Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 21.2
edited by Sachin Patil
on 2024/08/30 05:23
Change comment: There is no comment for this version
To version 20.1
edited by Admin
on 2023/08/03 13:35
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.)
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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  
27 +\\
18 18  
19 -The first task listed above – creating questions is accomplished by clicking the Demographics tab under SETUP on the left-hand men. The next two tasks – creating new forms and managing existing forms – are carried out using the Form Builder tool under SETUP Creating source codes is handled under __[[Source Codes>>url:http://docs.onecount.net:8090/display/OD/Source+Codes+-+How+to+Create+and+Manage+Source+Codes||shape="rect"]]__ and creating branded forms is handled under __[[Brands>>url:http://docs.onecount.net:8090/display/OD/Brand+-+How+to+Create+and+Manage+Brands||shape="rect"]]__. All of these tools are found under SETUP
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.
20 20  
21 21  [[image:attach:Form-builder-nav.png||height="250"]]
22 22  
33 +\\
23 23  
24 -**STEP 1: Defining the Form**
35 +__PHASE A: Defining the Form__
25 25  
26 -The first screen you'll see in the Form Builder is where you define the basics of the form. For this panel, the only required options are a Title and a Source Code. You will then get to pick between two different presentations: a "Form" presentation, which is a web-page, and a pop-up, which appears over the page that the user is looking at. The Form format is typically used for landing pages, gating, data collection and subscriptions since it can not be closed. A pop-up can be used for data collection and subscriptions, but since it can be closed by clicking the X in the upper right corner, it's not effective for gating.
37 +__[[image:attach:FormDefinitionAug22.png||height="250"]]__
27 27  
28 -__[[image:attach:FormDefinitionAug22.png||width="800"]]__
39 +\\
29 29  
30 -//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"]]
31 31  
32 -__[[image:attach:form-builder-pop-up.png||width="800"]]__
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.
33 33  
34 -//A pop-up landing page above.//
35 -
36 -
37 -You may give your Form a description. You will have an option to use this title when designing the form in Phase D. If you want to use a different title when designing the form you may do so by using a custom “text” content block when designing the form.
38 -
39 39  **Required: **Assign a source code to a Form. To add or change existing source codes, go to the source code manager in the inventory tab of the navigation bar at the top. If you do not have a source code for this form then use a generic source code.
40 40  
41 -If choosing popup as the 'Form Type', for best viewing experiences, please ensure that the minimum width and height used are 350-400. You have several options for a pop-up, including:
47 +If choosing popup as the 'Form Type', for best viewing experiences, please ensure that the minimum width and height used are 350-400.
42 42  
43 -* **Width and Height:** choose dimensions that work well for desktop and mobile
44 -* **Horizontal Position:** where it appears horizontally on the user's screen
45 -* **Vertical Position:** Where the pop-up appears vertically on the page. This is relative to the entire web page. Be careful if your site has long pages or uses infinite scroll, because the pop-up may render "below" the user's screen causing some confusion.
46 -* **Slide Positon:** This describes what part of the screen the pop-up will appear from (ie., enter stage-left)
47 -* **Pop-Up Delay:** This allows you to program a slight delay into the pop-up so that it doesn't appear immediately on the screen.
48 -* **Pop-up Definition :**
49 -** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt" %)**Pop-up Shadow :**
50 -** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt" %)**Pop-up Radius :**
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 :**
52 -** (% 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 Color :**
53 -* (((
54 -**Pop-up Close Button Definition :*** (((
55 -(% class="western" style="text-align:left" %)
56 -(% 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 :**
57 -)))
58 -* (((
59 -(% class="western" style="text-align:left" %)
60 -(% 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 Color :**
61 -)))
62 -* (((
63 -(% class="western" style="text-align:left" %)
64 -(% 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 :**
65 -)))
66 -* (((
67 -(% class="western" style="text-align:left" %)
68 -(% 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 :**
69 -)))
70 -* (((
71 -(% class="western" style="text-align:left" %)
72 -(% 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 :**
73 -)))
74 -* (((
75 -(% class="western" style="text-align:left" %)
76 -(% 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 :**
77 -)))
78 -* (((
79 -(% class="western" style="text-align:left" %)
80 -(% 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 :**
81 -)))
82 -* (((
83 -(% class="western" style="text-align:left" %)
84 -(% 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 Width :**
85 -)))
86 -* (((
87 -(% class="western" style="text-align:left" %)
88 -(% 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 :**
89 -)))
90 -)))
91 -* (((
92 -(% class="western" style="text-align:left" %)
93 -**Pop-up Background Light-Box :**
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.
94 94  
95 -*
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:
96 96  
97 -(% class="western" style="text-align:left" %)
98 -(% 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 :**
53 +[[image:attach:selection-required.png||height="216"]]
99 99  
100 -*
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.
101 101  
102 -(% class="western" style="text-align:left" %)
103 -(% 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 Opacity :**
104 -)))
57 +Show only relevant products ~*~*~*~*~*~*~*~**
105 105  
106 -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.
59 +Enter the text/message to be displayed if an email already exists.
107 107  
108 -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.
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~#~#
109 109  
65 +STATUS: Activate the Form for user access or disable the form.
110 110  
111 -[[image:attach:selection-required.png||height="216"]]
67 +\\
112 112  
69 +\\
113 113  
71 +PHASE B: Adding Demographic Questions.
114 114  
115 -Step 2: Define your demographic questions.
116 -
117 117  [[image:attach:AddingDemoQuesAuf22.png||height="400"]]
118 118  
75 +\\
119 119  
120 -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.
121 -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.
122 -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.
123 123  1. To add additional questions, click the “Add” button in the top right hand corner.
124 124  1. To remove a question click the “X” at the end of the respective row.
125 -1. You can not edit a row once it had been created; if you find an error, you must delete it
126 -1. The order of the questions on this page is not important.
127 127  
83 +\\
128 128  
129 129  PHASE C: Add Products and Packages.
130 130  
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142 142  1. To add additional products- click the add product button in the right hand corner.
143 143  1. To remove a product, click an X
144 144  
101 +\\
145 145  
146 146  **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.
147 147  
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151 151  1. To add additional packages- click the add product button in the right hand corner.
152 152  1. To remove a package, click the X
153 153  
111 +\\
154 154  
155 155  **Pre-selection of Products and Packages with query string **
156 156  
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160 160  
161 161  &prods=10001,20001
162 162  
121 +\\
163 163  
123 +\\
164 164  
165 165  PHASE D: Designing the Form
166 166  
... ... @@ -170,11 +170,13 @@
170 170  
171 171  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.
172 172  
133 +\\
173 173  
174 174  To create additional content areas, start by adding a “Grid Template” from the Elements menu.
175 175  
176 176  [[image:attach:FB Grid Template.png||height="250"]]
177 177  
139 +\\
178 178  
179 179  BUILD FORMS FROM SCRATCH
180 180  
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187 187  11. Simply select your choice of component from the options in the right-hand panel with your mouse
188 188  11. Drag it over to the spot on the canvas, as you prefer
189 189  
152 +\\
190 190  
191 191  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.
192 192  
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194 194  
195 195  [[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
196 196  
160 +\\
197 197  
198 198  1. First, let's expand the 'Grid Templates' option by selecting it.
199 199  1. From there, select the preferred column type, then drag it to the canvas, as shown below (three-column grid selected)
... ... @@ -201,16 +201,19 @@
201 201  (% style="margin-left: 40.0px;" %)
202 202  [[image:attach:formbuilder-drag-a-grid-onto-canvas.png||height="250"]]
203 203  
168 +(% style="margin-left: 40.0px;" %)
169 +\\
204 204  
205 205  (% style="margin-left: 40.0px;" %)
206 206  3. To populate the columns, let's choose from the 'Demographics' option.
207 207  
208 -1.
174 +1.
209 209  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.
210 210  
211 211  (% style="margin-left: 40.0px;" %)
212 212  [[image:attach:formbuilder-drag-fields-from-toolbar-onto-canvasAug23.png||height="250"]]
213 213  
180 +\\
214 214  
215 215  (% style="margin-left: 40.0px;" %)
216 216  4. The three-column grid will look as follows:
... ... @@ -221,7 +221,7 @@
221 221  (% style="margin-left: 40.0px;" %)
222 222  5. To add Captcha to the form:
223 223  
224 -1.
191 +1.
225 225  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"]]
226 226  11. Select Captcha and drag it over to the spot on the canvas.  In this case, we choose below the 3-column grid
227 227  
... ... @@ -231,7 +231,7 @@
231 231  (% style="margin-left: 40.0px;" %)
232 232  6. To add a 'Submit' button:
233 233  
234 -1.
201 +1.
235 235  11. Select it from the 'Form' option and,
236 236  11. Drag it to the spot you prefer on the canvas,
237 237  11. Eventually this position will impact how your final form is displayed)
... ... @@ -242,10 +242,14 @@
242 242  (% style="margin-left: 40.0px;" %)
243 243  [[image:attach:formbuilder-completed-formAug23.png||height="250"]]
244 244  
212 +(% style="margin-left: 40.0px;" %)
213 +\\
245 245  
215 +\\
246 246  
247 247  ELEMENTS MENU
248 248  
219 +\\
249 249  
250 250  To add elements, like titles, text blocks, images/logos, products/packages, or questions/fields use the Elements menu (image).
251 251  
... ... @@ -279,18 +279,20 @@
279 279  (% style="margin-left: 80.0px;" %)
280 280  b. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
281 281  
253 +(% style="margin-left: 80.0px;" %)
254 +\\
282 282  
256 +(% style="margin-left: 80.0px;" %)
257 +\\
283 283  
284 -=== ===
259 +===
260 + ===
285 285  
286 -=== ===
287 -
288 288  {{id name="click-thru-button"/}}
289 289  
290 -=== ===
264 +===
265 + ===
291 291  
292 -=== ===
293 -
294 294  {{id name="click-thru-button"/}}
295 295  
296 296  === Click-Thru Button ===
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301 301  
302 302  [[image:attach:submit-button-tool.png||thumbnail="true" height="250"]]
303 303  
277 +\\
304 304  
305 305  Now click on the button, and click on the gear icon above the tool bar.
306 306  
... ... @@ -310,6 +310,7 @@
310 310  
311 311  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.
312 312  
287 +\\
313 313  
314 314  === TEMPLATES MENU ===
315 315  
... ... @@ -317,6 +317,7 @@
317 317  
318 318  [[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
319 319  
295 +\\
320 320  
321 321  To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
322 322  
... ... @@ -324,6 +324,7 @@
324 324  
325 325  [[image:attach:Drag-n-DropTemplate.png||height="250"]]
326 326  
303 +\\
327 327  
328 328  The various types of templates include:
329 329  
... ... @@ -338,6 +338,7 @@
338 338  
339 339  Please Note: For ease of use, please ensure the canvas is empty before the drag-n-drop.
340 340  
318 +\\
341 341  
342 342  STYLE MENU
343 343  
... ... @@ -353,11 +353,13 @@
353 353  11. DECORATIONS: Edit background colors, borders of content blocks or individual elements.
354 354  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.
355 355  
334 +\\
356 356  
357 357  To alter the text of a button (like a submit, etc) select the button and click on the gear icon on the upper-right:
358 358  
359 359  [[image:attach:editor-object-settings.png||height="250"]]
360 360  
340 +\\
361 361  
362 362  To preview, click the Preview link at the top.
363 363  
... ... @@ -371,6 +371,7 @@
371 371  1. Open the component settings by clicking the gear icon at the top. ()
372 372  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.
373 373  
354 +\\
374 374  
375 375  PHASE E: EMAIL CONFIRMATION
376 376  
... ... @@ -392,6 +392,7 @@
392 392  Enter the subject of the email in the "Update Thank You Email Subject" field.
393 393  Enter the email address for BCC in the "Email Confirmation BCC" field.
394 394  
376 +\\
395 395  
396 396  PHASE F: DESIGNING THANK YOU PAGE
397 397  
... ... @@ -413,6 +413,7 @@
413 413  
414 414   [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
415 415  
398 +\\
416 416  
417 417  2. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
418 418  
... ... @@ -432,18 +432,23 @@
432 432  
433 433  [[image:attach:TYDeleteIconAug23.png||height="250"]]
434 434  
418 +\\
435 435  
436 436  Please [[click here>>attach:formBuilder-TYSelectDelete-Rayaan-OC2201.mp4]] to view video showing how to select and delete a 'Thankyou Page Design.'
437 437  
422 +\\
438 438  
424 +\\
439 439  
440 440  TO DUPLICATE A FORM
441 441  
442 442  1. From the “Manage Forms” page click the copy icon at the end of the row for the form you wish to copy. ()
443 443  
430 +\\
444 444  
445 445  TO EDIT A FORM
446 446  
434 +\\
447 447  
448 448  1. Click the Pencil Icon () towards the end of the row of the Form that you wish to edit. ()
449 449  
... ... @@ -451,6 +451,7 @@
451 451  
452 452  1. Click on the Trash Icon () towards the end of the row of the Form that you wish to delete. ()
453 453  
442 +\\
454 454  
455 455  **~ **
456 456  
... ... @@ -458,7 +458,7 @@
458 458  (((
459 459  (% class="pagetitle with-breadcrumbs" %)
460 460  (((
461 -(% id="HNewFormBuilderNotes:" class="with-breadcrumbs" %)
450 +(% class="with-breadcrumbs" %)
462 462  = New Form Builder Notes: =
463 463  )))
464 464  )))
... ... @@ -485,16 +485,19 @@
485 485  
486 486  [[image:attach:image2020-10-9_14-8-52.png||height="250"]]
487 487  
477 +\\
488 488  
489 489  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.
490 490  
491 491  [[image:attach:image2020-10-9_14-9-30.png||height="250"]]
492 492  
483 +\\
493 493  
494 494  The images on the design is from the URL present to that package or product as shown in image below.
495 495  
496 496  [[image:attach:image2020-10-9_14-9-51.png||height="250"]]
497 497  
489 +\\
498 498  
499 499  = ADDING BRAND HEADER AND FOOTER TO FORMS: =
500 500  
... ... @@ -506,9 +506,11 @@
506 506  
507 507  * By selecting a brand from the dropdown present in tab definition tab.
508 508  
501 +\\
509 509  
510 510  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.
511 511  
505 +\\
512 512  
513 513  = CREATING POPUPS USING FORM BUILDER: =
514 514  
... ... @@ -529,13 +529,14 @@
529 529  
530 530  ===== 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. =====
531 531  
532 -===== ·      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. =====
526 +===== ·      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. =====
533 533  
534 -**Extra Scripts/Extra Styles:**
535 -These boxes allow you to add additional Javascript code or CSS to your forms to alter the appearance or function of the form.
528 +**Extra Scripts/Extra Styles:
529 +**These boxes allow you to add additional Javascript code or CSS to your forms to alter the appearance or function of the form.
536 536  
537 537  [[image:attach:image2020-10-9_14-10-26.png||height="250"]]
538 538  
533 +\\
539 539  
540 540  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.
541 541  
... ... @@ -543,18 +543,23 @@
543 543  
544 544  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.
545 545  
541 +\\
546 546  
547 547  **Example 1: Code for altering responses based on select type demographics:**
548 548  
545 +\\
549 549  
550 550  **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.
551 551  
549 +\\
552 552  
553 553  **Example Sample Code:**
554 554  
553 +\\
555 555  
556 556  removeInitial = [1043,859,659,683,699,707,723,731,747,771,779,787,795,867,915,739,763,1059,1075,1083,1091,755];
557 557  
557 +\\
558 558  
559 559  var hcpObj = {
560 560  
... ... @@ -574,6 +574,7 @@
574 574  
575 575  document.getElementById("q_id_1051").onchange = function(){autoDropDown(hcpObj)};
576 576  
577 +\\
577 577  
578 578  var hcpNoObj = {
579 579  
... ... @@ -591,7 +591,9 @@
591 591  
592 592  document.getElementById("q_id_683").onchange = function(){autoDropDown(hcpNoObj)};
593 593  
595 +\\
594 594  
597 +\\
595 595  
596 596  **Steps:**
597 597  
... ... @@ -605,6 +605,7 @@
605 605  * getElementById("q_id_1051") – 1051 will be the demographics id which will be same as dropDownId.
606 606  * 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.
607 607  
611 +\\
608 608  
609 609  **Note:**
610 610  
... ... @@ -613,9 +613,11 @@
613 613  
614 614  **Example 2: Code for removing an option from the form**
615 615  
620 +\\
616 616  
617 -**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.  
622 +**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. 
618 618  
624 +\\
619 619  
620 620  **Example Sample Code:**
621 621  
... ... @@ -637,6 +637,7 @@
637 637  (% class="p1" %)
638 638  }~/~/end of for loop
639 639  
646 +\\
640 640  
641 641  **Steps:**
642 642  
... ... @@ -654,6 +654,7 @@
654 654  * Change the style of the parentNode to display it as none.  This keeps the field hidden in your forms.
655 655  ** removeId[i].parentNode.style.display="none"; (//notice the semi-color//)
656 656  
664 +\\
657 657  
658 658  **Note:**
659 659  
... ... @@ -682,4 +682,4 @@
682 682  
683 683  The Lookup link takes you to the login/sign-in page.
684 684  
685 -
693 +\\
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1 +103120946
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1 -https://info.onecount.net//wiki/spaces/OD/pages/77496361/Form Builder
1 +https://info.onecount.net//wiki/spaces/OD/pages/103120946/Copy of New Form Builder