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DocumentViewer How To's

How to's for the DocumentViewer guide.

How to Use Document Viewer?​

How to Use Document Viewer?​

The steps below explain how to add and configure the Document Viewer component on a form.

Add the Document Viewer Component to the Form​

  1. Open the form design screen.
  2. Go to the Toolbox panel.
  3. Locate the Document Viewer component.
  4. Drag and drop it onto the form.

Configure the Properties​

When the component is selected, the following tabs are available in the Property Viewer panel:

  • General
  • Label
  • Behavior
  • Appearance
  • Events

General Settings​

  • Define the document source to be displayed
  • Configure the panel or layout position
  • Set visibility and size options

Define the Document Source​

Document Viewer is commonly used together with the following components:

  • RelatedDocuments
  • File Selector
  • Files selected from DataGrid or TreeList

Files coming from these components can be automatically displayed inside the Document Viewer.

Test the Form​

  1. Run the form.
  2. Open a record that contains a document.
  3. Verify that the document is previewed in the Document Viewer area.

Usage Tips​

  • Use Document Viewer in a read-only mode on approval screens
  • Prefer a panel layout for large documents
  • Support user guidance with a Label or Header component

Notes​

  • Document Viewer does not handle file uploads
  • It is intended for preview purposes only
  • File access depends on user permission settings

How to Use Client Enabled?​

What is Client Enabled?​

Client Enabled is a property that defines whether a form control is active (enabled) on the client side when the form is first loaded.
If it is set to True, the control is immediately usable by the user.
If it is set to False, the control is disabled and cannot be interacted with until a specific condition or rule activates it.

This property is especially useful for controlling the user’s interaction flow and applying dynamic behaviors using the Rule Manager.

What Does It Do?​

The property allows developers to:

  • Control when a form control becomes interactive.
  • Prevent users from entering or changing data until prerequisites are met.
  • Dynamically enable or disable controls based on user input or logic.

Example Scenario — Conditional Activation​

Scenario:
A form contains a checkbox called “I Accept Terms” and a text field called “Signature.”
The goal is to make the “Signature” field inactive until the user checks “I Accept Terms.”

Steps to Implement:​

  1. Select the “Signature” field in the form editor.

  2. In the Properties panel, find the Client Enabled field.

  3. Set the value to False — the field will now be disabled by default when the form loads.

  4. Open the Rule Manager.

  5. Add a new rule:

    Condition:

Action:

  1. Save and publish the form.

Result:​

  • When the form loads, the “Signature” field is disabled.
  • Once the user checks “I Accept Terms,” the field automatically becomes active and editable.

Behavior Summary​

Property StateDescription
TrueThe control is active and ready for user interaction when the form loads.
FalseThe control is disabled at load time and can be enabled dynamically via rules or code.

Notes & Best Practices​

  • Use the Client Enabled property to manage client-side interactivity without requiring server actions.
  • Combine it with Rule Manager to define when and how controls become active.
  • Remember: if server enablement is disabled, the client cannot enable the control even if Client Enabled is set to True.
  • By default, this property is set to True (active).

Summary​

Client Enabled improves form usability by letting developers control when and how users interact with form controls.
It is essential for creating responsive, condition-based form experiences where user actions dynamically change the form’s state.

What Is Document Viewer?​

What Is Document Viewer?​

Document Viewer is a form component that allows users to view files directly within the web interface without the need to download them.

With this component, files such as PDFs, images, and office documents can be displayed as part of the form.

What Is It Used For?​

  • Provides preview of uploaded documents
  • Improves user experience
  • Reduces the need to download documents
  • Speeds up review, approval, and control processes

Usage Scenarios​

  • Viewing contracts, quotations, and invoices
  • Reviewing documents in approval processes
  • Displaying training materials, instructions, or guides
  • Reading files associated with a form

Key Features​

  • Document display in a side panel or embedded area
  • Read-only, non-editable viewing experience
  • Can be used together with other form components

Notes​

  • Document Viewer is intended for viewing only; editing is not supported
  • It is commonly used together with components such as RelatedDocuments or File Selector
  • Displayed documents are subject to system permission rules