---
title: "Self-Service Form Configuration"
slug: "self-service-forms"
description: "Forms provide a simple, self-service interface for users to trigger automated data activities such as data generation, masking, and find-and-reserve operations. "
updated: 2025-11-21T16:29:29Z
published: 2025-11-21T16:29:29Z
canonical: "knowledge.curiositysoftware.ie/self-service-forms"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.curiositysoftware.ie/llms.txt
> Use this file to discover all available pages before exploring further.

# Self-Service Form Configuration

Forms provide a simple, self-service interface for users to trigger automated data activities such as data generation, masking, and find-and-reserve operations. They expose configurable parameters from underlying rule sets, allowing users to supply values, choose options, and run processes without needing technical expertise or direct access to the system backend. By using forms, teams can standardise data provisioning workflows while empowering users to access the data they require on demand.

## Configuring a form

Each form can be tailored with default values, validation rules, and field-level permissions, ensuring that data requests are consistent, auditable, and secure.

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/image-8TT54MKQ.png)

Each parameter within the form has the following attributes:

| Attributes | Common UI Types | Quality Modeller UI Types | General |
| --- | --- | --- | --- |
| - Description - Notes - Help Text - Default – this can set the default value of a parameter to be used, this can be overridden in the form itself if required - UI Type – this defines what is displayed in the form itself, there are three main sub-categories of this field - Common - Test Modeller - General | - Text box - Text area - Radio button - Checkbox - Dropdown - Multi-value dropdown - Calendar - Range - Number input - Alert message | - List selection dropdown - List column selection dropdown - List & list column selection dropdown - Project browser - Application component dropdown - Connector dropdown - Page object dropdown - Code template dropdown - Allocation pool dropdown - Data catalogue dropdown - Server process dropdown - Test data variable - Generation rule set dropdown - Masking rule set dropdown - Generation rule set version dropdown - Masking rule set version dropdown - Database connection dropdown - Definition version dropdown - Activity version dropdown - Server profile dropdown - Enumeration dropdown - Model test profile dropdown | - Dropdown from list values - Multi-value dropdown from list values - File upload - Direct download file |

## Form-Field Rules

Rules can be created and configured within these forms to control the behaviours of the parameters that are exposed in a form. These rules can utilise other parameters in the form as conditions. Their behaviours are as follows:

**Hide**– If the rule is true, then the parameter will be hidden in the form, else it will be displayed by default.

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/image-EJROS6FR.png)

**Disable** - If the rule is true, then the parameter will be disabled in the form, else it will be enabled by default.

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/image-RS60NL0Q.png)

**Validation** – This will validate the value of the parameter, it can be validated by the following types of validation.

- maxLength
- minLength
- pattern
- required

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/image-NGUCYJRI.png)

**SetValue**- If the rule is true, then the parameter will be set to a defined value, else it will be set to its default.

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/image-8US1JB7S.png)

The value defined by the user can be hardcode, or freeform where you can set it to another parameter from within the form.

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/image-3C97ULZ2.png)

**Transform** – The value of the parameter will be transformed to be what the user has set in this field, it transformed using JavaScript string functions

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/image-UT3YZHFJ.png)

## Data Mapping

**Function Mapping** – Here you can define an input and output variable from which you wish to map the form parameter value.

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/image-8D3ISDFS.png)

**List Mapping** – Here you can search values from a file element from either a file schema or a definition.

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/image-8HI2G0VN.png)

By selecting the settings option in the ‘**Search Column**’ you then can select from what entity you wish to pull the file element from.

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/image-4EP56TUS.png)

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/image-98OEU60J.png)

From here you can define your search type on this column, whether you use a **Direct** query or utilise a **Full Query.**

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/image-WFVSVS81.png)

**SQL Mapping** – This is similar to the List Mapping, users can select a column from which to map values into the form parameter.

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/image-97DPE3JD.png)

Again, similar to List Mapping, users can utilise either a Direct or Full Query.

## Scheduling Jobs

Jobs can also be scheduled to run at particular times throughout the week, jobs can be set to run **Weekly, Daily, Hourly**and in**Minutes.**

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/image-QGC2KW52.png)

Scheduling jobs within forms allows data activities to run automatically at predefined times, ensuring consistency, reliability, and efficiency across workflows. By automating routine tasks, teams reduce manual effort, minimise the risk of errors, and optimise system resources by executing processes during off-peak hours. Scheduled jobs also improve auditability and traceability, providing clear records of execution, while aligning data activities with broader business processes. This capability not only enhances productivity but also supports scalability, making it easier to meet growing data demands without additional manual intervention.

Forms offer a powerful, user-friendly way to operationalise data activities across the platform. By combining configurable parameters, validation rules, and secure access controls, they enable consistent and compliant data provisioning without the need for manual intervention. With the flexibility to customise and embed forms across environments, teams can streamline their workflows and ensure that every data request follows defined business logic. Together, these capabilities make forms a key component in delivering efficient, self-service access to high-quality, governed data.