section; they will appear based on which was most recently modified. To adjust the display order, modify their Order values, using decimals where necessary.

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