Article last updated on the 8th of April, 2024.
The contents of this article may be subject to change due to ongoing development of WorkPoint Automate.
The Multiple items properties form step is used for inputting meta data for multiple items like Tasks, Risks, and so on. Examples of meta data could be the person responsible for the item, a due date, or a status. It can also be used to reorder the items displayed for output.
It is often used in collaboration with e.g. an "Update items" step, in order to input new meta data or changing metadata data of existing items, which can then be saved using the "Update items" step.
An example of such a setup could look like the following:
The following image shows the options for the Multiple items properties form step:
Parameters
| Parameter name | Type | Required | Description |
|---|---|---|---|
| General | |||
| Title | String | Yes | The title of the step as it is displayed in the process builder and to the end user when running the process. |
| Description | String | No | Use this field to type in a description for the step. This description is shown both in the process builder (below the step in the overview) and to the end user when running the process (below the step name in the main section of the process). |
| Name | String | No | The name used to refer to this specific step in the process. Must be unique for each step. This name is not displayed to the end user. Default value is "MultiItemForm". |
| Step Input | Array | No | Use this field to select which items to show properties from. Typically, "Selected Items" is selected, which refers to the items selected in a list or in the Express panel when the process is executed. |
|
Options | |||
| Business Module |
String | No | Use this field to select a business module. |
| Entity |
Integer | No |
Use this to define the ID of the business module entity. |
| List |
String | No |
Use this to define the entity site list in which the item is to be saved. |
| Content type |
String | No |
Use this to define the content type of the item.This defined which fields are shown in the form. |
| Enable content type selection |
Boolean | No |
Use this field to define whether the user should be able to change between content types in the form. |
| Load source property values | Boolean | No |
Use this field to select if the values already registered on the selected items should be loaded into this form. The default value is "Yes". |
| Enable sorting | Boolean | No |
Use this field to set whether users of the form can re-order the selected items. This can be useful if the selected items need to be in a specific order, e.g., if the final output is a combined PDF. The default value is "No". |
| Show details panel | Boolean | No |
Use this field to define if the details panel where meta data can be edited should be shown when one or more items are selected in the form. The default value is "Yes". |
Configurations
Properties to show for each row
In the "Properties to show for each tow" it is possible to add properties from the content type of the selected items to show for each row of items in the form.
- To add a property, click the "+ Property" button.
- In the "Title" field, type in a title for the property, e.g., "Due date".
- In the "Property to show" field, select the property from the content type to show.
The configured properties to show will show for each row in the list of items in the form:
Properties
In the "Properties" section, the properties of the selected content type for the form are listed. These properties can be configured like other properties in other form steps. They can e.g., be hidden, set read-only, or have other options set. The "+ New field" button can be used to add custom properties to each item in the form.
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