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 22:13
Change comment: Added "Progressive" to Dynamic Lookup
To version 21.2
edited by Sachin Patil
on 2024/08/30 06:23
Change comment: There is no comment for this version

Summary

Details

Page properties
Title
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1 -Copy of New Form Builder
1 +Form Builder
Parent
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1 +ONEcount Customer Documentation
Author
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1 -XWiki.rijo
1 +XWiki.sachin
Content
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1 +The Form Builder tool allows you to create, edit, delete, and manage forms and pop-ups in a WYSIWYG way. Creating a form is as simple as defining basic form information, choosing which questions/fields will be included on the form, selecting which products and/or packages you want included in the form, and then designing the look and feel. You can also add a thank-you e-mail and message to your form.  When a user completes and submits a form, all of the demographic and transaction information from the form is saved in the ONEcount database, and any transactions that are captured by the form are immediately stored in the ONEcount database.
1 1  
2 -The Forms tool allows you to create, edit, delete, and manage forms and questions. Creating a form is as simple as defining basic form information, choosing which questions/fields will be included on the form, selecting which products and/or packages, designing the look and feel, and dragging in questions and other elements onto the Form’s webpage using an easy to use WYSIWYG editor. When a user completes and submits a form, all of the demographic and transaction information from the form is saved in the ONEcount database.
3 +What is unique about the ONEcount Form Builder is that questions, products and packages are not defined in the form, but elsewhere in the ONEcount system. This allows your organization to have some level of control over the information and data collected by the forms, while allowing any qualified user to build and edit forms. The presentation layer–the form–is separated from the data layer, meaning your web designer can't change field options or the business logic behind your products and packages.
3 3  
4 -\\
5 -
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7 -
8 -When a user completes and submits a form, all of the information gathered from the form is entered into the ONEcount database. Plan forms carefully to ensure that you include questions and possible responses that will provide you with all the data you wish to collect from subscribers/purchasers.
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10 -\\
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13 -
14 14  **Questions are shared among ALL forms, so any changes made to question type, text, responses, alias, report header (See Question Builder - Create and Manage Questions for more detail) will change ALL forms, not just the form you are working on. Deleting a question will remove that question from ALL forms as well. **
15 -**Changes made to form information, form layout, order of questions, and optional validations will NOT universally change forms – these changes will be applied only to the form you are working on.**
16 16  
17 -\\
7 +**Changes made to form information, form layout, order of questions, and optional validations are form-specific and will NOT universally change forms; these changes will be applied only to the form you are working on.**
18 18  
9 +
19 19  Form-related tasks include:
20 20  
21 21  * creating database fields/questions available for placement in online forms; (See __[[Questions - Create and Manage Questions>>url:http://docs.onecount.net:8090/display/OD/Questions+-+Create+and+Manage+Questions||shape="rect"]]__ for more detail.)
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24 24  * creating source codes that are used to track the source of a name/transaction;
25 25  * and creating individually branded, designed forms.
26 26  
27 -\\
28 28  
29 -The first task listed above – creating questions is accomplished using the Question Builder tool. The next two tasks – creating new forms and managing existing forms – are carried out using the Form Builder tool under INVENTORY. Creating source codes is handled under __[[Source Codes>>url:http://docs.onecount.net:8090/display/OD/Source+Codes+-+How+to+Create+and+Manage+Source+Codes||shape="rect"]]__ and creating branded forms is handled under __[[Brands>>url:http://docs.onecount.net:8090/display/OD/Brand+-+How+to+Create+and+Manage+Brands||shape="rect"]]__. All of these tools are found under INVENTORY.
19 +The first task listed above – creating questions is accomplished by clicking the Demographics tab under SETUP on the left-hand men. The next two tasks – creating new forms and managing existing forms – are carried out using the Form Builder tool under SETUP Creating source codes is handled under __[[Source Codes>>url:http://docs.onecount.net:8090/display/OD/Source+Codes+-+How+to+Create+and+Manage+Source+Codes||shape="rect"]]__ and creating branded forms is handled under __[[Brands>>url:http://docs.onecount.net:8090/display/OD/Brand+-+How+to+Create+and+Manage+Brands||shape="rect"]]__. All of these tools are found under SETUP
30 30  
31 31  [[image:attach:Form-builder-nav.png||height="250"]]
32 32  
33 -\\
34 34  
35 -__PHASE A: Defining the Form__
24 +**STEP 1: Defining the Form**
36 36  
37 -__[[image:attach:FormDefinitionAug22.png||height="250"]]__
26 +The first screen you'll see in the Form Builder is where you define the basics of the form. For this panel, the only required options are a Title and a Source Code. You will then get to pick between two different presentations: a "Form" presentation, which is a web-page, and a pop-up, which appears over the page that the user is looking at. The Form format is typically used for landing pages, gating, data collection and subscriptions since it can not be closed. A pop-up can be used for data collection and subscriptions, but since it can be closed by clicking the X in the upper right corner, it's not effective for gating.
38 38  
39 -\\
28 +__[[image:attach:FormDefinitionAug22.png||width="800"]]__
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:
50 -%%TEXT%% – will link to Sign in page%%
51 -~#~#TEXT - will be linked to Password Reset page~#~#
52 -1. STATUS: Activate the Form for user access or disable the form.
30 +//A Form landing page above.//
53 53  
54 -\\
32 +__[[image:attach:form-builder-pop-up.png||width="800"]]__
55 55  
56 -\\
34 +//A pop-up landing page above.//
57 57  
58 -PHASE B: Adding Demographic Questions.
59 59  
37 +You may 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.
38 +
39 +**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.
40 +
41 +If choosing popup as the 'Form Type', for best viewing experiences, please ensure that the minimum width and height used are 350-400. You have several options for a pop-up, including:
42 +
43 +* **Width and Height:** choose dimensions that work well for desktop and mobile
44 +* **Horizontal Position:** where it appears horizontally on the user's screen
45 +* **Vertical Position:** Where the pop-up appears vertically on the page. This is relative to the entire web page. Be careful if your site has long pages or uses infinite scroll, because the pop-up may render "below" the user's screen causing some confusion.
46 +* **Slide Positon:** This describes what part of the screen the pop-up will appear from (ie., enter stage-left)
47 +* **Pop-Up Delay:** This allows you to program a slight delay into the pop-up so that it doesn't appear immediately on the screen.
48 +* **Pop-up Definition :**
49 +** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt" %)**Pop-up Shadow :**
50 +** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt" %)**Pop-up Radius :**
51 +** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Pop-up border width :**
52 +** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Pop-up border Color :**
53 +* (((
54 +**Pop-up Close Button Definition :*** (((
55 +(% class="western" style="text-align:left" %)
56 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Color :**
57 +)))
58 +* (((
59 +(% class="western" style="text-align:left" %)
60 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Text Color :**
61 +)))
62 +* (((
63 +(% class="western" style="text-align:left" %)
64 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Text :**
65 +)))
66 +* (((
67 +(% class="western" style="text-align:left" %)
68 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Position :**
69 +)))
70 +* (((
71 +(% class="western" style="text-align:left" %)
72 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Shape :**
73 +)))
74 +* (((
75 +(% class="western" style="text-align:left" %)
76 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Font Size :**
77 +)))
78 +* (((
79 +(% class="western" style="text-align:left" %)
80 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Height :**
81 +)))
82 +* (((
83 +(% class="western" style="text-align:left" %)
84 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Width :**
85 +)))
86 +* (((
87 +(% class="western" style="text-align:left" %)
88 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Vertical Position :**
89 +)))
90 +)))
91 +* (((
92 +(% class="western" style="text-align:left" %)
93 +**Pop-up Background Light-Box :**
94 +
95 +*
96 +
97 +(% class="western" style="text-align:left" %)
98 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Pop-up Background Color :**
99 +
100 +*
101 +
102 +(% class="western" style="text-align:left" %)
103 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Pop-up Background Opacity :**
104 +)))
105 +
106 +If you want to direct users to a specific page after the form is submitted, you can place the url into the "Thank you page URL" field.
107 +
108 +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. An example of where this might be used is when you e-mail a link to a subscription form for requalification of a controlled circulation product. Very often users will see their information pre-populated in the form, but won't check the box subscribing (or renewing) them to the product. This option allows you to either force the user to to subscribe to a product in order to submit the form, remind the user that he or she has not subscribed but allow them to continue anyway, or just accept the day with no warning and no subscription requirement.
109 +
110 +
111 +[[image:attach:selection-required.png||height="216"]]
112 +
113 +
114 +
115 +Step 2: Define your demographic questions.
116 +
60 60  [[image:attach:AddingDemoQuesAuf22.png||height="400"]]
61 61  
62 -\\
63 63  
64 -1. Start by adding your first demographic question. In the first dropdown box all ONEcount questions that are in your question inventory will appear in the dropdown menu list.  You may also type the question name or number into the dropdown box to find a question to add.
65 -1. VALIDATIONS: If needed, select validation(s) to require a specific format for responses to this question. Validations include alphanumeric, date, email, or is a required field. In email match (email address matches the email in the “email” question/field), or is a number. Multiple validations can be added to each question.
66 -1. AUTO POPULATE: You may choose to have fields auto populated for identified users by setting the auto populate switch to yes.
120 +1. Start by adding your first demographic questionin the Demo column. All ONEcount questions that are in your question inventory will appear in the dropdown menu list.  You may also type the question name or number into the dropdown box to find a question to add.
121 +1. VALIDATIONS: If needed, select validation(s) to require a specific format for responses to this question. Allowed validations are: alphanumeric, date, email, email-match, or required field. Be careful with alphanumeric because it does not include any punctuation, meaning you could not enter (305) 555-1212. For the email validation, ONEcount only checks that the e-mail address matches an appropriate format; it does not validate that the e-mail address really exists. Email match presents two e-mail boxes to the user and requires that both entries match. This is a way to reduce data entry errors from people entering the wrong e-mail addresses in your forms. Multiple validations can be added to each question.
122 +1. AUTO POPULATE: You may choose to have fields auto populated for identified users by setting the auto populate switch to yes. This is the default. If your publication is audited and the rules of your audit require the user to enter a field manually, you can turn Auto Populate off for that specific field.
67 67  1. To add additional questions, click the “Add” button in the top right hand corner.
68 68  1. To remove a question click the “X” at the end of the respective row.
125 +1. You can not edit a row once it had been created; if you find an error, you must delete it
126 +1. The order of the questions on this page is not important.
69 69  
70 -\\
71 71  
72 72  PHASE C: Add Products and Packages.
73 73  
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85 85  1. To add additional products- click the add product button in the right hand corner.
86 86  1. To remove a product, click an X
87 87  
88 -\\
89 89  
90 90  **PACKAGES:** Add a group of products, like a digital and print subscription, multiple issue magazine subscription, a magazine subscription and e-newsletter, digital access or other bundled resources with a term duration (expiration date) or access limit. Optional: to have a package automatically selected, choose which option to have selected using the “Pre-Selection” dropdown.
91 91  
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95 95  1. To add additional packages- click the add product button in the right hand corner.
96 96  1. To remove a package, click the X
97 97  
98 -\\
99 99  
100 100  **Pre-selection of Products and Packages with query string **
101 101  
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105 105  
106 106  &prods=10001,20001
107 107  
108 -\\
109 109  
110 -\\
111 111  
112 112  PHASE D: Designing the Form
113 113  
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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.
119 119  
120 -\\
121 121  
122 122  To create additional content areas, start by adding a “Grid Template” from the Elements menu.
123 123  
124 124  [[image:attach:FB Grid Template.png||height="250"]]
125 125  
126 -\\
127 127  
128 128  BUILD FORMS FROM SCRATCH
129 129  
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136 136  11. Simply select your choice of component from the options in the right-hand panel with your mouse
137 137  11. Drag it over to the spot on the canvas, as you prefer
138 138  
139 -\\
140 140  
141 141  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.
142 142  
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144 144  
145 145  [[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
146 146  
147 -\\
148 148  
149 149  1. First, let's expand the 'Grid Templates' option by selecting it.
150 150  1. From there, select the preferred column type, then drag it to the canvas, as shown below (three-column grid selected)
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152 152  (% style="margin-left: 40.0px;" %)
153 153  [[image:attach:formbuilder-drag-a-grid-onto-canvas.png||height="250"]]
154 154  
155 -(% style="margin-left: 40.0px;" %)
156 -\\
157 157  
158 158  (% style="margin-left: 40.0px;" %)
159 159  3. To populate the columns, let's choose from the 'Demographics' option.
160 160  
161 -1.
208 +1.
162 162  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.
163 163  
164 164  (% style="margin-left: 40.0px;" %)
165 165  [[image:attach:formbuilder-drag-fields-from-toolbar-onto-canvasAug23.png||height="250"]]
166 166  
167 -\\
168 168  
169 169  (% style="margin-left: 40.0px;" %)
170 170  4. The three-column grid will look as follows:
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175 175  (% style="margin-left: 40.0px;" %)
176 176  5. To add Captcha to the form:
177 177  
178 -1.
224 +1.
179 179  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"]]
180 180  11. Select Captcha and drag it over to the spot on the canvas.  In this case, we choose below the 3-column grid
181 181  
... ... @@ -185,7 +185,7 @@
185 185  (% style="margin-left: 40.0px;" %)
186 186  6. To add a 'Submit' button:
187 187  
188 -1.
234 +1.
189 189  11. Select it from the 'Form' option and,
190 190  11. Drag it to the spot you prefer on the canvas,
191 191  11. Eventually this position will impact how your final form is displayed)
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196 196  (% style="margin-left: 40.0px;" %)
197 197  [[image:attach:formbuilder-completed-formAug23.png||height="250"]]
198 198  
199 -(% style="margin-left: 40.0px;" %)
200 -\\
201 201  
202 -\\
203 203  
204 204  ELEMENTS MENU
205 205  
206 -\\
207 207  
208 208  To add elements, like titles, text blocks, images/logos, products/packages, or questions/fields use the Elements menu (image).
209 209  
... ... @@ -237,15 +237,44 @@
237 237  (% style="margin-left: 80.0px;" %)
238 238  b. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
239 239  
240 -\\
241 241  
242 -TEMPLATES MENU
243 243  
284 +=== ===
285 +
286 +=== ===
287 +
288 +{{id name="click-thru-button"/}}
289 +
290 +=== ===
291 +
292 +=== ===
293 +
294 +{{id name="click-thru-button"/}}
295 +
296 +=== Click-Thru Button ===
297 +
298 +Often users will want to create a pop-up or landing page that has a button that clicks through to another site or page. The specific use-case could be clicking to a partner site to download a digital edition, clicking to a non-ONEcount form, or clicking off-site to a thid-party application.
299 +
300 +To create a click-thru button, click in the cell or grid where you want the button to appear, and from the tool-bar on the right, select Form Options, and then Submit. ONEcount will place a button on your form.
301 +
302 +[[image:attach:submit-button-tool.png||thumbnail="true" height="250"]]
303 +
304 +
305 +Now click on the button, and click on the gear icon above the tool bar.
306 +
307 +[[image:attach:click-thru-button.png||height="250"]]
308 +
309 +Click on the Action Pull-down and select Clickthrough. In the box for Label, add whatever text you would like to appear on the button. In the URL box, put the full URL where you would like the user to be sent when they click on the button. Please note that this URL will open in a new window, leaving the pop-up on the screen. The user will need to close the pop-up.
310 +
311 +A future version of ONEcount will track these click-throughs as "completions" in both the form and segment analytics, giving you insights into how many people are clicking through to the URL.
312 +
313 +
314 +=== TEMPLATES MENU ===
315 +
244 244  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.
245 245  
246 246  [[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
247 247  
248 -\\
249 249  
250 250  To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
251 251  
... ... @@ -253,7 +253,6 @@
253 253  
254 254  [[image:attach:Drag-n-DropTemplate.png||height="250"]]
255 255  
256 -\\
257 257  
258 258  The various types of templates include:
259 259  
... ... @@ -268,7 +268,6 @@
268 268  
269 269  Please Note: For ease of use, please ensure the canvas is empty before the drag-n-drop.
270 270  
271 -\\
272 272  
273 273  STYLE MENU
274 274  
... ... @@ -284,13 +284,11 @@
284 284  11. DECORATIONS: Edit background colors, borders of content blocks or individual elements.
285 285  111. Make sure the Opacity Slider is set above 10% for color edits to be visible. It is recommended to move the Opacity Slider all the way to the right.
286 286  
287 -\\
288 288  
289 289  To alter the text of a button (like a submit, etc) select the button and click on the gear icon on the upper-right:
290 290  
291 291  [[image:attach:editor-object-settings.png||height="250"]]
292 292  
293 -\\
294 294  
295 295  To preview, click the Preview link at the top.
296 296  
... ... @@ -304,7 +304,6 @@
304 304  1. Open the component settings by clicking the gear icon at the top. ()
305 305  1. Paste or type the url destination for the link into the “Href” field. You may also add a title and specify a target for the link.
306 306  
307 -\\
308 308  
309 309  PHASE E: EMAIL CONFIRMATION
310 310  
... ... @@ -326,7 +326,6 @@
326 326  Enter the subject of the email in the "Update Thank You Email Subject" field.
327 327  Enter the email address for BCC in the "Email Confirmation BCC" field.
328 328  
329 -\\
330 330  
331 331  PHASE F: DESIGNING THANK YOU PAGE
332 332  
... ... @@ -348,7 +348,6 @@
348 348  
349 349   [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
350 350  
351 -\\
352 352  
353 353  2. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
354 354  
... ... @@ -368,23 +368,18 @@
368 368  
369 369  [[image:attach:TYDeleteIconAug23.png||height="250"]]
370 370  
371 -\\
372 372  
373 373  Please [[click here>>attach:formBuilder-TYSelectDelete-Rayaan-OC2201.mp4]] to view video showing how to select and delete a 'Thankyou Page Design.'
374 374  
375 -\\
376 376  
377 -\\
378 378  
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. ()
382 382  
383 -\\
384 384  
385 385  TO EDIT A FORM
386 386  
387 -\\
388 388  
389 389  1. Click the Pencil Icon () towards the end of the row of the Form that you wish to edit. ()
390 390  
... ... @@ -392,7 +392,6 @@
392 392  
393 393  1. Click on the Trash Icon () towards the end of the row of the Form that you wish to delete. ()
394 394  
395 -\\
396 396  
397 397  **~ **
398 398  
... ... @@ -400,7 +400,7 @@
400 400  (((
401 401  (% class="pagetitle with-breadcrumbs" %)
402 402  (((
403 -(% class="with-breadcrumbs" %)
461 +(% id="HNewFormBuilderNotes:" class="with-breadcrumbs" %)
404 404  = New Form Builder Notes: =
405 405  )))
406 406  )))
... ... @@ -427,19 +427,16 @@
427 427  
428 428  [[image:attach:image2020-10-9_14-8-52.png||height="250"]]
429 429  
430 -\\
431 431  
432 432  After selecting template type as landing page select redirect form from the drop down. Drag and Drop the package or product from blocks to the canvas from design tab. Below is the image of landing page design.
433 433  
434 434  [[image:attach:image2020-10-9_14-9-30.png||height="250"]]
435 435  
436 -\\
437 437  
438 438  The images on the design is from the URL present to that package or product as shown in image below.
439 439  
440 440  [[image:attach:image2020-10-9_14-9-51.png||height="250"]]
441 441  
442 -\\
443 443  
444 444  = ADDING BRAND HEADER AND FOOTER TO FORMS: =
445 445  
... ... @@ -451,11 +451,9 @@
451 451  
452 452  * By selecting a brand from the dropdown present in tab definition tab.
453 453  
454 -\\
455 455  
456 456  Once brand is selected you can drag brand header and footer from design tab and edit them. Editing brand header and footer gives flexibility to remove or change design or text for the particular form.
457 457  
458 -\\
459 459  
460 460  = CREATING POPUPS USING FORM BUILDER: =
461 461  
... ... @@ -476,32 +476,32 @@
476 476  
477 477  ===== You can use this to ensure CNAME set up is done correctly. This box will be auto filled with <client>-[[reg.onecount.net>>url:http://reg.onecount.net||shape="rect"]] but If you need to gate a page or section on site [[abc.com>>url:http://abc.com||shape="rect"]] then enter oc.[[abc.com>>url:http://abc.com||shape="rect"]] in text box (because popup will appear on [[abc.com>>url:http://abc.com||shape="rect"]], This step is just for CNAME setup validation). If CNAME setup is not done, then it will throw warning while saving Product/Package. Also, the pop-up won't work on your site. =====
478 478  
479 -===== ·      Popup setup for targeting: Once popup is created you need to create the action in action manager. While creating the action manager select popup form created. If popup should appear on site [[abc.com>>url:http://abc.com||shape="rect"]] then enter oc.[[abc.com>>url:http://abc.com||shape="rect"]] in Target Domain. We will check if CNAME set up is done correctly, if not error will be warning. =====
532 +===== ·      Popup setup for targeting: Once popup is created you need to create the action in action manager. While creating the action manager select popup form created. If popup should appear on site [[abc.com>>url:http://abc.com||shape="rect"]] then enter oc.[[abc.com>>url:http://abc.com||shape="rect"]] in Target Domain. We will check if CNAME set up is done correctly, if not error will be warning. =====
480 480  
481 -**Extra Scripts/Extra Styles:
482 -**These boxes allow you to add additional Javascript code or CSS to your forms to alter the appearance or function of the form.
534 +**Extra Scripts/Extra Styles:**
535 +These boxes allow you to add additional Javascript code or CSS to your forms to alter the appearance or function of the form.
483 483  
484 484  [[image:attach:image2020-10-9_14-10-26.png||height="250"]]
485 485  
486 -\\
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:**
542 += ADVANCED FORM TECHNIQUES: =
491 491  
492 -\\
544 +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.
493 493  
546 +
547 +**Example 1: Code for altering responses based on select type demographics:**
548 +
549 +
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 -\\
497 497  
498 498  **Example Sample Code:**
499 499  
500 -\\
501 501  
502 502  removeInitial = [1043,859,659,683,699,707,723,731,747,771,779,787,795,867,915,739,763,1059,1075,1083,1091,755];
503 503  
504 -\\
505 505  
506 506  var hcpObj = {
507 507  
... ... @@ -521,7 +521,6 @@
521 521  
522 522  document.getElementById("q_id_1051").onchange = function(){autoDropDown(hcpObj)};
523 523  
524 -\\
525 525  
526 526  var hcpNoObj = {
527 527  
... ... @@ -539,9 +539,7 @@
539 539  
540 540  document.getElementById("q_id_683").onchange = function(){autoDropDown(hcpNoObj)};
541 541  
542 -\\
543 543  
544 -\\
545 545  
546 546  **Steps:**
547 547  
... ... @@ -555,7 +555,6 @@
555 555  * getElementById("q_id_1051") – 1051 will be the demographics id which will be same as dropDownId.
556 556  * autoDropDown(hcpNoObj) – autoDropDown() function is called and object which is created above will be passed as a parameter this function implements the response base altering the demographics.
557 557  
558 -\\
559 559  
560 560  **Note:**
561 561  
... ... @@ -562,6 +562,55 @@
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  
614 +**Example 2: Code for removing an option from the form**
615 +
616 +
617 +**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.  
618 +
619 +
620 +**Example Sample Code:**
621 +
622 +(% class="p1" %)
623 +var removeId = document.getElementsByClassName("labelId");
624 +
625 +(% class="p1" %)
626 +for(var i = 0; i < removeId.length; i++){
627 +
628 +(% class="p1" %)
629 +if(removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder"){
630 +
631 +(% class="p1" %)
632 +removeId[i].parentNode.style.display="none";
633 +
634 +(% class="p1" %)
635 +}
636 +
637 +(% class="p1" %)
638 +}~/~/end of for loop
639 +
640 +
641 +**Steps:**
642 +
643 +* Initialize a variable to grab all the instances of the id from the form you want hidden. 
644 +** var removeId = document.getElementsByClassName("labelId"); //(notice the semi-color)//
645 +** removeId: name of variable (//you can choose a name of your choice, but remember to be consistent with the use through the code//)
646 +** labelId: replace this with the id of the field you want checked/removed
647 +** getElementsByClassName: property of javascript that allows you to get elements by the class name property
648 +* Traverse through the array of the gathered instances (of removeId), and check for the corresponding text by comparing the innerText property to  "RemoveMePlaceHolder"
649 +** removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder" (//check for matches//)
650 +** RemoveMePlaceHolder: replace this with the text you want hidden
651 +* If a match is found, then grab its parentNode
652 +** removeId[i].parentNode
653 +** [i] is the index of the array where the match was found, during traversal
654 +* Change the style of the parentNode to display it as none.  This keeps the field hidden in your forms.
655 +** removeId[i].parentNode.style.display="none"; (//notice the semi-color//)
656 +
657 +
658 +**Note:**
659 +
660 +* All the code must be included in the form Extra Script field.
661 +* The code is to be inserted in the forms in which the value need not been shown or hidden
662 +
565 565  = DYNAMIC/PROGRESSIVE LOOK-UP: =
566 566  
567 567  This is a feature provided by ONECount.
... ... @@ -584,4 +584,4 @@
584 584  
585 585  The Lookup link takes you to the login/sign-in page.
586 586  
587 -\\
685 +
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