Changes for page Embedded Forms - How to Create an Embedded Form
Last modified by Admin on 2023/08/14 16:54
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... ... @@ -1,1 +1,1 @@ 1 - EmbeddedForms - How to Create anEmbeddedForm1 +Forms - How to Create a Form (v12.x) - Parent
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... ... @@ -1,1 +1,0 @@ 1 -Create and Manage Your Inventory - Author
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... ... @@ -1,1 +1,1 @@ 1 -XWiki. Admin1 +XWiki.melanie@one-count_com - Content
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... ... @@ -4,12 +4,10 @@ 4 4 5 5 6 6 {{id name="Start ScreenSteps Content"/}} 7 -The EmbeddedForms tool allows you to create, edit, delete, and manage forms that areembedded withinabrand,orwithinan iframeona web pagethatyouhostonyoursite.TheEmbedded FormBuilder isNOTdesignedtobe a full-featured,WYSIWYGformbuilder.Forthatfunctionality,pleaseseethe[[doc:Form Builder]].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 - Creating an embedded form is as simpledefiningbasic form information,setting thenumber of rows andcolumnsinthe form,dragging anddropping questionsinto defined layout, and settingoptionalvaidationsforeach question.When ausercompletes andsubmits a form, all of thedemographic andtransactioninformationfrom the formissaved in the ONEcount database.9 +Please refer to the Quick Start Guide~-~- Questions and Forms for information on basic concepts and rules relating to forms. 10 10 11 -Please refer to the [[Quick Start Guide~~-~~- Questions and Forms>>doc:Quick Start Guide - Questions and Forms]] for information on basic concepts and rules relating to forms. 12 - 13 13 (% 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. 14 14 15 15 (% style="color: rgb(255,0,0);" %)**Questions are shared among ALL forms, so any changes made to question type, text, responses, alias, report header (See Question Builder - Create and Manage Questions for more detail) will change ALL forms, not just the form you are working on. Deleting a question will remove that question from ALL forms as well. **(%%) ... ... @@ -17,23 +17,23 @@ 17 17 18 18 Form-related tasks include: 19 19 20 -* creating database fields/questions available for placement in online forms; (See [[doc:Demographics- Create and ManageDemographic Fieldsn Your Database]]for more detail.)18 +* creating database fields/questions available for placement in online forms; (See Question Builder - Create and Manage Questions for more detail.) 21 21 * creating new forms; 22 22 * managing existing forms; 23 23 * creating source codes that are used to track the source of a name/transaction; 24 24 * and creating individually branded forms. 25 25 26 -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:SourceCodes - How to Create andManage Source Codes]] and creating branded forms is handled under[[Brands>>doc:Brand - How to Create and Manage 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 and creating branded forms is handled under Brands. All of these tools are found under INVENTORY. 27 27 28 28 Note that there are two methods you can use for a form to display in your brand's look and feel. 29 29 30 30 (% style="text-decoration: underline;" %)**Method 1**(%%) 31 -Use Brand tool in ONEcount. Using the Brand tool, you create a blank page in your CMS with only the header and footer for your brand, then create a code for that brand that will fetch that page when the form is called. The code you create using the Brand tool allows you to use that brand's look and feel for any form simply by appending &brand=[[CODE>>doc:CODE]] to the URL. 29 + Use Brand tool in ONEcount. Using the Brand tool, you create a blank page in your CMS with only the header and footer for your brand, then create a code for that brand that will fetch that page when the form is called. The code you create using the Brand tool allows you to use that brand's look and feel for any form simply by appending &brand=[[CODE>>doc:CODE]] to the URL. 32 32 33 33 (% style="color: rgb(0,0,0);" %)You must include the following markers on the brand page you create in your CMS: 34 34 35 35 (% style="color: rgb(37,81,115);" %)**<!-**(% style="color: rgb(37, 81, 115); text-decoration: line-through" %)**onecount_header**(% style="color: rgb(37,81,115);" %)**->**(%%) Place in the page where the header will END 36 -(% style="color: rgb(37,81,115);" %)** 34 + (% style="color: rgb(37,81,115);" %)**<!-**(% style="color: rgb(37, 81, 115); text-decoration: line-through" %)**onecount_footer**(% style="color: rgb(37,81,115);" %)**->**(%%) Place in the page where the footer will START 37 37 38 38 If you require a separate header/footer page for mobile, you must also create that page. 39 39 ... ... @@ -40,26 +40,22 @@ 40 40 Because ONEcount uses SSL, there may be issues with non-SSL brand pages using this method, so you may choose to use method 2 described below. (See ONEcount SSL and non-SSL Client Brand Pages for more detail.) 41 41 42 42 (% style="text-decoration: underline;" %)**Method 2**(%%) 43 -Create a custom header and/or footer when creating a form. 41 + Create a custom header and/or footer when creating a form. 44 44 45 -=== OPEN THE MANAGE FORMSWINDOW ===43 +=== OPENING THE "CREATE NEW" FORM WINDOW === 46 46 47 - **SelectSETUPfrom the main menu.**45 +=== Select INVENTORY from the main menu. === 48 48 49 -[[image:attach: Screen Shot 2021-09-23at4.20.31PM (2).png||thumbnail="true"height="250"]]47 +[[image:attach:media_1430428383541.png||align="center"]] 50 50 51 - \\49 +=== Select "Forms" from the sub-menu. === 52 52 53 - **Select"FormBuilder"from thesub-menu.**51 +[[image:attach:media_1430428408807.png||align="center"]] 54 54 55 -[[image:attach:Screen Shot 2021-09-24 at 3.05.47 PM 1(2).png||thumbnail="true" height="250"]] 56 - 57 57 This will open the Manage Forms window where you can select to create a new form. (See below.) 58 58 59 - \\55 +=== Click "Create Form". === 60 60 61 -**Click "Create Form"**. 62 - 63 63 [[image:attach:media_1430428555772.png||align="center"]] 64 64 65 65 This will ope the "Form Builder - Part 1" window where you begin creation of your new form. ... ... @@ -66,7 +66,7 @@ 66 66 67 67 === CREATE FORM PART 1 - INFORMATION === 68 68 69 -=== =Enter Form Information. (See items #1-6 below.) ====63 +=== Enter Form Information. (See items #1-6 below.) === 70 70 71 71 [[image:attach:Screen Shot 2016-12-07 at 5.43.26 PM.png||width="666" align="center"]] 72 72 ... ... @@ -98,16 +98,13 @@ 98 98 99 99 (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. 100 100 101 -(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.. 102 102 103 - \\97 +=== Front-End View Screenshots === 104 104 105 -(% style="text-align: center;" %) 106 -**Front-End View Screenshots** 107 - 108 108 [[image:attach:Form Top.png||width="666" align="center"]] 109 109 110 - \\101 + 111 111 112 112 [[image:attach:Form Bottom.png||width="666" align="center"]] 113 113 \\ ... ... @@ -114,13 +114,13 @@ 114 114 115 115 [[image:attach:media_1430765149355.png||align="center"]] 116 116 117 - \\108 + 118 118 119 - \\110 + 120 120 121 - \\112 + 122 122 123 -=== =Enter Acknowledgement Email Information. (See Items #7-10 below.) ====114 +=== Enter Acknowledgement Email Information. (See Items #7-10 below.) === 124 124 125 125 [[image:attach:media_1430766909283.png||align="center"]] 126 126 ... ... @@ -127,30 +127,32 @@ 127 127 (% 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. 128 128 129 129 (7) Enter the subject of the email in "New Thank You Email Subject" field. 130 -(8) Enter the content of the email in "New Thank You Email" field. 121 + (8) Enter the content of the email in "New Thank You Email" field. 131 131 Body markers that may be used in the text are as follows: 132 -%%USERNAME%% – will replace the body marker %%USERNAME%% with the subscriber's username. 133 -%%PASSWORD%% – will replace the body marker %%PASSWORD%% with the subscriber's password. 134 -%%ONECOUNTID%% – will relace the body marker %%ONECOUNTID%% with the subscribers account number/ONEcount ID. 135 -%%RECEIPTDISPLAY%% – will replace the body marker %%RECEIPTDISPLAY%% with a receipt for purchase amount, if any. 136 -(9) Enter the subject of the email in the "Updae Thank You Email Subject" field. 137 -(10) Enter the content of the email in the "Update Thank You Email" field. 123 + %%USERNAME%% – will replace the body marker %%USERNAME%% with the subscriber's username. 124 + %%PASSWORD%% – will replace the body marker %%PASSWORD%% with the subscriber's password. 125 + %%ONECOUNTID%% – will relace the body marker %%ONECOUNTID%% with the subscribers account number/ONEcount ID. 126 + %%RECEIPTDISPLAY%% – will replace the body marker %%RECEIPTDISPLAY%% with a receipt for purchase amount, if any. 127 + (9) Enter the subject of the email in the "Updae Thank You Email Subject" field. 128 + (10) Enter the content of the email in the "Update Thank You Email" field. 138 138 139 139 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. 140 140 141 - **Click the red "Next" button when done with Form Information.**ÂThis will open the "Build Form" window, as shown below.132 +=== Click the red "Next" button when done with Form Information. === 142 142 134 +This will open the "Build Form" window, as shown below. 135 + 143 143 === CREATE FORM PART 2 - BUILD FORM === 144 144 145 145 [[image:attach:media_1430938547197.png||align="center"]] 146 146 147 147 (1) **Rows** and **Columns.** Determine the number of rows and how many columns in each of those rows. The number of columns may be set on a row-by-row basis, i.e. the number of columns does not necessarily have to be the same for each row, and rows may be added at any time during form construction. 148 -(2) Drag **Questions** into the **workspace (3).** You can quickly find questions by searching by name or question ID #. 141 + (2) Drag **Questions** into the **workspace (3).** You can quickly find questions by searching by name or question ID #. 149 149 (4) Set **Question Options** and validations for each question. 150 150 151 151 More detail on each of the above steps is provided below. 152 152 153 -=== =Set the number of rows and columns. ====146 +=== Set the number of rows and columns. === 154 154 155 155 [[image:attach:media_1430938787682.png||align="center"]] 156 156 ... ... @@ -158,45 +158,46 @@ 158 158 159 159 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. 160 160 161 -=== =Drag and Drop Questions into Workspace. ====154 +=== Drag and Drop Questions into Workspace. === 162 162 163 163 [[image:attach:media_1430938961950.png||align="center"]] 164 164 165 165 First Name, Last Name, Email, Address1, Address2, City, and State have been dragged and dropped into the form. 166 166 Once a question is placed in a form, it is removed from the list of questions. 167 -Notice that the "Zip/Postal Code:" question was found by doing a quick search for "zip". This question can now be dragged and dropped into column 3 of row 6, as shown below. 168 -To return to the full list questions not yet placed on the form, delete "zip" from the search box. 160 + Notice that the "Zip/Postal Code:" question was found by doing a quick search for "zip". This question can now be dragged and dropped into column 3 of row 6, as shown below. 161 + To return to the full list questions not yet placed on the form, delete "zip" from the search box. 169 169 170 170 Note that you can create a new question here by clicking on **+Create New Question**. This will bring up a pop-up where you can create a question on the fly. 171 -You can also edit questions here, but be careful! (% style="color: rgb(255,0,0);" %)**Any changes made to the Question Text, Response Type, Question Alias, Question Tage, and Lookup Question are universal and will change ALL forms in the system, not just the form you are working on.** 164 + You can also edit questions here, but be careful! (% style="color: rgb(255,0,0);" %)**Any changes made to the Question Text, Response Type, Question Alias, Question Tage, and Lookup Question are universal and will change ALL forms in the system, not just the form you are working on.** 172 172 173 173 [[image:attach:media_1430939101634.png||align="center"]] 174 174 175 175 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. 176 -To set options, simply click on the question and select options. 169 + To set options, simply click on the question and select options. 177 177 178 -=== =Set Question Options ====171 +=== Set Question Options === 179 179 180 180 [[image:attach:media_1430939154859.png||align="center"]] 181 181 182 182 Available **Question Options** are: 183 -**Auto Populate:** (% style="color: rgb(0,0,0);" %)This check box allows you to tell the form what fields to pre-populate from information already in the database when a user clicks a link to a form. If audited, per audit rules, you cannot pre-populate certain demographics, even if the information is in your database. Auto Populate works in conjunction with the "&renewal=true" string in form linkouts. (Find more about form linkouts in the Quick Start Guide-Questions and Forms or Links section of How to Mange Forms.) When the Auto Populate box is checked and the form linkout has "&renewal=true" appended to the end, the only information that will be pre-populated on the form is the information for the questions that have the Auto Populate box checked. If "&renewal=true" is not appended to the link to the form, then all questions on the form that have responses in the ONEcount database will be pre-populated, even if the Auto Populate box is not checked. If audited, use this feature carefully to be sure you are following audit bureau reporting rules on what fields can be pre-populated in a renewal (or any) form. 176 + **Auto Populate:** (% style="color: rgb(0,0,0);" %)This check box allows you to tell the form what fields to pre-populate from information already in the database when a user clicks a link to a form. If audited, per audit rules, you cannot pre-populate certain demographics, even if the information is in your database. Auto Populate works in conjunction with the "&renewal=true" string in form linkouts. (Find more about form linkouts in the Quick Start Guide-Questions and Forms or Links section of How to Mange Forms.) When the Auto Populate box is checked and the form linkout has "&renewal=true" appended to the end, the only information that will be pre-populated on the form is the information for the questions that have the Auto Populate box checked. If "&renewal=true" is not appended to the link to the form, then all questions on the form that have responses in the ONEcount database will be pre-populated, even if the Auto Populate box is not checked. If audited, use this feature carefully to be sure you are following audit bureau reporting rules on what fields can be pre-populated in a renewal (or any) form. 184 184 185 185 (% style="text-decoration: underline; color: rgb(0, 0, 0)" %)**Validations**(% style="color: rgb(0,0,0);" %)**:~*~***(%%) 186 -(% style="color: rgb(0,0,0);" %)**Required **– Do you want this to be a required (not optional) question on the form. All required questions will be identified by a(% style="color: rgb(164,10,10);" %) ~*~** (% style="color: rgb(0,0,0);" %)on the form. If a user doesn't complete a required question, he/she will be prompted to do so.(%%) 187 -(% style="color: rgb(0,0,0);" %)**Email **– Requires that the information entered on the form be in email format, i.e. c.lechien@dogmail.com. It does not validate whether the email is a real email or not, only that it is in the correct email format. Validation looks to match following REGEX : /^[A-Z0-9._%+-]+@[A-Z0-9.-]+\.[A-Z]{2,4}$/i(%%)188 -(% style="color: rgb(0,0,0);" %)**Number Only **– Only numbers can be entered, i.e. for a numbers-only code.(%%) 189 -(% style="color: rgb(0,0,0);" %)**Text Only **– Only text can be entered, i.e. for a text-only code.(%%) 190 -(% style="color: rgb(0,0,0);" %)**Number and Text** – Numbers and text can be entered.(%%) 191 -(% style="color: rgb(0,0,0);" %)**Match Email** – For an email field, this will add a "Confirm Email" entry on the form. 179 + (% style="color: rgb(0,0,0);" %)**Required **– Do you want this to be a required (not optional) question on the form. All required questions will be identified by a(% style="color: rgb(164,10,10);" %) ~*~** (% style="color: rgb(0,0,0);" %)on the form. If a user doesn't complete a required question, he/she will be prompted to do so.(%%) 180 + (% style="color: rgb(0,0,0);" %)**Email **– Requires that the information entered on the form be in email format, i.e. c.lechien@dogmail.com. It does not validate whether the email is a real email or not, only that it is in the correct email format.(%%) 181 + (% style="color: rgb(0,0,0);" %)**Number Only **– Only numbers can be entered, i.e. for a numbers-only code.(%%) 182 + (% style="color: rgb(0,0,0);" %)**Text Only **– Only text can be entered, i.e. for a text-only code.(%%) 183 + (% style="color: rgb(0,0,0);" %)**Number and Text** – Numbers and text can be entered.(%%) 184 + (% style="color: rgb(0,0,0);" %)**Match Email** – For an email field, this will add a "Confirm Email" entry on the form. 192 192 193 193 (% style="color: rgb(0,0,0);" %)~*~* Note that for checkbox- and radio button-type questions, an extra option to set the number of columns for responses appears. For example, if you have a checkbox-type question with 9 possible responses, you can set those checkbox responses to appear within two columns rather than one long list. (See second screenshot below for a front-end view.) 194 194 195 195 (% style="color: rgb(0,0,0);" %)You can add multiple validations to a question, e.g. for an Email question you can set validations to required, email, and match email.(%%) 196 -(% style="color: rgb(0,0,0);" %)To remove a validation, place the cursor to the right of the validation and press your "backspace" or "delete" key. 189 + (% style="color: rgb(0,0,0);" %)To remove a validation, place the cursor to the right of the validation and press your "backspace" or "delete" key. 197 197 198 198 (% style="color: rgb(255,0,0);" %)**Options and validations will NOT universally change forms – these changes will be applied only to the form you are working on.**(%%) 199 -\\(% style="color: rgb(0,0,0);" %)In the example below, the Email question has been set to Auto Populate with multiple validations (Email, Match Email, Required). 192 + 193 +(% style="color: rgb(0,0,0);" %)In the example below, the Email question has been set to Auto Populate with multiple validations (Email, Match Email, Required). 200 200 201 201 [[image:attach:media_1430939226453.png||align="center"]] 202 202 ... ... @@ -204,7 +204,7 @@ 204 204 205 205 Checkbox-type question set for responses to appear in two columns. 206 206 207 -=== =Move and/or Remove Questions ====201 +=== Move and/or Remove Questions === 208 208 209 209 [[image:attach:media_1430939299804.png||align="center"]] 210 210 ... ... @@ -211,14 +211,14 @@ 211 211 To remove a question from a form, click the "x" icon above the question name. This will remove the question, but not the row. 212 212 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. 213 213 214 -=== =Delete a Row ====208 +=== Delete a Row === 215 215 216 216 [[image:attach:media_1430939444248.png||align="center"]] 217 217 218 218 To delete a row, click the trash can icon at the far right of the row. 219 -**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." 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." 220 220 221 - **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. === 222 222 223 223 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. 224 224 ... ... @@ -232,27 +232,23 @@ 232 232 [[image:attach:media_1431545519730.png||align="center"]] 233 233 234 234 The Review and Save window provides a basic preview of the form and allows you to adjust question response field lengths. 235 -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 236 236 237 - \\231 +=== Below is an example of what a form might look like on your web site. === 238 238 239 -(% style="text-align: center;" %) 240 -**Example of what a form might look like on your web site.** 241 - 242 242 [[image:attach:media_1431550698440.png||align="center"]] 243 243 244 244 **1 ~-~-** Form Name 245 -**2 ~-~-** Form Description 246 -**3 ~-~-** Questions in custom layout 247 -**4 ~-~-** Product Prompt Text 248 -**5 ~-~-** Products attached to the form (notice products subscribed to are identified with "You are currenty receiving:" highlighted in green. 236 + **2 ~-~-** Form Description 237 + **3 ~-~-** Questions in custom layout 238 + **4 ~-~-** Product Prompt Text 239 + **5 ~-~-** Products attached to the form (notice products subscribed to are identified with "You are currenty receiving:" highlighted in green. 249 249 250 -(% style="text-align: center;" %) 251 -==== Example of the customized acknowledgement email with receipt confirmation 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. === 252 252 253 253 [[image:attach:media_1352398034919.png||align="center"]] 254 254 255 - \\245 + 256 256 257 257 258 258 ... ... @@ -260,26 +260,27 @@ 260 260 {{/layout-cell}} 261 261 262 262 {{layout-cell}} 263 - {{panel title="Search all Documentation:"}}253 +**Search all Documentation:** 264 264 265 265 266 -{{livesearch/}} 267 -{{/panel}} 268 268 269 -{{ paneltitle="SearchINVENTORY Documentation:"}}257 +{{livesearch/}} 270 270 259 + 271 271 272 -{{pagetreesearch rootPage="Create and Manage Your Inventory"/}} 273 -{{/panel}} 261 +**Search INVENTORY Documentation:** 274 274 275 - {{paneltitle="On this page:"}}263 + 276 276 277 277 278 -{{toc/}} 279 -{{/panel}} 280 280 281 -{{panel title="More INVENTORY Documentation:"}} 282 -{{expand}} 267 +{{pagetreesearch rootPage="Create and Manage Your Inventory"/}} 268 + 269 + 270 + 271 + 272 + 273 +{{expand title="More INVENTORY Documentation"}} 283 283 (% style="margin-left: 30.0px;" %) 284 284 [[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]] 285 285 ... ... @@ -331,29 +331,6 @@ 331 331 (% style="margin-left: 30.0px;" %) 332 332 [[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]] 333 333 {{/expand}} 334 -{{/panel}} 335 - 336 -\\ 337 - 338 -\\ 339 - 340 -** 341 -** 342 - 343 -\\ 344 - 345 -\\ 346 - 347 -\\ 348 - 349 -\\ 350 - 351 -** 352 -** 353 - 354 -\\ 355 - 356 -\\ 357 357 {{/layout-cell}} 358 358 {{/layout-section}} 359 359 {{/layout}}
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