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Developer Guide
Developer Guide Forms Writing a Custom Form Field Type Understanding Form Storage Adapters Writing a Custom Data Provider Writing a Form Storage Adapter Developing a Custom Form Field for...
Published Date: May 9, 2024 6:56 PM
Developing a Custom Form Field for Liferay 7.2
Developing a Custom Form Field for Liferay 7.2 React-based custom form fields can be developed for Liferay 7.3 and Liferay 7.4. See Writing Custom Form Field Types to learn how. Liferay 7.2 used a...
Published Date: May 9, 2024 6:56 PM
Dynamic Data Lists
Dynamic Data Lists
Published Date: May 9, 2024 6:56 PM
Creating Data Definitions
Creating Data Definitions To create a data definition: Navigate to Content & Data → Dynamic Data Lists. Click the Options icon (Options) at the top-right and click Manage Data Definitions. ...
Published Date: May 9, 2024 6:56 PM
Creating Display Templates
Creating Display Templates For every data definition, you can create as many displays as you need. If you’ve created a Form Template that doesn’t show all the fields of a particular data definition...
Published Date: May 9, 2024 6:56 PM
Getting Started with Dynamic Data Lists
Getting Started with Dynamic Data Lists Dynamic Data Lists is deprecated as of Liferay DXP 7.3, and is planned for removal in 2024. It is replaced by...
Published Date: May 9, 2024 6:56 PM
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...
Published Date: May 9, 2024 6:56 PM
Writing a Custom Data Provider
Writing a Custom Data Provider Liferay Forms fields can be populated using a Data Provider. Out of the box, there's a REST Data Provider that provides a flexible way to consume data from most REST...
Published Date: May 9, 2024 6:56 PM
Writing a Form Storage Adapter
Writing a Form Storage Adapter Available: Liferay DXP 7.3 and Liferay DXP 7.2 versions that include the fix for LPS-97208 (planned for Liferay DXP 7.2 SP3). By default, forms are stored as JSON in...
Published Date: May 9, 2024 6:56 PM
Creating Data Lists
Creating Data Lists To create a data list: Navigate to Content & Data → Dynamic Data Lists. Click the Add icon (Add) to create a new list. Note, to add Dynamic Data Lists, you must have...
Published Date: May 9, 2024 6:56 PM
Creating Form Templates
Creating Form Templates Form Templates control how the data entry form appears for a data definition. To create a new Form Template, Navigate to Content & Data → Dynamic Data Lists. Click the...
Published Date: May 9, 2024 6:56 PM
Managing Data Definitions
Managing Data Definitions There are several ways to manage your data definitions: edit, manage templates, configure permissions, copy, or delete. To begin managing your data definitions, ...
Published Date: May 9, 2024 6:56 PM
Migrating to Liferay Objects
Migrating to Liferay Objects Dynamic Data Lists is deprecated and scheduled for removal by the end of 2024. To prevent data loss and achieve the same functionality, please migrate your structures...
Published Date: May 9, 2024 6:56 PM
Using Templates to Display Forms and Lists
Using Templates to Display Forms and Lists After creating data definitions and lists, you can control how the form appears to users, and how the resulting list of records is displayed. This is done...
Published Date: May 9, 2024 6:56 PM
Form Rules
Form Rules Form Rules Overview Using The Autofill Rule Using the Calculate Rule Using the Enable Disable Rule Using the Jump to Page Rule Using The Require Rule Using the Show Hide Rule ...
Published Date: May 9, 2024 6:56 PM
Example: Using Hidden Fields with Form Rules
Example: Using Hidden Fields with Form Rules Configure Forms fields as hidden in the Advanced configuration tab. Hide fields using the advanced setting. There's a hidden field in this form. It...
Published Date: May 9, 2024 6:56 PM
Form Rules Overview
Form Rules Overview Forms can be dynamic, where the answer to one question changes the rest of the form. One answer may allow skipping the next three questions, while another requires answering...
Published Date: May 9, 2024 6:56 PM
Using the Autofill Rule
Using the Autofill Rule The autofill rule filters a form field's options based on pre-configured conditions. If you already have a data provider enabled, the autofill rule is the next step in...
Published Date: May 9, 2024 6:56 PM
Using the Calculate Rule
Using the Calculate Rule Users can create Calculate rules that populate a numeric field by calculating its value based on other fields. For example, a Calculate rule can calculate a camp or...
Published Date: May 9, 2024 6:56 PM
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...
Published Date: May 9, 2024 6:56 PM
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...
Published Date: May 9, 2024 6:56 PM
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 button (Options) and select Settings. Navigate to...
Published Date: May 9, 2024 6:56 PM
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...
Published Date: May 9, 2024 6:56 PM
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,...
Published Date: May 9, 2024 6:56 PM
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...
Published Date: May 9, 2024 6:56 PM
Introduction to Forms
Introduction to Forms Liferay Forms gives you robust form building capability so you can gather user data that you need (for example, customer feedback, a job application). The application can be...
Published Date: May 9, 2024 6:56 PM
Kaleo Forms
Kaleo Forms Kaleo Forms
Published Date: May 9, 2024 6:56 PM
Kaleo Forms
Kaleo Forms Kaleo Forms is deprecated as of Liferay 7.4 2023.Q3. Use business processes for Liferay Objects (i.e., objects, workflow, and form container fragments) instead. Liferay's Kaleo Forms...
Published Date: May 9, 2024 6:56 PM
Sharing Forms and Managing Submissions
Sharing Forms and Managing Submissions Sharing Forms Managing Form Entries Form Reports Configuring Form Notifications Using Forms with a Workflow Enabling CAPTCHA on Form Submissions ...
Published Date: May 9, 2024 6:56 PM
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...
Published Date: May 9, 2024 6:56 PM
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. ...
Published Date: May 9, 2024 6:56 PM
Creating Notification Templates
Creating Notification Templates Liferay 7.4 2023.Q4+/GA102+ With Notification Templates, you can design automated email and user notifications for Liferay services. Each template identifies a...
Published Date: May 9, 2024 6:56 PM
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...
Published Date: May 9, 2024 6:56 PM
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...
Published Date: May 9, 2024 6:56 PM
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...
Published Date: May 9, 2024 6:56 PM
Using Forms to Poll Users
Using Forms to Poll Users In previous versions of Liferay, Site Administrators had access to a dedicated Polls application in the Site Administration → Content and Data menu. This application was...
Published Date: May 9, 2024 6:56 PM
Notifications
Notifications Liferay provides integrated notification tools, so you can ensure users are alerted to platform events. For Liferay DXP, this includes email and website notifications for the...
Published Date: May 9, 2024 6:56 PM
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...
Published Date: May 9, 2024 6:56 PM
Workflow
Workflow Liferay DXP ships with a workflow engine that allows reviewing and approving content such as Blogs, Web Content, or Wikis before publication. Define any number of business...
Published Date: May 9, 2024 6:56 PM
Designing and Managing Workflows
Designing and Managing Workflows Building Workflows Managing Workflows Workflow Designer Workflow Designer Overview Workflow Nodes Creating Workflow Tasks Configuring Workflow Actions and...
Published Date: May 9, 2024 6:56 PM
Managing Workflows
Managing Workflows With the workflow framework, Users manage asset publication in custom-built workflow processes. Users with permission to access workflow process definitions in the Control Panel...
Published Date: May 9, 2024 6:56 PM
Assigning Task Nodes
Assigning Task Nodes Subscription Task nodes require interaction by people. To alert and associate tasks with the right people, use notifications and assignments, respectively. You can assign task...
Published Date: May 9, 2024 6:56 PM
Configuring Workflow Actions and Notifications
Configuring Workflow Actions and Notifications Subscription Using the workflow designer, users can configure Workflow Actions and notifications for each node. Actions are very adaptable and you...
Published Date: May 9, 2024 6:56 PM
Creating Workflow Tasks
Creating Workflow Tasks Subscription The default Single Approver Definition offers a simple introduction to workflow tasks. It has only two task nodes: Review and Update. The workflow enters the...
Published Date: May 9, 2024 6:56 PM
Building Workflows
Building Workflows Coming soon!
Published Date: May 9, 2024 6:56 PM
Workflow Designer
Workflow Designer Subscription The Workflow Designer's user interface was refreshed in Liferay DXP 7.4 Update 20. The look and feel of the new builder is improved and the user experience is more...
Published Date: May 9, 2024 6:56 PM
Using Forks and Joins
Using Forks and Joins Subscription Here you'll learn how to use the Fork, Join and Join XOR nodes. These nodes are useful for workflow processes that have multiple reviewers like the...
Published Date: May 9, 2024 6:56 PM
Using Task Timers
Using Task Timers Task nodes can include task timers to trigger an action after a specified time period. Timers are useful for ensuring a task does not go unattended for too long. Available timer...
Published Date: May 9, 2024 6:56 PM
Creating a Condition Evaluator
Creating a Condition Evaluator A Workflow condition node uses a Groovy script to determine the proper transition a workflow item traverses. Instead of writing logic in Groovy directly in a workflow...
Published Date: May 9, 2024 6:56 PM
Workflow Definition Node Reference
Workflow Definition Node Reference Node elements and their sub-elements are fundamental building blocks making up workflow definitions. Nodes often reflect the real life stages of the review...
Published Date: May 9, 2024 6:56 PM
Using Condition Nodes
Using Condition Nodes Subscription Condition nodes are useful for acting (transitioning, assigning, etc.) conditionally in the workflow. Perhaps you have multiple reviewers and must determine...
Published Date: May 9, 2024 6:56 PM
Workflow Designer Overview
Workflow Designer Overview Subscription The Process Builder's workflow designer is a graphical interface for creating workflow process definitions. The convenient drag and drop interface makes...
Published Date: May 9, 2024 6:56 PM
Workflow Nodes
Workflow Nodes Subscription A Workflow Node represents a specific point in an approval process, whether it begins the review process, approves or rejects the asset, or reassigns the task. Below...
Published Date: May 9, 2024 6:56 PM
Workflow Transitions
Workflow Transitions Subscription Transitions represent the paths a workflow can traverse. In the Workflow Designer's palette, transitions are the arrows connecting the workflow nodes: ...
Published Date: May 9, 2024 6:56 PM
Developer Guide
Developer Guide Using The Script Engine in Workflow Crafting XML Workflow Definitions Workflow Definition Node Reference Workflow Notification Template Variables Workflow Task Node Reference ...
Published Date: May 9, 2024 6:56 PM
Crafting XML Workflow Definitions
Crafting XML Workflow Definitions As of DXP 2024.Q3, scripting is disabled by default. You can enable it in System Settings → Script Management (under the Security category). All Workflow...
Published Date: May 9, 2024 6:56 PM
Using the Script Engine in Workflow
Using the Script Engine in Workflow As of DXP 2024.Q3, scripting is disabled by default. You can enable it in System Settings → Script Management (under the Security category). Add Groovy scripts...
Published Date: May 9, 2024 6:56 PM
Activating Workflow
Activating Workflow You can activate a workflow process for an asset type either across the DXP instance or only on a specific site. When a workflow process is activated across the instance for a...
Published Date: May 9, 2024 6:56 PM
Reviewing Assets
Reviewing Assets When an asset's workflow is activated, one or more users must review it before publication. You can assign workflow review processes to specific users or to a particular Role (for...
Published Date: May 9, 2024 6:56 PM
Workflow Metrics: Reports
Workflow Metrics: Reports Subscription Open the Workflow Metrics from the Applications Menu (Applications Menu) (Control Panel → Workflow → Metrics) and you immediately see metrics on each...
Published Date: May 9, 2024 6:56 PM

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