Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 13.1
edited by rijo
on 2022/09/26 18:13
Change comment: Dynamic lookup text/images
To version 6.1
edited by rijo
on 2022/08/23 13:52
Change comment: Added text, screenshots to Thankyou and Form Templates, video TY

Summary

Details

Page properties
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.
... ... @@ -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
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370 370  
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.'
278 +Here is a video showing how to select and delete a 'Thank you page design'
374 374  
280 +
281 +
282 +{{view-file att--filename="formBuilder-TYSelectDelete-Rayaan-OC2201.mp4" height="250"/}}
283 +
375 375  \\
376 376  
377 377  \\
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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 -= DYNAMIC LOOK-UP: =
566 -
567 -This is a feature provided by ONECount.
568 -
569 -A check is performed after two pieces of data is entered in the form.
570 -
571 -This check looks-up the database till a match is found.  Once it does, the user is asked to confirm.
572 -
573 -The user can choose to log in by clicking on the 'Lookup' link.
574 -
575 -[[image:attach:VerifyBox-LookupOption1.png||height="150"]]
576 -
577 -If the Lookup is clicked, the user is taken to the Lookup/Sign-in page, that may appear as shown below:
578 -
579 -[[image:attach:Sign in:Lookup page.png||height="150"]]
580 -
581 -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:
582 -
583 -[[image:attach:VerifyEmailExists-2.png||height="150"]]
584 -
585 -The Lookup link takes you to the login/sign-in page.
586 -
587 587  \\
Confluence.Code.ConfluencePageClass[0]
id
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1 -77496536
1 +77496390
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/77496536/Copy of New Form Builder
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496390/Copy of New Form Builder