Form Builder - BI Report Development

Preview Back to List
Field Types
Text Input
Text Area
Email
URL
Number
Date
Date Time
Dropdown
Multi-Select
Checkbox
Radio Button
File Upload
Hidden Field
Form Fields
Add Field
Report Type *
select
Data Sources *
multiselect
Target Audience *
select
Update Frequency *
select
Required Delivery Date *
date
Business Justification *
textarea
Conditional Rules
Show/hide fields, make fields required, set values based on conditions
Loading conditional rules...
Validation Rules
Custom validation logic beyond standard field validation
Loading validation rules...
Workflow Definition
Define approval stages, conditions, and actions using YAML syntax
Loading workflow...
Quick Actions
Add Field Preview Form Export
Form Statistics
6
Total Fields
6
Required
Workflow Syntax Help 

name: "Workflow Name"
description: "Description"

stages:
  - name: "stage-id"
    displayName: "Stage Name"
    approvalGroups:   # Optional - stages can exist without approval
      - "group-name"
    conditions:       # Optional
      - field: "field_name"
        operator: "equals"
        value: "value"
    actions:          # Optional - execute actions without approval
      - type: "notify"
        parameters:
          message: "Notification text"

Note: approvalGroups, conditions, and actions are all optional. A stage can execute actions without requiring approvals.

Available groups:

  • IT-Managers
  • IT-Architects
  • Security-Team
  • Finance-Team
  • Department-Heads
  • IT-Director

  • auto-assign - Auto-assign to user/group
  • set-field - Set field value
  • notify - Send notification
  • create-subtask - Create related task
  • auto-approve - Conditional auto-approval
  • escalate - Escalate after timeout
Workflow Status
No workflow defined