Field Types
Field Types
The initial step in configuring the project is “Field” Configuration. It enables the user to set/add fields for the inputs based on the project specifications, which can be used to validate the inputs and helps to identify data patterns and provides insights into how the project should be configured.
Categorizing fields into groups facilitates the creation of a well-ordered form, comprising all related data that is required for processing.
The following documentation explains the different field types that are available on the field configuration page.
TextBox:
It allows the user to provide the input values only in text/ string format. The available options for the text type will be minimum and maximum length, mandatory, tooltip, encryption, Group ID and Group name.
Numeric:
This option allows the user to provide only numeric values to the box. The available options for the numeric type will be minimum and maximum length, mandatory, tooltip,
encryption, Group ID and Group name. When the user opts for numeric type, an additional field will be added named as “Formula”. The formula option can be used to provide an output for the field name using the conditions.
Email:
It enables the user to provide the email address in the fields. The available options for the email type will be minimum and maximum length, mandatory, tooltip, encryption, Group ID and Group name.
Password:
It enables the user to provide the password for the field. The available options for the password type will be minimum and maximum length, mandatory, tooltip, encryption,
Group ID and Group name.
Text Area:
This option is used to enable multiple lines option for the inputs. For instance, if one chooses text area as type, an option containing rows and columns will be populated.
Enter the required number of rows and columns that are to be configured. The available options for the text area type will be minimum and maximum length, mandatory,
tooltip, encryption, Group ID and Group name.
Time:
It enables the user to provide / calculate the time based on the project specifications. The available options for the time type will be minimum and maximum length,
mandatory, tooltip, encryption, Group ID and Group name. Additionally, “Date/Time Format” and “Formula” option will be available. The user can set the data/time format
as “HH:MM, HH:MM AM, HH:MM PM”. The formula option can be used to calculate time based on the input received in another fields.
For e.g., “Created time + Modified Time”.
Date:
It enables the user to provide / calculate the date based on the project specifications. The available options for the Date type will be minimum and maximum length, mandatory, tooltip, encryption, Group ID and Group name. Additionally, “Date/Time Format” and “Formula” option will be available. The user can set the data/time format as “DD-MM-YY, DD-MM-YYYY, MM-DD-YYYY”. The formula option can be used to calculate time based on the input received in another fields. For e.g., “Created date + Modified date”.
DateTime:
It enables the user to provide the input with date and time in the same field. The available options for the DateTime type will be mandatory, tooltip, encryption, Group ID and Group name. Additionally, “Date/Time Format” option will be available. The user can set the data/time format as “DD-MM-YY HH:MM, DD-MM-YYYY HH:MM, MM-DD-YYYY HH:MM”.
Drop-down:
It enables the user to provide cascading option as input based on the project specification. If one wants to use the cascading option, one is required to select drop-down for
any one field. The available options for the Drop-down type will be mandatory, tooltip, encryption, Group ID and Group name.
Checkbox:
It enables the user to select the multiple options to provide in this field. The available options for the checkbox type will be mandatory, tooltip, encryption, Group ID and Group name. Additionally, “Options” will be available to provide multiple options as input. For e.g., “Created, Rejected, On hold”.
Radio button:
It enables the user to select single input to provide in this field. The available options for the radio button type will be mandatory, tooltip, encryption, Group ID and Group name. Additionally, “Options” will be available to provide multiple options as input. For e.g., “Created, Rejected”.
File upload:
It enables the user to upload file types based on the project specification. The user will be able to upload any type of files except “.exe” files. The available options for the file upload type will be mandatory, tooltip, encryption, Group ID and Group name.
Here are the accepted file types that can be added to this field type – “.docx, .doc, .dot, .xlsx, .xla, .xlc, .xlm, .xls, .xlt, .xlw, .pot, .pps, .ppt, .bas, .txt, .pdf, .png, .jpg, .bmp, .tif, .msg, .mp4, .avi.”
Picture box:
It allows the user to provide images as input based on the project specification. The user will be able to upload images which does not exceed 6 MB. The available options for
the picture box type will be mandatory, tooltip, encryption, Group ID and Group name.
Table:
The Table field type in Robility Interact allows for the structured representation of multiple rows and columns, each containing multiple fields. This field is particularly useful for datasets that need to be grouped or presented in a tabular format, such as order lists, transaction records, or itemized reports. It also enables both users and robots to add values to the fields dynamically during runtime using the “DataTable” data type.
Note: Multiple records for the same fields cannot be created when they are part of a table.
Group:
This field type allows users to add a collection of fields into a single group. Grouping multiple fields enables them to be processed as a unit, simplifying the management of complex data structures within the automation process.
A group can include various field types (e.g., text, number, dropdown, etc.) that share a common purpose or are contextually related. For instance, a group might represent order details, with fields for customer name, address, product list, and payment information all organized together.
Note: Fields configured within the group also allow users to create multiple records for the same set of fields.
Json:
JSON is a lightweight data interchange format used for representing structured data in a readable and easily manageable way. JSON structures data as key-value pairs, making it ideal for capturing complex datasets in a hierarchical format.
Note: Value passed against the JSON field cannot be viewed in the “Review” screen but will be downloadable.
How to add “Table” and “Group” for the fields created?
The user can add the tables and group for the fields created to arrange and view in a table or group format. Follow the below steps to see how to create the table and group format.
1. Fill in the Field Name as “ServerDetails”.
2. Select the Type from the drop-down as Table.
a. Once you choose the “Table” as option, another window will pop up on the window.
b. Here on the left-hand side, the fields created will be available; you can choose the fields to form a table.
c. Then, click on “Add” button to save the table.
3. Mention if the field needs to be Mandatory (it will be displayed with an asterisk.) It is an optional field.
a. Here we are choosing the option as “Yes” to make it mandatory option.
4. Encryption is used to protect field values such as SSN #, passwords, and other confidential information.
a. Here I am choosing the option as “NO” to disable the encryption for the “HDD” field.
5. Click on “Add” button to add the fields, and it will be reflected on the right-hand side of the page.
6. Now, the fields for the project have been configured, once you click on the “Save” option, it will be added to the project.
The same steps will be followed to create “Group”.
