Module 9: Detailed Configuration of Components

Introduction to Components 🧱

Components are the building blocks of workflows and asset types in Rise-X. They define how data is collected. Using the No-Code drag-and-drop tool, you can configure these components to suit your business needs without writing a single line of code.

The module might be a good one to come back to while you are configuring a solution. The first time you read thought this you may want to skim through the configuration settings so that you know what the purpose of each component is and what types of things you can configure.

Shared Across for Most Components 🏘️

Fields

Most component in Rise-X has common settings that you can configure:

1. Title:
• Name the component (e.g., "Product Name").
• This appears as the label in your workflow or asset.
2. Placeholder:
• Add hint text to guide users (e.g., "Enter product SKU").
• Disappears once the user starts typing.
3. Required:
• Toggle to make the field mandatory.
• A red asterisk (*) will appear next to the title.
4. Read only:
• Toggle in the advanced tab that when enabled, users can view the component but not edit it’s value.

Additional Settings

1. Open in editor:
1. Opens the advanced editor to allow for advanced configuration.
2. More on the advanced editor in module 12.
2. Change type:
1. Change the component type between text, number, asset search, people search, date or select
3. Duplicate:
1. Duplicates the component.
4. Delete:
1. Deletes the component.

Component-Specific Setup 🏡

A. Text Component

• Purpose: Collect text data. (e.g., names, notes).
• Component specific set up:
• Advanced tab
• Default data
• Choose from a variety of options to set up the default data of the component.
• Default data > From this Workflow
• Choose a component of the same type, which when the other component has a value entered it will also populate the value into this component.
• Default data > Asset property
• Choose an Asset Search component that, when as asset is selected in it, the relevant asset property will populate this component.
• After selected Default data > Asset property you then must select the component in the targeted asset type that you want to populate the value in this component. This works like the “From this Workflow” default data option just with assets.
• Default data > Custom data
• You will be entered into the component data entry state where you can set a value that this component will have for all future work items.
• Default data > Calculation
• Perform calculations using numbers, dates, text, operators, other components and math.js functions. For more information about how to set up calculations please see the knowledge base articles on each specific component and scroll down to the section talking about calculations (e.g. https://help.rise-x.io/text-input).
• Hide component
• Only shows when you have a default data option selected and allows you to hide this component in work items.
💡

How to find data paths: https://help.rise-x.io/how-to-find-data-paths

B. Number Input

• Purpose: Collect numerical data (e.g., quantities, prices).
• Component specific set up:
• Advanced tab
• Default data
• See text component for more details.
• Decimals
• Set the number of decimals that can be entered and shown.

C. Asset Search

• Purpose: Select assets (e.g., products, shipments) from a linked asset type.
• Component specific set up:
• General tab
• Asset type
• Link the component to an asset type so that users can search for assets within the linked asset type.
• Advanced tab
• Default data
• See text component for more details.
• Create new assets
• When enabled, users can create new assets from within the asset search component in a work item.

D. People Search

• Purpose: Invite collaborators or assign tasks to users.
• Component specific set up:
• Advanced tab
• Default data
• See text component for more details.
• Invite new users
• When enabled, users can invite new users from within the people search component in a work item.

E. Date Component

• Purpose: Capture dates/times (e.g., deadlines, schedules).
• Component specific set up:
• General tab
• Time
• When enabled, users can capture time as well as date in this component.
• Date range
• When enabled, users can capture a range of dates in this component.
• If both time and date range are enabled, then the user can capture a range where both the date and times are specified.
• Advanced tab
• Default data
• See text component for more details.

F. Select Component

• Purpose: Choose from predefined options in the format of a drop-down list (e.g., statuses, categories).
• Component specific set up:
• General tab
• Options list
• Add, remove and rearrange options that appear in the drop-down list.
• Multiselect
• When enabled, users can select more than one option.
• Advanced tab
• Default data
• The default data for the select component is different to the other components where you simply select one of the options that you have specified in the options table in the general tab and have that be the default value that is shown for the component.

G. Advanced Select Component

• Purpose: Choose from a list of predefined options and then specify additional values. (e.g., fuel type, quality and quantity)
• Component specific set up:
• Options list
• Add, remove or rearrange options that appear in a card view.
• Properties list
• Define the additional values to capture after a user has selected an option from the options list.
• Multiselect
• When enabled, users can select more than one option.

H. Advanced Text Component

• Purpose: Capture text using a rich editor that can control things like dot point lists, font size and colours.
• Component specific set up:
• There are no additional fields to set up for this component.

I. Toggle Switch

• Purpose: Enable/disable a feature (e.g., approvals, notifications).
• Component specific set up:
• General tab
• Enabled label
• The label when the toggle is enabled.
• Disabled label
• The label when the toggle is disabled.
• Default view
• The default state that the toggle is in.

J. Signature

• Purpose: Capture digital signatures for approvals or contracts.
• Component specific set up:
• There are no additional fields to set up for this component.

K. Attachments

• Purpose: Upload files (e.g., PDFs, images, spreadsheets).
• Component specific set up:
• There are no additional fields to set up for this component.

L. Finance Table Component

• Purpose: Displays financial data (e.g., invoices).
• Component specific set up:
• General tab
• Currency
• Choose a currency that will be used in the table

M. Table Component

• Purpose: Display/edit tabular data (e.g., invoices, project plans).
• Component specific set up:
• General tab
• Column specification list
• Define the name, data type and order of columns.
• Advanced tab
• Default data
• See text component for more details.

N. Section

• Purpose: Group related components (e.g., "Shipping Details").
• Component specific set up:
• When dragging and dropping this component into a workflow you will be entered into the title of the section so you can type a title.
• While still inside the builder, you can also edit the section title later by clicking directly on the text in the workflow.

O. Banner

• Purpose: Display alerts or instructions and cannot be edited while in a work item (e.g., warnings, updates).

• Component specific set up:
• “+ button”
• Choose the emoji or icon that will display on the banner
• Title
• Acts a little differently to other components (see the call out block above).
• Description
• The main text for the banner component (see the call out block above).

Key Takeaways 🔑

• Components are the building blocks of workflows and asset types in Rise-X.
• Components can be easily set up using the No-Code builder.
• Different components are used to collect different types of data.
• To set up more advanced functionality the Advanced Editor can be used, we will cover how to use this in a future module 12.

Continue Learning 🚶‍♀️‍➡️

• The next module in the Rise-X Academy covers how to create custom dashboards, check it out here.