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Adding a property page

You can add a property page to a flow to create a place in which to store hidden values that will be used in your form.

Ensure that you have deactivated the template. You cannot modify active templates. You must also ensure that you have added a page to your form that you want to use as a property page.

Sometimes you might want to store values in your form that you do not want users to see, for example, a specific tax rate that you use frequently in calculations throughout an investment form.

To do this, you can add questions to the page and use the Value field control to prepopulate them with values. You can then hide the questions from users by setting the Visibility field control to false for each question. However, if you plan to include multiple hidden values in your form, it is easier to instead place all of the values together in a property page.

Property pages are similar to the other pages that you add to your form, except that a property page is not visible to the user. You create a property page the same way that you create any other page. However, because the user will not see or interact with the property page, you typically add only questions in which you store values.

For example, to create a variable for a tax rate, you can add a Number question called Tax Rate. In the question's Value field control, enter the tax rate that you want to store. When you want to use the variable in a calculation on another page, you can reference the question using the field control expression $<property_page>.tax_rate.

Values on a property page that are calculated using field control formulas are calculated only once, when the page is first loaded. For example, if a field control formula uses a value from a contact record and the record changes after the form loads, the value set by the field control formula is not recalculated.

To add a property page to a flow:

  1. Navigate to the Customize workspace.
  2. In the Business Processes, Call Management, or Lead Management tab, select the template in which you want to add a property page. If you selected a business process template, select the Form subtab.
  3. In the Flow tab, in the Property Page field, click the Select button . The Add Property Page Node dialog opens.
  4. In the Property Page field, select the page that you want to use as a property page.

    A flow can have only one property page associated with it.

  5. In the Name field, enter a name for the property page. This is the name that you will use to reference the property page when you want to access one of its field values from a field control.
  6. Click OK. The Add Property Page Node dialog closes.

The property page is added to the flow.

You can now use field controls to access values on the page from other questions in your form.

Configuring pages
Field controls