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Common form fields

Forms are defined by JSON objects, which you can add to the Settings sections throughout many integration resources, such as connections, exports, and imports. Built-in definitions make it easy for you to display common form fields, such as radio buttons and freeform text entry.

Tip

To see these fields in action, turn on Developer mode, go to Tools > Playground and select Form builder : Field dictionary to open the example JSON.

Required and optional form field settings

All form fields have specific options that you can use to control their appearance and behavior. For example, the first three required items below are the minimum needed to show the custom input field, and the last two values refine its appearance:

"fieldMap": { 
  "MiddleName": { 
    "id": "MiddleName",
    "name": "MiddleName",
    "type": "text",
    "label": "Enter your middle name",
    "helpText": "Tell us your middle name,<br /> initial, or type N/A."
  }
}
360091980992-custom-forms-12.png

id

Required 

Yes

Format 

String

Values 

Must be the same as the form field’s key

Example 

"id": "FieldName" 

name

Required 

Yes

Format 

String

Values 

It may be unique from the id, if this same field is defined in one place and used in different instances in other forms or sections; in most cases, specify the same value as the form field’s key

Example 

"name": "FieldName" 

type

Required 

Yes

Format 

String

Values 

Any supported field; see Available fields, below

Example 

"type": "radiogroup" 

label

Required 

No

Format 

String

Values 

The instructions that you want to precede the field (or follow it in the case of a checkbox)

Example 

"label": "Are you sure you want to continue?" 

helpText

Required 

No

Format 

String, HTML tags allowed

Values 

Additional content to be shown when the help () button is clicked

Example 

"helpText": "If this doesn't make sense, ping Debbie in Slack." 

description

Required 

No

Format 

String

Values 

Explanatory text that is displayed below the form field

Example 

"description": "Double-check your response, because it may change how the orders are updated in Salesforce." 

displayAfter

Required 

No

Format 

String

Values 

The displayAfter form field setting allows you to display form fields at a desired location in your export or import forms. For example, if you want to display a custom field ( roleInOrg) after the API endpoint field you can use the JSON path export.http._httpConnectorEndpointId) available in the help text to point to the new field’s location. In the example below, the new roleInOrg field will be displayed after the API endpoint field.

Note: The displayAfter feature is only available for connections with simple and HTTP view options.

Example 

 
"roleInOrg": {
  "id": "roleInOrg",
  "name": "roleInOrg",
  "type": "multiselect",
  "label": "Select the functions that apply",
  "displayAfter" : "export.http._httpConnectorEndpointId",
  "options": [
    {
      "items": [
        { "label": "Accounting",
          "value": "acctg"
        },
        {
          "label": "Human Resources",
          "value": "hr"
        }
      ]
    }
  ]
}}
15708328388123-Screenshot_2023-05-18_at_8.24.06_AM.png

required

Applies to 

All fields except checkboxes

Required 

No

Format 

Boolean

Values 

  • true – label is in bold*, validated by the form

  • false [default]

Example 

"required": true 

inputType

Applies to 

Text input ("type": "text")

Required 

No

Format 

String

Values 

  • number – only numeric input accepted

  • password – masked characters

Example 

"inputType": "number" 

multiline

Applies to 

Text input ("type": "text")

Required 

No

Format 

Boolean

Values 

  • true – appears like an HTML <textarea> tag

  • false – single line of text input [default]

Example 

"multiline": true 

rowsMax

Applies to 

Text input ("type": "text")

Required 

No

Format 

Numeric

Example 

"rowsMax": 5 

defaultValue

Required 

No

Format 

String

Values 

The selected option or suggested content that you want to provide for the user when the form is first loaded

Example 

"defaultValue": "(415)" 

delimiter

Applies to 

Text input ("type": "text")

Required 

No

Format 

String

Values 

Any character or set of characters is allowed – it will have no change to the form’s appearance, but the custom settings output will be split into an array delimited by the value supplied

Example 

"delimiter": "," 

options (simple set)

Applies to 

Various fields, where "type" is one of the following:

  • "radiogroup" 

  • "select" 

  • "multiselect" 

  • "toggle" 

Required 

No

Format 

Array of strings

Values 

The list of items that you want to offer:

  • The simple set options differ from the value pairs in that the option name is also its value returned in the custom settings

  • Items are sorted alphabetically

Example 

"options": [
  {
    "items": [
      "Create",
      "Update",
      "Delete"
    ]
  }
]

options (arrays of labels and values)

Applies to 

Various fields, where "type" is one of the following:

  • "radiogroup" 

  • "select" 

  • "multiselect" 

  • "toggle" 

Required 

No

Format 

Nested array of label-value pairs

Values 

The list of items that you want to offer:

  • The label is shown in the form, while only its value is returned in the custom settings

  • Items are sorted alphabetically

Example 

"Brand": {
            "id": "Brand",
            "name": "Brand",
            "type": "select",
            "options": [
                {
                    "items": [
                        {
                            "label": "Brand1",
                            "value": "NOBRAND"
                        }

mode

Applies to 

Editor ("type": "editor")

Required 

No

Format 

String

Values 

  • csv

  • text

  • xml

  • json

Example 

"mode": "json" 

keyName

Applies to 

Key-value pairs ("type": "keyvalue")

Required 

No

Format 

String

Values 

The placeholder tip that you want displayed for the key name

Example 

"keyName": "header-name" 

valueName

Applies to 

Key-value pairs ("type": "keyvalue")

Required 

No

Format 

String

Values 

The placeholder tip that you want displayed for the value (input on the right)

Example 

"valueName": "your-value" 

showDelete

Applies to 

Key-value pairs ("type": "keyvalue")

Required 

No

Format 

Boolean

Values 

  • true – trash can (delete) button appears to the right of the pair

  • false – no option for the user to delete a line [default]

Example 

"showDelete": true 

visibleWhen

Required 

No

Format 

Array

Values 

The visibleWhen setting controls whether the field is visible under certain conditions. The setting accepts multiple objects, each with a field key and is or isNot value arrays. A field becomes visible if any object is true, meaning a value matches any value in the is array and doesn't match any value in the isNot array.

  • field – points to the key of another field

  • is – a list of possible values for the other field, which – after user interaction – will make this field visible if true

  • isNot – a list of possible values for the other field, which – after user interaction – will make this field visible if not true

Example 1

"visibleWhen": [
  {
    "field": "formFieldDefined",
    "is": [
      "Proposal", “Test”, “Example”
      ]
},
{
    "field": "radiobutton",
    "is": [ 
      "Proposal", “Test”, “Example”
    ]
  },
{
    "field": "formFieldDefined",
    "isNot": [
      "Proposal", “Test”, “Example”
    ]
  }
]

Example 2

"visibleWhen": {
"id": "visibleWhen",
"name": "visibleWhen",
"type": "select",
"label": "Visible when",
"defaultValue": "Hyderabad",
"description": "This field will be visible only when radiogroup is set as create and select is set as USA or when radiogroup is set as update and select is set as Canada",
 "options": [
  {
   "items": [
     "Delhi",
     "Hyderabad",
     "Chennai"
    ]
   }
  ],
  "visibleWhen": [
   { "OR":[
     {"AND":
      [{
       "field": "radiogroup",
       "is": [
        "Create"
        ]
       },
      {
      "field": "select",
       "is": [
        "USA"
        ]
       }
      ]
     },
     {"AND":
      [{
       "field": "radiogroup",
        "is": [
         "Update"
        ]
       },{
      "field": "select",
       "is": [
        "Canada"
        ]
       }
      ]
     }
    ]
   }
  ]
 }

visibleWhenAll

Required 

No

Format 

Array

Values 

The visibleWhenAll setting controls whether the field is visible under certain conditions. The setting accepts multiple objects, each with a field key and is or isNot value arrays. A field becomes visible if all objects are true, meaning the values match all the values in the is array, and don't match any value in the isNot array.

  • field – points to the key of another field

  • is – a list of possible values for the other field, which – after user interaction – will make this field visible if true

  • isNot – a list of possible values for the other field, which – after user interaction – will make this field visible if not true

Examples

"visibleWhenAll": [
  {
    "field": "formFieldDefined",
    "is": [
      "Proposal", “Test”, “Example”
      ]
},
{
    "field": "radiobutton",
    "is": [ 
      "Proposal", “Test”, “Example”
    ]
  },
{
    "field": "formFieldDefined",
    "isNot": [
      "Proposal", “Test”, “Example”
    ]
  }
]
"visibleWhenAll": {
"id": "visibleWhenAll",
"name": "visibleWhenAll",
"type": "select",
"label": "Visible when all",
"defaultValue": "Hyderabad",
"description": "This field will be visible only when radiogroup is set as create and select is set as USA or when radiogroup is set as update and select is set as Canada",
 "options": [
  {
   "items": [
     "Delhi",
     "Hyderabad",
     "Chennai"
    ]
   }
  ],
  "visibleWhenAll": [
   { "OR":[
     {"AND":
      [{
       "field": "radiogroup",
       "is": [
        "Create"
        ]
       },
      {
      "field": "select",
       "is": [
        "USA"
        ]
       }
      ]
     },
     {"AND":
      [{
       "field": "radiogroup",
        "is": [
         "Update"
        ]
       },{
      "field": "select",
       "is": [
        "Canada"
        ]
       }
      ]
     }
    ]
   }
  ]
 }

defaultVisible

Required 

No

Format 

Boolean

Values 

  • true

  • false

Example 

"defaultVisible": true 

disabledWhen

Required 

No

Format 

Array

Values 

The disabledWhen setting controls whether the field is disabled under certain conditions. The setting accepts multiple objects, each with a field key and is or isNot value arrays. A field becomes disabled if any object is true, meaning a value matches any value in the is array and doesn't match any value in the isNot array.

  • field – points to the key of another field

  • is – a list of possible values for the other field, which – after user interaction – will disable the field if true

  • isNot – a list of possible values for the other field, which – after user interaction – will disable the field if not true

Examples

"disabledWhen": [
  {
    "field": "formFieldDefined",
    "is": [
      "Proposal", “Test”, “Example”
      ]
},
{
    "field": "radiobutton",
    "is": [ 
      "Proposal", “Test”, “Example”
    ]
  },
{
    "field": "formFieldDefined",
    "isNot": [
      "Proposal", “Test”, “Example”
    ]
  }
]
"disabledWhen": {
"id": "disabledWhen",
"name": "disabledWhen",
"type": "select",
"label": "disabled when",
"defaultValue": "Hyderabad",
"description": "This field will be visible only when radiogroup is set as create and select is set as USA or when radiogroup is set as update and select is set as Canada",
 "options": [
  {
   "items": [
     "Delhi",
     "Hyderabad",
     "Chennai"
    ]
   }
  ],
  "disabledWhen": [
   { "OR":[
     {"AND":
      [{
       "field": "radiogroup",
       "is": [
        "Create"
        ]
       },
      {
      "field": "select",
       "is": [
        "USA"
        ]
       }
      ]
     },
     {"AND":
      [{
       "field": "radiogroup",
        "is": [
         "Update"
        ]
       },{
      "field": "select",
       "is": [
        "Canada"
        ]
       }
      ]
     }
    ]
   }
  ]
 }

disabledWhenAll

Required 

No

Format 

Array

Values 

The disabledWhenAll setting controls whether the field is disabled under certain conditions. The setting accepts multiple objects, each with a field key and is or isNot value arrays. A field becomes disabled if all objects are true, meaning the values match all values in the is array, and don't match any value in the isNot array.

  • field – points to the key of another field

  • is – a list of possible values for the other field, which – after user interaction – will disable the field if true

  • isNot – a list of possible values for the other field, which – after user interaction – will disable the field if not true

Examples

"disabledWhenAll": [
  {
    "field": "formFieldDefined",
    "is": [
      "Proposal", “Test”, “Example”
      ]
},
{
    "field": "radiobutton",
    "is": [ 
      "Proposal", “Test”, “Example”
    ]
  },
{
    "field": "formFieldDefined",
    "isNot": [
      "Proposal", “Test”, “Example”
    ]
  }
]
"disabledWhenAll": {
"id": "disabledWhenAll",
"name": "disabledWhenAll",
"type": "select",
"label": "disabled when all",
"defaultValue": "Hyderabad",
"description": "This field will be visible only when radiogroup is set as create and select is set as USA or when radiogroup is set as update and select is set as Canada",
 "options": [
  {
   "items": [
     "Delhi",
     "Hyderabad",
     "Chennai"
    ]
   }
  ],
  "disabledWhenAll": [
   { "OR":[
     {"AND":
      [{
       "field": "radiogroup",
       "is": [
        "Create"
        ]
       },
      {
      "field": "select",
       "is": [
        "USA"
        ]
       }
      ]
     },
     {"AND":
      [{
       "field": "radiogroup",
        "is": [
         "Update"
        ]
       },{
      "field": "select",
       "is": [
        "Canada"
        ]
       }
      ]
     }
    ]
   }
  ]
 }

defaultDisabled

Required 

No

Format 

Boolean

Values 

  • true

  • false

Example 

"defaultDisabled": true 

requiredWhen

Required 

No

Format 

Array

Values 

The requiredWhen setting controls whether the field is required under certain conditions. The setting accepts multiple objects, each with a field key and is or isNot value arrays. A field becomes required if any object is true, meaning a value matches any value in the is array and doesn't match any value in the isNot array.

  • field – points to the key of another field

  • is – a list of possible values for the other field, which – after user interaction – will make this field required if true

  • isNot – a list of possible values for the other field, which – after user interaction – will make this field required if not true

Examples

"requiredWhen": [
  {
    "field": "formFieldDefined",
    "is": [
      "Proposal", “Test”, “Example”
      ]
},
{
    "field": "radiobutton",
    "is": [ 
      "Proposal", “Test”, “Example”
    ]
  },
{
    "field": "formFieldDefined",
    "isNot": [
      "Proposal", “Test”, “Example”
    ]
  }
]
"requiredWhen": {
"id": "requiredWhen",
"name": "requiredWhen",
"type": "select",
"label": "required when",
"defaultValue": "Hyderabad",
"description": "This field will be visible only when radiogroup is set as create and select is set as USA or when radiogroup is set as update and select is set as Canada",
 "options": [
  {
   "items": [
     "Delhi",
     "Hyderabad",
     "Chennai"
    ]
   }
  ],
  "requiredWhen": [
   { "OR":[
     {"AND":
      [{
       "field": "radiogroup",
       "is": [
        "Create"
        ]
       },
      {
      "field": "select",
       "is": [
        "USA"
        ]
       }
      ]
     },
     {"AND":
      [{
       "field": "radiogroup",
        "is": [
         "Update"
        ]
       },{
      "field": "select",
       "is": [
        "Canada"
        ]
       }
      ]
     }
    ]
   }
  ]
 }

requiredWhenAll

Required 

No

Format 

Array

Values 

The requiredWhenAll setting controls whether the field is required under certain conditions. The setting accepts multiple objects, each with a field key and is or isNot value arrays. A field becomes required if all objects are true, meaning the values match all values in the is array, and don't match any value in the isNot array.

  • field – points to the key of another field

  • is – a list of possible values for the other field, which – after user interaction – will make this field required if true

  • isNot – a list of possible values for the other field, which – after user interaction – will make this field required if not true

Examples

"requiredWhenAll": [
  {
    "field": "formFieldDefined",
    "is": [
      "Proposal", “Test”, “Example”
      ]
},
{
    "field": "radiobutton",
    "is": [ 
      "Proposal", “Test”, “Example”
    ]
  },
{
    "field": "formFieldDefined",
    "isNot": [
      "Proposal", “Test”, “Example”
    ]
  }
]
"requiredWhenAll": {
"id": "requiredWhenAll",
"name": "requiredWhenAll",
"type": "select",
"label": "required when all",
"defaultValue": "Hyderabad",
"description": "This field will be visible only when radiogroup is set as create and select is set as USA or when radiogroup is set as update and select is set as Canada",
 "options": [
  {
   "items": [
     "Delhi",
     "Hyderabad",
     "Chennai"
    ]
   }
  ],
  "requiredWhenAll": [
   { "OR":[
     {"AND":
      [{
       "field": "radiogroup",
       "is": [
        "Create"
        ]
       },
      {
      "field": "select",
       "is": [
        "USA"
        ]
       }
      ]
     },
     {"AND":
      [{
       "field": "radiogroup",
        "is": [
         "Update"
        ]
       },{
      "field": "select",
       "is": [
        "Canada"
        ]
       }
      ]
     }
    ]
   }
  ]
 }

defaultRequired

Required 

No

Format 

Boolean

Values 

  • true

  • false

Example 

"defaultRequired": true 

validWhen

Applies to

Applies to Text input ("type":"text")

Required

No

Format

Object

Values

  • pattern – The pattern against which you would want to match the user input

  • message – the message you would show the user when the input doesn’t match the pattern

Example

validWhen:{
    matchesRegEx: {
        pattern: '^[a-zA-Z0-9_]+$',
        message: 'Enter only alphabets, numbers, dash, or underscore.'
        }
    }

touched

Required 

No

Format 

Boolean

Values 

This automatically enables the Save button once a change is made in the custom form. By default, this is set to true , but it is usually not needed since most fields automatically handle this.

  • true

  • false

Example 

"touched": true 

omitWhenHidden

Required 

No

Format 

Boolean

Values 

  • true

  • false

Example 

"omitWhenHidden": true 

omitWhenValueIs

Required 

No

Format 

Array

Values 

Omits the field when any of the array values are present.

Example 

"omitWhenValueIs": [
        "Hyderabad"
      ]

Available fields

Custom form fields are always children of the Form builder’s fieldMap object. Minimal JSON schemas are demonstrated below for the most commonly used form fields. However, this list is not exhaustive; post in the Celigo Connective if you see a specific form field in the Celigo platform for which you would like to see an example definition.

Advanced field editor

JSON definition

"txtEditor": {
  "id": "txtEditor",
  "name": "txtEditor",
  "type": "editor",
  "label": "Additional JSON field",
  "mode": "json"
}

Resulting field

360092094212-custom-forms-19.png

Typical Custom settings response

{
  "txtEditor": "{\n  \"sale\": \"declined\"\n}"
}

Checkbox

JSON definition

"disclaim": {
  "id": "disclaim",
  "name": "disclaim",
  "type": "checkbox",
  "label": "Of course I have read the terms & conditions carefully"
}

Resulting field

360092095192-custom-forms-20.png

Typical Custom settings response

{
  "disclaim": true
}

Date selector

JSON definition

"createdAfter": {
  "id": "createdAfter",
  "name": "createdAfter",
  "type": "date",
  "label": "Created after"
}

Resulting field

360092080691-custom-forms-30.png

Typical Custom settings response

{
  "createdAfter": "07/04/2020"
}

DateTime

JSON definition

"datetime": {
  "id": "datetime",
  "name": "datetime",
  "type": "datetime",
  "label": "Date/time",
  "doNotAllowFutureDates": true,
  "skipTimezoneConversion": true
}

Resulting field

custom_code_datetime.png

Typical Custom settings response

{
  "datetime": "2024-07-10T07:03:07.285Z"
}

Drop-down list

The drop-down limit for this field is 1,000. If you create a drop-down list with more than 1,000 fields, you must use a form script.

JSON definition

"province": {
  "id": "province",
  "name": "province",
  "type": "select",
  "label": "Province",
  "options": [
    {
      "items": [
        "Ontario",
        "Quebec",
        "Manitoba"
      ]
    }
  ]
}

Resulting field

360092081471-custom-forms-17.png

Typical Custom settings response

{
  "province": "Ontario"
}

Key-value pairs

JSON definition

"keyPairs": {
  "id": "keyPairs",
  "name": "keyPairs",
  "type": "keyvalue",
  "label": "Contact numbers",
  "keyName": "Type (home/office/mobile)",
  "valueName": "Phone number",
  "showDelete": true
}

Resulting field

360092081711-custom-forms-21.png

Typical Custom settings response

{
  "keyPairs": [
    {
      "Type (home/office/mobile)": "home",
      "Phone number": "202-456-1111"
    },
    {
      "Type (home/office/mobile)": "office",
      "Phone number": "0207 270 1234, ext. 3"
    }
  ]
}

Multi-select list

JSON definition

"roleInOrg": {
  "id": "roleInOrg",
  "name": "roleInOrg",
  "type": "multiselect",
  "label": "Select the functions that apply",
  "options": [
    {
      "items": [
        {
          "label": "Accounting",
          "value": "acctg"
        },
        {
          "label": "Human Resources",
          "value": "hr"
        }
      ]
    }
  ]
}

Resulting field

360092083451-custom-forms-18.png

Typical Custom settings response

{
  "roleInOrg": [
    "hr",
    "acctg"
  ]
}

Radio buttons

JSON definition

"pickOne": {
  "id": "pickOne",
  "name": "pickOne",
  "type": "radiogroup",
  "label": "Admin level",
  "options": [
    {
      "items": [
        {
          "label": "Yes",
          "value": "1"
        },
        {
          "label": "No",
          "value": "0"
        }
      ]
    }
  ]
}

Resulting field

360092099372-custom-forms-16.png

Typical Custom settings response

{
  "pickOne": "1"
}

Remove invalid values

This value can be used only when "type": "multiselect".

If one of the options of the multi-select list is removed, but the form is already saved with that field selected, setting this to true will remove the now invalid selection from the settings object accessed in the flow.

  • true - Removes invalid values

  • false [default]

JSON definition

“removeInvalidValues” = true

Text input – single or multiline

JSON definition

"myTxtField": {
  "id": "myTxtField",
  "name": "myTxtField",
  "type": "text", 
  "label": "Reason for editing my clean export"
}

Resulting field

360092101132-custom-forms-13.png

Typical Custom settings response

{
  "myTxtField": "It stopped working"
}

Also see the multiline and rowsMax options.

Text input – delimited

JSON definition

"listOcodes": {
  "id": "listOcodes",
  "name": "listOcodes",
  "type": "text",
  "delimiter": ",",
  "label": "Error codes, separated by a comma"
}

Resulting field

360092103492-custom-forms-14.png

Typical Custom settings response

{
  "listOcodes": [
    "123",
    "45a",
    "67b"
  ]
}

Text input – number

JSON definition

"storyPoints": {
  "id": "storyPoints",
  "name": "storyPoints",
  "type": "text",
  "inputType": "number",
  "label": "Story points"
}

Resulting field

360092105272-custom-forms-15.png

Typical Custom settings response

{
  "storyPoints": 13
}

Text input – password

JSON definition

"token": {
  "id": "token",
  "name": "token",
  "type": "text",
  "inputType": "password",
  "label": "API token",
  "required": true
}

Resulting field

360092092351-custom-forms-27.png

Typical Custom settings response

{
  "token": "987a654b321c"
}

Toggle switch

JSON definition

"turnOn": {
  "id": "turnOn",
  "name": "turnOn",
  "type": "toggle",
  "label": "Primary connection",
  "options": [
    {
      "label": "Yes",
      "value": true
    },
    {
      "label": "No",
      "value": false
    }
  ]
}

Resulting field

360092094411-custom-forms-22.png

Typical Custom settings response

{
  "turnOn": true
}

Type: Dynamic list

The exportSelect form field allows you to use a virtual export to retrieve export values from a source application dynamically. Using a virtual export, you can call out to a source application like NetSuite or Shopify to retrieve your selections. exportSelect also has a multi-select option. When set to true, it acts like a standard multi-select list but gets dynamic options from the virtual exports. If multi-select is set to false (default), it acts the same as a standard select list but gets dynamic options from the virtual exports.

Note

You may need to add a transformation because you must return both a value and a label for each option. For example, if we get a list of locations from Shopify, they will return a location id and name to NetSuite. We must add a transform to convert the id to value and the name to label. If you create an export in integrator.io, you’ll need to use the +Create flow option instead of the Export tab, which doesn’t have the option to create a transformation. See the transformation example for more information.

Tip

When using virtual exports within your forms, a _connectionId:

  • is not required when the form is built in exports and imports and uses the JSON form builder

  • is required

    • when built into all form scripts

    • when the form is built at the integration, flow group, or flow level

"multiselect": true

Example 1: JSON definition

{
  "fieldMap": {
    "exportSelect": {
      "id":"exportSelect",
      "name":"exportSelect",
      "type":"exportSelect",
      "helpText":"help text",
      "label":"label",
      "resource":{
         "virtual":{
          "name": "Lookup",
          "_connectionId": "626••••••••••••••••d7",
          "apiIdentifier": "e••••••78",
          "asynchronous": true,
          "oneToMany": false,
          "sandbox": false,
          "netsuite": {
            "type": "restlet",
            "skipGrouping": true,
            "statsOnly": false,
            "restlet": {
              "recordType": "location",
              "searchId": "2597",
              "restletVersion": “suitebundle”
            },
            "distributed": {
              "useSS2Framework": false
            }
          },
          "distributed": {
            "disabled": false
          },
          "adaptorType": "NetSuiteExport"
        }
      }
   }
  }
}

"multiselect": false

Example 1: JSON definition

{
  "fieldMap": {
    "exportSelect": {
      "id":"exportSelect",
      "name":"exportSelect",
      "type":"exportSelect",
      "helpText":"help text",
      "label":"label",
      "resource":{
         "virtual":{
          "name": "Lookup",
          "_connectionId": "62•••••••••••••d7",
          "asynchronous": true,
          "oneToMany": false,
          "sandbox": false,
          "netsuite": {
            "type": "restlet",
            "skipGrouping": true,
            "statsOnly": false,
            "restlet": {
              "recordType": "location",
              "searchId": "2597",
              "restletVersion": false
            },
            "distributed": {
              "useSS2Framework": false
            }
          },
          "distributed": {
            "disabled": false
          },
          "adaptorType": "NetSuiteExport"
        }
      }
   }
  }
} 

JSON definition with transformation

{
  "fieldMap": {
    "exportSelect": {
      "id":"exportSelect",
      "name":"exportSelect",
      "type":"exportSelect",
      "helpText":"help text",
      "label":"label",
      "resource":{
         "virtual":{
          "name": "Get Locations",
          "_connectionId": "62d••••••••••••••ba6",
          "apiIdentifier": "ed••••••35",
          "asynchronous": true,
          "assistant": "shopify",
          "oneToMany": false,
          "sandbox": false,
          "assistantMetadata": {
            "resource": "locations",
            "version": "v2",
            "operation": "retrieves_alistoflocations"
          },
          "http": {
            "relativeURI": "/locations.json",
            "method": "GET",
            "successMediaType": "json",
            "errorMediaType": "json",
            "formType": "assistant",
            "paging": {
              "method": "linkheader",
              "lastPageStatusCode": 404,
              "linkHeaderRelation": "next"
            },
            "response": {
              "resourcePath": "locations"
            }
          },
          "rest": {
            "relativeURI": "/locations.json",
            "method": "GET",
            "resourcePath": "locations",
            "pagingMethod": "linkheader",
            "allowUndefinedResource": false,
            "linkHeaderRelation": "next"
          },
          "transform": {
            "type": "expression",
            "expression": {
              "rules": [
                [
                  {
                    "extract": "id",
                    "generate": "value"
                  },
                  {
                    "extract": "name",
                    "generate": "label"
                  }
                ]
              ],
              "version": "1"
            },
            "version": "1",
            "rules": [
              [
                {
                  "extract": "id",
                  "generate": "value"
                },
                {
                  "extract": "name",
                  "generate": "label"
                }
              ]
            ]
          },
          "adaptorType": "RESTExport"
        }
      }
   }
  }
}

Type: Refreshable drop-down list

The Refreshable drop-down list form field allows you to create a drop-down list of items, similar to the standard Select option. However, for Refreshable drop-down list, the drop-down list can be updated using a virtual export from your application. Sometimes, you’ll need to use a transformation in your virtual export. Below is an example configuration using a NetSuite connection and Salesforce SOQL with transformation rules. The drop-down limit for this field is 1,000. If you create a drop-down list with more than 1,000 fields, you must use a form script.

Example 1: JSON definition using NetSuite connection

{
   "refreshableSelect":{
      "id":"refreshableSelect",
      "name":"refreshableSelect",
      "type":"exportSelect",
      "helpText":"myHelpText",
      "label":"some url with handlebar support.",
      "resource":{
         "virtual":{
            "_connectionId":"myNetSuiteConnectionID",
            "_MyconnectorId":"myIAID (only needed for IAs)",
            "asynchronous":true,
            "netsuite":{
               "type":"restlet",
               "skipGrouping":true,
               "restlet":{
                  "recordType":"account",
                  "columns":[
                     {
                        "name":"internalId",
                        "label":"value"
                     },
                     {
                        "name":"name",
                        "label":"label",
                        "sort":"true"
                     }
                  ]
               }
            }
         }
      }
   }
}

Example 2: Using Salesforce SOQL and transform rules

{
   "id":"refreshableSelect",
   "name":"refreshableSelect",
   "type":"exportSelect",
   "helpText":"Fetch the list of valid Accounts from Salesforce. This is the default Account for Salesforce ",
   "label":"Select default account from Salesforce",
   "resource":{
      "virtual":{
         "name":"Get Salesforce accounts",
         "_connectionId":"5daef2e628d53f7fb9036688",
         "asynchronous":true,
         "sandbox":false,
         "test":{
            "limit":10
         },
         "salesforce":{
            "type":"soql",
            "api":"rest",
            "soql":{
               "query":"SELECT ID,Name FROM Account"
            },
            "distributed":{
               "referencedFields":[
                  
               ],
               "disabled":false,
               "userDefinedReferencedFields":[
                  
               ],
               "relatedLists":[
                  
               ]
            }
         },
         "transform":{
            "type":"expression",
            "expression":{
               "version":"1",
               "rules":[
                  [
                     {
                        "extract":"Name",
                        "generate":"label"
                     },
                     {
                        "extract":"Id",
                        "generate":"value"
                     }
                  ]
               ]
            },
            "version":"1",
            "rules":[
               [
                  {
                     "extract":"Name",
                     "generate":"label"
                  },
                  {
                     "extract":"Id",
                     "generate":"value"
                  }
               ]
            ]
         },
         "adaptorType":"SalesforceExport"
      }
   }
}

Resulting field

view.png
view_2.png

Type: Static or refreshable mapping

staticMap is a refreshable or static form field that lets you map values using virtual exports or hard-coded options. It’s similar to mapping in integrator.io’s user interface; for example, mapping a Shopify location to a NetSuite location. This form field requires a combination of two virtual exports, two hard-coded options, or one virtual export and one hard-coded option on the left or right, respectively. If you want the left side of your mapping to be dynamic, you’ll need the virtual export on that side or vice versa.

There are three ways to use this form field:

  • Using virtual exports to populate the list options.

  • Using hard-coded values to populate the list options.

  • Using one virtual export and one hard-coded value to populate the list options.

Option: Using virtual exports to populate the list options

Example 1: JSON definition

{
  "fieldMap": {
    "refreshable": {
      "id": "refreshable",
      "name": "refreshableName",
      "type": "staticMap",
      "label": "label this",
      "keyName": "extract",
      "keyLabel": "extractLabel",
      "valueName": "generate",
      "valueLabel": "generateLabel",
      "keyResource": {
        "virtual": {
          "name": "Lookup",
          "_connectionId": "626•••••••••••••••••d7",
          "apiIdentifier": "ea7••••••8",
          "asynchronous": true,
          "oneToMany": false,
          "sandbox": false,
          "netsuite": {
            "type": "restlet",
            "skipGrouping": true,
            "statsOnly": false,
            "restlet": {
              "recordType": "location",
              "searchId": "1234",
              "restletVersion": false
            },
            "distributed": {
              "useSS2Framework": false
            }
          },
          "distributed": {
            "disabled": false
          },
          "adaptorType": "NetSuiteExport"
        }
      },
      "valueResource": {
        "virtual": {
          "name": "Get Locations",
          "_connectionId": "62d•••••••••••••••••a6",
          "apiIdentifier": "ed•••••65",
          "asynchronous": true,
          "assistant": "shopify",
          "oneToMany": false,
          "sandbox": false,
          "assistantMetadata": {
            "resource": "locations",
            "version": "v2",
            "operation": "retrieves_alistoflocations"
          },
          "http": {
            "relativeURI": "/locations.json",
            "method": "GET",
            "successMediaType": "json",
            "errorMediaType": "json",
            "formType": "assistant",
            "paging": {
              "method": "linkheader",
              "lastPageStatusCode": 404,
              "linkHeaderRelation": "next"
            },
            "response": {
              "resourcePath": "locations"
            }
          },
          "rest": {
            "relativeURI": "/locations.json",
            "method": "GET",
            "resourcePath": "locations",
            "pagingMethod": "linkheader",
            "allowUndefinedResource": false,
            "linkHeaderRelation": "next"
          },
          "transform": {
            "type": "expression",
            "expression": {
              "rules": [
                [
                  {
                    "extract": "id",
                    "generate": "value"
                  },
                  {
                    "extract": "name",
                    "generate": "label"
                  }
                ]
              ],
              "version": "1"
            },
            "version": "1",
            "rules": [
              [
                {
                  "extract": "id",
                  "generate": "value"
                },
                {
                  "extract": "name",
                  "generate": "label"
                }
              ]
            ]
          },
          "adaptorType": "RESTExport"
        }
      }
    }
  }

Option: Using hard-coded values to populate the list options

Example 1: JSON definition

  "fieldMap": {
    "refreshable": {
      "id": "refreshable",
      "name": "refreshableName",
      "type": "staticMap",
      "label": "label this",
      "keyName": "extract",
      "keyLabel": "extractLabel",
      "valueName": "generate",
      "valueLabel": "generateLabel",
      "keyOptions": [
        {
          "value": "10",
          "label": "Austin"
        },
        {
          "value": "9",
          "label": "Baltimore"
        },
        {
          "value": "1",
          "label": "California"
        },
        {
          "value": "5",
          "label": "Dallas"
        },
        {
          "value": "4",
          "label": "FBA"
        },
        {
          "value": "2",
          "label": "Florida"
        },
        {
          "value": "6",
          "label": "Houston"
        },
        {
          "value": "11",
          "label": "Indianapolis"
        },
        {
          "value": "3",
          "label": "Maryland"
        },
        {
          "value": "7",
          "label": "Memphis"
        },
        {
          "value": "8",
          "label": "San Mateo"
        }
      ],
      "valueOptions": [
        {
          "value": "67738009765",
          "label": "BOISBRIAND"
        },
        {
          "value": "67738042533",
          "label": "BOUCHERVILLE"
        },
        {
          "value": "49044553893",
          "label": "California"
        },
        {
          "value": "49920475301",
          "label": "Florida"
        }
      ]
    }
  }
}

Option: More than 2 columns in a mapping table

Example 1: JSON definition

{
  "fieldMap": {
    "salesforceAccountType_map_netsuiteCustomerStageAndStatus": {
      "optionsMap": [
        {
          "id": "salesforceAccountType",
          "label": "Salesforce Account Type",
          "required": true,
          "type": "select",
          "options": [
            {
              "value": "prospect",
              "label": "Prospect"
            },
            {
              "value": "customer_direct",
              "label": "Customer - Direct"
            },
            {
              "value": "customer_channel",
              "label": "Customer - Channel"
            },
            {
              "value": "channel_partner_reseller",
              "label": "Channel Partner / Reseller"
            },
            {
              "value": "installation_partner",
              "label": "Installation Partner"
            },
            {
              "value": "technology_partner",
              "label": "Technology Partner"
            },
            {
              "value": "other",
              "label": "Other"
            }
          ]
        },
        {
          "id": "netsuiteCustomerStage",
          "label": "NetSuite Customer Stage",
          "required": true,
          "type": "select",
          "options": [
            {
              "value": "lead",
              "label": "Lead"
            },
            {
              "value": "prospect",
              "label": "Prospect"
            },
            {
              "value": "customer",
              "label": "Customer"
            }
          ]
        },
        {
          "id": "netsuiteCustomerStatus",
          "label": "NetSuite Customer Status",
          "required": false,
          "type": "select",
          "options": [
            {
              "value": "6",
              "label": "Unqualified"
            },
            {
              "value": "7",
              "label": "Qualified Lead"
            },
            {
              "value": "8",
              "label": "In Discussion"
            },
            {
              "value": "9",
              "label": "Identified Decision Makers"
            },
            {
              "value": "10",
              "label": "Proposal"
            },
            {
              "value": "11",
              "label": "In Negotiation"
            },
            {
              "value": "12",
              "label": "Purchasing"
            },
            {
              "value": "13",
              "label": "Closed Won"
            },
            {
              "value": "14",
              "label": "Closed Lost"
            },
            {
              "value": "15",
              "label": "Renewal"
            },
            {
              "value": "16",
              "label": "Lost Customer"
            },
            {
              "value": "17",
              "label": "Qualified Prospect"
            }
          ]
        }
      ],
      "allowFailures": false,
      "hideLookupAllowFailures": true,
      "title": "Map Salesforce Account Type to NetSuite Customer Stage and Status",
      "tooltip": "",
      "name": "salesforceAccountType_map_netsuiteCustomerStageAndStatus",
      "type": "staticMap"
    }
  }
}
        

Example

image (26).png

URL input

JSON definition

"productsUrl": {
  "id": "productsUrl",
  "name": "productsUrl",
  "type": "relativeuri",
  "label": "URL for exporting products"
}

Resulting field

360092110952-custom-forms-26.png

Typical Custom settings response

{
  "productsUrl": "prod/v1/"
}

Form layout options

Each custom form can have an optional layout object (at the same level as fieldMap), which determines the following positioning in the form:

Specify the order of custom form fields

The order of the fields’ keys in the layout object has precedence over the order in which you placed them in the fieldMap object.

Consider the following form definition, in which firstName and lastName are displayed according the to the layout order:

{
  "fieldMap": {
    "lastName": {
      "id": "lastName",
      "name": "lastName",
      "type": "text",
      "label": "What is your family name?"
    },
    "firstName": {
      "id": "firstName",
      "name": "firstName",
      "type": "text",
      "label": "What is your given name?"
    }
  },
  "layout": {
    "fields": [
      "firstName",
      "lastName"
    ]
  }
}
360092227892-custom-forms-23.png

Establish a multi-column layout

The layout object supports a type option that lets you position each field into two or more columns. Then, you can label and order the fields in each column as an item in the containers object.

The following definition creates four fields, within two columns:

{
  "fieldMap": {
    "firstName": {
      "id": "firstName",
      "name": "firstName",
      "type": "text",
      "label": "What is your given name?"
    },    
    "lastName": {
      "id": "lastName",
      "name": "lastName",
      "type": "text",
      "label": "What is your family name?"
    },    
    "office": {
      "id": "office",
      "name": "office",
      "type": "select",
      "label": "Office",
      "options": [
        {
          "items": [ 
            "Stirling",
            "Capetown"
          ]
        }
      ]
    },
    "offsite": {
      "id": "offsite",
      "name": "offsite",
      "type": "checkbox",
      "label": "Remote worker"
    }
  },
  "layout": {
    "type": "column",
    "containers": [
      {
        "label": "Name",
        "fields": [
          "firstName",
          "lastName"
        ]
      },
      {
        "label": "Location",
        "fields": [
          "office",
          "offsite"
        ]
      }
    ]
  }
}
360092214631-custom-forms-24.png

Organize form fields into collapsible sections

The layout object also exposes a "type": "collapse" option that creates one or more collapsible sections, such as the Advanced and Custom settings groupings that you see in built-in integrator.io forms. Then, you can label and order the fields in each section as an item in the containers object.

The example below defines two form fields within a new section:

{
  "fieldMap": {
    "versionString": {
      "id": "versionString",
      "name": "versionString",
      "type": "text",
      "label": "API version",
      "required": true
    },
    "serverType": {
      "id": "serverType",
      "name": "serverType",
      "type": "toggle",
      "label": "Account type",
      "defaultValue": "prod",
      "options": [
        {
          "label": "Production",
          "value": "prod"
        },
        {
          "label": "Sandbox",
          "value": "sb"
        }
      ]
    }
  },
  "layout": {
    "type": "collapse",
    "containers": [
      {
        "label": "Environment",
        "fields": [
          "versionString",
          "serverType"
        ]
      }
    ]
  }
}
360092217751-custom-forms-25.png

Section is open by default, since the field API version is required.

Organize form fields into boxed sections

The layout object also exposes a "type": "box" option that contains the named form fields. Then, you can order the fields in each section as an item in the containers object.

The example below defines two form fields within a new section:

{
  "fieldMap": {
    "versionString": {
      "id": "versionString",
      "name": "versionString",
      "type": "text",
      "label": "API version"
    },
    "serverType": {
      "id": "serverType",
      "name": "serverType",
      "type": "toggle",
      "label": "Account type",
      "defaultValue": "prod",
      "options": [
        {
          "label": "Production",
          "value": "prod"
        },
        {
          "label": "Sandbox",
          "value": "sb"
        }
      ]
    }
  },
  "layout": {
    "type": "box",
    "containers": [
      {
        "fields": [
          "versionString",
          "serverType"
        ]
      }
    ]
  }
}
360092244332-custom-forms-28.png

Organize form fields into indented sections

The layout object also exposes a "type": "indent" option that groups the referenced fields into an indented section. Then, you can label and order the fields in each section as an item in the containers object.

The example below defines two form fields within a new section:

{
  "fieldMap": {
    "versionString": {
      "id": "versionString",
      "name": "versionString",
      "type": "text",
      "label": "API version"
    },
    "serverType": {
      "id": "serverType",
      "name": "serverType",
      "type": "toggle",
      "label": "Account type",
      "defaultValue": "prod",
      "options": [
        {
          "label": "Production",
          "value": "prod"
        },
        {
          "label": "Sandbox",
          "value": "sb"
        }
      ]
    }
  },
  "layout": {
    "type": "indent",
    "containers": [
      {
        "label": "Environment",
        "fields": [
          "versionString",
          "serverType"
        ]
      }
    ]
  }
}
360092228571-custom-forms-29.png

Customize your form

Use the useAsPrimaryInterface boolean field in a custom form to customize the primary interface of workflow bubbles. This feature ensures that only crucial settings are displayed prominently, while other sections are concealed to reduce clutter. To capture necessary user inputs, include any relevant fields directly in the custom form. The Custom settings section was renamed to Settings and is available directly below the General section for better accessibility. These changes apply to all bubbles, including listeners. When this setting is enabled, the following sections are visible:

  • [Custom] Settings

  • Mock output (exports)

  • Mock response (imports)

  • Advanced (exports and imports)

Screenshot_2024-04-16_at_18_14_08.png

JSON definition

Below is the JSON definition:

{
“useAsPrimaryInterface”: true
...
}