Component

Introduction

A Kianda components acts as a smaller version of a process made up of various control fields and rules. You can reuse the component in your process designs to save you time and effort of creating each field and rule combination from the beginning. To the component you can add all control type fields and rules to match your needs. Creating a component will significantly speed up your process creation time if some of your processes demand same fields and logic. For example if a lot of your process designs have a Personal Details section where a user needs to fill in their first and last name, email, job role, phone number and whatever it may be. To save time on process creation time, you can create one component with those exact fields you need and use the component it in various types of process designs.

The component you create can be updated at any time if it needs improvement or to better match your requirements. Once you publish your component it can be used in any process of your choice and any processes that already use your component will be automatically updated.

How to get started

How to create a new component:

  1. From the home page, navigate to Administrator > Designer.

  2. When you are in the Process designer screen navigate your mouse to the Idea icon button and click the small down arrow.

    Idea icon

  3. In the dropdown menu click on Component.

    Idea icon

  4. In the Add new component dialog box, fill in the following detail:

    Idea icon

    • Title - represents the title of your component.
    • ID - represents the unique id of the component. Ensure that the ID entered here is unique across all components and processes.
    • Description - enter a valid description of the component you are creating.
    • Group - using this drop-down list, you can add your component to a existing group or create a new one.
    • Administrators - select the component administrators, to read more about process and component administrators visit, [LINK TO SECURITY]

  5. Click on OK when you are finished filling out the detail. You will be automatically moved to the component designer screen.

To edit details of an existing component:

  1. From the home page, navigate to Administrator > Designer.

  2. In the Process designer screen, navigate to the folder you stored your component and click the Idea icon. Make note that the type will state Component within the list of all processes and components.

    Edit component

  3. The Edit component dialog will appear allowing you to change some of the detail which include:

    • Title
    • Description
    • Group
    • Administrators

  4. When you are happy with the changes made to the details, click on OK.

How to access an existing component:

  1. From the home page, navigate to Administrator > Designer.

  2. In the Process designer screen, in the list of processes, components and folders, navigate to the until you see your component and click on the title.

    Edit component

  3. You will be navigated to the component designer screen.

How to add, move or remove fields

Adding, moving and removing fields from a component works exactly the same as within a process. There are three categories of controls (fields):

  1. Input - There are eight types of Input fields. These include the most commonly used data fields such as text box, user picker, date field, table, checkbox, drop-down and number field. See Input for more information.
  2. Layout - There are four Layout fields that serve the purpose of perfecting the layout of your form. They include responsive panels, dialog box, field groups and rich text fields - see Layout for more information.
  3. Action - There are four Action fields that allow user interface actions like buttons, links or even signature components - see Actions for more information.

To start adding controls or fields to a form:

  1. Select the form you want to work on so that the Edit Form button (Pen icon Pen button) appears.

  2. Click on a Controls category (Input, Layout or Action) and control type in the left-hand pane. For example, you could choose the Input category and select Text box to insert a text box into your form.

  3. To move a control, click on the Drag handle button Drag handle button.

  4. To remove a control from your form, select the field you want to remove, then click on the Bin/Trash button Bin icon and click on OK to confirm removal.

What’s next Idea icon

  • To read more about field control visit Controls.
  • To read more about rules visit Rules.