Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 21.10
edited by Sachin Patil
on 2024/08/30 07:14
Change comment: There is no comment for this version
To version 9.1
edited by rijo
on 2022/08/23 14:54
Change comment: Inserted link to the jira ticket for Gear-video - adding URL

Summary

Details

Page properties
Title
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1 -Form Builder
1 +Copy of New Form Builder
Parent
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1 -ONEcount Customer Documentation
Author
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1 -XWiki.sachin
1 +XWiki.rijo
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.
2 2  
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.
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.
4 4  
5 -**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. **
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6 6  
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.**
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8 8  
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 9  
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11 +
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13 +
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 +
17 +\\
18 +
10 10  Form-related tasks include:
11 11  
12 12  * 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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15 15  * creating source codes that are used to track the source of a name/transaction;
16 16  * and creating individually branded, designed forms.
17 17  
18 -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
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19 19  
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.
30 +
20 20  [[image:attach:Form-builder-nav.png||height="250"]]
21 21  
33 +\\
22 22  
23 -**STEP 1: Defining the Form**
35 +__PHASE A: Defining the Form__
24 24  
25 -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.
37 +__[[image:attach:FormDefinitionAug22.png||height="250"]]__
26 26  
27 -__[[image:attach:FormDefinitionAug22.png||width="800"]]__
39 +\\
28 28  
29 -//A Form landing page above.//
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 30  
31 -[[image:1725014789095-972.png]]
54 +\\
32 32  
33 -//A pop-up landing page above.//
56 +\\
34 34  
58 +PHASE B: Adding Demographic Questions.
35 35  
36 -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.
37 -
38 -**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.
39 -
40 -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:
41 -
42 -* **Width and Height:** choose dimensions that work well for desktop and mobile
43 -* **Horizontal Position:** where it appears horizontally on the user's screen
44 -* **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.
45 -* **Slide Positon:** This describes what part of the screen the pop-up will appear from (ie., enter stage-left)
46 -* **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.
47 -* **Pop-up Definition :**
48 -** (% style="font-family:Liberation Sans,sans-serif; font-size:10pt; line-height:100%" %)**Pop-up Shadow : **This will add the shadow to the pop-up box . [[image:1725015808108-336.png||height="78" width="148"]][[image:1725015836339-358.png||height="84" width="226"]]
49 -** (% style="font-family:Liberation Sans,sans-serif; font-size:10pt; line-height:100%" %)**Pop-up Radius : **This will change the shape of your pop-up and we can make pop-up round or ellipse. [[image:1725015904419-419.png||height="130" width="121"]][[image:1725015940232-868.png||height="131" width="127"]]
50 -** (% style="color:#333333; font-family:Liberation Sans,sans-serif; font-size:10pt; font-style:normal; font-variant:normal; line-height:100%" %)**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. [[image:1725016042172-661.png||height="128" width="121"]][[image:1725016078700-211.png||height="125" width="108"]]
51 -* (((
52 -**Pop-up Close Button Definition :***
53 -
54 -(((
55 -(% class="western" style="text-align:left" %)
56 -(% style="color:#333333; font-family:Liberation Sans,sans-serif; font-size:10pt; font-style:normal; font-variant:normal; line-height:100%" %)**Close Button Color & Close Button Text Color: **This will change the close button color also the text used in the close button . [[image:1725016368615-308.png||height="59" width="68"]][[image:1725016404637-413.png||height="55" width="67"]]
57 -)))
58 -
59 -* (((
60 -(% class="western" style="text-align:left" %)
61 -(% style="color:#333333; font-family:Liberation Sans,sans-serif; font-size:10pt; font-style:normal; font-variant:normal; line-height:100%" %)**Close Button Text : ** This can change the text of close button like X, close , end whatever you want.  [[image:1725016443810-538.png||height="56" width="124"]][[image:1725016469945-625.png||height="52" width="112"]]
62 -)))
63 -* (((
64 -(% class="western" style="text-align:left" %)
65 -(% style="color:#333333; font-family:Liberation Sans,sans-serif; font-size:10pt; font-style:normal; font-variant:normal; line-height:100%" %)**Close Button Position : **This can align the close button left or right. you can change the position of close button.
66 -)))
67 -* (((
68 -(% class="western" style="text-align:left" %)
69 -(% style="color:#333333; font-family:Liberation Sans,sans-serif; font-size:10pt; font-style:normal; font-variant:normal; line-height:100%" %)**Close Button Shape :** (% style="font-family:Liberation Sans,sans-serif; font-size:10pt; line-height:100%" %)This will change the shape of your close button and we can make pop-up round,ellipse or rectangle .
70 -)))
71 -* (((
72 -(% class="western" style="text-align:left" %)
73 -(% style="color:#333333; font-family:Liberation Sans,sans-serif; font-size:10pt; font-style:normal; font-variant:normal; line-height:100%" %)**Close Button Font Size : **This will change help to change the text size of close button.
74 -)))
75 -* (((
76 -(% class="western" style="text-align:left" %)
77 -(% style="color:#333333; font-family:Liberation Sans,sans-serif; font-size:10pt; font-style:normal; font-variant:normal; line-height:100%" %)**Close Button Height  & Close Button Width : **This will help to change the height and width of the close button.
78 -)))
79 -* (((
80 -(% class="western" style="text-align:left" %)
81 -(% style="color:#333333; font-family:Liberation Sans,sans-serif; font-size:10pt; font-style:normal; font-variant:normal; line-height:100%" %)**Vertical Position : **This will help to move the close button vertical if you want to move the close button outside the popup.
82 -)))
83 -)))
84 -* (((
85 -(% class="western" style="text-align:left" %)
86 -**Pop-up Background Light-Box :**
87 -
88 -*
89 -
90 -(% class="western" style="text-align:left" %)
91 -(% style="color:#333333; font-family:Liberation Sans,sans-serif; font-size:10pt; font-style:normal; font-variant:normal; line-height:100%" %)**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.
92 -)))
93 -
94 -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.
95 -
96 -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.
97 -
98 -
99 -[[image:attach:selection-required.png||height="216"]]
100 -
101 -
102 -
103 -Step 2: Define your demographic questions.
104 -
105 105  [[image:attach:AddingDemoQuesAuf22.png||height="400"]]
106 106  
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107 107  
108 -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.
109 -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.
110 -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.
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.
111 111  1. To add additional questions, click the “Add” button in the top right hand corner.
112 112  1. To remove a question click the “X” at the end of the respective row.
113 -1. You can not edit a row once it had been created; if you find an error, you must delete it
114 -1. The order of the questions on this page is not important.
115 115  
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71 +
116 116  PHASE C: Add Products and Packages.
117 117  
118 118  [[image:attach:form-builder-products-Aug22.png||height="400"]]
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129 129  1. To add additional products- click the add product button in the right hand corner.
130 130  1. To remove a product, click an X
131 131  
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89 +
132 132  **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.
133 133  
134 134  1. Choose a template for how you want Package options displayed. Examples of template types are in the images below. ~*~*~*~*~*~*~*~*
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137 137  1. To add additional packages- click the add product button in the right hand corner.
138 138  1. To remove a package, click the X
139 139  
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99 +
140 140  **Pre-selection of Products and Packages with query string **
141 141  
142 142  In order to preselect the terms via the query string, a comma-separated value of term ids can be passed as a query string on parameter name "terms". The respective packages for the given term ids should be present on the created form. The term ids can be appended on the URL as:
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145 145  
146 146  &prods=10001,20001
147 147  
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148 148  
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149 149  
150 150  PHASE D: Designing the Form
151 151  
152 -This is an example of a form built using the form builder.
153 -
154 154  [[image:attach:Editori-main-menu copy.png||height="250"]]
155 155  
156 156  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.
157 157  
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158 158  
159 159  To create additional content areas, start by adding a “Grid Template” from the Elements menu.
160 160  
161 161  [[image:attach:FB Grid Template.png||height="250"]]
162 162  
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163 163  
164 -BUILD FORMS FROM SCRATCH
165 -
166 -Form Building is a multi-step process. 
167 -
168 -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,
169 -
170 -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.
171 -1. The canvas can be populated by dragging-and-dropping elements/components from the right-hand panel.  
172 -11. Simply select your choice of component from the options in the right-hand panel with your mouse
173 -11. Drag it over to the spot on the canvas, as you prefer
174 -
175 -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.
176 -
177 -Below is a screen-shot where the 'Grid Templates' expands on beings selected, and the 'three column' grid is chosen
178 -
179 -[[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
180 -
181 -
182 -1. First, let's expand the 'Grid Templates' option by selecting it.
183 -1. From there, select the preferred column type, then drag it to the canvas, as shown below (three-column grid selected)
184 -
185 -(% style="margin-left: 40.0px;" %)
186 -[[image:attach:formbuilder-drag-a-grid-onto-canvas.png||height="250"]]
187 -
188 -
189 -(% style="margin-left: 40.0px;" %)
190 -3. To populate the columns, let's choose from the 'Demographics' option.
191 -
192 -1.
193 -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.
194 -
195 -(% style="margin-left: 40.0px;" %)
196 -[[image:attach:formbuilder-drag-fields-from-toolbar-onto-canvasAug23.png||height="250"]]
197 -
198 -
199 -(% style="margin-left: 40.0px;" %)
200 -4. The three-column grid will look as follows:
201 -
202 -(% style="margin-left: 40.0px;" %)
203 -[[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
204 -
205 -(% style="margin-left: 40.0px;" %)
206 -5. To add Captcha to the form:
207 -
208 -1.
209 -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"]]
210 -11. Select Captcha and drag it over to the spot on the canvas.  In this case, we choose below the 3-column grid
211 -
212 -(% style="margin-left: 40.0px;" %)
213 -[[image:attach:formbuilder-add-captchaAug23.png||height="250"]]
214 -
215 -(% style="margin-left: 40.0px;" %)
216 -6. To add a 'Submit' button:
217 -
218 -1.
219 -11. Select it from the 'Form' option and,
220 -11. Drag it to the spot you prefer on the canvas,
221 -11. Eventually this position will impact how your final form is displayed)
222 -
223 -(% style="margin-left: 40.0px;" %)
224 -7. Below is what the final form/pop-up will look like after the additions/modifications described in steps 1-7.
225 -
226 -(% style="margin-left: 40.0px;" %)
227 -[[image:attach:formbuilder-completed-formAug23.png||height="250"]]
228 -
229 -
230 -
231 231  ELEMENTS MENU
232 232  
128 +\\
233 233  
234 234  To add elements, like titles, text blocks, images/logos, products/packages, or questions/fields use the Elements menu (image).
235 235  
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247 247  111. To add Questions/Fields drag the questions you have selected during Phase 2, “Add Demographics”, from the “Demographics” section of the Elements menu.
248 248  1111. It is recommended to place each Question in individual Grid Templates (single or multiple column).
249 249  1111. To add additional questions, return to Phase 2 “Add Demographics”.
250 -
251 -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.
252 -
253 253  1. URL links can be added to components that use the 'Link' feature. 
254 254  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.
255 255  11. You can add URL to the 'Href' field, which will then link the selected component to the URL specified in this field.
256 -11. Please [[click here>>attach:formbuilder-R-GearsURL-Aug23.mp4]] to view a video showing how to create a URL link.
149 +11. Please [[click here>>url:http://bos-jira01-cl01.onecount.net:8080/secure/attachment/15323/Aug-23-2022%2012-23-41.mp4||shape="rect"]] to view a video showing how to create a URL link.
257 257  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.). 
258 -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.
151 +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"]].
152 +11. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
259 259  
260 -(% style="margin-left: 80.0px;" %)
261 -[[image:attach:formbuilder-edit-object-propertiesAug23.png||height="400"]]
154 +\\
262 262  
263 -(% style="margin-left: 80.0px;" %)
264 -b. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
156 +TEMPLATES MENU
265 265  
266 -
267 -
268 -{{id name="click-thru-button"/}}
269 -
270 -=== Click-Thru Button ===
271 -
272 -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.
273 -
274 -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.
275 -
276 -[[image:attach:submit-button-tool.png||thumbnail="true" height="250"]]
277 -
278 -
279 -Now click on the button, and click on the gear icon above the tool bar.
280 -
281 -[[image:attach:click-thru-button.png||height="250"]]
282 -
283 -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.
284 -
285 -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.
286 -
287 -
288 -=== Click-Thru Image : ===
289 -
290 -Same as click throue button we have can aslo count the completions on image click throue. To setup this we need to use link-box and image
291 -
292 -First we need to drag the link-box and the inside it we need to drag image.
293 -
294 -after this pick the link-box from layers or you can find it on canvas and the go to the gear button there you can see extra option called completion which by default set as yes which means it will count the completion , you can select  "No" if you do't want to count completion.
295 -
296 -[[image:1725015402669-281.png]][[image:1725015494395-170.png]]
297 -
298 -
299 -=== Close pop-up after Action: ===
300 -
301 -So for Click-Thru Image and Button popup will automaicaly close after it redirects to the target page and if you want to close popup after any specific action like form-sumition or clicking on any element the you can use the below extra script.
302 -
303 -
304 -{{code language="Javascript"}}
305 -$("#button or image id or element id").click(function(){
306 -setInterval(function(){window.parent.postMessage("closepopup", "*");},1000);
307 -});
308 -{{/code}}
309 -
310 -=== TEMPLATES MENU ===
311 -
312 312  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.
313 313  
314 314  [[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
315 315  
162 +\\
316 316  
317 317  To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
318 318  
... ... @@ -320,6 +320,7 @@
320 320  
321 321  [[image:attach:Drag-n-DropTemplate.png||height="250"]]
322 322  
170 +\\
323 323  
324 324  The various types of templates include:
325 325  
... ... @@ -334,6 +334,7 @@
334 334  
335 335  Please Note: For ease of use, please ensure the canvas is empty before the drag-n-drop.
336 336  
185 +\\
337 337  
338 338  STYLE MENU
339 339  
... ... @@ -349,10 +349,13 @@
349 349  11. DECORATIONS: Edit background colors, borders of content blocks or individual elements.
350 350  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.
351 351  
201 +\\
202 +
352 352  To alter the text of a button (like a submit, etc) select the button and click on the gear icon on the upper-right:
353 353  
354 354  [[image:attach:editor-object-settings.png||height="250"]]
355 355  
207 +\\
356 356  
357 357  To preview, click the Preview link at the top.
358 358  
... ... @@ -366,6 +366,8 @@
366 366  1. Open the component settings by clicking the gear icon at the top. ()
367 367  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.
368 368  
221 +\\
222 +
369 369  PHASE E: EMAIL CONFIRMATION
370 370  
371 371  The Email Confirmation tab is used to fill out details of the confirmation email.
... ... @@ -386,6 +386,8 @@
386 386  Enter the subject of the email in the "Update Thank You Email Subject" field.
387 387  Enter the email address for BCC in the "Email Confirmation BCC" field.
388 388  
243 +\\
244 +
389 389  PHASE F: DESIGNING THANK YOU PAGE
390 390  
391 391  The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
... ... @@ -406,6 +406,7 @@
406 406  
407 407   [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
408 408  
265 +\\
409 409  
410 410  2. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
411 411  
... ... @@ -425,17 +425,23 @@
425 425  
426 426  [[image:attach:TYDeleteIconAug23.png||height="250"]]
427 427  
285 +\\
428 428  
429 429  Please [[click here>>attach:formBuilder-TYSelectDelete-Rayaan-OC2201.mp4]] to view video showing how to select and delete a 'Thankyou Page Design.'
430 430  
289 +\\
431 431  
291 +\\
432 432  
433 433  TO DUPLICATE A FORM
434 434  
435 435  1. From the “Manage Forms” page click the copy icon at the end of the row for the form you wish to copy. ()
436 436  
297 +\\
298 +
437 437  TO EDIT A FORM
438 438  
301 +\\
439 439  
440 440  1. Click the Pencil Icon () towards the end of the row of the Form that you wish to edit. ()
441 441  
... ... @@ -443,6 +443,8 @@
443 443  
444 444  1. Click on the Trash Icon () towards the end of the row of the Form that you wish to delete. ()
445 445  
309 +\\
310 +
446 446  **~ **
447 447  
448 448  (% style="margin-left: 0.0px;" %)
... ... @@ -449,7 +449,7 @@
449 449  (((
450 450  (% class="pagetitle with-breadcrumbs" %)
451 451  (((
452 -(% id="HNewFormBuilderNotes:" class="with-breadcrumbs" %)
317 +(% class="with-breadcrumbs" %)
453 453  = New Form Builder Notes: =
454 454  )))
455 455  )))
... ... @@ -476,16 +476,19 @@
476 476  
477 477  [[image:attach:image2020-10-9_14-8-52.png||height="250"]]
478 478  
344 +\\
479 479  
480 480  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.
481 481  
482 482  [[image:attach:image2020-10-9_14-9-30.png||height="250"]]
483 483  
350 +\\
484 484  
485 485  The images on the design is from the URL present to that package or product as shown in image below.
486 486  
487 487  [[image:attach:image2020-10-9_14-9-51.png||height="250"]]
488 488  
356 +\\
489 489  
490 490  = ADDING BRAND HEADER AND FOOTER TO FORMS: =
491 491  
... ... @@ -497,8 +497,11 @@
497 497  
498 498  * By selecting a brand from the dropdown present in tab definition tab.
499 499  
368 +\\
369 +
500 500  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.
501 501  
372 +\\
502 502  
503 503  = CREATING POPUPS USING FORM BUILDER: =
504 504  
... ... @@ -519,32 +519,32 @@
519 519  
520 520  ===== 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. =====
521 521  
522 -===== ·      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. =====
393 +===== ·      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. =====
523 523  
524 -**Extra Scripts/Extra Styles:**
525 -These boxes allow you to add additional Javascript code or CSS to your forms to alter the appearance or function of the form.
395 +**Extra Scripts/Extra Styles:
396 +**These boxes allow you to add additional Javascript code or CSS to your forms to alter the appearance or function of the form.
526 526  
527 527  [[image:attach:image2020-10-9_14-10-26.png||height="250"]]
528 528  
400 +\\
529 529  
530 530  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.
531 531  
532 -= ADVANCED FORM TECHNIQUES: =
404 +**Code for altering responses based on select type demographics:**
533 533  
534 -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.
406 +\\
535 535  
536 -
537 -**Example 1: Code for altering responses based on select type demographics:**
538 -
539 -
540 540  **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.
541 541  
410 +\\
542 542  
543 543  **Example Sample Code:**
544 544  
414 +\\
545 545  
546 546  removeInitial = [1043,859,659,683,699,707,723,731,747,771,779,787,795,867,915,739,763,1059,1075,1083,1091,755];
547 547  
418 +\\
548 548  
549 549  var hcpObj = {
550 550  
... ... @@ -564,6 +564,7 @@
564 564  
565 565  document.getElementById("q_id_1051").onchange = function(){autoDropDown(hcpObj)};
566 566  
438 +\\
567 567  
568 568  var hcpNoObj = {
569 569  
... ... @@ -581,7 +581,9 @@
581 581  
582 582  document.getElementById("q_id_683").onchange = function(){autoDropDown(hcpNoObj)};
583 583  
456 +\\
584 584  
458 +\\
585 585  
586 586  **Steps:**
587 587  
... ... @@ -595,77 +595,11 @@
595 595  * getElementById("q_id_1051") – 1051 will be the demographics id which will be same as dropDownId.
596 596  * 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.
597 597  
472 +\\
473 +
598 598  **Note:**
599 599  
600 600  * removeInitial is assigned only once at the beginning of the script.
601 601  * All the code must be included in form extra script area.
602 602  
603 -**Example 2: Code for removing an option from the form**
604 -
605 -
606 -**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.  
607 -
608 -
609 -**Example Sample Code:**
610 -
611 -(% class="p1" %)
612 -var removeId = document.getElementsByClassName("labelId");
613 -
614 -(% class="p1" %)
615 -for(var i = 0; i < removeId.length; i++){
616 -
617 -(% class="p1" %)
618 -if(removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder"){
619 -
620 -(% class="p1" %)
621 -removeId[i].parentNode.style.display="none";
622 -
623 -(% class="p1" %)
624 -}
625 -
626 -(% class="p1" %)
627 -}~/~/end of for loop
628 -
629 -
630 -**Steps:**
631 -
632 -* Initialize a variable to grab all the instances of the id from the form you want hidden. 
633 -** var removeId = document.getElementsByClassName("labelId"); //(notice the semi-color)//
634 -** removeId: name of variable (//you can choose a name of your choice, but remember to be consistent with the use through the code//)
635 -** labelId: replace this with the id of the field you want checked/removed
636 -** getElementsByClassName: property of javascript that allows you to get elements by the class name property
637 -* Traverse through the array of the gathered instances (of removeId), and check for the corresponding text by comparing the innerText property to  "RemoveMePlaceHolder"
638 -** removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder" (//check for matches//)
639 -** RemoveMePlaceHolder: replace this with the text you want hidden
640 -* If a match is found, then grab its parentNode
641 -** removeId[i].parentNode
642 -** [i] is the index of the array where the match was found, during traversal
643 -* Change the style of the parentNode to display it as none.  This keeps the field hidden in your forms.
644 -** removeId[i].parentNode.style.display="none"; (//notice the semi-color//)
645 -
646 -**Note:**
647 -
648 -* All the code must be included in the form Extra Script field.
649 -* The code is to be inserted in the forms in which the value need not been shown or hidden
650 -
651 -= DYNAMIC/PROGRESSIVE LOOK-UP: =
652 -
653 -This is a feature provided by ONECount.
654 -
655 -A check is performed after two pieces of data is entered in the form.
656 -
657 -This check looks-up the database till a match is found.  Once it does, the user is asked to confirm.
658 -
659 -The user can choose to log in by clicking on the 'Lookup' link.
660 -
661 -[[image:attach:VerifyBox-LookupOption1.png||height="150"]]
662 -
663 -If the Lookup is clicked, the user is taken to the Lookup/Sign-in page, that may appear as shown below:
664 -
665 -[[image:attach:Sign in:Lookup page.png||height="150"]]
666 -
667 -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:
668 -
669 -[[image:attach:VerifyEmailExists-2.png||height="150"]]
670 -
671 -The Lookup link takes you to the login/sign-in page.
479 +\\
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