'Add as company contact' button
The 'Add to company as contact' button (1) belongs to the 'Address' form element (2) and can be edited in the Form designer only if the corresponding container of the address is active in the editor.
Fig. 1: The 'Address' form element must be activated for the button to appear in the element selection list.
Application case
In order to use the 'Add to company as contact' button in a form, it is first necessary to configure the Firmen and Adressen form elements and create Ereignisbehandlung.
1. 'Addresses' form element
1.1. Address with correct company type
First, the element for the desired company type (2) should be dragged from the form selection list for Addresses (1) into the Form editor (3).
Fig. 2: Selection of the form element Addresses (1) (e.g. recipient (2)).
1.2. Service configuration
Subsequently, the field for 'Search results' (1) is activated so that the Service configuration (2) can be opened.
Fig. 3: In the 'Search results' field (1), the Service configuration (2) can be opened by clicking on it.
In the now opened Service configuration, under the Address search (1) tab, the Contact types (2) can be defined, under which the data from the container 'Address' should be stored in the contact data of a company. This configuration is then saved by clicking on the Save (3) button and the Service configuration is closed again.
Fig. 4: In the Service configuration of the search field the Contact type (2) is set.
1.3. Add button
With selection of the 'Row layout' (1) in the Tree View it is then possible to drag the button Add to company as contact (2) into the address element (3).
Fig. 5: Drag button into the address container.
2. 'Companies' form element
2.1. Company with correct company type
In order to be able to dynamically assign the address to be saved in a form to a specific company, a form element Firmen (1) with the same Company type as the address must now be dragged into the form (2) and configured.
Fig. 6: Adding the Firmen element with the same Company type as the address (see 1.1).
2.2 Configure behaviour
In order to be able to assign and save a contact to a selected company in the search combobox (1), a behaviour (2) should now also be configured for this form element with the following parameters:
|
Parameter |
Value |
|
Behaviour name |
name is freely selectable |
|
Triggering event |
changed |
|
Change types |
exclusively by the user |
|
Behaviour type |
static = true |
|
Actions |
true |
|
Target element |
Search result of the address container (3) |
|
Action type |
Use contacts of this company |
►NOTE◄ The action type Use contacts of this company is available only after the 'Target element' (4) has been set!
Fig. 7: Configuration of a behaviour (2) on the company element (1).
3. Event handling
In order to assign a contact to a company, event handling must also be configured.
3.1. Triggering events
Fig. 8: The address action event Add address (1) is selected as the triggering event.
3.2. Validating rule
Fig. 9: Check type (1) on Address (2).
3.3. Action on passed rule
Fig. 10: Select the action Add company address contact.
Action configuration
Fig. 11: The contact type can be selected under Static values/Any dynamic enum (1).
Fig. 12: For the target company, the variable 'contactCompanyId' is resolved under Value resolver/Variable (1).
Fig. 13: Configured action Add company address contact.
Fig. 14: With the 'Activation' (1) under the Event handling (2) tab and the subsequent saving of this workflow process, the configurations for using the button are completed.