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Form Rules
Form Rules The Forms application is in maintenance mode as of Liferay DXP 2024.Q4/Portal GA129. Migrate your forms to objects and form container fragments to future-proof your solutions. Forms...
Using the Enable-Disable Rule
Using the Enable-Disable Rule An enable/disable Rule makes a field editable based on one or more conditions. This is useful for entering optional information or gathering data from only users who...
Kaleo Forms
Kaleo Forms Kaleo Forms is deprecated as of Liferay DXP 2023.Q3/Portal GA92. Use business processes for Liferay Objects (i.e., objects, workflow, and form container fragments) instead. Liferay's...
Form Reports
Form Reports 7.3, 7.4 Once users begin submitting form entries, you can access a field-by-field report on the form's records: Navigate to the Forms application. In the Product Menu (Product...
Using the Require Rule
Using the Require Rule Use a Require rule to make a field required based on one or more conditions. Require Rules work in association with other Rules, such as the Show Rule. To demonstrate,...
Sharing Forms and Managing Submissions
Sharing Forms and Managing Submissions The Forms application is in maintenance mode as of Liferay DXP 2024.Q4/Portal GA129. Migrate your forms to objects and form container fragments to...
Using the Jump to Page Rule
Using the Jump to Page Rule Use a Jump to Page rule to navigate automatically to a specific page in the form based on one or more conditions. This is useful if some pages do not apply to all the...
Using the Show-Hide Rule
Using the Show-Hide Rule Users can use a Show action show a field if a condition is met. Otherwise, this field is hidden. This example uses a camp registration form with two text fields: I am...
Enabling CAPTCHA on Form Submissions
Enabling CAPTCHA on Form Submissions CAPTCHA can be enabled to deter automated form submissions. To enable CAPTCHA: Click the form's Options (Options) and select Settings. Navigate to the Form...
Configuring Form Notifications
Configuring Form Notifications You can configure the Forms app to send a notification email each time a form entry is submitted. If you have enabled workflow for the form, you may not need to...
Managing Form Entries
Managing Form Entries Once users begin submitting form entries, you can access the form entry data through the UI or export the data to a different file format for further analysis and review. ...
Using Forms with a Workflow
Using Forms with a Workflow The Forms application is integrated with the Workflow application and therefore users can activate a workflow process for a form. This means that before a form's entry...
Sharing Forms
Sharing Forms There are two ways to share a form: Placing the Form widget on a site page and configuring the widget to display the particular form. This allows the form to be seen and submitted...
Notifications
Notifications Liferay provides integrated notification tools to alert users to platform events. For Liferay DXP, this includes email and website notifications for the following default...
Configuring Personal Notifications
Configuring Personal Notifications Liferay provides integrated notification tools, so you can ensure users are alerted to platform events. Users can customize which notifications they receive by...
Using the Notification Queue
Using the Notification Queue Liferay 7.4 U75+/GA75+ Liferay provides the Notification Queue application for reviewing email notifications triggered by an object action. You can verify the status...
Redirecting Users on Form Submission
Redirecting Users on Form Submission By default, when a user submits a form response, they are directed to a success page. This behavior can be configured to instead redirect a user to a specific...
Creating Notification Templates
Creating Notification Templates Liferay DXP 2023.Q4+/Portal GA102+ With Notification Templates, you can design automated email and user notifications for Liferay services. Each template identifies...
Using Forms to Poll Users
Using Forms to Poll Users The Forms application is in maintenance mode as of Liferay DXP 2024.Q4/Portal GA129. Migrate your forms to objects and form container fragments to future-proof your...
Creating and Managing Objects
Creating and Managing Objects Liferay 7.4+ Liferay Objects provides a convenient UI for creating custom applications that meet your business needs without writing code. You can also use Objects to...
Understanding Action Types
Understanding Action Types Liferay 7.4 U60+/GA60+ Actions define custom operations triggered by object entry events. Liferay provides these action types: TypeDescription NotificationSend email or...
Activating and Deactivating Objects
Activating and Deactivating Objects Custom objects are activated when published. While active, you can use the object to create entries via the Liferay UI or dedicated REST APIs. If needed, you can...
Using Manual Actions
Using Manual Actions Liferay 7.4 U60+/GA60+ When you use the standalone trigger for object actions, the actions become manual instead of automatic. Trigger these actions using these methods: ...
Auditing Object Events
Auditing Object Events Liferay 7.4 U72+/GA72+ You can use Liferay's audit framework to track events for custom object definitions and their entries. To track entry events, you must enable entry...
Defining Object Actions
Defining Object Actions Liferay 7.4 U60+/GA60+ Object actions define operations that you can run manually or automatically for object entry events. To add an action, Open the Global Menu (...
Actions
Actions Object actions define custom business logic that you can run manually or automatically for object entry events. Examples include delivering entry event data to a webhook URL, sending email...
Deleting Objects
Deleting Objects Liferay 7.4 U26+/GA26+ You can delete draft and published object definitions. Deleting a definition removes its associated data, including the stored entries for published...
Exporting and Importing Object Definitions
Exporting and Importing Object Definitions Liferay 7.4 U68+/GA68+ You can export and import object definitions as .json files. These files include the definition's complete schema (e.g.,...
Attachment Fields
Attachment Fields Attachment fields are for uploading files to your instance's Document Library. When uploaded, the file is linked to the entry's attachment field, and each field can only be linked...
Adding and Managing Custom States
Adding and Managing Custom States Liferay 7.4+ Some use cases may require assigning multiple states to an object entry at the same time. For example, when building an Order application, you may...
Aggregation Fields
Aggregation Fields Liferay 7.4 U47+/GA47+ Aggregation fields perform basic calculations on the entries from a relationship table and display the resulting values. Available aggregation functions...
Extending System Objects
Extending System Objects Liferay 7.4 U86+/GA86+ With Liferay Objects, you can extend supported system services. Currently, only these services are integrated with the Objects framework: Account...
Auto-Increment Fields
Auto-Increment Fields DXP 2024.Q1+/Portal GA112+ Auto-Increment fields are configurable read-only fields for uniquely identifying object entries in a human-readable format. For example, an IT...
Encrypted Fields
Encrypted Fields Self-Hosted and PaaS Only Liferay 7.4 U72+/GA72+ Liferay provides the encrypted field type for storing sensitive user data. To use encrypted fields, first add an encryption...
Formula Fields
Formula Fields Liferay DXP 2023.Q4+/Portal GA102+ Formula fields store read-only values calculated using numeric fields in the object definition. Example use cases include calculating an...
Adding Categorization to Fields Tabs
Adding Categorization to Fields Tabs Liferay 7.4 U31+/GA31+ You can add categorization blocks to fields tabs so end users can apply tags and categories to object entries. Follow these steps: ...
Designing Object Layouts
Designing Object Layouts Liferay 7.4 U31+/GA31+ Layouts define how fields and relationships appear when creating and editing object entries. Each layout can include multiple tabs containing...
Layouts
Layouts Liferay 7.4+ Object layouts define how fields and relationships appear when creating and editing entries. All published objects include an autogenerated layout with a single tab that lists...
Picklist Fields
Picklist Fields Liferay 7.4 U72+/GA72+ Picklists define lists of text values usable as single select or multi-select fields in object definitions. By default, single select fields appear as...
Using Read-Only Fields
Using Read-Only Fields Some use cases may require data fields to be read-only. For example, data integrity may require some field values to remain immutable, or you may need to prevent unauthorized...