Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 3.1
edited by rijo
on 2022/08/22 14:23
Change comment: Images: PHASE A, B, C, D; Email exists Text; Templates Menu; Thankyoupage URL, Email Confirmation tab;
To version 7.1
edited by rijo
on 2022/08/23 13:37
Change comment: Videos: add Images, youtube video, bg color

Summary

Details

Page properties
Content
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41 41  1. Required: 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"]]
42 42  1. 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.
43 43  1. 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.
44 +1. If choosing popup as the 'Form Type', for best viewing experiences, please ensure that the minimum width and height used are 350-400.
44 44  1. 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.
45 45  1. Select a submission option ~*~*~*~*~*~*~*~*~*~**
46 46  1. Show only relevant products ~*~*~*~*~*~*~*~**
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131 131  1. Begin creating a layout by first adding **Grid Templates. **First add One Column Grid Templates to define the basic layout. For multiple columns, add a one column Grid Template before dragging 2 or 3 column Grid Templates into the form.
132 132  1. To add a Title and Description, drag in the “Title” or “Description” content blocks from the “Form Info” section of the Elements menu. The “Title and Description” will be what you have entered during Phase 1, Form Definition.
133 133  11. To create a custom heading or text block, add a “Text” or “Text Section” from the list of products near the lower part of the Elements menu.
135 +11. Click [[here>>attach:formbuilder-R-YTVideo-Aug23.mp4]] to view how you can add a Youtube video to your form.
134 134  11. To add Products/Packages drag in the Product or Package from the Elements menu on the right. The layout of Products or Packages will be based on what Template Type you selected during Phase 3, Add Products & Packages.
135 135  11. Adding Images, first drag the image icon from the Elements Menu and place it where you want an image to be placed.
136 136  111. A pop-up window will open with a library of images already added.
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137 137  111. To add a new image, click the left-hand side of the image pop-up window. Using the folder browser, choose an image from your files that you would like to upload.
138 138  111. After uploading an image file, select the image from the image library list on the right hand side.
139 139  111. After selecting your image, click the “X” button to close the image library. Your image will be placed in the image content block.
142 +111. Here is a video showing how to select images to your canvas: [[How to upload image video>>attach:formbuilder-AddImage-R-Aug23.mp4]]
140 140  111. To add Questions/Fields drag the questions you have selected during Phase 2, “Add Demographics”, from the “Demographics” section of the Elements menu.
141 141  1111. It is recommended to place each Question in individual Grid Templates (single or multiple column).
142 -1111. To add additional questions, return to Phase 2 “Add Demographics”.
145 +1111. To add additional questions, return to Phase 2 “Add Demographics”.
146 +1. URL links can be added to components that use the 'Link' feature. 
147 +11. To add or modify a URL link, use the 'Components Settings' option on the toolbar, denoted by a 'gear' icon [[image:attach:Screen Shot 2022-08-23 at 2.25.10 PM.png||thumbnail="true" width="20"]]on the above toolbar.
148 +11. You can add URL to the 'Href' field, which will then link the selected component to the URL specified in this field.
149 +11. Please click here to view a video showing how to create a URL link.
150 +1. Components can be modified in terms of typography(text-related features such as fonts, alignment), dimensions (height, width, padding, etc.) or background decorations (color, radius, etc.). 
151 +11. To do so, select the component, then click on the 'paintbrush' icon on the above toolbar, denoted by[[image:attach:Screen Shot 2022-08-23 at 2.28.56 PM.png||thumbnail="true" width="20"]].
152 +11. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
143 143  
144 144  \\
145 145  
146 146  TEMPLATES MENU
147 147  
158 +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.
159 +
148 148  [[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
149 149  
150 -To use a template, drag-n-drop the preferred form template from the right-hand panel to the canvas.  The various types of templates include:
162 +\\
151 151  
164 +To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
165 +
166 +To drag-n-drop a template, first click on the 'Templates' option in the right-hand panel.  This will display the templates.  Now, choose a template and drag it to the canvas to the left, as shown below.
167 +
168 +[[image:attach:Drag-n-DropTemplate.png||height="250"]]
169 +
170 +\\
171 +
172 +The various types of templates include:
173 +
152 152  1. Three-column with graphic
153 153  1. Two-column with graphic
154 154  1. One column/graphic on top
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156 156  
157 157  The Demographic components and other features can be added to the forms per the designated space provided in the chosen template.
158 158  
159 -The templates are designed to be responsive, that is moldable to the various screen-sizes.
181 +The templates are designed to be responsive, that is moldable to the various screen-sizes.  These can be used for either 'Forms' or 'popups.'
160 160  
161 -Please Note: For ease of use, please ensure the canvas is empty before doing the drag-n-drop.
183 +Please Note: For ease of use, please ensure the canvas is empty before the drag-n-drop.
162 162  
163 163  \\
164 164  
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198 198  
199 199  \\
200 200  
201 -EMAIL CONFIRMATION
223 +PHASE E: EMAIL CONFIRMATION
202 202  
203 203  The Email Confirmation tab is used to fill out details of the confirmation email.
204 204  
205 -[[image:attach:EmailConfirmationTab.png||height="250"]]
227 +[[image:attach:form-builder-EmailConfirmationTabAug23.png||height="250"]]
206 206  
207 207  1. **Email Confirmation (Yes/No) **is where you select whether a confirmation email will be sent upon subscription to/registration for any products listed on the form.
208 208  11. **a.     Enter Acknowledgement Email Information. (See Items b-c below.)**
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220 220  
221 221  \\
222 222  
223 -ThankYou Page Design
245 +PHASE F: DESIGNING THANK YOU PAGE
224 224  
247 +The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
248 +
249 +Below is a screen-shot of the default Thank you page template, that is automatically populated in the 'Thank you Page Design' tab.
250 +
251 +[[image:attach:TYPageDesign-Aug22.png||height="400"]]
252 +
253 +Up to four templates, that are drag-n-droppable, are provided in the right-hand panel.  To view them, please click on the 'Thank you Templates' option in the right-hand panel.
254 +
255 +[[image:attach:TYClosePanelAug23.png||height="250"]]
256 +
257 +These templates can be further customized using the components from the form builder, such as the Submit button, Captcha, Demographics components, and such.
258 +
259 +So, we now have three ways for designating a Thank you page:
260 +
261 +~1. Provide a URL in the 'Thank you Page URL' field found in the 'Form Definition' tab.  This has priority over the following two steps (2. and 3.)
262 +
263 + [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
264 +
265 +\\
266 +
267 +2. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
268 +
269 +3. Using the default Thank you page.  This comes into play if steps 1. and 2. are left blank.  This is also what will be used for the older forms (that did not have the Thank You Page Design feature).
270 +
271 +The older forms that did not have the 'Thank you Page Design' feature, will now include this feature so that the 'Thank you' pages are now customizable
272 +
273 +The templates provided in the 'Thank you page Design' tab are responsive.
274 +
275 +The default Thank you page looks as shown below:
276 +
277 +[[image:attach:DefaultTY-Aug22.png||height="250"]]
278 +
279 +The default values in the Thank you page are populated from the Config Manager.
280 +
281 +To delete a template from the canvas, click on the 'trash can' icon found on the above toolbar.
282 +
283 +[[image:attach:TYDeleteIconAug23.png||height="250"]]
284 +
285 +\\
286 +
287 +Here is a video showing how to select and delete a 'Thank you page design'
288 +
289 +
290 +
291 +{{view-file att--filename="formBuilder-TYSelectDelete-Rayaan-OC2201.mp4" height="250"/}}
292 +
293 +\\
294 +
295 +\\
296 +
225 225  TO DUPLICATE A FORM
226 226  
227 227  1. From the “Manage Forms” page click the copy icon at the end of the row for the form you wish to copy. ()
Confluence.Code.ConfluencePageClass[0]
id
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1 -77496369
1 +77496392
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/77496369/Copy of New Form Builder
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496392/Copy of New Form Builder