Last modified by Admin on 2023/08/14 16:54
From version 13.1
edited by melanie@one-count_com
on 2016/12/14 11:35
Change comment: There is no comment for this version
To version 5.1
edited by melanie@one-count_com
on 2016/12/07 18:52
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -6,7 +6,7 @@
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  
... ... @@ -15,13 +15,13 @@
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  
... ... @@ -40,24 +40,20 @@
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.
... ... @@ -64,7 +64,7 @@
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  
... ... @@ -72,54 +72,38 @@
72 72  
73 73  (2) Enter the **Form Description** (optional). The **Form Description** field is also displayed at the top of the form, under the Form Name, in the front end view. This is the text the user will see with instructions on what to do, e.g. "Complete the form below to receive a free subscription to our weekly newsletter." Form Description text 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 . (See screen shot of front end view below.)
74 74  
75 -(3) Enter the** Custom Header** (optional) - Remember that this will override a Brand, if one is set. You can enter html/css in this field to display the header in the look and feel defined in the html without some of the issues that can be associated with using a brand (see [[ONEcount SSL and non-SSL Brand Pages)>>url:http://bos-jira01-cl01.onecount.net:8090/display/OD/ONEcount+SSL+and+non-SSL+Client+Brand+Pages||shape="rect"]] and without having to append a brand code to the form.
71 +(3) Enter the** Custom Header** (optional)
76 76  
77 -(4) Enter the **Custom Footer** (optional) - Remember that this will override a Brand, if one is set. You can enter html/css in this field to display the footer in the look and feel defined in the html without some of the issues that can be associated with using a brand (see [[ONEcount SSL and non-SSL Brand Pages)>>url:http://bos-jira01-cl01.onecount.net:8090/display/OD/ONEcount+SSL+and+non-SSL+Client+Brand+Pages||shape="rect"]] and without having to append a brand code to the form.
73 +(4) Enter the **Custom Footer** (optional)
78 78  
79 -(5) Select what Source Code to apply to the form by selecting from the drop-down **Source Code List.** Source Codes are not displayed on the form~-~-this is a back-end function.
75 +(3) Select what Source Code to apply to the form by selecting from the drop-down **Source Code List.** Source Codes are not displayed on the form~-~-this is a back-end function.
80 80  
81 81  **Source Codes** are used to track the source of a transaction, ie the source of the user/name in the ONEcount database. The source code assigned to a form is attached to a user record when the form is completed online. This identifies the form that the user completed, thereby identifying the source of the name in the database. See Source Codes- How to Create and Manage Source Codes for more information.
82 82  
83 83  If you want to assign a Source Code and there are none, you should save your form, create a new code, then return to your form and select that code.
84 84  
85 -(6) Enter the **Product Prompt** text (optional). The **Product Prompt** is the instructional text found above the list of products on the form. (See screen shot of front end view below.) If you leave this field blank, the default text of "Please check the box for each of the products you would like to receive/continue receiving. Unchecked products will not be updated." will be used. Any text you enter here will replace the default text, and you can include html to change the font color, size, etc.
81 +(4) Enter the **Product Prompt** text (optional). The **Product Prompt** is the instructional text found above the list of products on the form. (See screen shot of front end view below.) If you leave this field blank, the default text of "Please check the box for each of the products you would like to receive/continue receiving. Unchecked products will not be updated." will be used. Any text you enter here will replace the default text, and you can include html to change the font color, size, etc.
86 86  
87 -(7) Enter a **Redirect URL** (optional). A **Redirect URL** is a URL to open upon form submission. Redirect URLs are not displayed on the form~-~-this is a back-end function.
83 +(5) Enter a **Redirect URL** (optional). A **Redirect URL** is a URL to open upon form submission. Redirect URLs are not displayed on the form~-~-this is a back-end function.
88 88  
89 -(8) Select a **Submission Option**. (See screen shots of front end view below.)
85 +(6) Select a **Submission Option**. (See screen shots of front end view below.)
90 90  
91 91  * Product Selection Required (The user must select a product to submit the form. If no product is selected, a message will appear below the product prompt text instructing the user to select at least one product to continue.)
92 92  * Product Selection Not Required - Display Warning (The form may be submitted without a product selection, but a pop-up message will appear asking if the user is sure he/she wishes to continue without selecting a product.)
93 93  * Product Selection Not Required - No Warning (The form may be submitted without a product selection, and no warning message will appear.)
94 94  
95 -(9) Enter a **Form Section Header** (optional). A **Form Section Header** allows you to create a custom header for the section of the form where demographic questions are displayed, e.g. "Name and Address" or any descriptive/instructional text. You can add html here to style the text and/or background of the header.
91 +=== Front-End View Screenshots ===
96 96  
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.
93 +[[image:attach:media_1430763892412.png||align="center"]]
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 +[[image:attach:media_1430764964000.png||align="center"]]
100 100  
101 -
97 +[[image:attach:media_1430765247198.png||align="center"]]
102 102  
103 -(% style="text-align: center;" %)
104 -**Front-End View Screenshots**
105 -
106 -[[image:attach:Form Top.png||width="666" align="center"]]
107 -
108 -
109 -
110 -[[image:attach:Form Bottom.png||width="666" align="center"]]
111 -\\
112 -
113 113  [[image:attach:media_1430765149355.png||align="center"]]
114 114  
115 -
101 +=== Enter Acknowledgement Email Information. (See Items #7-10 below.) ===
116 116  
117 -
118 -
119 -
120 -
121 -==== Enter Acknowledgement Email Information. (See Items #7-10 below.) ====
122 -
123 123  [[image:attach:media_1430766909283.png||align="center"]]
124 124  
125 125  (% style="color: rgb(255,0,0);" %)This is where you can create customized acknowledgement emails specific to the form/product attached to the form. Creating these customized emails is optional, as default acknowledgement emails not specific to any form and/or product are configured in the Configuration Manager.
... ... @@ -136,8 +136,10 @@
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.
119 +=== Click the red "Next" button when done with Form Information. ===
140 140  
121 +This will open the "Build Form" window, as shown below.
122 +
141 141  === CREATE FORM PART 2 - BUILD FORM ===
142 142  
143 143  [[image:attach:media_1430938547197.png||align="center"]]
... ... @@ -148,7 +148,7 @@
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. ====
133 +=== Set the number of rows and columns. ===
152 152  
153 153  [[image:attach:media_1430938787682.png||align="center"]]
154 154  
... ... @@ -156,7 +156,7 @@
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. ====
141 +=== Drag and Drop Questions into Workspace. ===
160 160  
161 161  [[image:attach:media_1430938961950.png||align="center"]]
162 162  
... ... @@ -173,7 +173,7 @@
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 ====
158 +=== Set Question Options ===
177 177  
178 178  [[image:attach:media_1430939154859.png||align="center"]]
179 179  
... ... @@ -203,7 +203,7 @@
203 203  
204 204  Checkbox-type question set for responses to appear in two columns.
205 205  
206 -==== Move and/or Remove Questions ====
188 +=== Move and/or Remove Questions ===
207 207  
208 208  [[image:attach:media_1430939299804.png||align="center"]]
209 209  
... ... @@ -210,7 +210,7 @@
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 ====
195 +=== Delete a Row ===
214 214  
215 215  [[image:attach:media_1430939444248.png||align="center"]]
216 216  
... ... @@ -217,7 +217,7 @@
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.**
202 +=== 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  
... ... @@ -231,13 +231,10 @@
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".
216 + To see a full preview of the form in your site's look and feel, click "Save" and
235 235  
236 -
218 +=== 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
... ... @@ -246,12 +246,11 @@
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. ====
228 +=== 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  
254 -
232 +[[image:attach:media_1477585237131.png||align="center"]]
255 255  
256 256  
257 257  
... ... @@ -259,28 +259,33 @@
259 259  {{/layout-cell}}
260 260  
261 261  {{layout-cell}}
262 -{{panel title="Search all Documentation:"}}
240 +**Search all Documentation:**
263 263  
264 264  
265 -{{livesearch/}}
266 -{{/panel}}
267 267  
268 -{{panel title="Search INVENTORY Documentation:"}}
244 +{{livesearch/}}
269 269  
246 +
270 270  
271 -{{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
272 -{{/panel}}
248 +**Search INVENTORY Documentation:**
273 273  
274 -{{panel title="On this page:"}}
250 +
251 +
252 +{{pagetreesearch/}}
253 +
275 275  
276 -{{/panel}}
277 277  
256 +**On this page:**
257 +
258 +
259 +
260 +{{toc/}}
261 +
278 278  
279 279  
280 280  
281 281  
282 -{{panel title="More INVENTORY Documentation:"}}
283 -{{expand}}
266 +{{expand title="More INVENTORY Documentation"}}
284 284  (% style="margin-left: 30.0px;" %)
285 285  [[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
286 286  
... ... @@ -332,29 +332,6 @@
332 332  (% style="margin-left: 30.0px;" %)
333 333  [[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]]
334 334  {{/expand}}
335 -{{/panel}}
336 -
337 -
338 -
339 -
340 -
341 -**
342 -**
343 -
344 -
345 -
346 -
347 -
348 -
349 -
350 -
351 -
352 -**
353 -**
354 -
355 -
356 -
357 -
358 358  {{/layout-cell}}
359 359  {{/layout-section}}
360 360  {{/layout}}
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -67441
1 +66838
url
... ... @@ -1,1 +1,1 @@
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/66838/Forms - How to Create a Form (v12.x)