Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 21.11
edited by Sachin Patil
on 2024/08/30 07:20
Change comment: There is no comment for this version
To version 15.1
edited by Admin
on 2022/10/11 16:15
Change comment: There is no comment for this version

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.Admin
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. **
4 +\\
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.**
6 +\\
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  
10 +\\
11 +
12 +\\
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.)
... ... @@ -15,101 +15,64 @@
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
27 +\\
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 +**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 30  
31 -[[image:1725014789095-972.png]]
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 32  
33 -//A pop-up landing page above.//
34 -
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 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 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:
47 +If choosing popup as the 'Form Type', for best viewing experiences, please ensure that the minimum width and height used are 350-400.
41 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 :***
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.
53 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 -)))
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:
58 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. [[image:1725016519471-572.png||height="59" width="267"]][[image:1725016549308-598.png||height="61" width="265"]]
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 . [[image:1725016587152-447.png||height="64" width="70"]][[image:1725016608399-219.png||height="63" width="74"]]
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. [[image:1725016644732-705.png]][[image:1725016669570-907.png||height="120" width="99"]]
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. [[image:1725016701189-315.png||height="73" width="416"]]
82 -)))
83 -)))
84 -* (((
85 -(% class="western" style="text-align:left" %)
86 -**Pop-up Background Light-Box :**
53 +[[image:attach:selection-required.png||height="216"]]
87 87  
88 -* (% 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. [[image:1725016749445-551.png||height="170" width="158"]][[image:1725016782671-758.png||height="162" width="149"]]
89 -)))
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.
90 90  
91 -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.
57 +Show only relevant products ~*~*~*~*~*~*~*~**
92 92  
93 -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.
59 +Enter the text/message to be displayed if an email already exists.
94 94  
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~#~#
95 95  
96 -[[image:attach:selection-required.png||height="216"]]
65 +STATUS: Activate the Form for user access or disable the form.
97 97  
67 +\\
98 98  
69 +\\
99 99  
100 -Step 2: Define your demographic questions.
71 +PHASE B: Adding Demographic Questions.
101 101  
102 102  [[image:attach:AddingDemoQuesAuf22.png||height="400"]]
103 103  
75 +\\
104 104  
105 -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.
106 -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.
107 -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.
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.
108 108  1. To add additional questions, click the “Add” button in the top right hand corner.
109 109  1. To remove a question click the “X” at the end of the respective row.
110 -1. You can not edit a row once it had been created; if you find an error, you must delete it
111 -1. The order of the questions on this page is not important.
112 112  
83 +\\
84 +
113 113  PHASE C: Add Products and Packages.
114 114  
115 115  [[image:attach:form-builder-products-Aug22.png||height="400"]]
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126 126  1. To add additional products- click the add product button in the right hand corner.
127 127  1. To remove a product, click an X
128 128  
101 +\\
102 +
129 129  **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.
130 130  
131 131  1. Choose a template for how you want Package options displayed. Examples of template types are in the images below. ~*~*~*~*~*~*~*~*
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134 134  1. To add additional packages- click the add product button in the right hand corner.
135 135  1. To remove a package, click the X
136 136  
111 +\\
112 +
137 137  **Pre-selection of Products and Packages with query string **
138 138  
139 139  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:
... ... @@ -142,7 +142,9 @@
142 142  
143 143  &prods=10001,20001
144 144  
121 +\\
145 145  
123 +\\
146 146  
147 147  PHASE D: Designing the Form
148 148  
... ... @@ -152,11 +152,13 @@
152 152  
153 153  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.
154 154  
133 +\\
155 155  
156 156  To create additional content areas, start by adding a “Grid Template” from the Elements menu.
157 157  
158 158  [[image:attach:FB Grid Template.png||height="250"]]
159 159  
139 +\\
160 160  
161 161  BUILD FORMS FROM SCRATCH
162 162  
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169 169  11. Simply select your choice of component from the options in the right-hand panel with your mouse
170 170  11. Drag it over to the spot on the canvas, as you prefer
171 171  
152 +\\
153 +
172 172  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.
173 173  
174 174  Below is a screen-shot where the 'Grid Templates' expands on beings selected, and the 'three column' grid is chosen
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175 175  
176 176  [[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
177 177  
160 +\\
178 178  
179 179  1. First, let's expand the 'Grid Templates' option by selecting it.
180 180  1. From there, select the preferred column type, then drag it to the canvas, as shown below (three-column grid selected)
... ... @@ -182,16 +182,19 @@
182 182  (% style="margin-left: 40.0px;" %)
183 183  [[image:attach:formbuilder-drag-a-grid-onto-canvas.png||height="250"]]
184 184  
168 +(% style="margin-left: 40.0px;" %)
169 +\\
185 185  
186 186  (% style="margin-left: 40.0px;" %)
187 187  3. To populate the columns, let's choose from the 'Demographics' option.
188 188  
189 -1.
174 +1.
190 190  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.
191 191  
192 192  (% style="margin-left: 40.0px;" %)
193 193  [[image:attach:formbuilder-drag-fields-from-toolbar-onto-canvasAug23.png||height="250"]]
194 194  
180 +\\
195 195  
196 196  (% style="margin-left: 40.0px;" %)
197 197  4. The three-column grid will look as follows:
... ... @@ -202,7 +202,7 @@
202 202  (% style="margin-left: 40.0px;" %)
203 203  5. To add Captcha to the form:
204 204  
205 -1.
191 +1.
206 206  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"]]
207 207  11. Select Captcha and drag it over to the spot on the canvas.  In this case, we choose below the 3-column grid
208 208  
... ... @@ -212,7 +212,7 @@
212 212  (% style="margin-left: 40.0px;" %)
213 213  6. To add a 'Submit' button:
214 214  
215 -1.
201 +1.
216 216  11. Select it from the 'Form' option and,
217 217  11. Drag it to the spot you prefer on the canvas,
218 218  11. Eventually this position will impact how your final form is displayed)
... ... @@ -223,10 +223,14 @@
223 223  (% style="margin-left: 40.0px;" %)
224 224  [[image:attach:formbuilder-completed-formAug23.png||height="250"]]
225 225  
212 +(% style="margin-left: 40.0px;" %)
213 +\\
226 226  
215 +\\
227 227  
228 228  ELEMENTS MENU
229 229  
219 +\\
230 230  
231 231  To add elements, like titles, text blocks, images/logos, products/packages, or questions/fields use the Elements menu (image).
232 232  
... ... @@ -260,56 +260,15 @@
260 260  (% style="margin-left: 80.0px;" %)
261 261  b. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
262 262  
253 +\\
263 263  
255 +TEMPLATES MENU
264 264  
265 -{{id name="click-thru-button"/}}
266 -
267 -=== Click-Thru Button ===
268 -
269 -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.
270 -
271 -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.
272 -
273 -[[image:attach:submit-button-tool.png||thumbnail="true" height="250"]]
274 -
275 -
276 -Now click on the button, and click on the gear icon above the tool bar.
277 -
278 -[[image:attach:click-thru-button.png||height="250"]]
279 -
280 -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.
281 -
282 -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.
283 -
284 -
285 -=== Click-Thru Image : ===
286 -
287 -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
288 -
289 -First we need to drag the link-box and the inside it we need to drag image.
290 -
291 -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.
292 -
293 -[[image:1725015402669-281.png]][[image:1725015494395-170.png]]
294 -
295 -
296 -=== Close pop-up after Action: ===
297 -
298 -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.
299 -
300 -
301 -{{code language="Javascript"}}
302 -$("#button or image id or element id").click(function(){
303 -setInterval(function(){window.parent.postMessage("closepopup", "*");},1000);
304 -});
305 -{{/code}}
306 -
307 -=== TEMPLATES MENU ===
308 -
309 309  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.
310 310  
311 311  [[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
312 312  
261 +\\
313 313  
314 314  To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
315 315  
... ... @@ -317,6 +317,7 @@
317 317  
318 318  [[image:attach:Drag-n-DropTemplate.png||height="250"]]
319 319  
269 +\\
320 320  
321 321  The various types of templates include:
322 322  
... ... @@ -331,6 +331,7 @@
331 331  
332 332  Please Note: For ease of use, please ensure the canvas is empty before the drag-n-drop.
333 333  
284 +\\
334 334  
335 335  STYLE MENU
336 336  
... ... @@ -346,10 +346,13 @@
346 346  11. DECORATIONS: Edit background colors, borders of content blocks or individual elements.
347 347  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.
348 348  
300 +\\
301 +
349 349  To alter the text of a button (like a submit, etc) select the button and click on the gear icon on the upper-right:
350 350  
351 351  [[image:attach:editor-object-settings.png||height="250"]]
352 352  
306 +\\
353 353  
354 354  To preview, click the Preview link at the top.
355 355  
... ... @@ -363,6 +363,8 @@
363 363  1. Open the component settings by clicking the gear icon at the top. ()
364 364  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.
365 365  
320 +\\
321 +
366 366  PHASE E: EMAIL CONFIRMATION
367 367  
368 368  The Email Confirmation tab is used to fill out details of the confirmation email.
... ... @@ -383,6 +383,8 @@
383 383  Enter the subject of the email in the "Update Thank You Email Subject" field.
384 384  Enter the email address for BCC in the "Email Confirmation BCC" field.
385 385  
342 +\\
343 +
386 386  PHASE F: DESIGNING THANK YOU PAGE
387 387  
388 388  The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
... ... @@ -403,6 +403,7 @@
403 403  
404 404   [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
405 405  
364 +\\
406 406  
407 407  2. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
408 408  
... ... @@ -422,17 +422,23 @@
422 422  
423 423  [[image:attach:TYDeleteIconAug23.png||height="250"]]
424 424  
384 +\\
425 425  
426 426  Please [[click here>>attach:formBuilder-TYSelectDelete-Rayaan-OC2201.mp4]] to view video showing how to select and delete a 'Thankyou Page Design.'
427 427  
388 +\\
428 428  
390 +\\
429 429  
430 430  TO DUPLICATE A FORM
431 431  
432 432  1. From the “Manage Forms” page click the copy icon at the end of the row for the form you wish to copy. ()
433 433  
396 +\\
397 +
434 434  TO EDIT A FORM
435 435  
400 +\\
436 436  
437 437  1. Click the Pencil Icon () towards the end of the row of the Form that you wish to edit. ()
438 438  
... ... @@ -440,6 +440,8 @@
440 440  
441 441  1. Click on the Trash Icon () towards the end of the row of the Form that you wish to delete. ()
442 442  
408 +\\
409 +
443 443  **~ **
444 444  
445 445  (% style="margin-left: 0.0px;" %)
... ... @@ -446,7 +446,7 @@
446 446  (((
447 447  (% class="pagetitle with-breadcrumbs" %)
448 448  (((
449 -(% id="HNewFormBuilderNotes:" class="with-breadcrumbs" %)
416 +(% class="with-breadcrumbs" %)
450 450  = New Form Builder Notes: =
451 451  )))
452 452  )))
... ... @@ -473,16 +473,19 @@
473 473  
474 474  [[image:attach:image2020-10-9_14-8-52.png||height="250"]]
475 475  
443 +\\
476 476  
477 477  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.
478 478  
479 479  [[image:attach:image2020-10-9_14-9-30.png||height="250"]]
480 480  
449 +\\
481 481  
482 482  The images on the design is from the URL present to that package or product as shown in image below.
483 483  
484 484  [[image:attach:image2020-10-9_14-9-51.png||height="250"]]
485 485  
455 +\\
486 486  
487 487  = ADDING BRAND HEADER AND FOOTER TO FORMS: =
488 488  
... ... @@ -494,8 +494,11 @@
494 494  
495 495  * By selecting a brand from the dropdown present in tab definition tab.
496 496  
467 +\\
468 +
497 497  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.
498 498  
471 +\\
499 499  
500 500  = CREATING POPUPS USING FORM BUILDER: =
501 501  
... ... @@ -516,32 +516,32 @@
516 516  
517 517  ===== 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. =====
518 518  
519 -===== ·      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. =====
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. =====
520 520  
521 -**Extra Scripts/Extra Styles:**
522 -These boxes allow you to add additional Javascript code or CSS to your forms to alter the appearance or function of the form.
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.
523 523  
524 524  [[image:attach:image2020-10-9_14-10-26.png||height="250"]]
525 525  
499 +\\
526 526  
527 527  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.
528 528  
529 -= ADVANCED FORM TECHNIQUES: =
503 +**Code for altering responses based on select type demographics:**
530 530  
531 -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.
505 +\\
532 532  
533 -
534 -**Example 1: Code for altering responses based on select type demographics:**
535 -
536 -
537 537  **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.
538 538  
509 +\\
539 539  
540 540  **Example Sample Code:**
541 541  
513 +\\
542 542  
543 543  removeInitial = [1043,859,659,683,699,707,723,731,747,771,779,787,795,867,915,739,763,1059,1075,1083,1091,755];
544 544  
517 +\\
545 545  
546 546  var hcpObj = {
547 547  
... ... @@ -561,6 +561,7 @@
561 561  
562 562  document.getElementById("q_id_1051").onchange = function(){autoDropDown(hcpObj)};
563 563  
537 +\\
564 564  
565 565  var hcpNoObj = {
566 566  
... ... @@ -578,7 +578,9 @@
578 578  
579 579  document.getElementById("q_id_683").onchange = function(){autoDropDown(hcpNoObj)};
580 580  
555 +\\
581 581  
557 +\\
582 582  
583 583  **Steps:**
584 584  
... ... @@ -592,59 +592,13 @@
592 592  * getElementById("q_id_1051") – 1051 will be the demographics id which will be same as dropDownId.
593 593  * 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.
594 594  
571 +\\
572 +
595 595  **Note:**
596 596  
597 597  * removeInitial is assigned only once at the beginning of the script.
598 598  * All the code must be included in form extra script area.
599 599  
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 -**Note:**
644 -
645 -* All the code must be included in the form Extra Script field.
646 -* The code is to be inserted in the forms in which the value need not been shown or hidden
647 -
648 648  = DYNAMIC/PROGRESSIVE LOOK-UP: =
649 649  
650 650  This is a feature provided by ONECount.
... ... @@ -666,3 +666,5 @@
666 666  [[image:attach:VerifyEmailExists-2.png||height="150"]]
667 667  
668 668  The Lookup link takes you to the login/sign-in page.
599 +
600 +\\
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