PROCESIO
OverviewPlatform ActionsIntegrations & DemosCustom ActionsDeveloperโ€™s Guide

Side Panel

The Side Panel element creates a collapsible overlay drawer that slides in from the side of the form when triggered. It is a space-efficient patternโ€ฆ

The Side Panel element creates a collapsible overlay drawer that slides in from the side of the form when triggered. It is a space-efficient pattern for surfacing supplementary information, contextual actions, or secondary form sections without navigating away from the main form or cluttering the primary layout.

The panel can be opened by the user clicking its trigger button (opensidepanelbuttontext) or programmatically via the open() method โ€” and closed via the close() method or by clicking outside (closeonclickoutside). An optional overlay (hassidepaneloverlay) dims the background when the panel is open, focusing user attention on its contents.

Key Use Cases

โ€ขย ย ย ย ย ย ย  Displaying record history or audit trail in a panel without leaving the form

โ€ขย ย ย ย ย ย ย  Showing help documentation, instructions, or field-level guidance on demand

โ€ขย ย ย ย ย ย ย  Surfacing a secondary action form (e.g., 'Add Attachment') without a full page change

โ€ขย ย ย ย ย ย ย  Programmatically opening the panel when a specific event occurs (e.g., clicking a data row)

โ€ขย ย ย ย ย ย ย  Using closeonclickoutside for panels that should dismiss easily vs. forcing explicit close

Runtime API โ€” Attributes in Procesio Forms

All attributes below are accessible and modifiable at runtime via the element's data model in Procesio Forms. The open() and close() methods can also be called programmatically.

API NameDescriptionTypeDefaultNotes
opensidepanelbuttontextLabel on the button that triggers the panel to openstringโ€”โ€”
sidepaneltitleTitle shown in the side panel's header areastringโ€”โ€”
hassidepaneloverlayIf true, shows a dimmed overlay behind the panelbooleanfalseโ€”
closeonclickoutsideIf true, clicking outside the panel closes itbooleanโ€”โ€”
visibleControls overall element visibilitybooleantrueโ€”
nameUnique element namestringโ€”โ€”
idUnique element IDstringโ€”โ€”

Programmatic Methods:

API NameDescriptionTypeDefaultNotes
open()Programmatically opens the side panelmethodโ€”Call from JS or event
close()Programmatically closes the side panelmethodโ€”Call from JS or event

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