Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 14.1
edited by rijo
on 2022/09/26 21:13
Change comment: Added "Progressive" to Dynamic Lookup
To version 17.1
edited by rijo
on 2022/12/07 06:52
Change comment: There is no comment for this version

Summary

Details

Page properties
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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487 487  
488 488  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.
489 489  
490 -**Code for altering responses based on select type demographics:**
503 += ADVANCED FORM TECHNIQUES: =
491 491  
505 +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.
506 +
492 492  \\
493 493  
509 +**Example 1: Code for altering responses based on select type demographics:**
510 +
511 +\\
512 +
494 494  **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.
495 495  
496 496  \\
... ... @@ -562,6 +562,59 @@
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  
584 +**Example 2: Code for removing an option from the form**
585 +
586 +\\
587 +
588 +**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. 
589 +
590 +\\
591 +
592 +**Example Sample Code:**
593 +
594 +(% class="p1" %)
595 +var removeId = document.getElementsByClassName("labelId");
596 +
597 +(% class="p1" %)
598 +for(var i = 0; i < removeId.length; i++){
599 +
600 +(% class="p1" %)
601 +if(removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder"){
602 +
603 +(% class="p1" %)
604 +removeId[i].parentNode.style.display="none";
605 +
606 +(% class="p1" %)
607 +}
608 +
609 +(% class="p1" %)
610 +}~/~/end of for loop
611 +
612 +\\
613 +
614 +**Steps:**
615 +
616 +* Initialize a variable to grab all the instances of the id from the form you want hidden. 
617 +** var removeId = document.getElementsByClassName("labelId"); //(notice the semi-color)//
618 +** removeId: name of variable (//you can choose a name of your choice, but remember to be consistent with the use through the code//)
619 +** labelId: replace this with the id of the field you want checked/removed
620 +** getElementsByClassName: property of javascript that allows you to get elements by the class name property
621 +* Traverse through the array of the gathered instances (of removeId), and check for the corresponding text by comparing the innerText property to  "RemoveMePlaceHolder"
622 +** removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder" (//check for matches//)
623 +** RemoveMePlaceHolder: replace this with the text you want hidden
624 +* If a match is found, then grab its parentNode
625 +** removeId[i].parentNode
626 +** [i] is the index of the array where the match was found, during traversal
627 +* Change the style of the parentNode to display it as none.  This keeps the field hidden in your forms.
628 +** removeId[i].parentNode.style.display="none"; (//notice the semi-color//)
629 +
630 +\\
631 +
632 +**Note:**
633 +
634 +* All the code must be included in the form Extra Script field.
635 +* The code is to be inserted in the forms in which the value need not been shown or hidden
636 +
565 565  = DYNAMIC/PROGRESSIVE LOOK-UP: =
566 566  
567 567  This is a feature provided by ONECount.
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -77496549
1 +77496878
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/77496549/Copy of New Form Builder
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496878/Copy of New Form Builder