How do you restrict special characters in a text field?

I want to be able to restrict the user from entering special characters like !@#$% in a text field in a form. I could not find any such utility in the Form Builder or Data Modeler. If my understanding is correct, I should be using a workflow for this. But I am not sure how to do it. Any suggestions?

Do you want the field to disallow spaces and numeric characters, as well as special characters like !@#$%? If yes, then Validation > “Alpha Only no Spaces” through Data Modeler may help you…

If you opt to go the workflow route, you could have a switch that uses a few Contains() statements to check for the individual characters you don’t want, but I don’t know how well that function will work with special characters. You may want to look at using the isStringPatternMatch() function, as described in this thread.

[Admin: To see other related posts, use the Character tag.]

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How do you set the order of tabs in a multi-tab section?

I have a section in a form that has multiple tabs (Location, Asset, Specification). I want the Asset tab to appear before the Location tab and the Specification tab to appear last. Is there something in the Form Builder to set the order of tabs in a section? I tried playing with the Start Row value and making the Asset tab have a lower value than the Location and the Specification, but it doesn’t seem to work.

1. Revise the form.
2. Select the multi-tab section.
3. Click on Sort Section.
4. Use the Up/Down arrows to arrange the section order.
5. Click Apply.
6. Publish the form.

[Admin: To see other related posts, use the Form Builder tag or Multi-Tab tag.]

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IV97419: Object Label Manager has forms with the same object name

When the user go through the Object Label Manager to access a form and change the name. The system allows you to name it the same as another form, resulting in duplicate form names. There is currently no error handling for this. Meanwhile, if you access the form from the Form Builder itself and try naming it the same as another, the system will give you an error.

The issue was that the link into Form Builder from Object Label Manager’s Labeled Objects tab was not passing in the module ID and the BO ID for the form, thus the unique name validation for the module was failing to occur. This fix obtains the the module ID and BO ID for the form selected and correctly passes it to Form Builder. Moving forward, we resolved an issue in Object Label Manager, where opening a form from a link under the Labeled Objects tab would allow a user to change the name of the opened form to a name that already existed in the form’s module.

[Admin: To see other related posts, use the Object Label Manager tag.]

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Is there a way to add child service codes in the cost code hierarchy?

Is it possible to add a child service code in the cost code hierarchy? In the location cost code, I can add another location, project or service code. However, in the service cost code, there is no further sub-level hierarchy. I presume one of the workflows needs some altering, but I’m not sure which one?

In the TRIRIGA as-shipped application configuration, service codes aren’t configured to have sub-levels (children). This isn’t configured in workflows, but rather in Form Builder. See the second tab labeled “Includes/Forms”. In the screenshot, you can see what the location cost code allows to be included under it. On the Service Request form, you can see that as-shipped applications do not allow children. You can allow this with a customization, but realize that anything you want to do with the child records will need to be configured in workflows as well.

[Admin: To see other related posts, use the Cost Code tag.]

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Why is there a “Refresh” button on the Project Tasks query section?

There is a “Refresh” button on the Project Tasks query section (on the Schedule tab of Capital Projects) which doesn’t appear to do anything. It also doesn’t appear in Form Builder, so we cannot seem to remove this button. Does anyone have any clue: (1) What does it do? No workflows run, as far as I can tell. (2) How can I remove it from the form?

The “Refresh” section-action button will re-run the query, updating the results in the query section. It is intended to show the latest state of the tasks as currently stored in the database.

The platform adds it automatically because there is a Gantt section on the form, and the query section is tied to the Gantt section, with the thought that the two sections show a different view of the same data. When someone updates and saves the Gantt, the query section will not be refreshed automatically, so the button is added to allow them to quickly refresh the data in the section to see the changes made in the Gantt section. At the root, the logic of the platform is…

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What types of bookmarks can be used on a TRIRIGA form or record?

What are the types of bookmarks that can be used on a TRIRIGA form? It seems that bookmark functionality within TRIRIGA allows you to store only one of each record type. For example, a bookmark to an Employee 2 record can overwrite the saved bookmark to an Employee 1 record.

There is a difference in bookmarking a form versus a record:

  • 1. Bookmark as a form: Allows a user to pin one type of form.
  • 2. Bookmark as a record: Allows user to pin multiple records of each type.

However, there are instances where users cannot bookmark as a record. In this case, go to the Form Builder and open the form header properties. The following properties should be selected:

  • 1. Allow bookmark to create record.
  • 2. Allow bookmark to specific record.

[Admin: This post is related to the 09.21.16 post about assigning bookmarks to users.]

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