Skip to main content

RelatedDocument How To's

How to's for the RelatedDocument guide.

How to Use RelatedDocuments?​

How to Use RelatedDocuments?​

Follow the steps below to add and use the RelatedDocuments component in a form.

Adding the RelatedDocuments Component to a Form​

  1. Open the form design screen.
  2. Go to the Toolbox panel.
  3. Locate the RelatedDocuments component.
  4. Drag and drop the component onto the form.

Reviewing Component Properties​

When the component is selected, the following tabs appear in the Property Viewer panel:

  • General
  • Label
  • Behavior
  • Appearance
  • Events

From these tabs, you can configure the component’s behavior and define events.

File Upload Operations​

When the form is running, the user can:

  • Drag and drop files into the component
  • Add files using the file selection dialog
  • Upload multiple files at the same time

During the upload process:

  • Uploads continue in the background
  • Progress can be monitored from the top-right corner of the screen

Viewing Uploaded Files​

  1. Locate the relevant file in the uploaded file list.
  2. Click the “View File” option.
  3. The file opens as a preview in the side panel.

Usage Scenarios​

  • Uploading supporting documents when starting a process
  • Attaching invoices or contracts to forms
  • Adding images or reports
  • Application processes that require multiple file uploads

Tips​

  • Does not block the user during large file uploads; it is UX-friendly.
  • The form can continue to be filled out while files are uploading.
  • Post-upload actions can be triggered using the Events tab.

Notes​

  • Uploaded files are associated with the form record.
  • System authorization rules apply.
  • If DMS integration is enabled, centralized document management is supported.

How to Upload Files​

Uploading Files with RelatedDocuments​

The RelatedDocuments component allows users to upload files to a form.
Files can be added both from the local file system and from the Document Management System (DMS).

Steps​

  1. Open the form design screen.
  2. Locate the RelatedDocuments component in the Toolbox panel.
  3. Drag and drop the component onto the form.
  4. In the web interface:
    • Drag and drop files into the upload area
      or
    • Use the Select File button to choose files.
  5. You can upload multiple files at once using bulk upload.

Notes​

  • File uploads continue in the background.
  • Users can keep filling out the form while files are being uploaded.
  • The upload status can be monitored from the top-right corner of the screen.

How to Use Client Enabled?​

What is Client Enabled?​

Client Enabled is a property that defines whether a form control is active (enabled) on the client side when the form is first loaded.
If it is set to True, the control is immediately usable by the user.
If it is set to False, the control is disabled and cannot be interacted with until a specific condition or rule activates it.

This property is especially useful for controlling the user’s interaction flow and applying dynamic behaviors using the Rule Manager.

What Does It Do?​

The property allows developers to:

  • Control when a form control becomes interactive.
  • Prevent users from entering or changing data until prerequisites are met.
  • Dynamically enable or disable controls based on user input or logic.

Example Scenario — Conditional Activation​

Scenario:
A form contains a checkbox called “I Accept Terms” and a text field called “Signature.”
The goal is to make the “Signature” field inactive until the user checks “I Accept Terms.”

Steps to Implement:​

  1. Select the “Signature” field in the form editor.

  2. In the Properties panel, find the Client Enabled field.

  3. Set the value to False — the field will now be disabled by default when the form loads.

  4. Open the Rule Manager.

  5. Add a new rule:

    Condition:

Action:

  1. Save and publish the form.

Result:​

  • When the form loads, the “Signature” field is disabled.
  • Once the user checks “I Accept Terms,” the field automatically becomes active and editable.

Behavior Summary​

Property StateDescription
TrueThe control is active and ready for user interaction when the form loads.
FalseThe control is disabled at load time and can be enabled dynamically via rules or code.

Notes & Best Practices​

  • Use the Client Enabled property to manage client-side interactivity without requiring server actions.
  • Combine it with Rule Manager to define when and how controls become active.
  • Remember: if server enablement is disabled, the client cannot enable the control even if Client Enabled is set to True.
  • By default, this property is set to True (active).

Summary​

Client Enabled improves form usability by letting developers control when and how users interact with form controls.
It is essential for creating responsive, condition-based form experiences where user actions dynamically change the form’s state.

What Is RelatedDocuments?​

What Is RelatedDocuments?​

RelatedDocuments is a form component that allows users to upload, view, and manage files on a form.
It supports adding files from the local computer or from the Document Management System (DMS).

With this component, forms can be enriched with contracts, invoices, reports, images, or other attachments.

Core Features​

  • File Upload

    • Drag-and-drop support
    • Upload by selecting files
    • Multiple file (bulk upload) support

  • Background Upload

    • Files are uploaded asynchronously in the background
    • Users can continue filling out the form while uploads are in progress
    • Upload status can be monitored from the top-right corner

  • File Preview

    • Using the “View File” option
    • Files can be previewed in a side panel

  • DMS Integration

    • Works seamlessly with the Document Management System

When to Use It?​

  • When attachments need to be uploaded to a form
  • When documents must be added to workflows or processes
  • When multiple files are required from the user
  • When files need to be stored and managed centrally in the system

Notes​

  • File uploads run asynchronously to ensure a smooth user experience.
  • Uploaded files are associated with the related form record.
  • Authorization and access rules depend on the system-wide security settings.