Manage IM Form Builder Scripts

           

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See Quick Start Guide – Form Builder Customization for the context of this article. The previous article was 1e. Manage IM Form Builder Workflows and the next article is 1g. Manage Form Builder Permissions.

           

           

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Add Release & Verify data to your forms. Release & Verify's external APIs can now be called through the custom javascript engine.

           

Administrators can add Javascript to Form Builder Customization, which can be:

           

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For help with creating scripts, contact Release & Verify Support.

           

IM-may-16-2018-scripts-768x480.png

1. Enable Scripts

To enable scripts for a form in IM:

  1. Go to Settings  > Customization > Initiative Management (IM).
  2. Click Form Builder.
  3. Click a Form Title to edit a form in Form Designer.
    Form-Builder-June-19-2021-form-title-768x219.png
  4. Click the Form Information menu button on the top-right corner of the form.
    IM-Form-June-19-2021-form-information.png
  5. Click to select the Allow Scripts checkbox.
    Allow-scripts-checkbox-768x211.png

2. Manage Scripts

To manage scripts:

  1. Click Script Manager.
    Allow-scripts-script-manager-768x211.png
  2. Add and edit:
    1. Add: Click + New.
      Script-Manager-new-768x343.png
      Or:
      Edit: Click to select the script in the right-hand panel.
      Script-Manager-edit-script-768x343.png
    2. Click and edit the script name in the right-hand panel.
      Script-Manager-Script-Title-768x343.png
    3. Set a Trigger:
      Script-Manager-trigger-on-768x343.png
      1. Click to select a trigger from Trigger On to choose when the script will be run.
        • None: The script will not be triggered.
        • Open: When the form opens.
        • Close: When the form closes.
        • Save: When a field saves.
        • Remove: When a form is deleted.
    4. Enable the script:

                 

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      Scripts will not run unless enabled.

                 

      1. Click to select the Enable checkbox.
        Script-Manager-enable-768x343.png
    5. Type or paste the script.

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        Find tips for creating scripts, including how to make external API calls to Release & Verify, in Setup (Custom Scripts) Customization.

                   

         

      • Customers can create their own scripts or ask Release & Verify to create scripts for them.
        Script-Manager-script-768x343.png

    6. Click Save.
    7. Click the X at the top-right corner to close the pop up.
  3. Delete:
    1. Click to select the script in the right-hand panel.
      Script-Manager-edit-script-768x343 (1).png

                 

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      Be careful when clicking the delete button. It cannot be undone and the script will be deleted without a confirmation pop up.

                 

    2. Click the delete button.
      Red-Trash-Bin-Delete-Button.png
    3. Click the X at the top-right corner to close the pop up.