Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 11.1
edited by rijo
on 2022/08/23 17:26
Change comment: gearsvideo uploaded, steps for form building from scratch
To version 4.1
edited by rijo
on 2022/08/22 15:57
Change comment: Thank you Page Design; templates menu, popup min width/height; body markers

Summary

Details

Page properties
Content
... ... @@ -111,8 +111,6 @@
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.
... ... @@ -125,82 +125,6 @@
125 125  
126 126  \\
127 127  
128 -BUILD FORMS FROM SCRATCH
129 -
130 -Form Building is a multi-step process. 
131 -
132 -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,
133 -
134 -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.
135 -1. The canvas can be populated by dragging-and-dropping elements/components from the right-hand panel.  
136 -11. Simply select your choice of component from the options in the right-hand panel with your mouse
137 -11. Drag it over to the spot on the canvas, as you prefer
138 -
139 -\\
140 -
141 -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.
142 -
143 -Below is a screen-shot where the 'Grid Templates' expands on beings selected, and the 'three column' grid is chosen
144 -
145 -[[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
146 -
147 -\\
148 -
149 -1. First, let's expand the 'Grid Templates' option by selecting it.
150 -1. From there, select the preferred column type, then drag it to the canvas, as shown below (three-column grid selected)
151 -
152 -(% style="margin-left: 40.0px;" %)
153 -[[image:attach:formbuilder-drag-a-grid-onto-canvas.png||height="250"]]
154 -
155 -(% style="margin-left: 40.0px;" %)
156 -\\
157 -
158 -(% style="margin-left: 40.0px;" %)
159 -3. To populate the columns, let's choose from the 'Demographics' option.
160 -
161 -1.
162 -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.
163 -
164 -(% style="margin-left: 40.0px;" %)
165 -[[image:attach:formbuilder-drag-fields-from-toolbar-onto-canvasAug23.png||height="250"]]
166 -
167 -\\
168 -
169 -(% style="margin-left: 40.0px;" %)
170 -4. The three-column grid will look as follows:
171 -
172 -(% style="margin-left: 40.0px;" %)
173 -[[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
174 -
175 -(% style="margin-left: 40.0px;" %)
176 -5. To add Captcha to the form:
177 -
178 -1.
179 -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"]]
180 -11. Select Captcha and drag it over to the spot on the canvas.  In this case, we choose below the 3-column grid
181 -
182 -(% style="margin-left: 40.0px;" %)
183 -[[image:attach:formbuilder-add-captchaAug23.png||height="250"]]
184 -
185 -(% style="margin-left: 40.0px;" %)
186 -6. To add a 'Submit' button:
187 -
188 -1.
189 -11. Select it from the 'Form' option and,
190 -11. Drag it to the spot you prefer on the canvas,
191 -11. Eventually this position will impact how your final form is displayed)
192 -
193 -(% style="margin-left: 40.0px;" %)
194 -7. Below is what the final form/pop-up will look like after the additions/modifications described in steps 1-7.
195 -
196 -(% style="margin-left: 40.0px;" %)
197 -[[image:attach:formbuilder-completed-formAug23.png||height="250"]]
198 -
199 -(% style="margin-left: 40.0px;" %)
200 -\\
201 -
202 -\\
203 -
204 204  ELEMENTS MENU
205 205  
206 206  \\
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210 210  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.
211 211  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.
212 212  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.
213 -11. Click [[here>>attach:formbuilder-R-YTVideo-Aug23.mp4]] to view how you can add a Youtube video to your form.
214 214  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.
215 215  11. Adding Images, first drag the image icon from the Elements Menu and place it where you want an image to be placed.
216 216  111. A pop-up window will open with a library of images already added.
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217 217  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.
218 218  111. After uploading an image file, select the image from the image library list on the right hand side.
219 219  111. After selecting your image, click the “X” button to close the image library. Your image will be placed in the image content block.
220 -111. Here is a video showing how to select images to your canvas: [[How to upload image video>>attach:formbuilder-AddImage-R-Aug23.mp4]]
221 221  111. To add Questions/Fields drag the questions you have selected during Phase 2, “Add Demographics”, from the “Demographics” section of the Elements menu.
222 222  1111. It is recommended to place each Question in individual Grid Templates (single or multiple column).
223 -1111. To add additional questions, return to Phase 2 “Add Demographics”.
143 +1111. To add additional questions, return to Phase 2 “Add Demographics”.
224 224  
225 -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.
226 -
227 -1. URL links can be added to components that use the 'Link' feature. 
228 -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.
229 -11. You can add URL to the 'Href' field, which will then link the selected component to the URL specified in this field.
230 -11. Please [[click here>>attach:formbuilder-R-GearsURL-Aug23.mp4]] to view a video showing how to create a URL link.
231 -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.). 
232 -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.
233 -
234 -(% style="margin-left: 80.0px;" %)
235 -[[image:attach:formbuilder-edit-object-propertiesAug23.png||height="400"]]
236 -
237 -(% style="margin-left: 80.0px;" %)
238 -b. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
239 -
240 240  \\
241 241  
242 242  TEMPLATES MENU
243 243  
244 -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.
245 -
246 246  [[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
247 247  
248 -\\
151 +To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.  The various types of templates include:
249 249  
250 -To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
251 -
252 -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.
253 -
254 -[[image:attach:Drag-n-DropTemplate.png||height="250"]]
255 -
256 -\\
257 -
258 -The various types of templates include:
259 -
260 260  1. Three-column with graphic
261 261  1. Two-column with graphic
262 262  1. One column/graphic on top
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310 310  
311 311  The Email Confirmation tab is used to fill out details of the confirmation email.
312 312  
313 -[[image:attach:form-builder-EmailConfirmationTabAug23.png||height="250"]]
206 +[[image:attach:EmailConfirmationTab.png||height="250"]]
314 314  
315 315  1. **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.
316 316  11. **a.     Enter Acknowledgement Email Information. (See Items b-c below.)**
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332 332  
333 333  The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
334 334  
335 -Below is a screen-shot of the default Thank you page template, that is automatically populated in the 'Thank you Page Design' tab.
336 -
337 337  [[image:attach:TYPageDesign-Aug22.png||height="400"]]
338 338  
339 -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.
230 +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.
340 340  
341 -[[image:attach:TYClosePanelAug23.png||height="250"]]
342 -
343 -These templates can be further customized using the components from the form builder, such as the Submit button, Captcha, Demographics components, and such.
344 -
345 345  So, we now have three ways for designating a Thank you page:
346 346  
347 -~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.)
234 +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.)
235 +1. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
236 +1. Using the default Thank you page.  This comes into play if steps 1. and 2. are left blank.  This is also what will be used for the older forms (that did not have the Thank You Page Design feature).
237 +1. The older forms that did not have the 'Thank you Page Design' feature, will now include this feature so that the thank you are now customizable
348 348  
349 - [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
350 -
351 -\\
352 -
353 -2. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
354 -
355 -3. Using the default Thank you page.  This comes into play if steps 1. and 2. are left blank.  This is also what will be used for the older forms (that did not have the Thank You Page Design feature).
356 -
357 -The older forms that did not have the 'Thank you Page Design' feature, will now include this feature so that the 'Thank you' pages are now customizable
358 -
359 359  The templates provided in the 'Thank you page Design' tab are responsive.
360 360  
361 361  The default Thank you page looks as shown below:
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364 364  
365 365  The default values in the Thank you page are populated from the Config Manager.
366 366  
367 -To delete a template from the canvas, click on the 'trash can' icon found on the above toolbar.
368 -
369 -[[image:attach:TYDeleteIconAug23.png||height="250"]]
370 -
371 371  \\
372 372  
373 -Please [[click here>>attach:formBuilder-TYSelectDelete-Rayaan-OC2201.mp4]] to view video showing how to select and delete a 'Thankyou Page Design.'
374 -
375 375  \\
376 376  
377 -\\
378 -
379 379  TO DUPLICATE A FORM
380 380  
381 381  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
... ... @@ -1,1 +1,1 @@
1 -77496528
1 +77496374
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/77496528/Copy of New Form Builder
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496374/Copy of New Form Builder