Form Builder - Product Analysis

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Field Types

Text Input

Text Area

URL

Number

Date

Date Time

Dropdown

Multi-Select

Checkbox

Radio Button

File Upload

Hidden Field

Form Fields

Add Field

Product Name *

text

Product Name *

Analysis Type *

select

Analysis Type *

Key Metrics to Analyze *

textarea

Key Metrics to Analyze *

Analysis Timeframe *

text

Analysis Timeframe *

Business Objective *

textarea

Business Objective *

Target Audience *

text

Target Audience *

Preferred Deliverable Format *

select

Preferred Deliverable Format *

Required Data Sources *

textarea

Required Data Sources *

Requested Due Date *

date

Requested Due Date *

Conditional Rules

Show/hide fields, make fields required, set values based on conditions

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Validation Rules

Custom validation logic beyond standard field validation

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Workflow Definition

Define approval stages, conditions, and actions using YAML syntax

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Quick Actions

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Form Statistics

Total Fields

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

Rule Name

Priority

Active

Available Fields: fields.product_name, fields.analysis_type, fields.key_metrics, fields.analysis_timeframe, fields.business_objective, fields.target_audience, fields.deliverable_format, fields.data_sources, fields.due_date

Condition Examples: fields.priority === 'high' fields.budget > 10000 fields.category === 'other' && fields.urgency === 'expedited'

Action Examples: [{"type": "show", "target": "justification"}] [{"type": "require", "target": "approval_manager"}] [{"type": "setValue", "target": "status", "value": "expedited"}]

Trigger Condition

JavaScript expression that determines when this rule should execute

Actions

JSON array of actions to perform when condition is met

Test Rule

Test Data (JSON)

Test Result

Enter test data and click "Test Rule" to see results

Rule Name

Validation Level

Active

Target Fields Fields that this validation rule applies to

Error Message Message shown when validation fails

Cross-field Examples: new Date(fields.end_date) > new Date(fields.start_date) fields.budget <= fields.max_budget fields.password === fields.confirm_password

Pattern Examples: /^[A-Z]{2,3}-\d{4}$/.test(fields.project_code) fields.phone.replace(/\D/g, '').length === 10

Validation Expression

JavaScript expression that returns true for valid data, false for invalid

Test Validation

Test Data (JSON)

Validation Result

Enter test data and click "Test Validation" to see results

Form Builder - Product Analysis

Field Types

Form Fields

Product Name *

Analysis Type *

Key Metrics to Analyze *

Analysis Timeframe *

Business Objective *

Target Audience *

Preferred Deliverable Format *

Required Data Sources *

Requested Due Date *

Conditional Rules

Validation Rules

Workflow Definition

Quick Actions

Form Statistics

Workflow Syntax Help

Basic Structure

Approval Groups

Action Types

Workflow Status

Delete Field

Delete Field

Add Conditional Rule

Test Rule

Add Validation Rule

Test Validation