Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 15.1
edited by Admin
on 2022/10/11 16:15
Change comment: There is no comment for this version
To version 21.3
edited by Sachin Patil
on 2024/08/30 06:32
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.Admin
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 -
6 -\\
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.
9 -
10 -\\
11 -
12 -\\
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.)
... ... @@ -24,63 +24,102 @@
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 -**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"]]
30 +//A Form landing page above.//
42 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.
32 +__[[image:attach:form-builder-pop-up.png||width="800"]]__
44 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.
34 +//A pop-up landing page above.//
46 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 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.
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.
50 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:
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.
52 52  
53 -[[image:attach:selection-required.png||height="216"]]
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:
54 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.
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 : **This will add the shadow to the pop-up box .
50 +** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt" %)**Pop-up Radius : This will change the shape of your pop-up and we can make pop-up round or ellipse.**
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 & Pop-up border Color : This will add the extra border width to the popup also you can change the width color.**
52 +* (((
53 +**Pop-up Close Button Definition :*** (((
54 +(% class="western" style="text-align:left" %)
55 +(% 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 & Close Button Text Color: This will change the close button color also the text used in the close button :**
56 +)))
57 +* (((
58 +(% class="western" style="text-align:left" %)
59 +(% 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 : This can change the text of close button like X, close , end whatever you want**
60 +)))
61 +* (((
62 +(% class="western" style="text-align:left" %)
63 +(% 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 : This can align the close button left or right. you can change the position of close button**
64 +)))
65 +* (((
66 +(% class="western" style="text-align:left" %)
67 +(% 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 : **(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt" %)**This will change the shape of your close button and we can make pop-up round,ellipse or rectangle  **
68 +)))
69 +* (((
70 +(% class="western" style="text-align:left" %)
71 +(% 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 : This will change help to change the text size of close button**
72 +)))
73 +* (((
74 +(% class="western" style="text-align:left" %)
75 +(% 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  & Close Button Width : This will help to change the height and width of the close button**
76 +)))
77 +* (((
78 +(% class="western" style="text-align:left" %)
79 +(% 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 : This will help to move the close button vertical if you want to move the close button outside the popup**
80 +)))
81 +)))
82 +* (((
83 +(% class="western" style="text-align:left" %)
84 +**Pop-up Background Light-Box :**
56 56  
57 -Show only relevant products ~*~*~*~*~*~*~*~**
86 +*
58 58  
59 -Enter the text/message to be displayed if an email already exists.
88 +(% class="western" style="text-align:left" %)
89 +(% 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 & Pop-up Background Opacity : This will change the pop-up background you can change the color and the opacity of the color.**
90 +)))
60 60  
61 -Body markers that may be used in the text are as follows:
62 -%%TEXT%% – will link to Sign in page%%
63 -~#~#TEXT - will be linked to Password Reset page~#~#
92 +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.
64 64  
65 -STATUS: Activate the Form for user access or disable the form.
94 +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.
66 66  
67 -\\
68 68  
69 -\\
97 +[[image:attach:selection-required.png||height="216"]]
70 70  
71 -PHASE B: Adding Demographic Questions.
72 72  
100 +
101 +Step 2: Define your demographic questions.
102 +
73 73  [[image:attach:AddingDemoQuesAuf22.png||height="400"]]
74 74  
75 -\\
76 76  
77 -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.
78 -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.
79 -1. AUTO POPULATE: You may choose to have fields auto populated for identified users by setting the auto populate switch to yes.
106 +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.
107 +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.
108 +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.
80 80  1. To add additional questions, click the “Add” button in the top right hand corner.
81 81  1. To remove a question click the “X” at the end of the respective row.
111 +1. You can not edit a row once it had been created; if you find an error, you must delete it
112 +1. The order of the questions on this page is not important.
82 82  
83 -\\
84 84  
85 85  PHASE C: Add Products and Packages.
86 86  
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98 98  1. To add additional products- click the add product button in the right hand corner.
99 99  1. To remove a product, click an X
100 100  
101 -\\
102 102  
103 103  **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.
104 104  
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108 108  1. To add additional packages- click the add product button in the right hand corner.
109 109  1. To remove a package, click the X
110 110  
111 -\\
112 112  
113 113  **Pre-selection of Products and Packages with query string **
114 114  
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118 118  
119 119  &prods=10001,20001
120 120  
121 -\\
122 122  
123 -\\
124 124  
125 125  PHASE D: Designing the Form
126 126  
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130 130  
131 131  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.
132 132  
133 -\\
134 134  
135 135  To create additional content areas, start by adding a “Grid Template” from the Elements menu.
136 136  
137 137  [[image:attach:FB Grid Template.png||height="250"]]
138 138  
139 -\\
140 140  
141 141  BUILD FORMS FROM SCRATCH
142 142  
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149 149  11. Simply select your choice of component from the options in the right-hand panel with your mouse
150 150  11. Drag it over to the spot on the canvas, as you prefer
151 151  
152 -\\
153 153  
154 154  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.
155 155  
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157 157  
158 158  [[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
159 159  
160 -\\
161 161  
162 162  1. First, let's expand the 'Grid Templates' option by selecting it.
163 163  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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165 165  (% style="margin-left: 40.0px;" %)
166 166  [[image:attach:formbuilder-drag-a-grid-onto-canvas.png||height="250"]]
167 167  
168 -(% style="margin-left: 40.0px;" %)
169 -\\
170 170  
171 171  (% style="margin-left: 40.0px;" %)
172 172  3. To populate the columns, let's choose from the 'Demographics' option.
173 173  
174 -1.
194 +1.
175 175  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.
176 176  
177 177  (% style="margin-left: 40.0px;" %)
178 178  [[image:attach:formbuilder-drag-fields-from-toolbar-onto-canvasAug23.png||height="250"]]
179 179  
180 -\\
181 181  
182 182  (% style="margin-left: 40.0px;" %)
183 183  4. The three-column grid will look as follows:
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188 188  (% style="margin-left: 40.0px;" %)
189 189  5. To add Captcha to the form:
190 190  
191 -1.
210 +1.
192 192  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"]]
193 193  11. Select Captcha and drag it over to the spot on the canvas.  In this case, we choose below the 3-column grid
194 194  
... ... @@ -198,7 +198,7 @@
198 198  (% style="margin-left: 40.0px;" %)
199 199  6. To add a 'Submit' button:
200 200  
201 -1.
220 +1.
202 202  11. Select it from the 'Form' option and,
203 203  11. Drag it to the spot you prefer on the canvas,
204 204  11. Eventually this position will impact how your final form is displayed)
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209 209  (% style="margin-left: 40.0px;" %)
210 210  [[image:attach:formbuilder-completed-formAug23.png||height="250"]]
211 211  
212 -(% style="margin-left: 40.0px;" %)
213 -\\
214 214  
215 -\\
216 216  
217 217  ELEMENTS MENU
218 218  
219 -\\
220 220  
221 221  To add elements, like titles, text blocks, images/logos, products/packages, or questions/fields use the Elements menu (image).
222 222  
... ... @@ -250,15 +250,44 @@
250 250  (% style="margin-left: 80.0px;" %)
251 251  b. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
252 252  
253 -\\
254 254  
255 -TEMPLATES MENU
256 256  
270 +=== ===
271 +
272 +=== ===
273 +
274 +{{id name="click-thru-button"/}}
275 +
276 +=== ===
277 +
278 +=== ===
279 +
280 +{{id name="click-thru-button"/}}
281 +
282 +=== Click-Thru Button ===
283 +
284 +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.
285 +
286 +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.
287 +
288 +[[image:attach:submit-button-tool.png||thumbnail="true" height="250"]]
289 +
290 +
291 +Now click on the button, and click on the gear icon above the tool bar.
292 +
293 +[[image:attach:click-thru-button.png||height="250"]]
294 +
295 +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.
296 +
297 +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.
298 +
299 +
300 +=== TEMPLATES MENU ===
301 +
257 257  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.
258 258  
259 259  [[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
260 260  
261 -\\
262 262  
263 263  To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
264 264  
... ... @@ -266,7 +266,6 @@
266 266  
267 267  [[image:attach:Drag-n-DropTemplate.png||height="250"]]
268 268  
269 -\\
270 270  
271 271  The various types of templates include:
272 272  
... ... @@ -281,7 +281,6 @@
281 281  
282 282  Please Note: For ease of use, please ensure the canvas is empty before the drag-n-drop.
283 283  
284 -\\
285 285  
286 286  STYLE MENU
287 287  
... ... @@ -297,13 +297,11 @@
297 297  11. DECORATIONS: Edit background colors, borders of content blocks or individual elements.
298 298  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.
299 299  
300 -\\
301 301  
302 302  To alter the text of a button (like a submit, etc) select the button and click on the gear icon on the upper-right:
303 303  
304 304  [[image:attach:editor-object-settings.png||height="250"]]
305 305  
306 -\\
307 307  
308 308  To preview, click the Preview link at the top.
309 309  
... ... @@ -317,7 +317,6 @@
317 317  1. Open the component settings by clicking the gear icon at the top. ()
318 318  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.
319 319  
320 -\\
321 321  
322 322  PHASE E: EMAIL CONFIRMATION
323 323  
... ... @@ -339,7 +339,6 @@
339 339  Enter the subject of the email in the "Update Thank You Email Subject" field.
340 340  Enter the email address for BCC in the "Email Confirmation BCC" field.
341 341  
342 -\\
343 343  
344 344  PHASE F: DESIGNING THANK YOU PAGE
345 345  
... ... @@ -361,7 +361,6 @@
361 361  
362 362   [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
363 363  
364 -\\
365 365  
366 366  2. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
367 367  
... ... @@ -381,23 +381,18 @@
381 381  
382 382  [[image:attach:TYDeleteIconAug23.png||height="250"]]
383 383  
384 -\\
385 385  
386 386  Please [[click here>>attach:formBuilder-TYSelectDelete-Rayaan-OC2201.mp4]] to view video showing how to select and delete a 'Thankyou Page Design.'
387 387  
388 -\\
389 389  
390 -\\
391 391  
392 392  TO DUPLICATE A FORM
393 393  
394 394  1. From the “Manage Forms” page click the copy icon at the end of the row for the form you wish to copy. ()
395 395  
396 -\\
397 397  
398 398  TO EDIT A FORM
399 399  
400 -\\
401 401  
402 402  1. Click the Pencil Icon () towards the end of the row of the Form that you wish to edit. ()
403 403  
... ... @@ -405,7 +405,6 @@
405 405  
406 406  1. Click on the Trash Icon () towards the end of the row of the Form that you wish to delete. ()
407 407  
408 -\\
409 409  
410 410  **~ **
411 411  
... ... @@ -413,7 +413,7 @@
413 413  (((
414 414  (% class="pagetitle with-breadcrumbs" %)
415 415  (((
416 -(% class="with-breadcrumbs" %)
447 +(% id="HNewFormBuilderNotes:" class="with-breadcrumbs" %)
417 417  = New Form Builder Notes: =
418 418  )))
419 419  )))
... ... @@ -440,19 +440,16 @@
440 440  
441 441  [[image:attach:image2020-10-9_14-8-52.png||height="250"]]
442 442  
443 -\\
444 444  
445 445  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.
446 446  
447 447  [[image:attach:image2020-10-9_14-9-30.png||height="250"]]
448 448  
449 -\\
450 450  
451 451  The images on the design is from the URL present to that package or product as shown in image below.
452 452  
453 453  [[image:attach:image2020-10-9_14-9-51.png||height="250"]]
454 454  
455 -\\
456 456  
457 457  = ADDING BRAND HEADER AND FOOTER TO FORMS: =
458 458  
... ... @@ -464,11 +464,9 @@
464 464  
465 465  * By selecting a brand from the dropdown present in tab definition tab.
466 466  
467 -\\
468 468  
469 469  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.
470 470  
471 -\\
472 472  
473 473  = CREATING POPUPS USING FORM BUILDER: =
474 474  
... ... @@ -489,32 +489,32 @@
489 489  
490 490  ===== 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. =====
491 491  
492 -===== ·      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. =====
518 +===== ·      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. =====
493 493  
494 -**Extra Scripts/Extra Styles:
495 -**These boxes allow you to add additional Javascript code or CSS to your forms to alter the appearance or function of the form.
520 +**Extra Scripts/Extra Styles:**
521 +These boxes allow you to add additional Javascript code or CSS to your forms to alter the appearance or function of the form.
496 496  
497 497  [[image:attach:image2020-10-9_14-10-26.png||height="250"]]
498 498  
499 -\\
500 500  
501 501  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.
502 502  
503 -**Code for altering responses based on select type demographics:**
528 += ADVANCED FORM TECHNIQUES: =
504 504  
505 -\\
530 +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.
506 506  
532 +
533 +**Example 1: Code for altering responses based on select type demographics:**
534 +
535 +
507 507  **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.
508 508  
509 -\\
510 510  
511 511  **Example Sample Code:**
512 512  
513 -\\
514 514  
515 515  removeInitial = [1043,859,659,683,699,707,723,731,747,771,779,787,795,867,915,739,763,1059,1075,1083,1091,755];
516 516  
517 -\\
518 518  
519 519  var hcpObj = {
520 520  
... ... @@ -534,7 +534,6 @@
534 534  
535 535  document.getElementById("q_id_1051").onchange = function(){autoDropDown(hcpObj)};
536 536  
537 -\\
538 538  
539 539  var hcpNoObj = {
540 540  
... ... @@ -552,9 +552,7 @@
552 552  
553 553  document.getElementById("q_id_683").onchange = function(){autoDropDown(hcpNoObj)};
554 554  
555 -\\
556 556  
557 -\\
558 558  
559 559  **Steps:**
560 560  
... ... @@ -568,7 +568,6 @@
568 568  * getElementById("q_id_1051") – 1051 will be the demographics id which will be same as dropDownId.
569 569  * 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.
570 570  
571 -\\
572 572  
573 573  **Note:**
574 574  
... ... @@ -575,6 +575,55 @@
575 575  * removeInitial is assigned only once at the beginning of the script.
576 576  * All the code must be included in form extra script area.
577 577  
600 +**Example 2: Code for removing an option from the form**
601 +
602 +
603 +**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.  
604 +
605 +
606 +**Example Sample Code:**
607 +
608 +(% class="p1" %)
609 +var removeId = document.getElementsByClassName("labelId");
610 +
611 +(% class="p1" %)
612 +for(var i = 0; i < removeId.length; i++){
613 +
614 +(% class="p1" %)
615 +if(removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder"){
616 +
617 +(% class="p1" %)
618 +removeId[i].parentNode.style.display="none";
619 +
620 +(% class="p1" %)
621 +}
622 +
623 +(% class="p1" %)
624 +}~/~/end of for loop
625 +
626 +
627 +**Steps:**
628 +
629 +* Initialize a variable to grab all the instances of the id from the form you want hidden. 
630 +** var removeId = document.getElementsByClassName("labelId"); //(notice the semi-color)//
631 +** removeId: name of variable (//you can choose a name of your choice, but remember to be consistent with the use through the code//)
632 +** labelId: replace this with the id of the field you want checked/removed
633 +** getElementsByClassName: property of javascript that allows you to get elements by the class name property
634 +* Traverse through the array of the gathered instances (of removeId), and check for the corresponding text by comparing the innerText property to  "RemoveMePlaceHolder"
635 +** removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder" (//check for matches//)
636 +** RemoveMePlaceHolder: replace this with the text you want hidden
637 +* If a match is found, then grab its parentNode
638 +** removeId[i].parentNode
639 +** [i] is the index of the array where the match was found, during traversal
640 +* Change the style of the parentNode to display it as none.  This keeps the field hidden in your forms.
641 +** removeId[i].parentNode.style.display="none"; (//notice the semi-color//)
642 +
643 +
644 +**Note:**
645 +
646 +* All the code must be included in the form Extra Script field.
647 +* The code is to be inserted in the forms in which the value need not been shown or hidden
648 +
578 578  = DYNAMIC/PROGRESSIVE LOOK-UP: =
579 579  
580 580  This is a feature provided by ONECount.
... ... @@ -597,4 +597,4 @@
597 597  
598 598  The Lookup link takes you to the login/sign-in page.
599 599  
600 -\\
671 +
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1 +https://info.onecount.net//wiki/spaces/OD/pages/77496361/Form Builder