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2
3 Variables are used to dynamically insert the value of form fields, the results of actions, certain system properties and more. They are available to [[templates>>doc:Formcycle.UserInterface.FilesAndTemplates.WebHome]], most settings of [[actions>>doc:Formcycle.Designer.Workflow.Actions.WebHome]] and [[data base queries>>Formcycle.UserInterface.Data.DBQueries]].
4
5 As a common use case, consider a form allowing a user to enter their email address. When you would like to send an email to the address they entered, variables must be used.
6
7 == Using variables ==
8
9 {{figure image="1_en_VariablesEmail.png" group="platzhalter"}}
10 Symbol for opening a variable selection on an option field and a text field as it is used inside the action type E-mail.
11 {{/figure}}
12
13 {{figure image="2_en_Variables.png" group="platzhalter"}}
14 The variable selection menu. Here you can select the form field whose value is to be used.
15 {{/figure}}
16
17 === Using variables for actions ===
18
19 Form fields can be selected by clicking on the variable icon to the right of each action setting supporting variables.
20
21 === Using variables for templates ===
22
23 {{figure image="3_en_VariablesTemplates.png" group="platzhalter"}}
24 Variables may be used for templates as well. The button //Variables// at the bottom opens the variable selection menu.
25 {{/figure}}
26
27 The variable selection menu can be opened either by clicking the button the the right hand side of the template editor or by pressing //Ctrl// + //Space//.
28
29 == Variable types ==
30
31 {{id name="sec_form_placeholder"/}}
32
33 === Form elements ===
34
35 {{panel monospace="true" title="Syntax"}}
36 [%<FormFieldName>%]
37 {{/panel}}
38
39 This variable takes the value of the form field with the specified name. They are used mainly for actions such as [[Email>>doc:Formcycle.Designer.Workflow.Actions.EMail]], [[Create text file>>doc:Formcycle.Designer.Workflow.Actions.CreateTextFile]], [[Database query>>doc:Formcycle.Designer.Workflow.Actions.SQLStatement]] as well as for [[Templates>>doc:Formcycle.Designer.Workflow.Actions.HtmlResponsePage]].
40
41 Example: The variable {{code language="none"}}[%tfEmail%]{{/code}} will take the value of the [[input field>>doc:Formcycle.Designer.Form.FormElements.Input]] named //tfEmail//.
42
43 === Question element variables ===
44
45 To access the values of [[select elements>>doc:Formcycle.Designer.Form.FormElements.Selection]] displayed as questions, you can use the following variables. Assume the select element is named //sel1//, has got 3 questions Q1, Q2, Q3 and 3 answers A1, A2, A3, and also assume these answers are selected:
46
47 {{table}}
48 |= - |= A1 |= A2 |= A3
49 |Q1|☑|☐|☐
50 |Q2|☑|☑|☐
51 |Q3|☑|☑|☑
52 {{/table}}
53
54 Then:
55
56 * //[%sel1%]// resolves to //A1;A1,A2;A1,A2,A3//
57 * //[%sel1_0%]// resolves to //A1//, //[%sel1_1%]// resolves to //A1,A2//, and //[%sel1_2%]// resolves to //A1,A2,A3//
58
59 === Special form elements ===
60
61 There are some special variables available:
62
63 ; [%xf-action%]
64 : The name of the button used for submitting the form. Could be used to execute an action in the workflow only when a certain button was used (by adding an appropriate condition to the action).
65 ; [%lang%]
66 : Refers to the language of the form when it was filled out, eg. //de//, //de-CH//, //en//, or //fr-FR//.
67
68 === System variables ===
69
70 {{id name="system"/}}
71
72 {{panel monospace="true" title="Syntax"}}
73 [%$<Name>%]
74 {{/panel}}
75
76 System variables take the value of the corresponding system value. The following system variables are available for actions and templates:
77
78 ; [%$CLIENT_ID%]
79 : The client ID of the client of the current form.
80 ; [%$DEFAULT_MAIL_SENDER%] {{version major="7" minor="3"}}{{/version}}
81 : Returns the e-mail sender (system) for the configured mail server. If a separate mail server is configured under Client > Settings, these configuration will be used, otherwise the system e-mail server.
82 ; [%$DEFAULT_MAIL_SENDERNAME%] {{version major="7" minor="3"}}{{/version}}
83 : Returns the sender name (system) for the configured mail server. If this is not configured, an empty string is returned.
84 ; [%$FORM_LINK%]
85 : The URL of the current form.
86 ; [%$FORM_PROCESS_LINK%]
87 : The URL of the current form for the current process.
88 ; [%$FORM_VERIFY_LINK%]
89 : The URL to confirm Double opt in. Can only be used once.
90 ; [%$FORM_INBOX_NAME%]
91 : Returns the inbox name the form record currently resides in.
92 ; [%$FORM_INBOX_LINK%]
93 : Returns the inbox link the form record currently resides in.
94 ; [%$FORM_INVITE_LINK%]
95 : Returns the invitation link of the form.
96 ; [%$FORM_HISTORY_HTML%] {{version major="7" minor="2" patch="0"/}}
97 : Returns the the history of a form record as (HTML) table.
98 ; [%$PROCESS_ID%]
99 : The current process ID of the form record.
100 ; [%$PROJECT_ALIAS%]
101 : The alias of the current form.
102 ; [%$PROJECT_ID%]
103 : The form ID of the current form.
104 ; [%$PROJECT_TITLE%]
105 : As of version 7, [%$PROJECT_NAME%] is now called [%$PROJECT_TITLE%] .
106 : The title of the current form.
107 ; [%$RECORD_ID%]
108 : The ID of the current form record.
109 ; [%$RECORD_READ%]
110 : Whether the current form record was read. Evaluated as a Boolean, i.e. true or false.
111 ; [%$RECORD_UNREAD%]
112 : Whether the current form record was not read. Evaluated as a Boolean, i.e. true or false.
113 ; [%$RECORD_ATTR.<customAttrKey>%]
114 : Read user-defined form record attributes (e.g. [%$RECORD_ATTR.loopCount%]). This allows values to be stored on the form record and accessed in any action.
115 ; [%$SOURCE_SERVER%]
116 : The name of the server that has provided the current form, either the name of the {{fserver/}} or the local server.
117 ; [%$SOURCE_SERVER_URL%]
118 : The URL of the server that has provided the current form, either the name of the {{fserver/}} or the local server.
119 ; [%$STATUS_ID%]
120 : The ID of the current state.
121 ; [%$STATUS_NAME%]
122 : The name of the current state.
123 ; [%$STATUS_TYPE%]
124 : The type of the current state. These four values are possible: //RECEIVED// , //SAVED//, //ERROR// and //CUSTOM// (Custom status created by user).
125 ; [%$TRIGGER.actionName%]
126 : The name of the action of the providing event.
127 ; [%$TRIGGER.taskName%]
128 : The name of the task where the action of the event is located.
129 ; [%$TRIGGER.triggerName%]
130 : The name of the event where the action of the event is located.
131 ; [%$COUNTER_CLIENT.<name of the counter>%]
132 : The current value of a client [[counter>>doc:Formcycle.UserInterface.Data.Counter]].
133
134 ==== System variables with parameters ====
135
136 {{panel monospace="true" title="Syntax"}}
137 [%$&lt;Name&gt;(&lt;Parameter&gt;...)%]
138 {{/panel}}
139
140 ; [%$DATE("<format>", <lang>)%]
141 : Current date. The parameters are optional. When no parameter is specified, the date will be returned in default format. You can specify a custom date format with the first parameter, see the [[java.text.SimpleDateFormat>>https://docs.oracle.com/javase/7/docs/api/java/text/SimpleDateFormat.html]] for more info on the date format string. The second parameter specifies the language, which affects the names of weekdays and months. Example: {{code language="none"}}[%$DATE("yyyy/MM/dd", en-GB)%]{{/code}}
142 ; [%$FORM_DATE_CREATED("<format>", <lang>)%]
143 : Creation date of the form record. The parameters are optional. When no parameter is specified, the date will be returned in default format. You can specify a custom date format with the first parameter, see the [[java.text.SimpleDateFormat>>https://docs.oracle.com/javase/7/docs/api/java/text/SimpleDateFormat.html]] for more info on the date format string. The second parameter specifies the language, which affects the names of weekdays and months. Example: {{code language="none"}}[%$FORM_DATE_CREATED("yyyy/MM/dd", en-GB)%]{{/code}}
144 ; [%$FORM_DATE_MODIFIED("<format>", <lang>)%]
145 : Available with FORMCYCLE version 6.0.5~{~{/info}} Last change date of the form record. The parameters are optional. When no parameter is specified, the date will be returned in default format. You can specify a custom date format with the first parameter, see the [[java.text.SimpleDateFormat>>https://docs.oracle.com/javase/7/docs/api/java/text/SimpleDateFormat.html]] for more info on the date format string. The second parameter specifies the language, which affects the names of weekdays and months. Example: {{code language="none"}}[%$FORM_DATE_MODIFIED("yyyy/MM/dd", en-GB)%]{{/code}}
146
147 {{id name="sec_user_variables"/}}
148
149 === User variables ===
150
151 {{id name="fig_prefill_user_variables"/}}
152 {{figure image="prefill_user_variables_en.png"}}Using user variables to prefill form fields with data of the logged in user.{{/figure}}
153
154
155 {{html wiki="true"}}
156 <div class='xm-figure xm-float-right xm-clear-h2' data-alt='Using user variables to prefill form fields with data of the logged in user.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='prefill_user_variables_en.png' width='300' group='$height' group='$group' title='Using user variables to prefill form fields with data of the logged in user.'/}}<div class='xm-figure-caption'>Using user variables to prefill form fields with data of the logged in user.</div></div></div>
157 {{/html}}
158
159
160
161 {{html wiki="true"}}
162 <div class='xm-figure xm-float-right xm-clear-h2' data-alt='Using user variables to prefill form fields with data of the logged in user.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='prefill_user_variables_en.png' width='300' group='$height' group='$group' title='Using user variables to prefill form fields with data of the logged in user.'/}}<div class='xm-figure-caption'>Using user variables to prefill form fields with data of the logged in user.</div></div></div>
163 {{/html}}
164
165
166
167 {{html wiki="true"}}
168 <div class='xm-figure xm-float-right xm-clear-h2' data-alt='Using user variables to prefill form fields with data of the logged in user.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='prefill_user_variables_en.png' width='300' group='$height' group='$group' title='Using user variables to prefill form fields with data of the logged in user.'/}}<div class='xm-figure-caption'>Using user variables to prefill form fields with data of the logged in user.</div></div></div>
169 {{/html}}
170
171
172
173 {{html wiki="true"}}
174 <div class='xm-figure xm-float-right xm-clear-h2' data-alt='Using user variables to prefill form fields with data of the logged in user.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='prefill_user_variables_en.png' width='300' group='$height' group='$group' title='Using user variables to prefill form fields with data of the logged in user.'/}}<div class='xm-figure-caption'>Using user variables to prefill form fields with data of the logged in user.</div></div></div>
175 {{/html}}
176
177
178
179 {{html wiki="true"}}
180 <div class='xm-figure xm-float-right xm-clear-h2' data-alt='Using user variables to prefill form fields with data of the logged in user.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='prefill_user_variables_en.png' width='300' group='$height' group='$group' title='Using user variables to prefill form fields with data of the logged in user.'/}}<div class='xm-figure-caption'>Using user variables to prefill form fields with data of the logged in user.</div></div></div>
181 {{/html}}
182
183
184 User variables may be used in [[actions>>doc:Formcycle.Designer.Workflow.Actions.WebHome]], [[templates>>doc:Formcycle.UserInterface.FilesAndTemplates.WebHome]], [[data base queries>>Formcycle.UserInterface.Data.DBQueries]] or directly in [[form elements>>Formcycle.Designer.Form.FormElements.WebHome]] for prefilling the form (see [[figure>>||anchor="fig_prefill_user_variables"]]).
185
186 {{panel monospace="true" title="Syntax"}}
187 [%$&lt;user object&gt;.&lt;attribute&gt;%]
188 {{/panel}}
189
190 There are three user objects available which can be used to access information about the user (user profile). If a user variable is being used without any attributes (e.g. [%$USER%]), all user information will be returned in [[JSON>>https://de.wikipedia.org/wiki/JavaScript_Object_Notation]] format.
191
192 For sensible use of the user variables it is necessary to enable [[form login>>doc:Formcycle.UserInterface.MyForms.Access||anchor="form_login"]]. If this is not configured the user object will be set to an anonymous user.
193
194
195 ==== User objects ====
196
197 ; [%$USER%]
198 : User object for accessing the current user.
199
200 ; [%$LAST_USER%]
201 : User object for accessing the last user.
202
203 ; [%$INITIAL_USER%]
204 : User object for accessing the user that submitted the form.
205
206 ==== Attributes ====
207
208 Using attributes on user objects permits access to specific user information. The following attributes are available for all users but may not always have a value. If the attribute contains a value depends on the [[authenticator>>doc:Formcycle.UserInterface.UserSettings.ExternalUsers.WebHome]] being used for logging into the form.
209
210 Example: The user variable **[%$USER.mail%]** returns the email address of the user that has logged into the form.
211
212 ; authTypeId
213 : ID of the [[authenticator>>doc:Formcycle.UserInterface.UserSettings.ExternalUsers.WebHome]] the user chose for login.
214 ; displayName
215 : Display name of the user
216 ; familyName
217 : Family name of the user
218 ; firstName
219 : First name of the user
220 ; gender
221 : Gender of the user
222 ; groups
223 : Group names of the user
224 ; id
225 : ID of the user. (system ID for FORMCYCLE users)
226 ; linkedId
227 : A user profile may have a linked identifier, which is the identifier of another user profile.
228 ; locale
229 : Language of the user
230 ; location
231 : Location of the user
232 ; mail
233 : email address of the user
234 ; phone
235 : phone number of the user
236 ; pictureUrl
237 : URL to the profile picture of the user
238 ; profileUrl
239 : URL to the profile of the user
240 ; rawData
241 : All the information about the user in a [[JSON>>https://de.wikipedia.org/wiki/JavaScript_Object_Notation]] format. Depending on the chosen authenticator, the raw data may include additional information about the user that can otherwise not be accessed through attributes.
242 ; role
243 : Role of the user
244 ; title
245 : Title of the user
246 ; typedId
247 : Type of the [[authenticator>>doc:Formcycle.UserInterface.UserSettings.ExternalUsers.WebHome]] the user chose for login.
248 ; userName
249 : user name
250
251 {{id name="sec_appointment_variables"/}}
252
253 === Appointment variables ===
254
255 Appointment variables can be used when [[appointments>>doc:Formcycle.Designer.Form.FormElements.Appointment.WebHome]] are booked with the form.
256
257 {{panel monospace="true" title="Syntax"}}
258 [%$&lt;Name&gt;%]
259 {{/panel}}
260
261 ; [%$APPOINTMENT_LIST%]
262 : Creates a summary of the dates booked with the form record in the form of a //ul// HTML list. For each appointment a button is also created, with which the booked appointment can be added to a calendar. This variable is intended for use in HTML templates.
263 ; [%$APPOINTMENT_LINK%]
264 : Creates a link to an iCal file that contains all the dates of the form record.
265
266 {{id name="sec_system_placeholder_html"/}}
267
268 === System variables for HTML templates ===
269
270 {{panel monospace="true" title="Syntax"}}
271 [%$&lt;Name&gt;(&lt;Parameter1&gt;,&lt;Parameter2&gt;)%]
272 {{/panel}}
273
274 In addition to the system variables available to both workflow actions and templates, the following variables can be used only in [[HTML templates>>doc:Formcycle.UserInterface.FilesAndTemplates.HTML.WebHome]]. They are used for downloading attachments and are valid for the same browser session that was active when the form was submitted.
275
276 ; [%$ATTACHMENT_LIST%]
277 : Inserts a list with all available attachments that can be downloaded. This will create an //ul// element.
278 ; [%$ATTACHMENT_ZIP=fileName,linkText%]
279 : Creates a link for downloading all attachments as a zip archive. Optionally you may specify the parameters //fileName// and //linkText//. The following variations are possible:
280 :; [%$ATTACHMENT_ZIP=fileName,linkText%]
281 :: Creates a link with the text //linkText// for downloading all attachements a zip archive that will be named //fileName//.
282 :; [%$ATTACHMENT_ZIP=fileName%]
283 :: Creates a link with the text //fileName// for dowloading all attachments a zip file that will be named //fileName//.
284 :; [%$ATTACHMENT_ZIP%]
285 :: Creates a link with the text {{code language="none"}}attachment.zip{{/code}} for downloading all attachements as a zip file named {{code language="none"}}attachment.zip{{/code}}.
286 ; [%$ATTACHMENT=attachmentName,linkText,fileName%]
287 : Creates a link for downloading a single attachment with the given name that must have been created as part of the workflow processing. The parameters //linkText// and //fileName// are optional, allowing for the following combinations:
288 :; [%$ATTACHMENT=attachmentName,linkText,fileName%]
289 :: Creates a link with the text //linkText// for downloading a single attachment with the name //attachmentName// as a file named //fileName//.
290 :; [%$ATTACHMENT=attachmentName,linkText%]
291 :: Creates a link with the text //linkText// for an attachment with the name //attachmentName//.
292 :; [%$ATTACHMENT=attachmentName%]
293 :: Creates a link for downloading an attachment with the name //attachmentName//.
294
295 When the specified attachment does not exist, these variables will not have any effect and will be removed from the rendered HTML template.
296
297 === Template variables ===
298
299 {{panel monospace="true" title="Syntax"}}
300 [%$$&lt;Name&gt;%]
301 {{/panel}}
302
303 A template variables takes the value of the content of a [[template>>doc:Formcycle.UserInterface.FilesAndTemplates.WebHome]] (for example [[text>>doc:Formcycle.UserInterface.FilesAndTemplates.Text]], [[email>>doc:Formcycle.UserInterface.FilesAndTemplates.Email]], or [[link>>doc:Formcycle.UserInterface.FilesAndTemplates.Link]]) and can be used by workflow action such as [[Email>>doc:Formcycle.Designer.Workflow.Actions.EMail]].
304
305 === Action variables ===
306
307 {{id name="action"/}}
308
309 {{panel monospace="true" title="Syntax"}}
310 [%$&lt;actionName&gt;.&lt;returnValue&gt;%]
311 {{/panel}}
312
313 Some actions have got return values that can accessed by action variables.
314
315 These variables look similar to system variables, but they contain a period as a separator for the action name and the return value. The following action variables are available.
316
317 ; [%$<actionName>.SUCCESS%]
318 : Whether the action could be processed successfully. Evaluates to a boolean, ie. true or false.
319 ; [%$<actionName>.RESULT%]
320 : A single return value. Evaluates to a string value.
321 ; [%$<actionName>.RESULT[<Index>].<Identifier>%]
322 : Certain actions may return more than one result, corresponding to a //List<Map<String,String>>// in Java. The index and identifier is set by the corresponding action implementation and cannot be changed. This is used mostly by custom plugins when multiple values need to be returned.
323
324 The following action variables are __not__ supported in the old workflow:
325
326 ; [%$<actionName>.ERROR_CODE%]
327 : In case of error the thrown error code of the action.
328 ; [%$<actionName>.ERROR_MESSAGE%]
329 : In case of error the thrown error message of the action.
330
331 In the new workflow, the number of elements of JSON arrays can be queried from variable values with //.length()//, e.g.: **[%$Database query.RESULT.rows.length()%]**
332
333 The following action variable is __only__ supported in the old workflow:
334
335 ; [%$<actionName>.COUNT%]
336 : The number of results. Evaluates to an integer value.