The special treatment field in article segments for text segments allows you to select different display formats.
HIGHLIGHT highlights the text block so special messages stand out. Text marked as [b]bold[/b] will be displayed as a header (HTML5 only)
SECTIONHEAD uses a large font to show the start of a new section of the form (bold text in HTML4 option)
The special treatment field in article segments for user input allows you to access features such as address lookups. The main features are listed below:
You can use a semicolon to apply multiple special treatments to the same column - eg READONLY;ADDRESS_LOOKUP_LINE2 will mark the column readonly, and identify it as Address Line 2 for a lookup
TYPE=field_type - this carries out additional validation on text field input. Field types include EMAIL, NUMBER, POSTINT, POSTINTORZERO, POSNUMBER, POSTNUMBERORZERO, PHONE, DATE, NINO (National Insurance Number)
TYPE=EMAIL:DOMAIN=somedomain.com,otherdomain.org.uk - a specific case of the email type, which will only allow emails matching the given domains to be used
TYPE=DATE expanded to allow all of the following
READONLY - this makes a field readonly, this is particularly useful for address lookup fields where the lookup will populate the field, and you do not want the user to be allowed to overwrite the information
This is used to access functions such as lookups, and is normally attached to a button.
Attach special treatment to column (eg Enter AGREE here):
- UPDATESOURCE:[col_name] - will update the source column with the data from this column
- UPDATESOURCE:[col_name] = value?use_value,value?use_value,default?use_value - will update the source column with use_value where this column contains value (case-INsensitive!)
- UPDATESOURCE:[First payment date] - will update the source column with the description “First payment date” with the contents of this field
- UPDATESOURCE:[Credit Agreement]=AGREE?agreed,DECLINE?declined,default?declined - will update the source column “Credit Agreement” with “agreed” if this field contains AGREE, “declined” if it contains DECLINE or contains any other value
You can give the fields in your forms whatever names you like, but in order to carry out standard calculations and other tasks, we need to be more precise.
Whenever you plan to use the contents of a field in a calculation, use the LIB attribute. For example, for monthly interest use LIB=monthly_interest
This will allow you to use library functions, such as CALL=calculate_repayments, and cuForms will know where to find the information it needs.
Fields marked [PD] will be treated as personal data when applying data retention rules (ie these fields will be deleted, while the rest of the form data is retained). Information relating to credit reference searches and ID and verification searches [marked PDS] are treated as sensitive personal data and redacted after 3 months (or as set in account admin).
There are a number of workflow automation tasks you can use in your workflows. Use the CALL attribute to trigger the automation task for a specific field (usually when the field changes to “Ready”).