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 21.3
edited by Sachin Patil
on 2024/08/30 06:32
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -15,6 +15,7 @@
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 +
18 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
19 19  
20 20  [[image:attach:Form-builder-nav.png||height="250"]]
... ... @@ -28,7 +28,7 @@
28 28  
29 29  //A Form landing page above.//
30 30  
31 -[[image:1725014789095-972.png]]
32 +__[[image:attach:form-builder-pop-up.png||width="800"]]__
32 32  
33 33  //A pop-up landing page above.//
34 34  
... ... @@ -45,40 +45,37 @@
45 45  * **Slide Positon:** This describes what part of the screen the pop-up will appear from (ie., enter stage-left)
46 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 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"]]
49 +** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt" %)**Pop-up Shadow : **This will add the shadow to the pop-up box .
50 +** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt" %)**Pop-up Radius : This will change the shape of your pop-up and we can make pop-up round or ellipse.**
51 +** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Pop-up border width & Pop-up border Color : This will add the extra border width to the popup also you can change the width color.**
51 51  * (((
52 -**Pop-up Close Button Definition :***
53 -
54 -(((
53 +**Pop-up Close Button Definition :*** (((
55 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"]]
55 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Color & Close Button Text Color: This will change the close button color also the text used in the close button :**
57 57  )))
58 -
59 59  * (((
60 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"]]
59 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Text : This can change the text of close button like X, close , end whatever you want**
62 62  )))
63 63  * (((
64 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"]]
63 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Position : This can align the close button left or right. you can change the position of close button**
66 66  )))
67 67  * (((
68 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"]]
67 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Shape : **(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt" %)**This will change the shape of your close button and we can make pop-up round,ellipse or rectangle  **
70 70  )))
71 71  * (((
72 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.
71 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Font Size : This will change help to change the text size of close button**
74 74  )))
75 75  * (((
76 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"]]
75 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Height  & Close Button Width : This will help to change the height and width of the close button**
78 78  )))
79 79  * (((
80 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"]]
79 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Vertical Position : This will help to move the close button vertical if you want to move the close button outside the popup**
82 82  )))
83 83  )))
84 84  * (((
... ... @@ -85,7 +85,10 @@
85 85  (% class="western" style="text-align:left" %)
86 86  **Pop-up Background Light-Box :**
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"]]
86 +*
87 +
88 +(% class="western" style="text-align:left" %)
89 +(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Pop-up Background Color & Pop-up Background Opacity : This will change the pop-up background you can change the color and the opacity of the color.**
89 89  )))
90 90  
91 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.
... ... @@ -110,6 +110,7 @@
110 110  1. You can not edit a row once it had been created; if you find an error, you must delete it
111 111  1. The order of the questions on this page is not important.
112 112  
114 +
113 113  PHASE C: Add Products and Packages.
114 114  
115 115  [[image:attach:form-builder-products-Aug22.png||height="400"]]
... ... @@ -126,6 +126,7 @@
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  
131 +
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. ~*~*~*~*~*~*~*~*
... ... @@ -134,6 +134,7 @@
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  
140 +
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:
... ... @@ -169,6 +169,7 @@
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  
176 +
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
... ... @@ -262,8 +262,18 @@
262 262  
263 263  
264 264  
270 +=== ===
271 +
272 +=== ===
273 +
265 265  {{id name="click-thru-button"/}}
266 266  
276 +=== ===
277 +
278 +=== ===
279 +
280 +{{id name="click-thru-button"/}}
281 +
267 267  === Click-Thru Button ===
268 268  
269 269  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.
... ... @@ -282,28 +282,6 @@
282 282  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.
283 283  
284 284  
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 -
307 307  === TEMPLATES MENU ===
308 308  
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.
... ... @@ -346,6 +346,7 @@
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  
342 +
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"]]
... ... @@ -363,6 +363,7 @@
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  
360 +
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 +383,7 @@
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  
381 +
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.
... ... @@ -431,6 +431,7 @@
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  
430 +
434 434  TO EDIT A FORM
435 435  
436 436  
... ... @@ -440,6 +440,7 @@
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  
440 +
443 443  **~ **
444 444  
445 445  (% style="margin-left: 0.0px;" %)
... ... @@ -494,6 +494,7 @@
494 494  
495 495  * By selecting a brand from the dropdown present in tab definition tab.
496 496  
495 +
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  
499 499  
... ... @@ -592,6 +592,7 @@
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  
594 +
595 595  **Note:**
596 596  
597 597  * removeInitial is assigned only once at the beginning of the script.
... ... @@ -640,6 +640,7 @@
640 640  * Change the style of the parentNode to display it as none.  This keeps the field hidden in your forms.
641 641  ** removeId[i].parentNode.style.display="none"; (//notice the semi-color//)
642 642  
643 +
643 643  **Note:**
644 644  
645 645  * All the code must be included in the form Extra Script field.
... ... @@ -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.
670 +
671 +
1725014756511-571.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -66.9 KB
Content
1725014789095-972.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -67.1 KB
Content
1725015402669-281.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -16.3 KB
Content
1725015494395-170.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -18.3 KB
Content
1725015808108-336.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -10.2 KB
Content
1725015836339-358.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -13.6 KB
Content
1725015904419-419.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -45.5 KB
Content
1725015940232-868.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -69.8 KB
Content
1725016042172-661.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -48.2 KB
Content
1725016078700-211.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -39.1 KB
Content
1725016368615-308.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -4.0 KB
Content
1725016404637-413.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -2.9 KB
Content
1725016443810-538.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -5.0 KB
Content
1725016469945-625.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -4.1 KB
Content
1725016519471-572.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -4.7 KB
Content
1725016549308-598.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -4.8 KB
Content
1725016587152-447.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -1.4 KB
Content
1725016608399-219.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -1.7 KB
Content
1725016644732-705.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -2.2 KB
Content
1725016669570-907.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -2.6 KB
Content
1725016701189-315.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -5.9 KB
Content
1725016749445-551.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -14.9 KB
Content
1725016782671-758.png
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.sachin
Size
... ... @@ -1,1 +1,0 @@
1 -14.8 KB
Content