Changes for page Embedded Forms - How to Create an Embedded Form

Last modified by Admin on 2023/08/14 16:54

From 7.1 to 8.1 From 13.1 to 14.1

From version 8.1

edited by melanie@one-count_com
on 2016/12/08 10:47

Change comment: There is no comment for this version

To version 13.1

edited by melanie@one-count_com
on 2016/12/14 11:35

Change comment: There is no comment for this version

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@@ -1,16 +1,12 @@
  {{layout}}
  {{layout-section ac:type="two_right_sidebar"}}
  {{layout-cell}}
--
--
--
--
  {{id name="Start ScreenSteps Content"/}}
   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.
--Please refer to the Quick Start Guide~-~- Questions and Forms for information on basic concepts and rules relating to forms.
++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.
  (% 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.
@@ -19,13 +19,13 @@
  Form-related tasks include:
--* creating database fields/questions available for placement in online forms; (See Question Builder - Create and Manage Questions for more detail.)
++* 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.)
  * creating new forms;
  * managing existing forms;
  * creating source codes that are used to track the source of a name/transaction;
  * and creating individually branded forms.
--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.
++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.
  Note that there are two methods you can use for a form to display in your brand's look and feel.
@@ -44,20 +44,24 @@
  (% style="text-decoration: underline;" %)**Method 2**(%%)
   Create a custom header and/or footer when creating a form.
--=== OPENING THE "CREATE NEW" FORM WINDOW ===
++=== OPEN THE MANAGE FORMS WINDOW ===
--=== Select INVENTORY from the main menu. ===
++**Select INVENTORY from the main menu.**
  [[image:attach:media_1430428383541.png||align="center"]]
--=== Select "Forms" from the sub-menu. ===
++
++**Select "Forms" from the sub-menu.**
++
  [[image:attach:media_1430428408807.png||align="center"]]
  This will open the Manage Forms window where you can select to create a new form. (See below.)
--=== Click "Create Form". ===
++
++**Click "Create Form"**.
++
  [[image:attach:media_1430428555772.png||align="center"]]
  This will ope the "Form Builder - Part 1" window where you begin creation of your new form.
@@ -64,7 +64,7 @@
  === CREATE FORM PART 1 - INFORMATION ===
--=== Enter Form Information. (See items #1-6 below.) ===
++==== Enter Form Information. (See items #1-6 below.) ====
  [[image:attach:Screen Shot 2016-12-07 at 5.43.26 PM.png||width="666" align="center"]]
@@ -96,20 +96,30 @@
  (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.
--(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..
++(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.
--=== Front-End View Screenshots ===
++
--[[image:attach:media_1430763892412.png||align="center"]]
++(% style="text-align: center;" %)
++**Front-End View Screenshots**
--[[image:attach:media_1430764964000.png||align="center"]]
++[[image:attach:Form Top.png||width="666" align="center"]]
--[[image:attach:media_1430765247198.png||align="center"]]
++
++[[image:attach:Form Bottom.png||width="666" align="center"]]
++\\
++
  [[image:attach:media_1430765149355.png||align="center"]]
--=== Enter Acknowledgement Email Information. (See Items #7-10 below.) ===
++
++
++
++
++
++==== Enter Acknowledgement Email Information. (See Items #7-10 below.) ====
++
  [[image:attach:media_1430766909283.png||align="center"]]
  (% 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.
@@ -126,10 +126,8 @@
  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.
--=== Click the red "Next" button when done with Form Information. ===
++**Click the red "Next" button when done with Form Information.**  This will open the "Build Form" window, as shown below.
--This will open the "Build Form" window, as shown below.
--
  === CREATE FORM PART 2 - BUILD FORM ===
  [[image:attach:media_1430938547197.png||align="center"]]
@@ -140,7 +140,7 @@
  More detail on each of the above steps is provided below.
--=== Set the number of rows and columns. ===
++==== Set the number of rows and columns. ====
  [[image:attach:media_1430938787682.png||align="center"]]
@@ -148,7 +148,7 @@
  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.
--=== Drag and Drop Questions into Workspace. ===
++==== Drag and Drop Questions into Workspace. ====
  [[image:attach:media_1430938961950.png||align="center"]]
@@ -165,7 +165,7 @@
  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.
   To set options, simply click on the question and select options.
--=== Set Question Options ===
++==== Set Question Options ====
  [[image:attach:media_1430939154859.png||align="center"]]
@@ -195,7 +195,7 @@
  Checkbox-type question set for responses to appear in two columns.
--=== Move and/or Remove Questions ===
++==== Move and/or Remove Questions ====
  [[image:attach:media_1430939299804.png||align="center"]]
@@ -202,7 +202,7 @@
  To remove a question from a form, click the "x" icon above the question name. This will remove the question, but not the row.
  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.
--=== Delete a Row ===
++==== Delete a Row ====
  [[image:attach:media_1430939444248.png||align="center"]]
@@ -209,7 +209,7 @@
  To delete a row, click the trash can icon at the far right of the row.
   **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."
--=== 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. ===
++**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.**
  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.
@@ -223,10 +223,13 @@
  [[image:attach:media_1431545519730.png||align="center"]]
  The Review and Save window provides a basic preview of the form and allows you to adjust question response field lengths.
-- To see a full preview of the form in your site's look and feel, click "Save" and
++ To see a full preview of the form in your site's look and feel, click "Save".
--=== Below is an example of what a form might look like on your web site. ===
++
++(% style="text-align: center;" %)
++**Example of what a form might look like on your web site.**
++
  [[image:attach:media_1431550698440.png||align="center"]]
  **1 ~-~-** Form Name
@@ -235,11 +235,12 @@
   **4 ~-~-** Product Prompt Text
   **5 ~-~-** Products attached to the form (notice products subscribed to are identified with "You are currenty receiving:" highlighted in green.
--=== 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. ===
++(% style="text-align: center;" %)
++==== Example of the customized acknowledgement email with receipt confirmation (shown in screen shot above) sent to a NEW subscriber/purchaser. ====
  [[image:attach:media_1352398034919.png||align="center"]]
--[[image:attach:media_1477585237131.png||align="center"]]
++
@@ -247,23 +247,28 @@
  {{/layout-cell}}
  {{layout-cell}}
--**Search all Documentation:**
++{{panel title="Search all Documentation:"}}
++{{livesearch/}}
++{{/panel}}
--{{livesearch/}}
++{{panel title="Search INVENTORY Documentation:"}}
--
--**Search INVENTORY Documentation:**
++{{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
++{{/panel}}
++{{panel title="On this page:"}}
++
++{{/panel}}
++
--{{pagetreesearch/}}
--
--{{expand title="More INVENTORY Documentation"}}
++{{panel title="More INVENTORY Documentation:"}}
++{{expand}}
  (% style="margin-left: 30.0px;" %)
  [[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
@@ -315,6 +315,29 @@
  (% style="margin-left: 30.0px;" %)
  [[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]]
  {{/expand}}
++{{/panel}}
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Confluence.Code.ConfluencePageClass[0]

id

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--66844
++67441

url

@@ -1,1 +1,1 @@
--https://info.onecount.net//wiki/spaces/OD/pages/66844/Forms - How to Create a Form (v12.x)
++https://info.onecount.net//wiki/spaces/OD/pages/67441/Forms - How to Create a Form (v12.x)