Last modified by Admin on 2023/08/14 16:54
From version 13.1
edited by melanie@one-count_com
on 2016/12/14 10:35
Change comment: There is no comment for this version
To version 12.1
edited by melanie@one-count_com
on 2016/12/14 10:29
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>>doc:Quick Start Guide - Questions and Forms (v12\.x)]] for information on basic concepts and rules relating to forms.
9 +Please refer to the Quick Start Guide~-~- Questions and Forms 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>>doc:Question Builder - Create and Manage Questions (v12\.x)]] for more detail.)
18 +* creating database fields/questions available for placement in online forms; (See Question Builder - Create and Manage Questions 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>>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.
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.
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 -=== OPEN THE MANAGE FORMS WINDOW ===
43 +=== OPENING THE "CREATE NEW" FORM 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 -
49 +=== Select "Forms" from the sub-menu. ===
50 50  
51 -**Select "Forms" from the sub-menu.**
52 -
53 53  [[image:attach:media_1430428408807.png||align="center"]]
54 54  
55 55  This will open the Manage Forms window where you can select to create a new form. (See below.)
56 56  
57 -
55 +=== Click "Create Form". ===
58 58  
59 -**Click "Create Form"**.
60 -
61 61  [[image:attach:media_1430428555772.png||align="center"]]
62 62  
63 63  This will ope the "Form Builder - Part 1" window where you begin creation of your new form.
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64 64  
65 65  === CREATE FORM PART 1 - INFORMATION ===
66 66  
67 -==== Enter Form Information. (See items #1-6 below.) ====
63 +=== Enter Form Information. (See items #1-6 below.) ===
68 68  
69 69  [[image:attach:Screen Shot 2016-12-07 at 5.43.26 PM.png||width="666" align="center"]]
70 70  
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96 96  
97 97  (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.
98 98  
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.
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..
100 100  
101 -
97 +=== Front-End View Screenshots ===
102 102  
103 -(% style="text-align: center;" %)
104 -**Front-End View Screenshots**
105 -
106 106  [[image:attach:Form Top.png||width="666" align="center"]]
107 107  
108 108  
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118 118  
119 119  
120 120  
121 -==== Enter Acknowledgement Email Information. (See Items #7-10 below.) ====
114 +=== Enter Acknowledgement Email Information. (See Items #7-10 below.) ===
122 122  
123 123  [[image:attach:media_1430766909283.png||align="center"]]
124 124  
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136 136  
137 137  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.
138 138  
139 -**Click the red "Next" button when done with Form Information.**  This will open the "Build Form" window, as shown below.
132 +=== Click the red "Next" button when done with Form Information. ===
140 140  
134 +This will open the "Build Form" window, as shown below.
135 +
141 141  === CREATE FORM PART 2 - BUILD FORM ===
142 142  
143 143  [[image:attach:media_1430938547197.png||align="center"]]
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148 148  
149 149  More detail on each of the above steps is provided below.
150 150  
151 -==== Set the number of rows and columns. ====
146 +=== Set the number of rows and columns. ===
152 152  
153 153  [[image:attach:media_1430938787682.png||align="center"]]
154 154  
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156 156  
157 157  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.
158 158  
159 -==== Drag and Drop Questions into Workspace. ====
154 +=== Drag and Drop Questions into Workspace. ===
160 160  
161 161  [[image:attach:media_1430938961950.png||align="center"]]
162 162  
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173 173  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.
174 174   To set options, simply click on the question and select options.
175 175  
176 -==== Set Question Options ====
171 +=== Set Question Options ===
177 177  
178 178  [[image:attach:media_1430939154859.png||align="center"]]
179 179  
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203 203  
204 204  Checkbox-type question set for responses to appear in two columns.
205 205  
206 -==== Move and/or Remove Questions ====
201 +=== Move and/or Remove Questions ===
207 207  
208 208  [[image:attach:media_1430939299804.png||align="center"]]
209 209  
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210 210  To remove a question from a form, click the "x" icon above the question name. This will remove the question, but not the row.
211 211  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.
212 212  
213 -==== Delete a Row ====
208 +=== Delete a Row ===
214 214  
215 215  [[image:attach:media_1430939444248.png||align="center"]]
216 216  
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217 217  To delete a row, click the trash can icon at the far right of the row.
218 218   **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."
219 219  
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.**
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. ===
221 221  
222 222  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.
223 223  
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231 231  [[image:attach:media_1431545519730.png||align="center"]]
232 232  
233 233  The Review and Save window provides a basic preview of the form and allows you to adjust question response field lengths.
234 - To see a full preview of the form in your site's look and feel, click "Save".
229 + To see a full preview of the form in your site's look and feel, click "Save" and
235 235  
236 -
231 +=== Below is an example of what a form might look like on your web site. ===
237 237  
238 -(% style="text-align: center;" %)
239 -**Example of what a form might look like on your web site.**
240 -
241 241  [[image:attach:media_1431550698440.png||align="center"]]
242 242  
243 243  **1 ~-~-** Form Name
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246 246   **4 ~-~-** Product Prompt Text
247 247   **5 ~-~-** Products attached to the form (notice products subscribed to are identified with "You are currenty receiving:" highlighted in green.
248 248  
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. ====
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. ===
251 251  
252 252  [[image:attach:media_1352398034919.png||align="center"]]
253 253  
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271 271  {{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
272 272  {{/panel}}
273 273  
274 -{{panel title="On this page:"}}
275 -
276 -{{/panel}}
277 -
278 -
279 -
280 -
281 -
282 282  {{panel title="More INVENTORY Documentation:"}}
283 283  {{expand}}
284 284  (% style="margin-left: 30.0px;" %)
Confluence.Code.ConfluencePageClass[0]
id
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1 -67441
1 +67440
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67441/Forms - How to Create a Form (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/67440/Forms - How to Create a Form (v12.x)