Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 21.4
edited by Sachin Patil
on 2024/08/30 05:39
Change comment: There is no comment for this version
To version 21.7
edited by Sachin Patil
on 2024/08/30 05:46
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
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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 -
19 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
20 20  
21 21  [[image:attach:Form-builder-nav.png||height="250"]]
... ... @@ -29,7 +29,7 @@
29 29  
30 30  //A Form landing page above.//
31 31  
32 -__[[image:attach:form-builder-pop-up.png||width="800"]]__
31 +[[image:1725014789095-972.png]]
33 33  
34 34  //A pop-up landing page above.//
35 35  
... ... @@ -46,37 +46,40 @@
46 46  * **Slide Positon:** This describes what part of the screen the pop-up will appear from (ie., enter stage-left)
47 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 48  * **Pop-up Definition :**
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 : **(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)This will add the extra border width to the popup also you can change the width color.
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 .
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.
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.
52 52  * (((
53 -**Pop-up Close Button Definition :*** (((
52 +**Pop-up Close Button Definition :***
53 +
54 +(((
54 54  (% class="western" style="text-align:left" %)
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: **(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)This will change the close button color also the text used in the close button .
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 .
56 56  )))
58 +
57 57  * (((
58 58  (% class="western" style="text-align:left" %)
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 : **(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %) This can change the text of close button like X, close , end whatever you want.
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.
60 60  )))
61 61  * (((
62 62  (% class="western" style="text-align:left" %)
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 : **(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)This can align the close button left or right. you can change the position of close button.
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.
64 64  )))
65 65  * (((
66 66  (% class="western" style="text-align:left" %)
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; font-variant: normal; color: rgb(51, 51, 51); font-style: normal; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %) (% 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 .
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 .
68 68  )))
69 69  * (((
70 70  (% class="western" style="text-align:left" %)
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 : **(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)This will change help to change the text size of close button.
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.
72 72  )))
73 73  * (((
74 74  (% class="western" style="text-align:left" %)
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 : **(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)This will help to change the height and width of the close button.
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.
76 76  )))
77 77  * (((
78 78  (% class="western" style="text-align:left" %)
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 : **(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)This will help to move the close button vertical if you want to move the close button outside the popup.
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.
80 80  )))
81 81  )))
82 82  * (((
... ... @@ -83,10 +83,10 @@
83 83  (% class="western" style="text-align:left" %)
84 84  **Pop-up Background Light-Box :**
85 85  
86 -*
88 +*
87 87  
88 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 : **(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)This will change the pop-up background you can change the color and the opacity of the color.
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.
90 90  )))
91 91  
92 92  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.
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111 111  1. You can not edit a row once it had been created; if you find an error, you must delete it
112 112  1. The order of the questions on this page is not important.
113 113  
114 -
115 115  PHASE C: Add Products and Packages.
116 116  
117 117  [[image:attach:form-builder-products-Aug22.png||height="400"]]
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128 128  1. To add additional products- click the add product button in the right hand corner.
129 129  1. To remove a product, click an X
130 130  
131 -
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  
140 -
141 141  **Pre-selection of Products and Packages with query string **
142 142  
143 143  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:
... ... @@ -173,7 +173,6 @@
173 173  11. Simply select your choice of component from the options in the right-hand panel with your mouse
174 174  11. Drag it over to the spot on the canvas, as you prefer
175 175  
176 -
177 177  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.
178 178  
179 179  Below is a screen-shot where the 'Grid Templates' expands on beings selected, and the 'three column' grid is chosen
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191 191  (% style="margin-left: 40.0px;" %)
192 192  3. To populate the columns, let's choose from the 'Demographics' option.
193 193  
194 -1.
192 +1.
195 195  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.
196 196  
197 197  (% style="margin-left: 40.0px;" %)
... ... @@ -207,7 +207,7 @@
207 207  (% style="margin-left: 40.0px;" %)
208 208  5. To add Captcha to the form:
209 209  
210 -1.
208 +1.
211 211  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"]]
212 212  11. Select Captcha and drag it over to the spot on the canvas.  In this case, we choose below the 3-column grid
213 213  
... ... @@ -217,7 +217,7 @@
217 217  (% style="margin-left: 40.0px;" %)
218 218  6. To add a 'Submit' button:
219 219  
220 -1.
218 +1.
221 221  11. Select it from the 'Form' option and,
222 222  11. Drag it to the spot you prefer on the canvas,
223 223  11. Eventually this position will impact how your final form is displayed)
... ... @@ -297,7 +297,7 @@
297 297  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.
298 298  
299 299  
300 -=== Click-Thru Image ===
298 +=== Click-Thru Image : ===
301 301  
302 302  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
303 303  
... ... @@ -305,6 +305,16 @@
305 305  
306 306  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.
307 307  
306 +
307 +=== Close pop-up after Action: ===
308 +
309 +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.
310 +
311 +
312 +$("#button or image id or element id").click(function(){
313 +setInterval(function(){window.parent.postMessage("closepopup", "*");},1000);
314 +});
315 +
308 308  === TEMPLATES MENU ===
309 309  
310 310  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.
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347 347  11. DECORATIONS: Edit background colors, borders of content blocks or individual elements.
348 348  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.
349 349  
350 -
351 351  To alter the text of a button (like a submit, etc) select the button and click on the gear icon on the upper-right:
352 352  
353 353  [[image:attach:editor-object-settings.png||height="250"]]
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365 365  1. Open the component settings by clicking the gear icon at the top. ()
366 366  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.
367 367  
368 -
369 369  PHASE E: EMAIL CONFIRMATION
370 370  
371 371  The Email Confirmation tab is used to fill out details of the confirmation email.
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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  
389 -
390 390  PHASE F: DESIGNING THANK YOU PAGE
391 391  
392 392  The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
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435 435  
436 436  1. From the “Manage Forms” page click the copy icon at the end of the row for the form you wish to copy. ()
437 437  
438 -
439 439  TO EDIT A FORM
440 440  
441 441  
... ... @@ -445,7 +445,6 @@
445 445  
446 446  1. Click on the Trash Icon () towards the end of the row of the Form that you wish to delete. ()
447 447  
448 -
449 449  **~ **
450 450  
451 451  (% style="margin-left: 0.0px;" %)
... ... @@ -500,7 +500,6 @@
500 500  
501 501  * By selecting a brand from the dropdown present in tab definition tab.
502 502  
503 -
504 504  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.
505 505  
506 506  
... ... @@ -599,7 +599,6 @@
599 599  * getElementById("q_id_1051") – 1051 will be the demographics id which will be same as dropDownId.
600 600  * 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.
601 601  
602 -
603 603  **Note:**
604 604  
605 605  * removeInitial is assigned only once at the beginning of the script.
... ... @@ -648,7 +648,6 @@
648 648  * Change the style of the parentNode to display it as none.  This keeps the field hidden in your forms.
649 649  ** removeId[i].parentNode.style.display="none"; (//notice the semi-color//)
650 650  
651 -
652 652  **Note:**
653 653  
654 654  * All the code must be included in the form Extra Script field.
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676 676  
677 677  The Lookup link takes you to the login/sign-in page.
678 678  
679 -
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