Dynamic Forms - Installation and Administration Guide

• Installation
• OTRS package installation
• Form configuration - files
• File and directory structure
• Main configuration file - global settings
• File activating the form and setting the order in HUB
• Form configuration - basic
• Form configuration - file structure and general configuration
• Form configuration - virtual panels
• Form configuration - fields
• Attributes available for each field
• Button
• Checkbox
• Radio
• CompareField
• SelectField
• DateTime
• ImgButton - Image button - Extended HUB
• HTML/FAQ
• CKEditor
• File - File picker
• Text
• Textarea
• Number
• AdditionalForm
• Switch (>1.2.17)
• Additional information
• Output data structure
• Field size and responsive web design
• Multilanguage support
• Icons
• OTOBO/OTRS integration
• Integration with OTRS
• Administration settings
• Sorting of fields in the OTRS article
• File permissions
• Migration Guide
• Migrating from IntalioDynamicForms 1.0.x to IntalioDynamicForms 1.2.x
• Intalio Central Login Service Integration
• Intalio CLS - Configuration

Installation

OTRS package installation

Please make sure that the Intalio Router package is already installed in your system before proceeding further!

To install the package, login to your OTRS system and open the Admin / Overview page. 

Find the Package Manager. 

You can use the Filter for Items field to narrow down visible options.

In the Actions block on the left, click Choose file, upload the opm file and click Install Package. 

If you see a notification about an unverified package, click Continue to proceed with the installation. 

If the installation was successful, you should see a welcome message on the screen.

Form configuration - files

File and directory structure

Excluding the files and directories necessary to operate the system (i.e. css, fonts, js, service-worker.js), the main application directory contains several elements that are of interest to us:

/FORMS directory

In this folder we will define and style all our forms.

/styles directory

files that allow you to configure the appearance of the form (changing colors, styling views, control buttons, etc.).

/templates directory

configuration files of each form

config.json file

list of active forms

SystemConfig.json file

Main system configuration, here you set communication with OTRS, default language and many more [[[more in the Main configuration file - global settings]]].

manifest.json file

This file is responsible for PWA settings (for more advanced users), if you are not an advanced user - leave it as it is.

index.html file

In this file you can change the title of the form page, you can change it by changing the text in the <title></title> attribute.

Main configuration file - global settings

This topic refers to the file static/SystemConfig.json. 

Example configuration file:

{
  "SystemUrl": "XSYSTEM_URLX", 
  "Alias": "XSYSTEM_ALIASX",
  "SystemUrl_DEV": "www.example.com/system"
  "ShowLangButton": true, 
  "LangButtonColor": "#333333", 
  "GlobalLang": "pl",
  "RedirectButtons": [
    {
      "color": "#333333",
      "label": "Moje zgłoszenia", 
      "redirectURL": "https://yahoo.pl" 
    },
    {
      "color": "#333333",
      "label": "Nowe zgłoszenie",
      "redirectURL": "https://google.pl"
    }
  ]
}

Description of individual values:

OtrsUrl/SystemUrl - Address of the OTRS/OTOBO module that will accept the request
Alias - Alias under which the forms will appear
ShowLangButton - Should the language change button be visible (if we have only one language, we can hide it)
LangButtonColor - Color of the language change button
GlobalLang - Default form language (loaded by default, unless otherwise specified by OTRS configuration)
RedirectButtons - Optional forwarding buttons

Company Site is an additional redirection button

RedirectButtons parameters - this parameter counts an array with objects containing parameters
show - should the button be visible
color - color of the redirection button
label - button caption
redirectURL - forwarding address

File activating the form and setting the order in HUB

This topic refers to the file static/FORMS/config.json. 

[
  "ExampleForm1.json",
  "ExampleForm2.json",
]

This file is responsible for form activation and the order of forms in the HUB.

Every form you want to see in the menu must be entered here (even if it is hidden in the HUB).

The order of the forms on the list corresponds to the order in the HUB.

Form configuration - basic

Form configuration - file structure and general configuration

{
  // General configuration of the form
  "panels": [
    {
      "name": "Application for vacation leave",
      "fields": [
          // Fields on the form
      ]
    }
  ],
  "translations": {
    "en": {
      // Translations
    },
    "pl": {
      // Translations
    }
  }
}

General configuration of the form

default_lang

Default form language. Here we enter the key from the translations section e.g. "en".

Remember that the form translations must be defined in the translations section!

redirect

The address of the redirection after the form has been correctly submitted. After clicking the send button.

custom_redirect

Custom redirect allows you to create your own redirection buttons after the form is correctly submitted.

Custom redirect configuration example:

"custom_redirect": [
    {
      "text": "Company Site",
      "redirect": "google.pl"
    },
    {
      "text": "CRM",
      "redirect": "google.pl"
    }
  ]

The parameter with the URL is "redirect" not "url".

This function transfers the parameters of the current URL (e.g. session)

check_session_id

This parameter can be either true or false.
True: The session will be checked on the backend side and if not correct, the form will not be added to the OTRS.
False: The session will not be verified on the backend side.

send_empty

Are you going to send blank fields. If this option is checked, the blank fields will also appear in the data sent by the form (which will lead to their display in the article).

name

Name of the form.

description

Description of the form.

nextStep

Content of the redirection button to the form.

icon

The icon... The dynamic forms mechanism uses icons compatible with Material Design.

https://material.io/resources/icons/?style=baseline

disabled

Is the form supposed to be active (if not, the form will be visible as a title for a given section of forms - you will find out more about this mechanism later in the documentation)

active

Should the form be active and clickable.

hidden

The form is to be shown in the list of available forms

pre_process_script (1.2.3)

This parameter allows you to run any perl script before the ticket is created. This can be used, for example, to create multiple tickets depending on the number of selected items in the form.

"pre_process_script": "custom_process.pl",

order_by (1.2.4)

Sorting of fields in the OTRS article

If we add this parameter, we can sort the fields in the article based on this value. 

"order_by": "order"

In this case, each field must contain an "order" parameter.

You can use the prepared "order" field, but you can also sort based on other parameters.

headless (>=1.2.12):

Headless - Running the form in heasless mode (hides the title and information bar, displays only the fields)

"headless": true,

OFF

ON

Form configuration - virtual panels

Virtual panels allow, for example, to separate thematic sections. If your form is long, you can use virtual panels to separate it into smaller sections.

If there is one virtual panel in your configuration, the form will be displayed normally. If you add more, additional buttons will appear at the top of the page to navigate through the virtual panels.

Remember to add a button on the last panel allowing you to send the form!

After filling in the form and pressing the send button (or if there is an error before sending), all panels will be merged for easier verification.

Example:

{
  "default_lang": "en",
  ...
  "panels": [
    {
      "name": "Panel 1 TITLE",
      "fields": [
        {
          //Field1
        },
        {
          //Field2
        },
      ]
    },
    {
      "name": "Panel 2 TITLE",
      "fields": [
        {
          //Field3
        },
        {
          //Field4
        },
      ]
    },
    {
      "name": "Panel 3 TITLE",
      "fields": [
        {
          //Field5
        },
        {
          //Send Button
        },
      ]
    },
}

Form configuration - fields

Attributes available for each field

Each form must have some fields :D Dynamic forms allow you to create multiple field types. Each form field has a set of standard configurations. Additionally, fields can contain their own configurations.

These are settings that you can activate in any field.

size

The size of the field is defined on the basis of blocks, divide the screen into 12 parts and determine the size of the field "filling in these parts".12 will set the field size for the whole screen, 6 will set the field size for half the screen.

Screen sizes are defined by the letters s,m,l (small, medium, large). Setting s12 m6 l3 will set the value 12 for small screens, 6 for medium screens and 3 for large screens.

size: s12 m6

type

Field type, here we enter the specific field type you want to use e.g. select, text.

id

field identifier.

This value must be unique and must not contain spaces!

tooltip

When you hover over the field, a balloon will pop up, displaying any text or HTML.

label

Here you can enter the field title e.g. "Your name".

validate

Here we can enter a list of any field validations (we can also create our own regex). An example of a validator is "required".

//example
"validate": ["required", "email"]

Available validators

after
alpha - The field under validation may only contain alphabetic characters.
alpha_dash - The field under validation may contain alphabetic characters, numbers, dashes or underscores.
alpha_num - The field under validation may contain alphabetic characters or numbers.
alpha_spaces - The field under validation may contain alphabetic characters or spaces.
before - The field under validation must have a numeric value bounded by a minimum value and a maximum value.
between - The field under validation must have a numeric value bounded by a minimum value and a maximum value.
confirmed - The field under validation must have the same value as the confirmation field.
credit_card
date_between
date_format
decimal
digits - The field under validation must be numeric and have the specified number of digits.
dimensions - The file added to the field under validation must be an image (jpg,svg,jpeg,png,bmp,gif) having the exact specified dimension.
email - The field under validation must be a valid email.
ext - The file added to the field under validation must have one of the extensions specified.
image - The file added to the field under validation must have an image mime type (image/*).
in
integer - The field under validation must be a valid integer value. Doesn't accept exponentiale notation.
ip
is - The field under validation must match the given value, uses strict equality.
is_not - The field under validation must not match the given value, uses strict equality.
length - The field under validation must have exactly have the specified number of items, only works for iterables.
max - The field under validation length may not exceed the specified length.
max_value - The field under validation must be a numeric value and must not be greater than the specified value.
mimes - The file type added to the field under validation should have one of the specified mime types.
min - The field under validation length should not be less than the specified length.
min_value - The field under validation must be a numeric value and must not be less than the specified value.
not_in
numeric - The field under validation must only consist of numbers.
regex - The field under validation must match the specified regular expression.
required - The field under validation must have a non-empty value. By default, all validators pass the validation if they have "empty values" unless they are required. Those empty values are: empty strings, undefined, null, empty arrays.
size - The file size added to the field under validation must not exceed the specified size in kilobytes.
url

Parameters to attributes should be separated by ":" e.g. digits:11 - means 11 numbers allowed.

icon

Field icon. We can set any Material Design compatible icons here.

https://material.io/resources/icons/?style=baseline

hidden

Field display.

A field that is hidden still exists on the form (but is invisible) its values can be sent!

disabled

Field is disabled.

otrs_visible

Here we specify where the field is to be added.

default: article

article

The field will be added to the article.

dynamicfield

The field will be added where dynamic fields are displayed. 

Remember that if the field will have an identifier that matches the dynamic field in OTRS, but will not have this value set - it will not be added as a dynamic field!

all

The field will be added both as a dynamic field (if the identifier matches the field in OTRS), and will be added to the note.

none

The field will not be added anywhere.

file

placeholder

Default value displayed in the field as a placeholer

value

Default field value. Here we can enter, for example, the default value of a selected item from the list or any other thing we want to complete by default on the form.

This value can be changed by the user while filling in the form - unless the field is disabled or hidden.

api

API mechanism allows you to edit any attributes of each field (after the data is loaded, it will be automatically refreshed and the view will be re-rendered). 

The API mechanism was created so that data from external systems can be entered into the forms. Using api, you can change any field parameter at any time when using the form.

Usually the field "api" is used for normal downloading of data from external systems. For example, if you want to enter a default value when downloading from another system, just enter the address of the endpoint, which will return the data in the appropriate format.

The address will be queried as soon as the form is loaded.

Option "api_watcher" allows for more advanced actions.

Example:

The field is hidden by default and if it succeeds in getting data from the API it will be shown and its value will change to "New Value from API!"

Our API is available at https://example.intalio.pl

{
  "size": "s12 m12",
  "type": "text",
  "max": 13,
  "id": "ExampleFieldID",
  "label": "Example field Label",
  "icon": "confirmation_number",
  "validate": [
    "required"
  ],
  "hidden": true,
  "value": "",
  "api":"https://example.intalio.pl"
},

Response:

{
  "hidden": false,
  "value": "New Value form API!"
}

This way we can change any parameter of each field.

api_watcher

Okay, not always easy is the best. That's why we created "api_watcher."

This mechanism allows you to listen to changes in any fields and then send this information to any API. 

This parameter allows you to complete the current field with data that are dependent on another field.

For example:
Directory of services - you choose "Hardware repair", and in the next step you choose the name of a specific item, e.g. "Computer repair". 

To make such a form, the detailed field ("Repairing the computer") must listen for changes in the general field "Hardware repair". If there is any change in the general field - the detail field will ask the API and update its data.

Configuration:

{
  "size": "s12 m12",
  "type": "text",
  "max": 13,
  "id": "ExampleFieldID",
  "label": "Example field Label",
  "icon": "confirmation_number",
  "validate": [
    "required"
  ],
  "hidden": true,
  "value": "",
  "api_watcher": {
    "delay_api": "",
    "fields": [
      {
        "field_id": "ExampleField_Main",
        "api": "https://example.intalio.pl?DynamicFormField=${value}&lang=${LANG}"
      }
    ]
  }
},

As you can see in the example above, the "api_watcher" mechanism allows you to paste the value received from the listened field anywhere. Add ${value} anywhere in the URL and the data will be pasted there. The currently loaded language will appear in place ${LANG}

Using ${value}

This is the key where the value from the listening field will appear.

Using ${LANG}

If your system is to support multiple languages, the API must also do it. To send the currently running form language to the API, you can add this parameter.

fields

"fields" is an array that can contain any number of fields for which the current field is to listen.

field_id

This is where you type the field identifier you want to listen to.

api

The address to be called after changing the data in the listening field.

api_add_lang

Do you include the variable ${LANG} and insert the currently selected language in its place

add_session_id_to_api

If you want to send a user session to the API, you can do so by activating this parameter. If it is activated, the system will automatically attach the sessionId parameter to each request.

If you want to authorize users or have access to user data via session, you must use this parameter.

Button

Button (button)

download PDF example:

{
  "mode": "PDF",
  "pdf_action":"download",
  "question_label": "{questionLabel}",
  "answer_label":"{answerLabel}",
  ...
}

submit form example:

{
  "mode":"submit"
  ...
}

clone fields example:

{
  "mode": "clone",
  "clone_additional_shift": -1,
  "clone_fields": [
    {
      "id": "textField1" 
    },
    {
      "id": "textField2"
    }
  ],
  ...
}

mode

submit

This mode allows you to send a form. It has no additional configuration options.

clone (beta)

This mode was created so that any number of fields can be copied. Imagine you are creating a form where someone has to add their cars (we don't know how many cars there are).

Thanks to this solution, the person filling in the form can click the button to copy any number of fields.

Field identifiers will be generated according to the following pattern:
field name _ clone number _ internal number

Full example:

{
          "size": "s12 m6",
          "type": "text",
          "id": "carModel",
          "label": "Car",
          "icon": "drive_eta",
          "validate": [
            "required"
          ],
          "hidden": false,
          "value": ""
        },
        {
          "size": "s12 m6",
          "type": "text",
          "id": "carType",
          "label": "Registration number",
          "icon": "directions_bus",
          "validate": [
            "required"
          ],
          "hidden": false,
          "value": ""
        },
        {
          "size": "s12 m12 center",
          "type": "button",
          "id": "clone_btn",
          "mode": "clone",
          "label": "Add next car",
          "clone_additional_shift": -2,
          "clone_fields": [
            {
              "id": "carModel"
            },
            {
              "id": "carType"
            }
          ]
        }
}

clone_additional_shift

Where are the new cloned fields to appear. Enter the number of fields from the button e.g. -1, then the fields will appear before the button.

The mechanism takes both positive and negative numbers.

clone_fields

List of cloned fields. Here you give a list with the ID of the fields you want to copy.

PDF

The PDF field allows you to generate a PDF printout of the entire form. You can download the file, print it or just open it in a new tab.

To generate a PDF file, you must have a field with the id "OTRS_Ticket_Title" this field will be set as the print title.

pdf_action

In this parameter you set what should happen to the generated file, you have several options available:

• open
• print
• download

question_label

title of the first column of the resulting file.

answer_label

the title of the second column of the resulting file.

redirect

The redirection button. When you click it will take you to any other site.

redirect_type

Type of redirection, available:

• newWindow - redirection to the address in the new tab
• redirect - redirection in the current card

redirect_url

An address to redirect.

version >= 1.2.9

The system allows you to add the SessionID and LANG parameter to the url (the parameters are automatically set based on the current.

{
  "size": "s12 m12 center",
  "type": "button",
  "id": "redirect_with_session",
  "mode": "redirect",
  "label": "Redirect with session",
  "redirect_type": "newWindow",
  "redirect_url": "https://google.pl?SessionID=${SessionID}&lang=${LANG}"
}

Such a setting will redirect to the following link: https://google.pl?SessionID=123123&lang=en

The rest of the available parameters:

This field supports all parameters with "Attributes available for each field".

Checkbox

Checkbox (checkbox)

This field, which someone can select, appears in two versions - as a single field (e.g. for approval of a contract), or as a set of fields.

options_style

Here you can determine how the layout of the fields should look like (if you have more than one field). 

For more information on what you can type in here, please see the Responsibility section.

define_output_value

Is the value that goes into the output system to be taken from the label or value parameter.

show_one_as_fieldset (1.2.2)

show_one_as_fieldset = true

show_one_as_fieldset = false

If we have one value and we still want to display it as fieldset.

options

All available options.

value

label

checked

Check if you want this option to be selected by default.

disabled

Check if you want this option to be inactive by default.

The rest of the available parameters:

This field supports all parameters with "Attributes available for each field".

Radio

Radio (radio)

This field allows you to select one of the available fields.

options_style

Here you can determine how the layout of the fields should look like. 

For more information on what you can type in here, please see the [responsive section].

define_output_value

Is the value that goes into the output system to be taken from the label or value parameter.

options

All available options.

value

label

checked

Check if you want this option to be selected by default.

disabled

Check if you want this option to be inactive by default.

The rest of the available parameters:

This field supports all parameters with "Attributes available for each field".

CompareField

CompareField (comparefield)

A compareField is a field that allows you to combine values from multiple fields. Thanks to this field you can combine several fields into one and send as e.g. request title.

example:

{
  "fields": [ 
    {
      "id": "checkBoxField"
    },
    {
      "id": "textField"
    }
  ],
  "output": "${textField} <-> ${checkBoxField}"
}

This field has no view, it is a virtual field!

For example:
We have two fields "First name" and "Last name", we want these values to be sent as one field, e.g. the title of the request, and we also want to add "Your name:".

{
  "fields": [
      {
	  	"id": "UserFirstName"
      },
      {
      	"id": "UserLastName"
      }
    ],
    "output": "Your Name: ${UserFirstName} ${UserLastName}"
}

Our fields:

Field of type "compareField" had the identifier set to "UserFristNameAndLastName".
Its output value was "Your Name: John Kowalski".

Use of variables:

To combine the values of several fields, place the identifiers of these fields in two places.

First, you need to activate a field in the "fields" parameter, and then determine in what form you want this field to be displayed by adding it to the "output" parameter.

In the output parameter you only need to use the following sequence ${field identifier}, the rest depends on your imagination.

The rest of the available parameters:

This field supports all parameters with "Attributes available for each field".

SelectField

SelectField (select)

This field allows you to display a list.

{
  "size": "s12 m12",
  "type": "select",
  "id": "api_Finder",
  "label": "API Finder",
  "validate": [
    "required"
  ],
  "icon": "find_in_page",
  "allow_add": false,
  "search": true,
  "search_error": "Brak pracowników pasujących do podanych kryteriów...",
  "placeholder": "api finder placeholder",
  "alphabetical_sorting": true,
  "define_output_value": "label",
  "add_session_id_to_api": true,
  "api_dynamic": {
    "delay": 250,
    "api": "https://kprm.int.intalio.pl/otrs/get-all-users.pl",
    "searching_label": "Trwa wyszukiwanie pracowników..."
  },
  "options": [
    {
      "value": "",
      "label": "",
      "selected": "true",
      "disabled": "disabled"
    }
  ]
},

Enabling this parameter will add new things to the list. If your list is not closed, you can let new things be added to it.

search

It allows you to search in the list, if it is enabled together with "allow_add" you will be able to search, or if you do not find an interesting option - add your own.

search_error

If the item you are looking for is not found, the message given here will be displayed.

alphabetical_sorting

Enable alphabetical sorting of fields. If this option is disabled, the fields are displayed in the order given in the "options" parameter.

define_output_value

Each field is described by two parameters "label" and "value". If you want to, you can define here whether you want the system to be "label" or "value".

options

All available selection options.

Remember, if you don't want the first option to be checked by default, you must add an empty first option!

value

Field value.

label

Field label.

checked

Should the field be selected by default.

disabled

Is the field to be inactive by default.

api_dynamic

Added in version 1.0.24

This field allows you to search the api dynamically. 

This field supports all other api attributes (e.g. add_session_id_to_api)

Response:

{
  "options": [
    {
      "value": "p.majewski",
      "label": "Piotr Majewski (p.majewski)"
    },
    {
      "value": "piotr",
      "label": "Piotr Nowak (piotr)",
    }
  ]
}

delay

The number of milliseconds to wait for the user to stop typing before issuing the ajax request.

api

The url that the request should be made to.

searching_label

Translation for the search text.

The rest of the available parameters:

This field supports all parameters with "Attributes available for each field".

DateTime

DateTime (datetime)

Example:

{
   "size":"s12 m12",
   "type":"datetime",
   "id":"ExampleID",
   "label":"Example Label",
   "validate":[
      ""
   ],
   "icon":"person",
   "hidden":false,
   "datetime_config":{
      "locale":"English",
      "enableTime":false,
      "mode":"range",
      "time_24hr":true,
      "dateFormat":"Y-m-d H:i:00",
      "altInput":true,
      "altFormat":"Y-m-d H:i"
  

datetime_config

The date and time component is very extensive. The whole configuration in this case is in "datetime_config" and is passed directly to the component.

locale

Calendar language

enableTime

If you want the calendar to also display a component for time selection, you must have this option checked.

time_24hr

24-hour date format.

dateFormat

Output format, you can determine whether you want to send the day, month, year, hour, minute or you want to format it completely different.

This is an output format not shown on the screen! To change the format of the data displayed on the screen, use "altInput".

altInput

Do you run an alternative date display.

altFormat

Alternative date display, i.e. the outgoing date will be formatted on the basis of "dateFormat", but will be displayed on the basis of "altFormat"

noCalendar

Display only the component responsible for the time.

mode

Calendar mode. You can set whether someone should select a single date, a date range or whether they can select several independent dates.

none

A simple action.

multiple

Multiple date selection.

range

Selectable date range.

enable

Add the ability to select dates only from specific date ranges.

from

to

The rest of the available parameters:

This field supports all parameters with "Attributes available for each field".

FlatPickr options

ImgButton - Image button - Extended HUB

ImgButton (imgbutton)

The "ImgButton" mechanism allows you to create graphic buttons. You can use them to create e.g. another dashboard in the style "from general to specific".

If your system is going to have a lot of forms, you can create a lot of dashboards with buttons that will direct you to the next dashboards.

This element may or may not have a picture.

Example:

{
  "size": "s12 m4",
  "type": "imgbutton",
  "id": "ImgButton3",
  "otrs_visible": "all",
  "label": " ",
  "validate": [
    "required"
  ],
  "hidden": false,
  "image": "/static/img/bus/fuel_cell.jpg",
  "title": " ",
  "description": "Description 3",
  "redirect": "FuelCellConsultations.json",
  "redirect_text":"Go"
}	

image

Image url. The image may be on the server or somewhere outside the server.

Remember that all additional elements must be in the static directory, only then they will be available at the url.

title

Text displayed on the button.

description

The description that will be displayed above the redirection button.

redirect

The address to which you want to redirect.

Here you can enter the file name of the next form e.g. "example1.json".

redirect_text

Text displayed on the redirection button.

The rest of the available parameters:

This field supports all parameters with "Attributes available for each field".

HTML/FAQ

HTML/FAQ (faq)

Field of type "faq" allows to render any html code. You can use it, for example, to search for duplicate tickets and inform the person filling in the form that such a ticket already exists in the system (just use "faq" field with API running).

{
    "hidden": false,
    "value": "<ul><li><a href='otrs.intalio.pl/ticket1'>Ticket1 already exists!</a></li></ul>"
}

In fact, whatever appears in the "value" field will be rendered, you can use this field to separate e.g. sections of the form or to display images.

Example - knowledge base:

{
  "size": "s12 m12",
  "type": "faq",
  "id": "FAQ1",
  "label": "Infos from knowledge base",
  "validate": [
  ""
  ],
  "icon": "help",
  "hidden": true,
  "value": "No data...",
  "background_color": "#f5f5f5",
  "api_add_lang": true,
  "api_watcher": {
  "delay_api": "",
  "fields": [
    {
	    "field_id": "Field_with_problem",
    	"api": "http://otrs.intalio.pl/otrs/knowledge-base-api.pl?Query=${value}"
    },
    {
    	"field_id": "A_field_to_describe_the_problem",
    	"api": "http://otrs.intalio.pl/otrs/knowledge-base-api.pl?Query=${value}"
    }
  ]
},

background_color

The background color of the field.

The rest of the available parameters:

This field supports all parameters with "Attributes available for each field".

CKEditor

CKEditor (ckeditor)

The CKEditor field allows you to display an advanced text editor. This editor can be configured according to the CKEditor documentation.

Example:

{
  "size": "s12 m12",
  "type": "ckeditor",
  "id": "ckEditor",
  "label": "CKEditor",
  "validate": [
    "required"
  ],
  "icon": "fingerprint",
  "hidden": false,
  "value": "Your text...",
  "config": {
    "language": "en"
  }
}

config

Here you can use all available ckeditor settings

You can set up a lot of items that you will find in the official CKEditor documentation. An example parameter is language, which will change the language of the text editor.

CKEditor docs: https://ckeditor.com/docs/ckeditor4/latest/

The rest of the available parameters:

This field supports all parameters with "Attributes available for each field".

File - File picker

File picker (file)

If you want to upload a file to the system, you can do so using the "file" field. Just add such a field to the form and you will be able to send any file.

If you want to send several files, you can add several fields.

The rest of the available parameters:

This field supports all parameters with "Attributes available for each field".

Text

Text (text)

This field allows you to enter text.

{
  "size": "s12 m6 offset-m3",
  "type": "text",
  "id": "SelectCity",
  "label": "City",
  "validate": [
    ""
  ],
  "icon": "location_city",
  "otrs_visible": "all",
  "hidden": false,
  "value": ""
},

The rest of the available parameters:

This field supports all parameters with "Attributes available for each field".

Textarea

Textarea (textarea)

This field allows you to enter longer texts. Its size is determined dynamically based on the amount of text.

Example:

{
  "size": "s12 m6 offset-m3",
  "type": "textarea",
  "id": "Textarea",
  "label": "Textarea",
  "validate": [
    ""
  ],
  "icon": "announcement",
  "otrs_visible": "all",
  "hidden": false,
  "value": ""
}

The rest of the available parameters:

This field supports all parameters with "Attributes available for each field".

Number

Number (number)

This field takes only numbers, you can use the validator to set e.g. ranges.

Example:

{
  "size": "s12 m6 offset-m3",
  "type": "number",
  "id": "Number",
  "label": "Number",
  "validate": [
    ""
  ],
  "icon": "filter_1",
  "otrs_visible": "all",
  "hidden": false,
  "value": ""
}

The rest of the available parameters:

This field supports all parameters with "Attributes available for each field".

AdditionalForm

AdditionalForm (additionalForm) (1.2.2) (BETA)

This field allows you to dynamically load additional dynamic forms!

Example:

{
  "size": "s12 m12",
  "type": "additionalForm",
  "id": "additionalForm",
  "hidden": false,
  "value": "",
  "form_position": null,
  "additional_fields": null,
  "api_add_lang": false,
  "api_watcher": {
    "delay_api": "",
    "fields": [
      {
        "field_id": "additionalFormName",
        "api": "/static/FORMS/API/additionalForms/additionalForm[${value}].json"
      }
    ]
  }
}

Field requires 2 configuration options:

additional_fields

{
  "form_position": 9,
  "additional_fields":
  [
    {
      "size": "s12 m12",
      "type": "text",
      "id": "additional_nazwaOperacji",
      "label": "Nazwa operacji",
      "icon": "person",
      "validate": [
        "required"
      ],
      "hidden": false,
      "value": ""
    },
    {
      "size": "s12 m12",
      "type": "text",
      "id": "additional_opisProblemu",
      "label": "Opis problemu",
      "icon": "subject",
      "validate": [
        "required"
      ],
      "hidden": false,
      "value": ""
    },
    {
      "size": "s12 m12",
      "type": "file",
      "id": "fileField",
      "label": "Załącznik",
      "validate": [
        ""
      ],
      "icon": "attach_file",
      "placeholder": "Załącznik...",
      "hidden": false
    },
    {
      "size": "s12 m12",
      "type": "file",
      "id": "fileField",
      "label": "Załącznik",
      "validate": [
        ""
      ],
      "icon": "attach_file",
      "placeholder": "Załącznik...",
      "hidden": false
    },
    {
      "size": "s12 m12",
      "type": "file",
      "id": "fileField",
      "label": "Załącznik",
      "validate": [
        ""
      ],
      "icon": "attach_file",
      "placeholder": "Załącznik...",
      "hidden": false
    }
  ]
}

form_position

index from which new fields are to be added

The "additional_form" mechanism is still in beta, so determining the order of the form may seem difficult.
...TODO... 

Use cases:

For example, if any selection is to load an additional form from another file, we can use api_watcher and the additionalForm field.

Dynamically loaded forms currently do not support API dependencies.

The rest of the available parameters:

This field supports all parameters with "Attributes available for each field".

Switch (>1.2.17)

Switch (switch)

beta

This field allows you to set the value true or false. Allows advanced use when creating dynamic form logic.

{
  "size": "s12 m5",
  "type": "switch",
  "id": "Switch",
  "hidden": false,
  "otrs_visible": "all",
  "order": 3,
  "tooltip": null,


  "icon": "assignment_ind",
  "icon_spacer": false,

  "label": null,
  "label_true": "Składam wniosek w <strong>czyimś</strong> imieniu",
  "label_false": "Składam wniosek w <strong>swoim</strong> imieniu",

  "validate": [],
  "disabled": false,
  "value": false
},

Additional features

Icons

You can add your own icon, you can not add an icon, but still keep the spacing, this will make your form more aesthetically pleasing.

Default

Turning on the icon shows one icon.

"icon": "assignment_ind",

Without icon

Disabling the icon will not display any icon or spacer.

"icon": null,

Without icon, but with spacer

The system generates an automatic space in place of the icon.

"icon": null,
"icon_spacer": true,

Labels

This field allows you to define labels more precisely. We can enable the default label (as in any other field), but we can also set the content of the label depending on the state of the field.

Default

This is the default setting and behaves like any other field.

"label": "Składam wniosek w swoim imieniu",

Dependent

This setting will change the button's label depending on the current state.

This parameter also accepts most html tags, e.g. <strong>

"label": false,
"label_true": "Składam wniosek w <strong>czyimś</strong> imieniu",
"label_false": "Składam wniosek w <strong>swoim</strong> imieniu",

Styles

The color scheme of the button and its behavior can be customized in the configuration file found here: /FORMS/styles/custom_style.css

The rest of the available parameters:

This field supports all parameters with "Attributes available for each field".

Additional information

Output data structure

{
  "options": {
    // Section "options"
  },
  "data": {
    // Section "data"
  }
}

Section "options"

Here you will find all additional information describing the form, e.g. checking the session, the session itself, the name of the form, etc.

Section "data"

Here are all the fields added to the form. Each field has several attributes:

type

Type of field to be sent.

id

The identifier of the sent field.

value

Field value.

Important!
This is a field value but one that is not configurable. For fields of the text type, it will be the same as the "output" attribute, but for fields of the select type, for example, it will always indicate the identifier of the selected option, that is the "value" parameter.

The "output_value" setting does not work on this field.

label

Field label.

output

Output field value. This value is set in the parameter "output_value".

ContentType

This attribute will only be added for the "file" field.

It indicates the type of attachment.

Filename

This attribute shall be added only in case of the "file" field.

It shall indicate the name of the attachment.

Example

{
  "options": {
    "check_session_id": false,
    "name": "Application for vacation leave - Copy",
    "session_id": "undefined"
  },
  "data": {
    "OTRS_Ticket_Owner": {
      "type": "text",
      "id": "OTRS_Ticket_Owner",
      "value": "+48 123 321 123",
      "label": "Phone number",
      "output": "+48 123 321 123"
    },
    "UserFirstName": {
      "type": "text",
      "id": "UserFirstName",
      "value": "John",
      "label": "First name",
      "output": "John"
    },
    "UserLastName": {
      "type": "text",
      "id": "UserLastName",
      "value": "Doe",
      "label": "Last name",
      "output": "Doe"
    },
    "UserFirstAndLastName": {
      "type": "comparefield",
      "id": "UserFirstAndLastName",
      "value": "Your Name: John Doe",
      "label": "User first name and last name",
      "output": ""
    },
    "carModel": {
      "type": "text",
      "id": "carModel",
      "value": "Nissan Note",
      "label": "Car",
      "output": "Nissan Note"
    },
    "carType": {
      "type": "text",
      "id": "carType",
      "value": "PO 123321",
      "label": "Registration number",
      "output": "PO 123321"
    },
    "1_7_IssueType": {
      "type": "select",
      "id": "1_7_IssueType",
      "value": "Car",
      "label": "I have a problem with",
      "output": "Car"
    },
    "dateTime": {
      "type": "datetime",
      "id": "dateTime",
      "value": "2020-05-28 12:00:00",
      "label": "Multiple date and time",
      "otrs_visible": "all",
      "output": "2020-05-28 12:00:00"
    },
    "dateTime2": {
      "type": "datetime",
      "id": "dateTime2",
      "value": "2020-05-08 12:00:00",
      "label": "Date range",
      "otrs_visible": "all",
      "output": "2020-05-08 12:00:00"
    },
    "Name": {
      "type": "text",
      "id": "Name",
      "value": "John Example",
      "label": "Your name",
      "output": "John Example"
    },
    "OTRS_Ticket_Title": {
      "type": "text",
      "id": "OTRS_Ticket_Title",
      "value": "Example PDF",
      "label": "Example PDF",
      "output": "Example PDF"
    },
    "Cars": {
      "type": "checkbox",
      "id": "Cars",
      "value": [
        "BMW"
      ],
      "label": "Cars",
      "output": []
    },
    "Rules1": {
      "type": "checkbox",
      "id": "Rules1",
      "value": [
        "I Agree to Terms #1"
      ],
      "label": "Rules",
      "output": []
    },
    "Rules2": {
      "type": "checkbox",
      "id": "Rules2",
      "value": [
        "I Agree to Terms #2"
      ],
      "label": "Rules2",
      "output": []
    },
    "Cars1": {
      "type": "radio",
      "id": "Cars1",
      "value": "Mercedes",
      "label": "Cars",
      "output": ""
    },
    "ckEditor": {
      "type": "ckeditor",
      "id": "ckEditor",
      "value": "<p><strong>1232</strong></p>\n",
      "label": "CKEditor",
      "output": "<p><strong>1232</strong></p>\n"
    },
    "23SelectCity": {
      "type": "text",
      "id": "23SelectCity",
      "value": "London",
      "label": "City",
      "otrs_visible": "all",
      "output": "London"
    },
    "Number1": {
      "type": "number",
      "id": "Number1",
      "value": "123",
      "label": "Number",
      "otrs_visible": "all",
      "output": "123"
    },
    "Textarea": {
      "type": "textarea",
      "id": "Textarea",
      "value": "Hello,\nHello,\nHello,\nHello,\nHello,\nHello,\nHello,",
      "label": "Textarea",
      "otrs_visible": "all",
      "output": "Hello,\nHello,\nHello,\nHello,\nHello,\nHello,\nHello,"
    },
    "fileField": {
      "type": "file",
      "id": "fileField",
      "value": "BASE64 Content",
      "label": "Attachment",
      "output": {},
      "ContentType": "application/octet-stream",
      "Filename": "piler 28052020 - FOSS.md"
    }
  }
}

Field size and responsive web design

Dynamic forms can work on large, medium and small screens as well as on smartphones.

The size of fields is set in the parameter size.

The system can also work as an application installed on the phone in the form of PWA.

We are using a standard 12 column fluid responsive grid system. The grid helps you layout your page in an ordered, easy fashion.

12 columns

Our standard grid has 12 columns. No matter the size of the browser, each of these columns will always have an equal width.

For now, just know that the s1 stands for small-1 which in plain English means "1 column on small screens".

Offsets

To offset, simply add offset-s2 to the class where s signifies the screen class-prefix (s = small, m = medium, l = large) and the number after is the number of columns you want to offset by.

Responsive Layouts

Screen Sizes

Multilanguage support

Dynamic forms can support any language.

The lower section of the form configuration contains translations in every available language. (File and directory structure)

Default messages are available in Polish and English. If you want, you can add your own language.

Each form must contain a "translations" section.

{
  ...
  "translations": {
    "en": {
      "Alert -Validate-Success- confirmButtonText": "Send",
      "Alert -Validate-Success- title": "Your form is correct!",
      "Alert -Validate-Success- text": "Now you can send the form or correct.",
      "Alert -Validate-Success- showForm": "Show form",
      "Alert -Send-Success- confirmButtonText": "Ok",
      "Alert -Send-Success- title": "Success!",
      "Alert -Send-Success- text": "Your form has been sent correctly!",
      "Alert -Send-Error- confirmButtonText": "Ok",
      "Alert -Send-Error- title": "Error!",
      "Alert -Send-Error- text": "OTRS rejected the form!"
    },
    "pl": {
      "Alert -Validate-Success- confirmButtonText": "Wyślij",
      "Alert -Validate-Success- title": "Formularz został poprawnie wypełniony",
      "Alert -Validate-Success- text": "Teraz możesz go wysłać lub poprawić.",
      "Alert -Validate-Success- showForm": "Zobacz formularz",
      "Alert -Send-Success- confirmButtonText": "Dobrze",
      "Alert -Send-Success- title": "Udało się!",
      "Alert -Send-Success- text": "Twój formularz został dostarczony!",
      "Alert -Send-Error- confirmButtonText": "Dobrze",
      "Alert -Send-Error- title": "Błąd!",
      "Alert -Send-Error- text": "OTRS odrzucił formularz!"
    }
  }
}

We can add any number of translations to each section, we can also create our own section.

Each place in the dynamic form system that displays data can take 2 text formats:

• text
• {text}

Text Translation

If you want to enable the use of forms in multiple languages, you must do the following.

Enabling the language change button in the global settings

Go to SystemConfig.json configuration and set the parameter "ShowLangButton" to true. (Main configuration file - global settings)

If you want, you can also adjust the color here and set the default language.

Adding translations to the form file.

Now you just need to add translations to the form file. Below the last system translation ["Alert -Send-Error- text": "OTRS rejected the form!"], you can add your own translations.

Use of translations

If you want to use a translation, you just need to enter its key in the braces.

It will display "Your name", regardless of the selected language.

{
	"label":"Your Name"
}

It will display the translation of "Your name" from the section with the currently loaded language.

{
	"label":"{Your Name}"
}

Icons

Icons are fully compatible with material design

If you want to add your icon, you can use all icons that come with the material design package.

All available icons can be found at this address, for example: https://material.io/resources/icons/?style=baseline

OTOBO/OTRS integration

Integration with OTRS

The form system is very strongly integrated into OTRS.

Dynamic forms can be connected to any other system, but we provide full support for OTRS.

The order of the fields in the article

You can see the sorting functions in "Sorting of fields in the OTRS article"

Display field as article content or dynamic field

In each field there is a parameter "otrs_visible" available, with it you can define where the content of the field is to be displayed - article, dynamic field etc.

This field is mandatory and if you do not complete it, it will be set to "article" by default.

Assignment of ticket title from the form

The identifier of each field can be set to any text. But if you want to add, for example, an otrs title, you have to adapt to the appropriate structure.

SYSTEM_Ticket_[OTRS field id]

All fields for ticket description are available, e.g. title, queue, owner etc.

If you want the owner of the ticket to become "john.kowalski" just add such an ID: "OTRS_Ticket_Owner".

Migrating from IntalioDynamicForms 1.0.x to IntalioDynamicForms 1.2.x

Assigning a queue from the form

If you want to assign a queue to a ticket, simply set the ID to "OTRS_Ticket_Queue".

Migrating from IntalioDynamicForms 1.0.x to IntalioDynamicForms 1.2.x

Adding dynamic fields

Dynamic fields are subject to a different rule, in their case we do not use a defined structure. The field identifier must be identical to the dynamic field identifier in OTRS.

Migrating from IntalioDynamicForms 1.0.x to IntalioDynamicForms 1.2.x

Assigning other OTRS fields

All fields describing the ticket are available in dynamic forms. Just adjust to the structure OTRS_Ticket_[OTRS field id].

Migrating from IntalioDynamicForms 1.0.x to IntalioDynamicForms 1.2.x

Administration settings

In the system configuration you will find plenty of fields that will allow you to customise your Dynamic Forms system. 

To see all configuration options:

1. Click on the Admin tab and pick System configuration
2. Find Intalio Dynamic Forms in the Navigation bar
3. From the dropdown menu choose Core
   

Intalio::DynamicForms::DefaultLock

Possible values:

• lock
• unlock

Specify if the ticket should be locked or unlocked when the ticket is created.

Default value: unlock

Intalio::DynamicForms::DefaultOwner

Specifies the default owner of the ticket who will be assigned to the ticket after its creation by the form system (agent login). 

You should make sure that the agent with the login provided in this configuration exists. 

Providing the login of a non-existent agent will make it impossible to send the form. 

Default value: root@localhost

Intalio::DynamicForms::DefaultPriority

Specifies the default priority of the created ticket. 

Default value: root@localhost

Intalio::DynamicForms::DefaultQueue

Specifies the default queue of the created ticket. 

You should make sure that the queue with the name you provided in this configuration exists in your system.

Providing the name of a non-existent queue will make it impossible to send the form. 

Default value: Raw

Intalio::DynamicForms::DefaultState

Specifies the default state of the created ticket. 

You should make sure that the state with the name you provided in this configuration exists in your system.

Providing the name of a non-existent state will make it impossible to send the form. 

Default value: new

Intalio::DynamicForms::DefaultQueue

Specifies the default queue of the created ticket. 

You should make sure that the queue with the name you provided in this configuration exists in your system.

Providing the name of a non-existent queue will make it impossible to send the form. 

Default value: root@localhost

Intalio::DynamicForms::DefaultType

Specifies the default type of the created ticket. 

You should make sure that the type with the name you provided in this configuration exists in your system.

Providing the name of a non-existent type will make it impossible to send the form. 

Default value: Unclassified

Sorting of fields in the OTRS article

Custom sort:

You can use the "order_by" and "order" params. You can find more information here: Form configuration - file structure and general configuration

If the field does not have the required parameter (e.g. "order"), it will be added at the end.

By default:

Fields are sorted by identifiers, if you want the fields to be in a certain order, you must name them accordingly.

Example:

{
  "size": "s12 m6 offset-m3",
  "type": "number",
  "id": "2_FieldID",
  "label": "Number",
  "validate": [
    ""
  ],
  "icon": "filter_1",
  "otrs_visible": "all",
  "hidden": false,
  "value": ""
},
{
  "size": "s12 m6 offset-m3",
  "type": "textarea",
  "id": "1_FieldID",
  "label": "Textarea",
  "validate": [
    ""
  ],
  "icon": "announcement",
  "otrs_visible": "all",
  "hidden": false,
  "value": ""
}

This configuration will cause the field "1_FieldID" to be displayed above "2_FieldID" in the OTRS article request.

File permissions

Script: /opt/otobo/bin/otobo.SetPermissions.pl

Directories
User: otobo
Group: www-data

Minimum permissions: 666

Files
User: www-data
Group: www-data

Minimum permissions: 660

Migration Guide

Migrating from IntalioDynamicForms 1.0.x to IntalioDynamicForms 1.2.x

SystemConfig.json

OtrsUrl

The parameter OtrsUrl has been changed to SystemUrl.

The parameter values have also been changed in the default configuration file: OTRS_URL -> XSYSTEM_URLX

XSYSTEM_URLX

Is a parameter that will automatically be changed to the appropriate system url during package installation.

SystemUrl_DEV

Added SystemUrl_DEV, if running the development version, the shipping address is taken from here.

Alias

This parameter stored the initial prefix to the forms system. Now its content has been changed from static /otrs/route.pl/dynamic-forms/ to dynamic XSYSTEM_ALIASX

This parameter is automatically completed during package installation.

Field config

Field ID and changing the values of the system fields

When you want to change a value in OTRS, previously this was done using e.g. OTRS_Ticket_Queue, OTRS_Ticket..., now you can use one of the three entries OTRS_Ticket... OTOBO_Ticket... SYSTEM_Ticket...

SYSTEM_TICKET is good practice

otrs_visible

the otrs_visible parameter, from now on can be called either otrs_visible, otobo_visible or system_visible 

Good practice is system_visible.

By default, if someone does not fill in this field - it will be automatically set to "article".

FIX(1.2.x) From now on the value "article" is assigned only to the article (this was not the case before)

PDF Field

The name of the printed PDF was taken from the field OTRS_Ticket_Title, now this field can be called both SYSTEM_Ticket_Title and OTOBO_Ticket_Title, if it is not, the pdf will be called IntalioDynamicForm

Additional information

1. Translations in forms should not point to OTRS so we changed e.g. "OTRS rejected the form!" to "The system rejected the form!" 

Intalio Central Login Service Integration

Intalio CLS - Configuration

Description

Intalio Central Login Service

Configuration

SystemConfig.json

{
  "SystemUrl": "XSYSTEM_URLX",
  [...]
  "IntalioCLS": {
    "enabled": true,
    "url": "https://localhost:8081/"
  }
}

IntalioCLS - Container of Intalio CLS configuration

enabled - The system is active
url - Link to Intalio Central Login Service

Session verification

check_session_id (form param)

If this parameter is active (and Intalio CLS is active), the system will automatically check the validity of the user's session every 5 seconds. If the session expires, a popup will be displayed with information and an option to go to Intalio CLS.

translations

The language configuration for the popup is set in the translations of the form.
The available variables are:

"Alert -Session-Expired- title": "Session expired",
"Alert -Session-Expired- text": "Your session has expired. Please log in.",
"Alert -Session-Expired- confirmButtonText": "Redirect to login screen",
"Alert -Session-Expired- cancelButtonText": "Show form"

Attention!

The session verification mechanism only works when "headless" mode is disabled!