Harness and Section forms - Adding a Text Input control

Field

Description

Press the down arrow to select a property reference that identifies a single text value.

Alternatively, you can drag a property name from the lists of properties visible in the Application Explorer. Typically, this works for Single Value properties belonging to in the Applies to class of the current rule (or a higher class). If the container in which this field sits has a non-blank Using Page value, you can drag a Single Value property from within that embedded page property.

Click Open icon to review the property (if the reference is to an existing property in the Applies To class of this rule or a parent of that class). If the property is not found, the New dialog box for the property form appears.

You can reference properties on any page identified on the Pages & Classes tab, using the normal notation pagename.propertyname for pages other than the page corresponding to the Applies To class of the rule.

If this field is in a cell of a section that includes parameter declarations on the Parameters tab, you can enter the notation param.NAME here, to use a parameter value for the field, where NAME identifies a string parameter. Make sure that the NAME parameter is declared on the Parameters tab, and that your application provides a non-blank value for the parameter value in all possible situations where the section appears. See Sections — Completing the Parameter tab.

For a harness, the property generally must be on the primary page of the rule — the page corresponding to the Applies To key part of the rule. However, a section within the harness may have a different Applies To class, and that section can include properties from its own class.

If this field is always displayed as read-only, you can enter a linked property reference here, of the form .AAAA.BBBB, where AAAA is the linked property and BBBB is any property reference in the object identified by the value of AAAA as a key. For example, if the property AAAA has a value corresponding to a key of a Data-Admin-Operator-ID instance, then .AAAA.pyUserName presents that Operator ID's full name. This allows values from that object to appear (read-only) in the run-time display, though your processing does not explicitly load the object onto the clipboard.

Select to use the default label for the property or specify your own label. select or create a label.Use SmartPrompt to select a field value rule if you plan to localize the text. See About the Localization wizard.

Optional. Enter a constant value for the property value, a property reference, or an expression, to be used only when the user form or flow action form appears in read-write mode rather than read-only mode.

Choose a default value that speeds data entry. When the system renders a harness or section in read-only mode (for example because the read-write mode requires a privilege that the current user does not hold), the default value does not appear, because data entry is not permitted.

Select None if you do not want to display placeholder text.

Select Other if you want to display a hint or instructional text in the field. The text disappears when the user enters a value. If the user does not enter a value, the placeholder text reappears when the field loses focus.

Specify a tooltip to display when the user hovers the mouse pointer over the control. You can press the down arrow to select a property value or type the text that you want to display as the tooltip.

As a best practice, start the sentence with a verb, either in the imperative ("Enter price of item here") or as an infinitive ("To cancel the order, click here").

Use SmartPrompt to select a field value rule if you plan to localize the text. See About the Localization wizard.

To control the visibility of the label, select one of the following:

• Always: always visible
• Condition (expression): the region is visible under the specified condition. In the field that displays, select a condition or click the Open condition builder icon to open the Condition Builder. You can define a simple expression based on the comparison of a pair of constants, properties, or both, combined by Boolean operators, such as .Color="Red". You can combine the expression with a when condition rule or another expression using the && and || operators.
• Condition (when): the region is visible under the specified condition. In the field that displays, select a when rule. Click the Open icon to create a new when condition or review an existing when condition.

If this section is to become part of navigation in a composite portal, you can make the header visible only when a specific space is the current space. Enter an expression here similar to the following:

pyCurrentSpace=="ASpaceName"

Specify a condition for disabling the text input:

• Never – Never disabled
• Always – Always disabled
• Condition (expression) – The text input is disabled under the specified condition. In the field that is displayed, select a condition or click the Gear icon to open the Condition Builder. You can define a simple expression based on the comparison of a pair of constants, properties, or both, combined by Boolean operators, such as .Color="Red". You can combine the expression with a when condition rule or another expression by using the && and || operators.
• Condition (when) – The text input is disabled under the specified condition. In the field that is displayed, select a when rule. Click the Open icon to create a when condition or review an existing when condition.

This box appears only for fields in cells on flow actions and sections. Select to require that (when the form appears at runtime in read-write mode) users cannot successfully submit the form if the field is blank.

Selecting Required marks the label for this field with an orange asterisk when the flow action form appears in read-write mode. (The asterisk also appears if the Label control's Value For field is not blank and the Label control's Required box is checked.)

For sections, checking this box enables client-side format validation when this section is part of a harness form that has the Enable Client Side Validation box selected on the HTML tab. At runtime, users who leave this field blank and submit the form are notified immediately that the field is required; the form is not transmitted to the server.

Optional. If authorized, you can provide a unique Test ID for use in your test suite in order to support better automated testing against any Pega application.

When creating a control that supports Test ID, the Test ID field is initially blank. Use a combination of numbers, letters, and underscores, or click the Generate ID button to create a time stamp as a unique ID. The attribute data-test-id is then generated for the selected element.

When you save an existing section, any supported controls that do not have a Test ID will have one automatically generated. You can override these with a custom ID at a later time.

Once generated, you can view your Test ID in HTML or display it in the Live UI panel.

You also have the option to have all controls that support Test IDs in a ruleset updated in bulk.

A standard, out-of-the-box developer role, PegaRULES:SysAdm4, includes the privilege for Test ID. To disable Test ID for this role, modify the pxTestID privilege.

Field

Description

• Auto — the control uses the edit mode of the section or harness in which it appears. If the section is set to Read Only, then the control is Read Only. If the section is set to Auto, then the control uses the edit mode of the harness. For example, a New harness is editable, while a Review harness is read only.
• Editable — the control is editable, regardless of the edit mode of the enclosing layout.
• Read Only — the property value is presented in read-only mode always, or based on a when condition rule or client-side test, even when the enclosing layout is in read-write mode.

Appears only when you select Read Only in the Edit Options field. Enter or select one of the following:

• The When Name key part of a when condition rule. Click the Open icon to review or create the rule.
• A simple expression based on the comparison of a pair of constants, properties, or both, combined by Boolean operators, such as .Color="Red". You can combine the expression with a when condition rule or another expression using the && and || operators.

As a best practice, use the Condition Builder to edit this field. Click the Open condition builder icon to open the tool. See Using the Condition Builder to configure dynamic UI actions.

Specifies the width of the text input.

Select Auto if you want the layout to determine the width of the control area. This is the default.

If you want to specify a fixed width for the text input, select Custom and then specify the width in pixels or percentage.

Optional.Enter a value that determines the minimum and maximum number of characters that can be entered in the text input. You can designate either value as unlimited by leaving it blank.

Type

Select a type (editable) used with this property. Your selection filters the format options.

Select left, right, or center alignment.

Instead of creating a new custom format in the skin, you can adjust elements in a cell by applying Cascading Style Sheet (CSS) helper classes. For example, you can use a CSS helper class to center an element in a cell or to double the standard right margin for the element.

• Cell read-write classes – Click the Open helper class picker icon to specify one or more CSS helper classes to apply to this cell when the form is displayed in read-write mode. You can enter several helper classes, separated by a space. Alternatively, you can enter the name of a custom style to apply to this cell.

• Cell read-only classes – Click the Open helper class picker icon to specify one or more CSS helper classes to apply to this cell when the form is displayed in read-only mode. You can enter several helper classes, separated by a space. Alternatively, you can enter the name of a custom style to apply to this cell.

• Inline style (not for production use) – You can use this field to define an inline style by entering CSS code. However, entering an inline style results in a guardrail warning. For maintainability and reuse, the recommended approach is to use read-write or read-only classes.

For more information, see CSS helper classes.

Select a format (read-only) used with this property. Your selection filters the format options.

or

Date Format

Appears if Type is Date/Time or Date.

Select one of the following:

• A DateTime format (for example: 1/1/01 1:00 AM), or a Date format (for example: 1/1/01). Both the DD/MM/YYYY and MM/DD/YYYY formats can be selected from the Date format drop-down control. The number of characters displayed is the same regardless of the date inputted (for example, 1/1/2014 displays as 01/01/2014).

  You can also create a custom date when using either of these formats. For example, entering EEE, MMM D, YY H:MM A in the "Custom" field displays as Sat, May 1, '99 2:00 PM.

• The elapsed time format (2 days, 5 hours ago or 2d, 5h ago). The system displays the value calculated as the difference between the current system date/time and the date/time value of the property. For example:

Current = 3/21/2011

Property value of 3/20/2011 = 1 day ago

Property value of 3/22/2011 = 1 day from now

The units of measure are minutes, hours, days, and years. If greater than 59 minutes, the value is represented in two units (unless the difference is exactly one unit). For example:

1 hour, 10 minutes

2 days, 20 hours

1 month, 4 days

1 year, 3 months

If less than a minute, the value is displayed as "less than a minute ago" (or from now). For the 2d, 5h ago date/time format, the past and future indications such as ago or from now can be excluded from the time stamp by selecting the Do not display past or future text check box.

To calculate months and days, the system uses today's numerical day in the previous month(s). For example, if today is March 21, one month ago was February 21, not one month, six days ago.

If the property is a Date type or the format is Date, minutes are excluded.

Appears if Type is Number.

Select left, right, or center alignment.

Appears if Type is Number.

A non-negative integer to control the number of digits presented after the decimal place. The default is Auto, which displays a maximum of three decimal places (placeholder zeroes are not added). Select to remove all digits after the decimal point and round to the nearest integer. Select All to include all digits.

Enables the use of native rendering on mobile devices. At runtime, the date and time pickers display using the mobile browsers native calendar date and time pickers.

To enable native browser support, check the Use native control on mobile.

The native control option only appears for the Date Time control types.

At runtime, read-only formatting displays when the editable field is not in focus. When the editable field is in focus, it behaves as normal input. The actual value gets submitted although the formatted value is displayed. Editable formatting does not appear when there are client-side and server-side validations.

To enable read-only formatting, check the Display value using read-only formatting check box. The read-only formatting option only appears for the Currency, Date Time, Integer, Number and Percentage control types when the Editable Format is Number.

Appears if Type is Number.

Select a label indicating the scaling you wish to apply to the number. The scales are K for thousands, M for millions, B for billions, and T for trillions. For instance, if you select Thousands, a value of 20,000 appears as "20 K." If Percentage, the value appears as a percentage sign (.8 appears as "80%").

Appears if the Type is Number.

Select a format (minus sign or parenthesis) for displaying negative numbers.

You can also specify a CSS class if you select one of the Style Ref options. By default, the class name is NegativeNumber.

Select this option to display validation errors to users at run time. When enabled for auto-generated controls in read-only mode, if the control's validation fails, the validation message is displayed. This option is available on the Presentation tab under Read-only Format. It is also available in the control ruleform. When enabled on the control ruleform, all controls using that ruleform have the option enabled.

Appears if Type is Number. When a symbol is specified an additional character(s) is prepended to the value. Currency automatically uses the localized currency symbol, constant uses a string, and reference uses a property value.

Select an option for representing the number as

• Currency — Formats the number as a currency using the default locale.
• Constant — A text string or character (for example, "%") ASCII character that you enter.
• Reference — A property value.

Specifies how halfway values are handled:

• Default — The default value per the prconfig xml
• Round towards positive infinity
• Round towards zero
• Round towards negative infinity
• Round down to nearest — round to the nearest neighbor, where an equidistant value is rounded down
• Round to nearest even number — round to the nearest neighbor, where an equidistant value is rounded to an even value
• Round up to nearest — round to the nearest neighbor, where an equidistant value is rounded up
• Round away from zero

Appears if Type is Number.

Select to use a thousands' separator. Depending upon the default locale, a comma or period is used.

Appears if the Read-only format Type is Text.

Select Yes if you want the characters entered by the user to appear as a string of bullets. The input characters are initially added to the clipboard as unencrypted, clear text values. The system computes the hashed value only as the page is committed to the PegaRULES database. Thereafter, the hashed value appears in both the clipboard and the database row.

Appears if Type is Text and the control is not obfuscated.

Select a property or constant that you want to add either before the displayed property value. For example, when the user name appears, the system can automatically prepend the user's title.

Appears if Type is Text and the control is not obfuscated.

Select a property or constant that you want to add after the displayed property value. For example, when the user name appears, the system can automatically append the full mail extension to the name.

Appears if the Type is True/False.

Select to label either outcome using Text or an Image.

False Image

Appears if the Type is True/False and Show Value As Image is selected.

Select an image to label either outcome. Used with a boolean type.

False Text

Appears if the Type is True/False and Show Value As Text is selected.

Enter a text string to label either outcome. Used with a boolean type.

If the Localize? check box is selected on the section's HTML tab, a SmartPrompt Appears in the Constant field in the Parameters dialog. Select a field value rule if you plan to localize the text. If this text is to be localized, enter no more than 64 characters. A field value rule with pyCaption as the second key part and this text as the final key part is needed for each locale.