Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28

From 21.1 to 20.1 From 21.8 to 21.7

From version 21.7

edited by Sachin Patil
on 2024/08/30 06:46

Change comment: There is no comment for this version

To version 21.1

edited by Admin
on 2023/08/14 17:46

Change comment: There is no comment for this version

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Details

Page properties

Author

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--XWiki.sachin
++XWiki.Admin

Content

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++
  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.
  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.
@@ -6,6 +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.**
++\\
  Form-related tasks include:
@@ -15,10 +15,13 @@
  * creating source codes that are used to track the source of a name/transaction;
  * and creating individually branded, designed forms.
++\\
++
  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
  [[image:attach:Form-builder-nav.png||height="250"]]
++\\
  **STEP 1: Defining the Form**
@@ -28,10 +28,11 @@
  //A Form landing page above.//
--[[image:1725014789095-972.png]]
++__[[image:attach:form-builder-pop-up.png||width="800"]]__
  //A pop-up landing page above.//
++\\
  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.
@@ -44,66 +44,24 @@
  * **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.
  * **Slide Positon:** This describes what part of the screen the pop-up will appear from (ie., enter stage-left)
  * **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.
--* **Pop-up Definition :**
--** (% 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 .
--** (% 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.
--** (% 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.
--* (((
--**Pop-up Close Button Definition :***
--(((
--(% class="western" style="text-align:left" %)
--(% 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 .
--)))
--
--* (((
--(% class="western" style="text-align:left" %)
--(% 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.
--)))
--* (((
--(% class="western" style="text-align:left" %)
--(% 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.
--)))
--* (((
--(% class="western" style="text-align:left" %)
--(% 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 .
--)))
--* (((
--(% class="western" style="text-align:left" %)
--(% 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.
--)))
--* (((
--(% class="western" style="text-align:left" %)
--(% 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.
--)))
--* (((
--(% class="western" style="text-align:left" %)
--(% 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.
--)))
--)))
--* (((
--(% class="western" style="text-align:left" %)
--**Pop-up Background Light-Box :**
--
--*
--
--(% class="western" style="text-align:left" %)
--(% 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.
--)))
--
  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.
  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.
++\\
  [[image:attach:selection-required.png||height="216"]]
++\\
++\\
  Step 2: Define your demographic questions.
  [[image:attach:AddingDemoQuesAuf22.png||height="400"]]
++\\
 . 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.
 . 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.
@@ -113,6 +113,8 @@
 . You can not edit a row once it had been created; if you find an error, you must delete it
 . The order of the questions on this page is not important.
++\\
++
  PHASE C: Add Products and Packages.
  [[image:attach:form-builder-products-Aug22.png||height="400"]]
@@ -129,6 +129,8 @@
 . To add additional products- click the add product button in the right hand corner.
 . To remove a product, click an X
++\\
++
  **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.
 . Choose a template for how you want Package options displayed. Examples of template types are in the images below. ~*~*~*~*~*~*~*~*
@@ -137,6 +137,8 @@
 . To add additional packages- click the add product button in the right hand corner.
 . To remove a package, click the X
++\\
++
  **Pre-selection of Products and Packages with query string **
  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:
@@ -145,7 +145,9 @@
  &prods=10001,20001
++\\
++\\
  PHASE D: Designing the Form
@@ -155,11 +155,13 @@
  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.
++\\
  To create additional content areas, start by adding a “Grid Template” from the Elements menu.
  [[image:attach:FB Grid Template.png||height="250"]]
++\\
  BUILD FORMS FROM SCRATCH
@@ -172,6 +172,8 @@
 . Simply select your choice of component from the options in the right-hand panel with your mouse
 . Drag it over to the spot on the canvas, as you prefer
++\\
++
  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.
  Below is a screen-shot where the 'Grid Templates' expands on beings selected, and the 'three column' grid is chosen
@@ -178,6 +178,7 @@
  [[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
++\\
 . First, let's expand the 'Grid Templates' option by selecting it.
 . From there, select the preferred column type, then drag it to the canvas, as shown below (three-column grid selected)
@@ -185,6 +185,8 @@
  (% style="margin-left: 40.0px;" %)
  [[image:attach:formbuilder-drag-a-grid-onto-canvas.png||height="250"]]
++(% style="margin-left: 40.0px;" %)
++\\
  (% style="margin-left: 40.0px;" %)
 . To populate the columns, let's choose from the 'Demographics' option.
@@ -195,6 +195,7 @@
  (% style="margin-left: 40.0px;" %)
  [[image:attach:formbuilder-drag-fields-from-toolbar-onto-canvasAug23.png||height="250"]]
++\\
  (% style="margin-left: 40.0px;" %)
 . The three-column grid will look as follows:
@@ -226,10 +226,14 @@
  (% style="margin-left: 40.0px;" %)
  [[image:attach:formbuilder-completed-formAug23.png||height="250"]]
++(% style="margin-left: 40.0px;" %)
++\\
++\\
  ELEMENTS MENU
++\\
  To add elements, like titles, text blocks, images/logos, products/packages, or questions/fields use the Elements menu (image).
@@ -263,18 +263,20 @@
  (% style="margin-left: 80.0px;" %)
  b. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
++(% style="margin-left: 80.0px;" %)
++\\
++(% style="margin-left: 80.0px;" %)
++\\
--===   ===
++===
++ ===
--===   ===
--
  {{id name="click-thru-button"/}}
--===   ===
++===
++ ===
--===   ===
--
  {{id name="click-thru-button"/}}
  === Click-Thru Button ===
@@ -285,6 +285,7 @@
  [[image:attach:submit-button-tool.png||thumbnail="true" height="250"]]
++\\
  Now click on the button, and click on the gear icon above the tool bar.
@@ -294,25 +294,8 @@
  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.
++\\
--=== Click-Thru Image : ===
--
--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
--
--First we need to drag the link-box and the inside it we need to drag image.
--
--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.
--
--
--=== Close pop-up after Action: ===
--
--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.
--
--
--$("#button or image id or element id").click(function(){
--setInterval(function(){window.parent.postMessage("closepopup", "*");},1000);
--});
--
  === TEMPLATES MENU ===
  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.
@@ -319,6 +319,7 @@
  [[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
++\\
  To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
@@ -326,6 +326,7 @@
  [[image:attach:Drag-n-DropTemplate.png||height="250"]]
++\\
  The various types of templates include:
@@ -340,6 +340,7 @@
  Please Note: For ease of use, please ensure the canvas is empty before the drag-n-drop.
++\\
  STYLE MENU
@@ -355,10 +355,13 @@
 . DECORATIONS: Edit background colors, borders of content blocks or individual elements.
 . 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.
++\\
++
  To alter the text of a button (like a submit, etc) select the button and click on the gear icon on the upper-right:
  [[image:attach:editor-object-settings.png||height="250"]]
++\\
  To preview, click the Preview link at the top.
@@ -372,6 +372,8 @@
 . Open the component settings by clicking the gear icon at the top. ()
 . 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.
++\\
++
  PHASE E: EMAIL CONFIRMATION
  The Email Confirmation tab is used to fill out details of the confirmation email.
@@ -392,6 +392,8 @@
  Enter the subject of the email in the "Update Thank You Email Subject" field.
  Enter the email address for BCC in the "Email Confirmation BCC" field.
++\\
++
  PHASE F: DESIGNING THANK YOU PAGE
  The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
@@ -412,6 +412,7 @@
               [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
++\\
 . Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
@@ -431,17 +431,23 @@
  [[image:attach:TYDeleteIconAug23.png||height="250"]]
++\\
  Please [[click here>>attach:formBuilder-TYSelectDelete-Rayaan-OC2201.mp4]] to view video showing how to select and delete a 'Thankyou Page Design.'
++\\
++\\
  TO DUPLICATE A FORM
 . From the “Manage Forms” page click the copy icon at the end of the row for the form you wish to copy. ()
++\\
++
  TO EDIT A FORM
++\\
 . Click the Pencil Icon () towards the end of the row of the Form that you wish to edit. ()
@@ -449,6 +449,8 @@
 . Click on the Trash Icon () towards the end of the row of the Form that you wish to delete. ()
++\\
++
  **~ **
  (% style="margin-left: 0.0px;" %)
@@ -455,7 +455,7 @@
  (((
  (% class="pagetitle with-breadcrumbs" %)
  (((
--(% id="HNewFormBuilderNotes:" class="with-breadcrumbs" %)
++(% class="with-breadcrumbs" %)
  = New Form Builder Notes: =
  )))
  )))
@@ -482,16 +482,19 @@
  [[image:attach:image2020-10-9_14-8-52.png||height="250"]]
++\\
  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.
  [[image:attach:image2020-10-9_14-9-30.png||height="250"]]
++\\
  The images on the design is from the URL present to that package or product as shown in image below.
  [[image:attach:image2020-10-9_14-9-51.png||height="250"]]
++\\
  = ADDING BRAND HEADER AND FOOTER TO FORMS: =
@@ -503,8 +503,11 @@
  * By selecting a brand from the dropdown present in tab definition tab.
++\\
++
  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.
++\\
  = CREATING POPUPS USING FORM BUILDER: =
@@ -525,13 +525,14 @@
  ===== 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. =====
--===== ·      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. =====
++===== ·      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.  =====
--**Extra Scripts/Extra Styles:**
--These boxes allow you to add additional Javascript code or CSS to your forms to alter the appearance or function of the form.
++**Extra Scripts/Extra Styles:
++**These boxes allow you to add additional Javascript code or CSS to your forms to alter the appearance or function of the form.
  [[image:attach:image2020-10-9_14-10-26.png||height="250"]]
++\\
  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.
@@ -539,18 +539,23 @@
  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.
++\\
  **Example 1: Code for altering responses based on select type demographics:**
++\\
  **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.
++\\
  **Example Sample Code:**
++\\
  removeInitial = [1043,859,659,683,699,707,723,731,747,771,779,787,795,867,915,739,763,1059,1075,1083,1091,755];
++\\
  var hcpObj = {
@@ -570,6 +570,7 @@
  document.getElementById("q_id_1051").onchange = function(){autoDropDown(hcpObj)};
++\\
  var hcpNoObj = {
@@ -587,7 +587,9 @@
  document.getElementById("q_id_683").onchange = function(){autoDropDown(hcpNoObj)};
++\\
++\\
  **Steps:**
@@ -601,6 +601,8 @@
  * getElementById("q_id_1051") – 1051 will be the demographics id which will be same as dropDownId.
  * 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.
++\\
++
  **Note:**
  * removeInitial is assigned only once at the beginning of the script.
@@ -608,9 +608,11 @@
  **Example 2: Code for removing an option from the form**
++\\
--**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.
++**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.
++\\
  **Example Sample Code:**
@@ -632,6 +632,7 @@
  (% class="p1" %)
  }~/~/end of for loop
++\\
  **Steps:**
@@ -649,6 +649,8 @@
  * Change the style of the parentNode to display it as none.  This keeps the field hidden in your forms.
  ** removeId[i].parentNode.style.display="none"; (//notice the semi-color//)
++\\
++
  **Note:**
  * All the code must be included in the form Extra Script field.
@@ -676,3 +676,4 @@
  The Lookup link takes you to the login/sign-in page.
++\\

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