Last modified by Admin on 2023/08/14 16:54
From version 12.1
edited by melanie@one-count_com
on 2016/12/14 10:29
Change comment: There is no comment for this version
To version 13.1
edited by melanie@one-count_com
on 2016/12/14 10:35
Change comment: There is no comment for this version

Summary

Details

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Content
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6 6  {{id name="Start ScreenSteps Content"/}}
7 7   The Forms tool allows you to create, edit, delete, and manage forms and questions. Creating a form is as simple as defining basic form information, setting the number of rows and columns in the form, dragging and dropping questions into defined layout, and setting optional vaidations for each question. When a user completes and submits a form, all of the demographic and transaction information from the form is saved in the ONEcount database.
8 8  
9 -Please refer to the Quick Start Guide~-~- Questions and Forms for information on basic concepts and rules relating to forms.
9 +Please refer to the [[Quick Start Guide~~-~~- Questions and Forms>>doc:Quick Start Guide - Questions and Forms (v12\.x)]] for information on basic concepts and rules relating to forms.
10 10  
11 11  (% style="color: rgb(0,0,0);" %)When a user completes and submits a form, all of the information gathered from the form is entered into the ONEcount database. Plan forms carefully to ensure that you include questions and possible responses that will provide you with all the data you wish to collect from subscribers/purchasers.
12 12  
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15 15  
16 16  Form-related tasks include:
17 17  
18 -* creating database fields/questions available for placement in online forms; (See Question Builder - Create and Manage Questions for more detail.)
18 +* creating database fields/questions available for placement in online forms; (See [[Question Builder - Create and Manage Questions>>doc:Question Builder - Create and Manage Questions (v12\.x)]] for more detail.)
19 19  * creating new forms;
20 20  * managing existing forms;
21 21  * creating source codes that are used to track the source of a name/transaction;
22 22  * and creating individually branded forms.
23 23  
24 -The first task listed above – creating questions is accomplished using the Question Builder tool. The next two tasks – creating new forms and managing existing forms – are carried out using the Form Builder tool under INVENTORY. Creating source codes is handled under Source Codes and creating branded forms is handled under Brands. All of these tools are found under INVENTORY.
24 +The first task listed above – creating questions is accomplished using the Question Builder tool. The next two tasks – creating new forms and managing existing forms – are carried out using the Form Builder tool under INVENTORY. Creating source codes is handled under [[Source Codes>>doc:Source Codes - How to Create and Manage Source Codes (v12\.x)]] and creating branded forms is handled under [[Brands>>doc:Brand - How to Create and Manage Brands (v12\.x)]]. All of these tools are found under INVENTORY.
25 25  
26 26  Note that there are two methods you can use for a form to display in your brand's look and feel.
27 27  
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40 40  (% style="text-decoration: underline;" %)**Method 2**(%%)
41 41   Create a custom header and/or footer when creating a form.
42 42  
43 -=== OPENING THE "CREATE NEW" FORM WINDOW ===
43 +=== OPEN THE MANAGE FORMS WINDOW ===
44 44  
45 -=== Select INVENTORY from the main menu. ===
45 +**Select INVENTORY from the main menu.**
46 46  
47 47  [[image:attach:media_1430428383541.png||align="center"]]
48 48  
49 -=== Select "Forms" from the sub-menu. ===
49 +
50 50  
51 +**Select "Forms" from the sub-menu.**
52 +
51 51  [[image:attach:media_1430428408807.png||align="center"]]
52 52  
53 53  This will open the Manage Forms window where you can select to create a new form. (See below.)
54 54  
55 -=== Click "Create Form". ===
57 +
56 56  
59 +**Click "Create Form"**.
60 +
57 57  [[image:attach:media_1430428555772.png||align="center"]]
58 58  
59 59  This will ope the "Form Builder - Part 1" window where you begin creation of your new form.
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60 60  
61 61  === CREATE FORM PART 1 - INFORMATION ===
62 62  
63 -=== Enter Form Information. (See items #1-6 below.) ===
67 +==== Enter Form Information. (See items #1-6 below.) ====
64 64  
65 65  [[image:attach:Screen Shot 2016-12-07 at 5.43.26 PM.png||width="666" align="center"]]
66 66  
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92 92  
93 93  (10)** ** Enter a **Subscription Header. **A **Subscription Section Header **allows you to create a custom header for the section of the form where your products/packages are displayed for selection, e.g. "Subscription Term", "Select Your Package" or any descriptive/instructional text. You can add html here to style the text and/or background of the header.
94 94  
95 -(11) **Email Confirmation (Yes/No) **is where you select whether a confirmation email will be sent upon subscription to/registration for any products listed on the form..
99 +(11) **Email Confirmation (Yes/No) **is where you select whether a confirmation email will be sent upon subscription to/registration for any products listed on the form.
96 96  
97 -=== Front-End View Screenshots ===
101 +
98 98  
103 +(% style="text-align: center;" %)
104 +**Front-End View Screenshots**
105 +
99 99  [[image:attach:Form Top.png||width="666" align="center"]]
100 100  
101 101  
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111 111  
112 112  
113 113  
114 -=== Enter Acknowledgement Email Information. (See Items #7-10 below.) ===
121 +==== Enter Acknowledgement Email Information. (See Items #7-10 below.) ====
115 115  
116 116  [[image:attach:media_1430766909283.png||align="center"]]
117 117  
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129 129  
130 130  As with Form Description text, Email content may be styled using the pop-up styling toolbar that appears when you click in the Form Description field, including images, special characters, and links.
131 131  
132 -=== Click the red "Next" button when done with Form Information. ===
139 +**Click the red "Next" button when done with Form Information.**  This will open the "Build Form" window, as shown below.
133 133  
134 -This will open the "Build Form" window, as shown below.
135 -
136 136  === CREATE FORM PART 2 - BUILD FORM ===
137 137  
138 138  [[image:attach:media_1430938547197.png||align="center"]]
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143 143  
144 144  More detail on each of the above steps is provided below.
145 145  
146 -=== Set the number of rows and columns. ===
151 +==== Set the number of rows and columns. ====
147 147  
148 148  [[image:attach:media_1430938787682.png||align="center"]]
149 149  
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151 151  
152 152  As stated in the previous step, the number of rows and columns can be set on a row-by-row basis and can be done at any time during form construction.
153 153  
154 -=== Drag and Drop Questions into Workspace. ===
159 +==== Drag and Drop Questions into Workspace. ====
155 155  
156 156  [[image:attach:media_1430938961950.png||align="center"]]
157 157  
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168 168  Once all questions are placed on the form, set Question Options. Alternatively, question options may be completed as each question is placed on the form.
169 169   To set options, simply click on the question and select options.
170 170  
171 -=== Set Question Options ===
176 +==== Set Question Options ====
172 172  
173 173  [[image:attach:media_1430939154859.png||align="center"]]
174 174  
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198 198  
199 199  Checkbox-type question set for responses to appear in two columns.
200 200  
201 -=== Move and/or Remove Questions ===
206 +==== Move and/or Remove Questions ====
202 202  
203 203  [[image:attach:media_1430939299804.png||align="center"]]
204 204  
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205 205  To remove a question from a form, click the "x" icon above the question name. This will remove the question, but not the row.
206 206  To move a question to a different location on the form, click the checkered gray area at the left of the row, drag, and drop.
207 207  
208 -=== Delete a Row ===
213 +==== Delete a Row ====
209 209  
210 210  [[image:attach:media_1430939444248.png||align="center"]]
211 211  
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212 212  To delete a row, click the trash can icon at the far right of the row.
213 213   **Note: You must remove the question(s) before deleting a row.** If you try to delete a row with a question(s), you'll get a pop-up message asking you to "Please remove questions to remove the row."
214 214  
215 -=== Once all questions have been placed on the form and options and validations set, click the red "Next" button to move on to Part 3 - Review and Save. ===
220 +**Once all questions have been placed on the form and options and validations set, click the red "Next" button to move on to Part 3 - Review and Save.**
216 216  
217 217  If you wish to go back to Part 1 - Information, click on the red "Back" button. Your work on Part 2 will not be lost, and you can return to it from Part 1 by clicking on "Next". Just be sure to go to Part 3 and save the form before exiting.
218 218  
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226 226  [[image:attach:media_1431545519730.png||align="center"]]
227 227  
228 228  The Review and Save window provides a basic preview of the form and allows you to adjust question response field lengths.
229 - To see a full preview of the form in your site's look and feel, click "Save" and
234 + To see a full preview of the form in your site's look and feel, click "Save".
230 230  
231 -=== Below is an example of what a form might look like on your web site. ===
236 +
232 232  
238 +(% style="text-align: center;" %)
239 +**Example of what a form might look like on your web site.**
240 +
233 233  [[image:attach:media_1431550698440.png||align="center"]]
234 234  
235 235  **1 ~-~-** Form Name
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238 238   **4 ~-~-** Product Prompt Text
239 239   **5 ~-~-** Products attached to the form (notice products subscribed to are identified with "You are currenty receiving:" highlighted in green.
240 240  
241 -=== The screen shot below is an example of the customized acknowledgement email with receipt confirmation (shown in screen shot above) sent to a NEW subscriber/purchaser. ===
249 +(% style="text-align: center;" %)
250 +==== Example of the customized acknowledgement email with receipt confirmation (shown in screen shot above) sent to a NEW subscriber/purchaser. ====
242 242  
243 243  [[image:attach:media_1352398034919.png||align="center"]]
244 244  
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262 262  {{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
263 263  {{/panel}}
264 264  
274 +{{panel title="On this page:"}}
275 +
276 +{{/panel}}
277 +
278 +
279 +
280 +
281 +
265 265  {{panel title="More INVENTORY Documentation:"}}
266 266  {{expand}}
267 267  (% style="margin-left: 30.0px;" %)
Confluence.Code.ConfluencePageClass[0]
id
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1 -67440
1 +67441
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67440/Forms - How to Create a Form (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/67441/Forms - How to Create a Form (v12.x)