Last modified by Admin on 2023/08/14 16:54
From version 6.1
edited by melanie@one-count_com
on 2016/12/07 17:55
Change comment: There is no comment for this version
To version 7.1
edited by melanie@one-count_com
on 2016/12/07 18:42
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
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1 1  {{layout}}
2 2  {{layout-section ac:type="two_right_sidebar"}}
3 3  {{layout-cell}}
4 +
4 4  
6 +
5 5  
8 +
9 +
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  
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72 72  
73 73  (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.
74 74  
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.
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.
76 76  
77 77  **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.
78 78  
79 79  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.
80 80  
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.
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.
82 82  
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.
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.
84 84  
85 -(6) Select a **Submission Option**. (See screen shots of front end view below.)
89 +(8) Select a **Submission Option**. (See screen shots of front end view below.)
86 86  
87 87  * 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.)
88 88  * 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.)
89 89  * Product Selection Not Required - No Warning (The form may be submitted without a product selection, and no warning message will appear.)
90 90  
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.
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.
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..
100 +
91 91  === Front-End View Screenshots ===
92 92  
93 93  [[image:attach:media_1430763892412.png||align="center"]]
Confluence.Code.ConfluencePageClass[0]
id
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1 -66840
1 +66841
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66840/Forms - How to Create a Form (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66841/Forms - How to Create a Form (v12.x)