Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28

From 9.1 to 10.1 From 18.1 to 19.1

From version 10.1

edited by rijo
on 2022/08/23 17:01

Change comment: steps for form building

To version 18.1

edited by Admin
on 2023/04/04 18:44

Change comment: There is no comment for this version

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- Confluence.Code.ConfluencePageClass[0]

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Page properties

Author

@@ -1,1 +1,1 @@
--XWiki.rijo
++XWiki.Admin

Content

@@ -38,19 +38,32 @@
  \\
--1. Required: Give your Form a title. You will have an option to use this title when designing the form in Phase D. If you want to use a different title when designing the form you may do so by using a custom “text section” content block when designing the form.[[image:attach:FB Title.png||height="250"]]
--1. Give your Form a description. You will have an option to use this title when designing the form in Phase D. If you want to use a different title when designing the form you may do so by using a custom “text” content block when designing the form.
--1. Required: Assign a source code to a Form. To add or change existing source codes, go to the source code manager in the inventory tab of the navigation bar at the top. If you do not have a source code for this form then use a generic source code.
--1. If choosing popup as the 'Form Type', for best viewing experiences, please ensure that the minimum width and height used are 350-400.
--1. OPTIONAL: If you want to direct users to a specific page after submitting the form, then place the url into the "Thank you page URL" field.
--1. Select a submission option ~*~*~*~*~*~*~*~*~*~**
--1. Show only relevant products ~*~*~*~*~*~*~*~**
--1. Enter the text/message to be displayed if an email already exists.
--1. Body markers that may be used in the text are as follows:
++**Required:** First, give your Form a title. You will have an option to use this title when designing the form in Phase D. If you want to use a different title when designing the form you may do so by using a custom “text section” content block when designing the form.[[image:attach:FB Title.png||height="250"]]
++
++Give your Form a description. You will have an option to use this title when designing the form in Phase D. If you want to use a different title when designing the form you may do so by using a custom “text” content block when designing the form.
++
++**Required: **Assign a source code to a Form. To add or change existing source codes, go to the source code manager in the inventory tab of the navigation bar at the top. If you do not have a source code for this form then use a generic source code.
++
++If choosing popup as the 'Form Type', for best viewing experiences, please ensure that the minimum width and height used are 350-400.
++
++OPTIONAL: If you want to direct users to a specific page after submitting the form, then place the url into the "Thank you page URL" field.
++
++Select a submission option. Submission Option is a feature that allows ONEcount to require a user to subscribe to a product or package in order to submit the form. There are three settings:
++
++[[image:attach:selection-required.png||height="216"]]
++
++The first option allows the user to submit the form without subscribing to a product, but a message is displayed telling the user that they did not subscribe to a product before hitting submit. The second option allows the user to submit the form without any warning. The third option is effective in cases where the forms are pre-populated, and users might be tempted to hit "Submit" without subscribing to anything. This option issues a warning and forces the user to return to the form and subscribe to a product.
++
++Show only relevant products ~*~*~*~*~*~*~*~**
++
++Enter the text/message to be displayed if an email already exists.
++
++Body markers that may be used in the text are as follows:
  %%TEXT%% – will link to Sign in page%%
  ~#~#TEXT - will be linked to Password Reset page~#~#
--1. STATUS: Activate the Form for user access or disable the form.
++STATUS: Activate the Form for user access or disable the form.
++
  \\
  \\
@@ -125,6 +125,8 @@
  \\
++BUILD FORMS FROM SCRATCH
++
  Form Building is a multi-step process.
  Form can be built from scratch.  It requires, at the very minimum, a Captcha and Submit button, if building from scratch.  If choosing to do so,
@@ -142,33 +142,63 @@
  [[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
++\\
++
 . First, let's expand the 'Grid Templates' option by selecting it.
--1. Select the preferred column type, then drag it to the canvas, as shown below (three-column grid selected)
++1. From there, select the preferred column type, then drag it to the canvas, as shown below (three-column grid selected)
  (% style="margin-left: 40.0px;" %)
  [[image:attach:formbuilder-drag-a-grid-onto-canvas.png||height="250"]]
  (% style="margin-left: 40.0px;" %)
--3. To populate the columns, let's choose from the 'Demographics' option.
++\\
  (% style="margin-left: 40.0px;" %)
--4. Select First Name and drag it to the left-most cell, followed by Last Name to the middle cell, next email to the last one.
++3. To populate the columns, let's choose from the 'Demographics' option.
++1.
++11. Select First Name and drag it to the left-most cell, followed by Last Name to the middle cell, next email to the last one.
++
  (% style="margin-left: 40.0px;" %)
  [[image:attach:formbuilder-drag-fields-from-toolbar-onto-canvasAug23.png||height="250"]]
--1. The three-column grid will look as follows:
--1. [[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
--1. To add Captcha to the form, select 'Form' from the right-hand panel[[image:attach:Screen Shot 2022-08-23 at 4.52.47 PM.png||thumbnail="true" width="150"]]
--1. Select Captcha and drag it over to the spot on the canvas.  In this case, we choose below the 3-column grid
--1. [[image:attach:formbuilder-add-captchaAug23.png||height="250"]]
--1. To add a 'Submit' button, select it from the 'Form' option and drag it to the spot you prefer on the canvas, eventually this position will impact how your final form is displayed)
--1. Below is what the final form/pop-up will look like after the additions/modifications described in steps 1-4
++\\
++(% style="margin-left: 40.0px;" %)
++4. The three-column grid will look as follows:
++
++(% style="margin-left: 40.0px;" %)
++[[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
++
++(% style="margin-left: 40.0px;" %)
++5. To add Captcha to the form:
++
++1.
++11. Select 'Form' from the right-hand panel[[image:attach:Screen Shot 2022-08-23 at 4.52.47 PM.png||thumbnail="true" width="150"]]
++11. Select Captcha and drag it over to the spot on the canvas.  In this case, we choose below the 3-column grid
++
++(% style="margin-left: 40.0px;" %)
++[[image:attach:formbuilder-add-captchaAug23.png||height="250"]]
++
++(% style="margin-left: 40.0px;" %)
++6. To add a 'Submit' button:
++
++1.
++11. Select it from the 'Form' option and,
++11. Drag it to the spot you prefer on the canvas,
++11. Eventually this position will impact how your final form is displayed)
++
++(% style="margin-left: 40.0px;" %)
++7. Below is what the final form/pop-up will look like after the additions/modifications described in steps 1-7.
++
++(% style="margin-left: 40.0px;" %)
  [[image:attach:formbuilder-completed-formAug23.png||height="250"]]
++(% style="margin-left: 40.0px;" %)
  \\
++\\
++
  ELEMENTS MENU
  \\
@@ -195,9 +195,9 @@
 . URL links can be added to components that use the 'Link' feature.
 . To add or modify a URL link, use the 'Components Settings' option on the toolbar, denoted by a 'gear' icon [[image:attach:Screen Shot 2022-08-23 at 2.25.10 PM.png||thumbnail="true" width="20"]]on the above toolbar.
 . You can add URL to the 'Href' field, which will then link the selected component to the URL specified in this field.
--11. Please [[click here>>url:http://bos-jira01-cl01.onecount.net:8080/secure/attachment/15323/Aug-23-2022%2012-23-41.mp4||shape="rect"]] to view a video showing how to create a URL link.
++11. Please [[click here>>attach:formbuilder-R-GearsURL-Aug23.mp4]] to view a video showing how to create a URL link.
 . Components can be modified in terms of typography(text-related features such as fonts, alignment), dimensions (height, width, padding, etc.) or background decorations (color, radius, etc.).
--11. To do so, select the component, then click on the 'paintbrush' icon on the above toolbar, denoted by[[image:attach:Screen Shot 2022-08-23 at 2.28.56 PM.png||thumbnail="true" width="20"]].  In the screen shot below, the image on the right is selected and editted.
++11. To do so, select the component, then click on the 'paintbrush' icon on the above toolbar, denoted by[[image:attach:Screen Shot 2022-08-23 at 2.28.56 PM.png||thumbnail="true" width="20"]].  In the screen shot below, the image on the right is selected and edited.
  (% style="margin-left: 80.0px;" %)
  [[image:attach:formbuilder-edit-object-propertiesAug23.png||height="400"]]
@@ -205,10 +205,34 @@
  (% style="margin-left: 80.0px;" %)
  b. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
++(% style="margin-left: 80.0px;" %)
  \\
--TEMPLATES MENU
++(% style="margin-left: 80.0px;" %)
++\\
++=== Click-Thru Button ===
++
++Often users will want to create a pop-up or landing page that has a button that clicks through to another site or page. The specific use-case could be clicking to a partner site to download a digital edition, clicking to a non-ONEcount form, or clicking off-site to a thid-party application.
++
++To create a click-thru button, click in the cell or grid where you want the button to appear, and from the tool-bar on the right, select Form Options, and then Submit. ONEcount will place a button on your form.
++
++[[image:attach:submit-button-tool.png||thumbnail="true" height="250"]]
++
++\\
++
++Now click on the button, and click on the gear icon above the tool bar.
++
++[[image:attach:click-thru-button.png||height="250"]]
++
++Click on the Action Pull-down and select Clickthrough. In the box for Label, add whatever text you would like to appear on the button. In the URL box, put the full URL where you would like the user to be sent when they click on the button. Please note that this URL will open in a new window, leaving the pop-up on the screen. The user will need to close the pop-up.
++
++A future version of ONEcount will track these click-throughs as "completions" in both the form and segment analytics, giving you insights into how many people are clicking through to the URL.
++
++\\
++
++=== TEMPLATES MENU ===
++
  The Templates menu contains a set of four pre-designed set of templates you can choose from.  Clicking on the Templates option, (found on the right-hand panel) displays the template set.
  [[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
@@ -455,10 +455,16 @@
  One use for these boxes is to add Javascript code to your form that will change the questions and/or question responses based on a user’s response to a question on the form.
--**Code for altering responses based on select type demographics:**
++= ADVANCED FORM TECHNIQUES: =
++With Extra Scripts/Extra Styles, you can add features to your form or popup to enhance its look-and-feel as well as operations.  Following are examples of how this can be achieved.
++
  \\
++**Example 1: Code for altering responses based on select type demographics:**
++
++\\
++
  **Example:** If a form contains a question which ask whether the user is a doctor or a patient. If the user selects doctor the demographic fields which are related to doctor will appear (type of specialty, NPI #, medical degree achieved, etc.). Otherwise, demographic fields for a patient will appear on the form. This modifications helps to show user only those demographic fields which are related to their previous answers.
  \\
@@ -530,4 +530,79 @@
  * removeInitial is assigned only once at the beginning of the script.
  * All the code must be included in form extra script area.
++**Example 2: Code for removing an option from the form**
++
  \\
++
++**Example:** A form contains a collection of questions.  The client decides that a question/option needs to be done away with, but without disturbing the rest of the form. You want to have it removed or hidden.   You can make this field invisible without changing anything else about the form, using the Extra Script option.  Without re-designing the form, we are able to remove the unwanted option by using the sample code below.
++
++\\
++
++**Example Sample Code:**
++
++(% class="p1" %)
++var removeId = document.getElementsByClassName("labelId");
++
++(% class="p1" %)
++for(var i = 0; i < removeId.length; i++){
++
++(% class="p1" %)
++if(removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder"){
++
++(% class="p1" %)
++removeId[i].parentNode.style.display="none";
++
++(% class="p1" %)
++}
++
++(% class="p1" %)
++}~/~/end of for loop
++
++\\
++
++**Steps:**
++
++* Initialize a variable to grab all the instances of the id from the form you want hidden.
++** var removeId = document.getElementsByClassName("labelId"); //(notice the semi-color)//
++** removeId: name of variable (//you can choose a name of your choice, but remember to be consistent with the use through the code//)
++** labelId: replace this with the id of the field you want checked/removed
++** getElementsByClassName: property of javascript that allows you to get elements by the class name property
++* Traverse through the array of the gathered instances (of removeId), and check for the corresponding text by comparing the innerText property to  "RemoveMePlaceHolder"
++** removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder" (//check for matches//)
++** RemoveMePlaceHolder: replace this with the text you want hidden
++* If a match is found, then grab its parentNode
++** removeId[i].parentNode
++** [i] is the index of the array where the match was found, during traversal
++* Change the style of the parentNode to display it as none.  This keeps the field hidden in your forms.
++** removeId[i].parentNode.style.display="none"; (//notice the semi-color//)
++
++\\
++
++**Note:**
++
++* All the code must be included in the form Extra Script field.
++* The code is to be inserted in the forms in which the value need not been shown or hidden
++
++= DYNAMIC/PROGRESSIVE LOOK-UP: =
++
++This is a feature provided by ONECount.
++
++A check is performed after two pieces of data is entered in the form.
++
++This check looks-up the database till a match is found.  Once it does, the user is asked to confirm.
++
++The user can choose to log in by clicking on the 'Lookup' link.
++
++[[image:attach:VerifyBox-LookupOption1.png||height="150"]]
++
++If the Lookup is clicked, the user is taken to the Lookup/Sign-in page, that may appear as shown below:
++
++[[image:attach:Sign in:Lookup page.png||height="150"]]
++
++This is similar to the Verification Box that pops up if the 'Email Exists' tag is selected when adding Demographic 'Email'.  A similar pop-up as shown below appears:
++
++[[image:attach:VerifyEmailExists-2.png||height="150"]]
++
++The Lookup link takes you to the login/sign-in page.
++
++\\

Confluence.Code.ConfluencePageClass[0]

id

@@ -1,1 +1,1 @@
--77496408
++77496880

url

@@ -1,1 +1,1 @@
--https://info.onecount.net//wiki/spaces/OD/pages/77496408/Copy of New Form Builder
++https://info.onecount.net//wiki/spaces/OD/pages/77496880/Copy of New Form Builder