Define case guide tasks further
On the ”Task layouts” tab, you can add additional elements to the tasks you have set up on the ”Case guide” tab. For example, you can add more field types, including input and output fields for use in calculations. The tasks on the ”Task layouts” tab are built of panels and fields. The content of the tab will be placed in the case guide task after the content you have set up on the ”Case guide” tab.
Layout content types
In the design template, you can choose between four types of content:
-
Task, which is used to define which task from the "Case guide" tab you want to add additional content to.
-
Panel, which is used to define a heading for a field or a collection of fields on a task.
-
Field, which is used to define input fields on a task, where the caseworker can enter information or choose from predefined values.
-
Field from self-service, which is used to display a field with the submitter’s input from the self-service in the case guide.
The four content types are found in the drop-down menu for cells in the "Type" column. First, select the type ”Task”. In the subsequent cells in the column, define the number of panels and fields on the page.
When you have selected a content type in the design template, you must fill in additional cells relevant to the content type. The cells are described below. The design template guides you on which cells to fill in depending on the content type you have selected by turning grey cells white, meaning you can add content to them.
Fill in cells for the ”Task” content type
You only need to fill in one cell for the ”Task” content type.
| Cell | Description |
|---|---|
"Title" |
On the ”Case guide” tab, specify the name of the task whose content you wish to further define. |
| A task must contain at least one panel. |
Fill in cells for the ”Panel” content type
You can fill in two cells for the ”Panel” content type.
| Cell | Description |
|---|---|
”Title” |
Specify the title of the panel. You can use panels to create a heading for one or more fields. |
"Visibility dependent on checkbox input (enter Field ID)" |
Specify whether a previous checkbox determines the visibility of the panel. Enter the field ID of the checkbox that will determine whether the panel is visible. The visibility of a panel can only be based on a checkbox in the self-service or a checkbox in an earlier task in the case guide defined on the "Task layouts" tab. |
| A panel must contain at least one "Field" or "Field from self-service". |
Fill in cells for the ”Field” content type
You can fill in eight cells for the ”Field” content type.
| A field must be placed in a panel. |
| Cell | Description | ||
|---|---|---|---|
”Title” |
Specify the title of the field. The title should be descriptive of what the caseworker should fill in the field. |
||
”Guidance text (always visible)” |
Elaborate on what type of information is desired in the field. The guidance text is displayed above the field. |
||
”Field type” |
Choose the field type for the field from the drop-down menu. The field type determines how the caseworker should fill in the field. For example, they may need to enter a short text or choose a predefined option from a drop-down menu. |
||
”Field ID (unique)” |
Specify a field ID for the field that is unique across the tabs in the design template. It is mandatory to fill in a field ID for each field. The ID does not appear in the user interface in F2 but is used in the generated XML files underlying the case guide. You can use the field ID to define a cell name in the calculation sheet, if the field is to be used here.
|
||
”Options (separated by ';')” |
For the field types ”Set of checkboxes”, ”Radio buttons”, and ”Drop-down”, you should specify answer options that the caseworker can choose from. The answer options are separated by semicolons. |
||
"Visibility dependent on checkbox input (enter Field ID)" |
Specify whether a previous checkbox determines the visibility of the field. Enter the field ID of the checkbox that will determine whether the field is visible. The visibility of a field can only be based on a checkbox in the self-service or a checkbox in an earlier task in the case guide defined on the "Task layouts" tab. |
||
”Excel input/output” |
Choose from the drop-down menu whether entries in the field provide input to the calculation sheet or output, i.e. a calculation taken from the calculation sheet. Leave the field empty to exclude the field from any calculations. Remember to enter the corresponding cell reference or cell name in the ”Cell name” cell.
|
||
”Cell name” |
Specify the cell reference or name of the cell in the calculation sheet in which to place the input or from which to extract the output. Read more about the calculation sheet and its cells. |
Field types
For each element of the ”Field” content type, you must choose one of ten field types that determine which type of input the caseworker can enter into the field.
| Field type | Description |
|---|---|
”Short text” |
Free-text field where the caseworker can write a short text (e.g. name, email, etc.). |
”Long text” |
Free-text field where the caseworker can write long texts (e.g. explanations, motivations, etc.). |
”Checkbox” |
A checkbox where the caseworker can tick a box to indicate the values ”True”/”False”, for example, whether an application submitted through self-service meets relevant requirements. |
”Set of checkboxes” |
Several checkboxes where the caseworker can select one or more answer options. You enter the answer options in the ”Options” cell in the design template. |
”Radio buttons” |
Radio buttons where the caseworker can only select one answer option. You enter the answer options in the ”Options” cell in the design template. |
”Drop-down” |
Drop-down menu where the caseworker can only select one answer option. You enter the answer options in the ”Options” cell in the design template. |
”Integer” |
Field where the caseworker can enter an integer (whole number), e.g. a telephone number. F2 validates the caseworker’s input so that only values that are integers can be entered. |
”Decimal” |
Field where the caseworker can enter an integer or decimal. F2 validates the caseworker’s input so that only values that are integers or decimals can be entered. |
”Attachment” |
Field where the caseworker can upload an attachment to the self-service. |
”Date” |
Field where the caseworker can specify a date. If the caseworker clicks on the calendar icon, a calendar opens. |
Fill in cells for the "Field from self-service" content type
You must fill in two fields for the "Field from self-service" content type.
| Cells | Description |
|---|---|
"Title" |
Enter the title of the field from the self-service to be displayed in the case guide. |
"Field ID (unique)" |
Enter the field ID of the field from the self-service to be displayed in the case guide. |
| A "Field from self-service" must be placed in a "Panel". |