Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 10.1
edited by rijo
on 2022/08/23 17:01
Change comment: steps for form building
To version 5.1
edited by rijo
on 2022/08/23 13:34
Change comment: There is no comment for this version

Summary

Details

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Content
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111 111  
112 112  PHASE D: Designing the Form
113 113  
114 -This is an example of a form built using the form builder.
115 -
116 116  [[image:attach:Editori-main-menu copy.png||height="250"]]
117 117  
118 118  Use the editor to customize the look and feel of your form webpage. To add page and form elements, drag the element(s) from the menu on the right to where you want them to appear. Sections of the Elements menu can be collapsed for ease of use to drag in content blocks that are located lower in the menu.
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125 125  
126 126  \\
127 127  
128 -Form Building is a multi-step process. 
129 -
130 -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,
131 -
132 -1. Navigate to the 'Form Design' tab, after you have filled out the basic information as required by the 'Form Definition,' 'Add Demographics,' and 'Add Products/Packages' tabs.
133 -1. The canvas can be populated by dragging-and-dropping elements/components from the right-hand panel.  
134 -11. Simply select your choice of component from the options in the right-hand panel with your mouse
135 -11. Drag it over to the spot on the canvas, as you prefer
136 -
137 -\\
138 -
139 -Let's start with selecting a grid format from the 'Grid Templates' option in the right-hand panel. This helps with adding elements to the canvas, eventually your form, in an organized/disciplined manner.
140 -
141 -Below is a screen-shot where the 'Grid Templates' expands on beings selected, and the 'three column' grid is chosen
142 -
143 -[[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
144 -
145 -1. First, let's expand the 'Grid Templates' option by selecting it.
146 -1. Select the preferred column type, then drag it to the canvas, as shown below (three-column grid selected)
147 -
148 -(% style="margin-left: 40.0px;" %)
149 -[[image:attach:formbuilder-drag-a-grid-onto-canvas.png||height="250"]]
150 -
151 -(% style="margin-left: 40.0px;" %)
152 -3. To populate the columns, let's choose from the 'Demographics' option.
153 -
154 -(% style="margin-left: 40.0px;" %)
155 -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.
156 -
157 -(% style="margin-left: 40.0px;" %)
158 -[[image:attach:formbuilder-drag-fields-from-toolbar-onto-canvasAug23.png||height="250"]]
159 -
160 -1. The three-column grid will look as follows:
161 -1. [[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
162 -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"]]
163 -1. Select Captcha and drag it over to the spot on the canvas.  In this case, we choose below the 3-column grid
164 -1. [[image:attach:formbuilder-add-captchaAug23.png||height="250"]]
165 -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)
166 -1. Below is what the final form/pop-up will look like after the additions/modifications described in steps 1-4
167 -
168 -[[image:attach:formbuilder-completed-formAug23.png||height="250"]]
169 -
170 -\\
171 -
172 172  ELEMENTS MENU
173 173  
174 174  \\
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178 178  1. Begin creating a layout by first adding **Grid Templates. **First add One Column Grid Templates to define the basic layout. For multiple columns, add a one column Grid Template before dragging 2 or 3 column Grid Templates into the form.
179 179  1. To add a Title and Description, drag in the “Title” or “Description” content blocks from the “Form Info” section of the Elements menu. The “Title and Description” will be what you have entered during Phase 1, Form Definition.
180 180  11. To create a custom heading or text block, add a “Text” or “Text Section” from the list of products near the lower part of the Elements menu.
181 -11. Click [[here>>attach:formbuilder-R-YTVideo-Aug23.mp4]] to view how you can add a Youtube video to your form.
182 182  11. To add Products/Packages drag in the Product or Package from the Elements menu on the right. The layout of Products or Packages will be based on what Template Type you selected during Phase 3, Add Products & Packages.
183 183  11. Adding Images, first drag the image icon from the Elements Menu and place it where you want an image to be placed.
184 184  111. A pop-up window will open with a library of images already added.
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185 185  111. To add a new image, click the left-hand side of the image pop-up window. Using the folder browser, choose an image from your files that you would like to upload.
186 186  111. After uploading an image file, select the image from the image library list on the right hand side.
187 187  111. After selecting your image, click the “X” button to close the image library. Your image will be placed in the image content block.
188 -111. Here is a video showing how to select images to your canvas: [[How to upload image video>>attach:formbuilder-AddImage-R-Aug23.mp4]]
189 189  111. To add Questions/Fields drag the questions you have selected during Phase 2, “Add Demographics”, from the “Demographics” section of the Elements menu.
190 190  1111. It is recommended to place each Question in individual Grid Templates (single or multiple column).
191 -1111. To add additional questions, return to Phase 2 “Add Demographics”.
143 +1111. To add additional questions, return to Phase 2 “Add Demographics”.
192 192  
193 -Once created, we can edit the added elements to the canvas.  Let us see how URL links can be added and how to the 'paint brush' icon can be used.
194 -
195 -1. URL links can be added to components that use the 'Link' feature. 
196 -11. 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.
197 -11. You can add URL to the 'Href' field, which will then link the selected component to the URL specified in this field.
198 -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.
199 -1. 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.). 
200 -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.
201 -
202 -(% style="margin-left: 80.0px;" %)
203 -[[image:attach:formbuilder-edit-object-propertiesAug23.png||height="400"]]
204 -
205 -(% style="margin-left: 80.0px;" %)
206 -b. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
207 -
208 208  \\
209 209  
210 210  TEMPLATES MENU
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215 215  
216 216  \\
217 217  
218 -To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
155 +To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.  The various types of templates include:
219 219  
220 -To drag-n-drop a template, first click on the 'Templates' option in the right-hand panel.  This will display the templates.  Now, choose a template and drag it to the canvas to the left, as shown below.
221 -
222 -[[image:attach:Drag-n-DropTemplate.png||height="250"]]
223 -
224 -\\
225 -
226 -The various types of templates include:
227 -
228 228  1. Three-column with graphic
229 229  1. Two-column with graphic
230 230  1. One column/graphic on top
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300 300  
301 301  The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
302 302  
303 -Below is a screen-shot of the default Thank you page template, that is automatically populated in the 'Thank you Page Design' tab.
304 -
305 305  [[image:attach:TYPageDesign-Aug22.png||height="400"]]
306 306  
307 -Up to four templates, that are drag-n-droppable, are provided in the right-hand panel.  To view them, please click on the 'Thank you Templates' option in the right-hand panel.
234 +Up to four templates, that are drag-n-droppable, are provided in the right-hand panel.  These can be further customized using the components from the form builder, such as the Submit button, Captcha, Demographics components, and such.
308 308  
309 -[[image:attach:TYClosePanelAug23.png||height="250"]]
310 -
311 -These templates can be further customized using the components from the form builder, such as the Submit button, Captcha, Demographics components, and such.
312 -
313 313  So, we now have three ways for designating a Thank you page:
314 314  
315 315  ~1. Provide a URL in the 'Thank you Page URL' field found in the 'Form Definition' tab.  This has priority over the following two steps (2. and 3.)
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332 332  
333 333  The default values in the Thank you page are populated from the Config Manager.
334 334  
335 -To delete a template from the canvas, click on the 'trash can' icon found on the above toolbar.
336 -
337 -[[image:attach:TYDeleteIconAug23.png||height="250"]]
338 -
339 339  \\
340 340  
341 -Please [[click here>>attach:formBuilder-TYSelectDelete-Rayaan-OC2201.mp4]] to view video showing how to select and delete a 'Thankyou Page Design.'
342 -
343 343  \\
344 344  
345 -\\
346 -
347 347  TO DUPLICATE A FORM
348 348  
349 349  1. From the “Manage Forms” page click the copy icon at the end of the row for the form you wish to copy. ()
Confluence.Code.ConfluencePageClass[0]
id
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1 -77496408
1 +77496381
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/77496408/Copy of New Form Builder
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496381/Copy of New Form Builder