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Data Form


The Data Form component quickly converts View State Parameter inputs from a Data Source query into user-configurable inputs for the dashboard. All that is required for the Data Form component is the Data Source.


Set up

  1. Ensure your data source is a parameterized function

  2. Use either text inputs or dropdown menus for each parameter in your data form, defined by Parameter Type.

  3. If using a data source to build the contents of the dropdown, use data source mapping to assign value and text elements. Otherwise, use Items to add a selection option.

  4. Additional styling for the data form can be found in the style menu.



Data Source
See Data sources
Validation Analytic
Links to a query, analytic or virtual data source which determines valid input values. Data source should accept a dictionary of the inputted values and return a dictionary of error messages, if applicable.

Returning an empty dictionary indicates that the values are valid and can be set in the view states.


Sample Query Screenshot

        if[data[`price]>100;data2[`price]:`$"Price must be less than 100"];
        if[data[`instrument]<>`abc;data2[`instrument]:`$"Invalid Instument";];      
Submit Button Text
Text description for Button
Expand Dict Parameters


When checked, a Data Source using dictionary-type View State Parameter/s, will expand out the dictionary inputs.

Force Execute on Submit

When checked, will always execute the Data Source query, even if the input parameters are unchanged.


It can be used as a simple button control to run a query on the dashboard, e.g. by hiding all the input parameters associated with the data source query so only the button appears in the UI.

Show Reset
Float Reset

The Reset button returns View State Parameter to the default values. Float Reset positions the Reset button inline with the input variables.


Show Submit
Float Submit

Includes a Submit button which allows a range of View State Parameters to be updated before applying the values to the connected Data Source. Float Submit position the Submit button independent of the input variables.

No Submit button?

If there is no Submit button, each change of a View State Parameter will be applied to the connected Data Source. Use a Submit button if multiple inputs are required before sourcing from the database. Submit buttons should be used if connecting to very large data sets.

Viewstate Parameters


Display Name
Descriptive term for the input
Hide Parameter
When checked, hides the input: prevents user updates
Include a short text description for the Data Form input
Parameter Type
Type of the input for the Data Source View State Parameters: a user-input box, dropdown, password field or date picker



Data Source

Define dropdown list using a data query

Example: ([]sym:asc exec distinct sym from database)

Accept Empty Values
Determines whether empty values are shown in the dropdown
Force Selected Value
If no Submit button is shown then enabling this will set the dashboard view state to match the initial dropdown value on load, before any user input takes place
Use Data Source
Check box to use aforementioned Data Source to populate the dropdown
Multi Select
Multi Select supports multiple item select in dropdown; the total number of selected items is given in Show Row Count
Show Search
Allow for search of dropdown items
Field Summary Threshold

Number of multi-select items permitted before a numeric summary is presented


Tooltip Summary
Number of multi-select items listed in tooltip before numeric summary of remainder is applied.
'Select All' Value

The 'Select All' Value is the value passed to the dropdown view state parameter when all items are selected in a multi-select; for example, set to All.


Ensure the backend is configured to expect the All value rather than the full list. The default view state parameter can also be set to All to ensure all items are selected on load.

Data Source Mapping

When a data source is used to populate a dropdown, Value will automatically be assigned.
When a data source is used to populate a dropdown, Text will automatically be assigned.
If a Data Source is not used, assign Value and Text entries for dropdown; add rows as required.



Data Source

Defines a list of dates that are selectable from the datepicker

Example: ([] select distinct dates from database)



Style, Margins, Format



Advanced CSS
Advanced CSS
Determines whether fields are displayed in rows or columns.
Field Width
Field Padding
Form Margin
Define style parameters for inputs. Values can be defined in pixels or percentages, e.g. width "20%" or margin "10px"
Label Alignment
Label Padding
Label Positions
Label Widths
Parameters of input box labels. Padding defined in pixels; e.g. "0px 10px 0px 0px". Label Width in pixels ("10px") when Label Alignment is set to Left, and percentage ("10%") when Label Alignment is set to Top
Reset Margin
Styling and position of Reset button. Margin defined in pixels; e.g. "0px 10px 0px 0px"
Submit Margin
Styling and position of Submit button. Margin defined in pixels; e.g. "0px 10px 0px 0px"
Vertical Spacing
Vertical spacing of Data Form controls when stacked. Vertical spacing defined in pixels; e.g. "20px"

Style for common settings