Welcome > Form Designer module > Add actions to a form or control > Add actions > Add a Redirect action

Add a Redirect action

A redirect action can redirect to a form, URL or open the new message window of the user's email client. You can create a Redirect action for an event such as button-click, to redirect the user to a form, URL, another page, to the original page, or to a pop-up window.

You can also use a form field or variable to dynamically redirect the user at runtime, based on a URL that you specify.

When redirecting a control or a form, you can pass data from the original page to the destination page by mapping the fields on the source page to the required fields on the destination page.

  1. On the Form Modeling bar, click Actions.
  2. On the Actions page, click Add Generic Add.
  3. On the Type list, select Redirect.
  4. Enter a Name and Description for the action.
  5. Optionally, configure a unique action for each language separately. See Configure multilingual actions for a form or control for more information.
  6. To specify the redirect location, select one of the following options for Redirect To.

    Form

    Select this option to redirect to another form.

    1. Consume the required form in the Target field.

    2. If the target form has initialization parameters, you can map values to pass data into the target form. Supply the values by consuming the global variables, form variables, control values or providing static values in the Value field of the relevant initialization variable.
    Note In case you consume a form that has a phone or tablet version, ensure that the consumed form has the same control names and initialization variables in its desktop form, phone form and tablet form.

    URL

    Select this option to redirect to an external form/URL or new email.

    1. In the Target field, enter the location of form where you wish to redirect to.

    2. Create custom initialization variables if required:

      1. In the Variable Name box, enter a name for the variable.
      2. Provide a dynamic or static value in the Value field.
      3. Click the Add button.

    Note You can use the redirect action to open an email program by using the Mailto option in the URL. For example; mailto: someone@test.com. You can define the default subject, body, cc and bcc by adding initialization variables of those names and corresponding values.

    Origin

    Select this option to redirect back to the original page where the current page was launched.

    Note If the form is the first page and has no origin, no redirect occurs; it remains on the same page.

    To traverse through the form history, click Yes for Use Breadcrumb Trail. (Default: No. For forms that drill down into subjob properties and case fragments, the default setting is Yes in the Redirect action.)

    Consider a scenario where Form A redirects to Form B, which in turn redirects to Form C.

    • If Use Breadcrumb Trail is set to No, return to origin from Form C will bring you to Form B and return to origin from Form B will bring you to Form C. This means that you continue to navigate between current and previous form as the origin of one form is always the previous form.

    • If Use Breadcrumb Trail is set to Yes, return to origin from Form C will bring you to Form B, and return to origin from Form B will bring you to Form A. This helps you to find your way back to the start of the process (origin form) and not just the previous step (previous form).

    Dynamic

    Select this option to specify a dynamic redirect target.

    1. In the Target field, consume the required form variable, global variable, or form field.

    2. Create custom initialization variables if required:

      1. In the Variable Name field, enter a name for the variable.
      2. Provide a dynamic or static value in the Value field.
      3. Click the Add button.

    When a form name is extracted from a column or a form field, it is prefixed with 'http://' if necessary. For example, www.kofax.com would become http://www.kofax.com.

    Important Once you enter the URL (at runtime), press ENTER to refresh the embedded page.

  7. To select a Window type where the redirected form should appear, select one of the following options for Display In:

    • SameWindow (default): Redirects the form to the same window.

    • PopupWindow: Displays the form as a pop-up. You can further configure the pop-up window for better display of information. See Configure a Pop-up Window.

    • NewWindow: Displays the form in a new window.

    • CurrentView: The current view of the form opens; a toolbar appears at the top that includes a Back button at the left.

    Note

    • If you select to redirect back to "Origin", the Display In options are not available for non-touch and desktop forms.

    • For mobile and tablet forms (touch), only the SameWindow and CurrentView options are available.

    • When redirecting within current view, the forms must be within the same context, that is in the same site, using the same header and footer, and also use the same navigation.

    • If the form is redirected to the same window or within the current view, the SelectionChanged event is not supported on a drop-down list for a touch form.

  8. Click Yes for Ignore Redirect Confirmation if you want the redirect action to leave the page without showing a warning. (Default: No)
    Note If you are on an activity form and navigate away from the form, the activity is automatically canceled and you are redirected to the selected target. You do not have to cancel the activity separately. This behavior is the same regardless of the value set for Ignore Redirect Confirmation. For a capture activity form (dealing with one or more documents), the documents are removed from the cache in addition to the activity being cancelled.

    For any Redirect action that comes after completing, saving or canceling an activity must have "Ignore Redirect Confirmation" set to Yes, otherwise an error occurs. The activity should only be cancelled on redirect if the Redirect Confirmation prompt is displayed and the user has chosen to leave the form.

  9. Click OK.

    The newly created action is added to the table.

  10. Click Save.
  11. Associate the action with the control to trigger this action. To call the Redirect action upon form load, associate the action with the form. See Associate an action with a form or control.

    When a touch-enhanced form is redirected to another form with a header, at runtime:

    • The form loads in the main area of the screen.

    • The header appears.

    • A Back button appears in the toolbar to navigate to the parent form.