Changes for page Form Builder

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

From 1.1 to 2.1 From 17.1 to 18.1

From version 2.1

edited by rijo
on 2022/08/22 14:47

Change comment: There is no comment for this version

To version 17.1

edited by rijo
on 2022/12/07 07:52

Change comment: There is no comment for this version

Raw
Rendered

Summary

Page properties (1 modified, 0 added, 0 removed)
Objects (1 modified, 0 added, 0 removed)
- Confluence.Code.ConfluencePageClass[0]

Details

Page properties

Content

@@ -38,28 +38,32 @@
  \\
--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"]]
--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.
--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.
--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.
--1. Select a submission option ~*~*~*~*~*~*~*~*~*~**
--1. Show only relevant products ~*~*~*~*~*~*~*~**
--1. Enter the text/message to be displayed if an email already exists.
--1. **Email Confirmation (Yes/No) **is where you select whether a confirmation email will be sent upon subscription to/registration for any products listed on the form.
--11. **a.     Enter Acknowledgement Email Information. (See Items B-C below.)**
--11. This is where you can create customized acknowledgement emails specific to the form/product attached to the form. Creating these customized emails is optional, as default acknowledgement emails not specific to any form and/or product are configured in the Configuration Manager.
--11. Enter the subject of the email in "New Thank You Email Subject" field.
--Enter the content of the email in "New Thank You Email" field.
++**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"]]
++
++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.
++
++**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.
++
++If choosing popup as the 'Form Type', for best viewing experiences, please ensure that the minimum width and height used are 350-400.
++
++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.
++
++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:
++
++[[image:attach:selection-required.png||height="216"]]
++
++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.
++
++Show only relevant products ~*~*~*~*~*~*~*~**
++
++Enter the text/message to be displayed if an email already exists.
++
  Body markers that may be used in the text are as follows:
--%%USERNAME%% – will replace the body marker %%USERNAME%% with the subscriber's username.
--%%PASSWORD%% – will replace the body marker %%PASSWORD%% with the subscriber's password.
--%%ONECOUNTID%% – will replace the body marker %%ONECOUNTID%% with the subscribers account number/ONEcount ID.
--%%RECEIPTDISPLAY%% – will replace the body marker %%RECEIPTDISPLAY%% with a receipt for purchase amount, if any.
--%%%PASSWORDRESETLINK%%% – will replace the body marker %%%PASSWORDRESETLINK%%% with a unique link to reset the user's password.
--Enter the subject of the email in the "Update Thank You Email Subject" field.
--Enter the content of the email in the "Update Thank You Email" field.
--11. STATUS: Activate the Form for user access or disable the form.
++%%TEXT%% – will link to Sign in page%%
++~#~#TEXT - will be linked to Password Reset page~#~#
++STATUS: Activate the Form for user access or disable the form.
++
  \\
  \\
@@ -66,7 +66,7 @@
  PHASE B: Adding Demographic Questions.
--[[image:attach:AddingDemoQuesAuf22.png||height="250"]]
++[[image:attach:AddingDemoQuesAuf22.png||height="400"]]
  \\
@@ -80,7 +80,7 @@
  PHASE C: Add Products and Packages.
--[[image:attach:form-builder-products-Aug22.png||thumbnail="true" height="250"]]
++[[image:attach:form-builder-products-Aug22.png||height="400"]]
  In this phase, you can add a single product or package, or a combination of multiple products and packages.
@@ -120,6 +120,8 @@
  PHASE D: Designing the Form
++This is an example of a form built using the form builder.
++
  [[image:attach:Editori-main-menu copy.png||height="250"]]
  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.
@@ -132,6 +132,82 @@
  \\
++BUILD FORMS FROM SCRATCH
++
++Form Building is a multi-step process.
++
++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,
++
++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.
++1. The canvas can be populated by dragging-and-dropping elements/components from the right-hand panel.
++11. Simply select your choice of component from the options in the right-hand panel with your mouse
++11. Drag it over to the spot on the canvas, as you prefer
++
++\\
++
++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.
++
++Below is a screen-shot where the 'Grid Templates' expands on beings selected, and the 'three column' grid is chosen
++
++[[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
++
++\\
++
++1. First, let's expand the 'Grid Templates' option by selecting it.
++1. From there, select the preferred column type, then drag it to the canvas, as shown below (three-column grid selected)
++
++(% style="margin-left: 40.0px;" %)
++[[image:attach:formbuilder-drag-a-grid-onto-canvas.png||height="250"]]
++
++(% style="margin-left: 40.0px;" %)
++\\
++
++(% style="margin-left: 40.0px;" %)
++3. To populate the columns, let's choose from the 'Demographics' option.
++
++1.
++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.
++
++(% style="margin-left: 40.0px;" %)
++[[image:attach:formbuilder-drag-fields-from-toolbar-onto-canvasAug23.png||height="250"]]
++
++\\
++
++(% style="margin-left: 40.0px;" %)
++4. The three-column grid will look as follows:
++
++(% style="margin-left: 40.0px;" %)
++[[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
++
++(% style="margin-left: 40.0px;" %)
++5. To add Captcha to the form:
++
++1.
++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"]]
++11. Select Captcha and drag it over to the spot on the canvas.  In this case, we choose below the 3-column grid
++
++(% style="margin-left: 40.0px;" %)
++[[image:attach:formbuilder-add-captchaAug23.png||height="250"]]
++
++(% style="margin-left: 40.0px;" %)
++6. To add a 'Submit' button:
++
++1.
++11. Select it from the 'Form' option and,
++11. Drag it to the spot you prefer on the canvas,
++11. Eventually this position will impact how your final form is displayed)
++
++(% style="margin-left: 40.0px;" %)
++7. Below is what the final form/pop-up will look like after the additions/modifications described in steps 1-7.
++
++(% style="margin-left: 40.0px;" %)
++[[image:attach:formbuilder-completed-formAug23.png||height="250"]]
++
++(% style="margin-left: 40.0px;" %)
++\\
++
++\\
++
  ELEMENTS MENU
  \\
@@ -141,6 +141,7 @@
 . 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.
 . 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.
 . 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.
++11. Click [[here>>attach:formbuilder-R-YTVideo-Aug23.mp4]] to view how you can add a Youtube video to your form.
 . 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.
 . Adding Images, first drag the image icon from the Elements Menu and place it where you want an image to be placed.
 .  A pop-up window will open with a library of images already added.
@@ -147,16 +147,59 @@
 . 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.
 . After uploading an image file, select the image from the image library list on the right hand side.
 . After selecting your image, click the “X” button to close the image library. Your image will be placed in the image content block.
++111. Here is a video showing how to select images to your canvas: [[How to upload image video>>attach:formbuilder-AddImage-R-Aug23.mp4]]
 . To add Questions/Fields drag the questions you have selected during Phase 2, “Add Demographics”, from the “Demographics” section of the Elements menu.
 . It is recommended to place each Question in individual Grid Templates (single or multiple column).
--1111. To add additional questions, return to Phase 2 “Add Demographics”.
++1111. To add additional questions, return to Phase 2 “Add Demographics”.
++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.
++
++1. URL links can be added to components that use the 'Link' feature.
++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.
++11. You can add URL to the 'Href' field, which will then link the selected component to the URL specified in this field.
++11. Please [[click here>>attach:formbuilder-R-GearsURL-Aug23.mp4]] to view a video showing how to create a URL link.
++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.).
++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.
++
++(% style="margin-left: 80.0px;" %)
++[[image:attach:formbuilder-edit-object-propertiesAug23.png||height="400"]]
++
++(% style="margin-left: 80.0px;" %)
++b. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
++
  \\
  TEMPLATES MENU
++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.
++
++[[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
++
  \\
++To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
++
++To drag-n-drop a template, first click on the 'Templates' option in the right-hand panel.  This will display the templates.  Now, choose a template and drag it to the canvas to the left, as shown below.
++
++[[image:attach:Drag-n-DropTemplate.png||height="250"]]
++
++\\
++
++The various types of templates include:
++
++1. Three-column with graphic
++1. Two-column with graphic
++1. One column/graphic on top
++1. One-column graphic click-through
++
++The Demographic components and other features can be added to the forms per the designated space provided in the chosen template.
++
++The templates are designed to be responsive, that is moldable to the various screen-sizes.  These can be used for either 'Forms' or 'popups.'
++
++Please Note: For ease of use, please ensure the canvas is empty before the drag-n-drop.
++
++\\
++
  STYLE MENU
  To customize the design or CSS styles like dimensions, typography and colors use the CSS editor ().
@@ -191,6 +191,78 @@
 . Open the component settings by clicking the gear icon at the top. ()
 . 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.
++\\
++
++PHASE E: EMAIL CONFIRMATION
++
++The Email Confirmation tab is used to fill out details of the confirmation email.
++
++[[image:attach:form-builder-EmailConfirmationTabAug23.png||height="250"]]
++
++1. **Email Confirmation (Yes/No) **is where you select whether a confirmation email will be sent upon subscription to/registration for any products listed on the form.
++11. **a.     Enter Acknowledgement Email Information. (See Items b-c below.)**
++11. This is where you can create customized acknowledgement emails specific to the form/product attached to the form. Creating these customized emails is optional, as default acknowledgement emails not specific to any form and/or product are configured in the Configuration Manager.
++11. Enter the subject of the email in "New Thank You Email Subject" field.
++Enter the content of the email in "New Thank You Email" field.
++Body markers that may be used in the text are as follows:
++%%USERNAME%% – will replace the body marker %%USERNAME%% with the subscriber's username.
++%%PASSWORD%% – will replace the body marker %%PASSWORD%% with the subscriber's password.
++%%ONECOUNTID%% – will replace the body marker %%ONECOUNTID%% with the subscribers account number/ONEcount ID.
++%%RECEIPTDISPLAY%% – will replace the body marker %%RECEIPTDISPLAY%% with a receipt for purchase amount, if any.
++11. Enter the content of the email in the "Update Thank You Email" field.
++Enter the subject of the email in the "Update Thank You Email Subject" field.
++Enter the email address for BCC in the "Email Confirmation BCC" field.
++
++\\
++
++PHASE F: DESIGNING THANK YOU PAGE
++
++The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
++
++Below is a screen-shot of the default Thank you page template, that is automatically populated in the 'Thank you Page Design' tab.
++
++[[image:attach:TYPageDesign-Aug22.png||height="400"]]
++
++Up to four templates, that are drag-n-droppable, are provided in the right-hand panel.  To view them, please click on the 'Thank you Templates' option in the right-hand panel.
++
++[[image:attach:TYClosePanelAug23.png||height="250"]]
++
++These templates can be further customized using the components from the form builder, such as the Submit button, Captcha, Demographics components, and such.
++
++So, we now have three ways for designating a Thank you page:
++
++~1. Provide a URL in the 'Thank you Page URL' field found in the 'Form Definition' tab.  This has priority over the following two steps (2. and 3.)
++
++             [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
++
++\\
++
++2. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
++
++3. Using the default Thank you page.  This comes into play if steps 1. and 2. are left blank.  This is also what will be used for the older forms (that did not have the Thank You Page Design feature).
++
++The older forms that did not have the 'Thank you Page Design' feature, will now include this feature so that the 'Thank you' pages are now customizable
++
++The templates provided in the 'Thank you page Design' tab are responsive.
++
++The default Thank you page looks as shown below:
++
++[[image:attach:DefaultTY-Aug22.png||height="250"]]
++
++The default values in the Thank you page are populated from the Config Manager.
++
++To delete a template from the canvas, click on the 'trash can' icon found on the above toolbar.
++
++[[image:attach:TYDeleteIconAug23.png||height="250"]]
++
++\\
++
++Please [[click here>>attach:formBuilder-TYSelectDelete-Rayaan-OC2201.mp4]] to view video showing how to select and delete a 'Thankyou Page Design.'
++
++\\
++
++\\
++
  TO DUPLICATE A FORM
 . From the “Manage Forms” page click the copy icon at the end of the row for the form you wish to copy. ()
@@ -302,10 +302,16 @@
  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.
--**Code for altering responses based on select type demographics:**
++= ADVANCED FORM TECHNIQUES: =
++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.
++
  \\
++**Example 1: Code for altering responses based on select type demographics:**
++
++\\
++
  **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.
  \\
@@ -377,4 +377,79 @@
  * removeInitial is assigned only once at the beginning of the script.
  * All the code must be included in form extra script area.
++**Example 2: Code for removing an option from the form**
++
  \\
++
++**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.
++
++\\
++
++**Example Sample Code:**
++
++(% class="p1" %)
++var removeId = document.getElementsByClassName("labelId");
++
++(% class="p1" %)
++for(var i = 0; i < removeId.length; i++){
++
++(% class="p1" %)
++if(removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder"){
++
++(% class="p1" %)
++removeId[i].parentNode.style.display="none";
++
++(% class="p1" %)
++}
++
++(% class="p1" %)
++}~/~/end of for loop
++
++\\
++
++**Steps:**
++
++* Initialize a variable to grab all the instances of the id from the form you want hidden.
++** var removeId = document.getElementsByClassName("labelId"); //(notice the semi-color)//
++** removeId: name of variable (//you can choose a name of your choice, but remember to be consistent with the use through the code//)
++** labelId: replace this with the id of the field you want checked/removed
++** getElementsByClassName: property of javascript that allows you to get elements by the class name property
++* Traverse through the array of the gathered instances (of removeId), and check for the corresponding text by comparing the innerText property to  "RemoveMePlaceHolder"
++** removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder" (//check for matches//)
++** RemoveMePlaceHolder: replace this with the text you want hidden
++* If a match is found, then grab its parentNode
++** removeId[i].parentNode
++** [i] is the index of the array where the match was found, during traversal
++* Change the style of the parentNode to display it as none.  This keeps the field hidden in your forms.
++** removeId[i].parentNode.style.display="none"; (//notice the semi-color//)
++
++\\
++
++**Note:**
++
++* All the code must be included in the form Extra Script field.
++* The code is to be inserted in the forms in which the value need not been shown or hidden
++
++= DYNAMIC/PROGRESSIVE LOOK-UP: =
++
++This is a feature provided by ONECount.
++
++A check is performed after two pieces of data is entered in the form.
++
++This check looks-up the database till a match is found.  Once it does, the user is asked to confirm.
++
++The user can choose to log in by clicking on the 'Lookup' link.
++
++[[image:attach:VerifyBox-LookupOption1.png||height="150"]]
++
++If the Lookup is clicked, the user is taken to the Lookup/Sign-in page, that may appear as shown below:
++
++[[image:attach:Sign in:Lookup page.png||height="150"]]
++
++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:
++
++[[image:attach:VerifyEmailExists-2.png||height="150"]]
++
++The Lookup link takes you to the login/sign-in page.
++
++\\

Confluence.Code.ConfluencePageClass[0]

id

@@ -1,1 +1,1 @@
--77496365
++77496878

url

@@ -1,1 +1,1 @@
--https://info.onecount.net//wiki/spaces/OD/pages/77496365/Copy of New Form Builder
++https://info.onecount.net//wiki/spaces/OD/pages/77496878/Copy of New Form Builder