Changes for page Form Builder

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

From version 12.1
edited by rijo
on 2022/09/26 16:51
Change comment: Dynamic Look-up notes
To version 15.1
edited by Admin
on 2022/10/11 15:15
Change comment: There is no comment for this version

Summary

Details

Page properties
Author
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1 -XWiki.rijo
1 +XWiki.Admin
Content
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38 38  
39 39  \\
40 40  
41 -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"]]
42 -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.
43 -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.
44 -1. If choosing popup as the 'Form Type', for best viewing experiences, please ensure that the minimum width and height used are 350-400.
45 -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.
46 -1. Select a submission option ~*~*~*~*~*~*~*~*~*~**
47 -1. Show only relevant products ~*~*~*~*~*~*~*~**
48 -1. Enter the text/message to be displayed if an email already exists.
49 -1. Body markers that may be used in the text are as follows:
41 +**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"]]
42 +
43 +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.
44 +
45 +**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.
46 +
47 +If choosing popup as the 'Form Type', for best viewing experiences, please ensure that the minimum width and height used are 350-400.
48 +
49 +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.
50 +
51 +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:
52 +
53 +[[image:attach:selection-required.png||height="216"]]
54 +
55 +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.
56 +
57 +Show only relevant products ~*~*~*~*~*~*~*~**
58 +
59 +Enter the text/message to be displayed if an email already exists.
60 +
61 +Body markers that may be used in the text are as follows:
50 50  %%TEXT%% – will link to Sign in page%%
51 51  ~#~#TEXT - will be linked to Password Reset page~#~#
52 -1. STATUS: Activate the Form for user access or disable the form.
53 53  
65 +STATUS: Activate the Form for user access or disable the form.
66 +
54 54  \\
55 55  
56 56  \\
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562 562  * removeInitial is assigned only once at the beginning of the script.
563 563  * All the code must be included in form extra script area.
564 564  
565 -(% style="" %)
566 -= DYNAMIC LOOK-UP: =
578 += DYNAMIC/PROGRESSIVE LOOK-UP: =
567 567  
568 568  This is a feature provided by ONECount.
569 569  
570 570  A check is performed after two pieces of data is entered in the form.
571 571  
572 -This check looks-up the database till a match is found.  Once it does, the user is asked to confirm and logs in.
584 +This check looks-up the database till a match is found.  Once it does, the user is asked to confirm.
573 573  
574 -\\
586 +The user can choose to log in by clicking on the 'Lookup' link.
575 575  
588 +[[image:attach:VerifyBox-LookupOption1.png||height="150"]]
589 +
590 +If the Lookup is clicked, the user is taken to the Lookup/Sign-in page, that may appear as shown below:
591 +
592 +[[image:attach:Sign in:Lookup page.png||height="150"]]
593 +
594 +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:
595 +
596 +[[image:attach:VerifyEmailExists-2.png||height="150"]]
597 +
598 +The Lookup link takes you to the login/sign-in page.
599 +
576 576  \\
Confluence.Code.ConfluencePageClass[0]
id
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1 -77496534
1 +77496614
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/77496534/Copy of New Form Builder
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496614/Copy of New Form Builder