Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 4.1
edited by rijo
on 2022/08/22 14:57
Change comment: Thank you Page Design; templates menu, popup min width/height; body markers
To 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;

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.
45 45  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.
46 46  1. Select a submission option ~*~*~*~*~*~*~*~*~*~**
47 47  1. Show only relevant products ~*~*~*~*~*~*~*~**
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148 148  
149 149  [[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
150 150  
151 -To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.  The various types of templates include:
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:
152 152  
153 153  1. Three-column with graphic
154 154  1. Two-column with graphic
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157 157  
158 158  The Demographic components and other features can be added to the forms per the designated space provided in the chosen template.
159 159  
160 -The templates are designed to be responsive, that is moldable to the various screen-sizes.  These can be used for either 'Forms' or 'popups.'
159 +The templates are designed to be responsive, that is moldable to the various screen-sizes.
161 161  
162 -Please Note: For ease of use, please ensure the canvas is empty before the drag-n-drop.
161 +Please Note: For ease of use, please ensure the canvas is empty before doing the drag-n-drop.
163 163  
164 164  \\
165 165  
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199 199  
200 200  \\
201 201  
202 -PHASE E: EMAIL CONFIRMATION
201 +EMAIL CONFIRMATION
203 203  
204 204  The Email Confirmation tab is used to fill out details of the confirmation email.
205 205  
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221 221  
222 222  \\
223 223  
224 -PHASE F: DESIGNING THANK YOU PAGE
223 +ThankYou Page Design
225 225  
226 -The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
227 -
228 -[[image:attach:TYPageDesign-Aug22.png||height="400"]]
229 -
230 -Up to four templates, that are drag-n-droppable, are provided in the right-hand panel.  These can be further customized using the components from the form builder, such as the Submit button, Captcha, Demographics components, and such.
231 -
232 -So, we now have three ways for designating a Thank you page:
233 -
234 -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.)
235 -1. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
236 -1. 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).
237 -1. The older forms that did not have the 'Thank you Page Design' feature, will now include this feature so that the thank you are now customizable
238 -
239 -The templates provided in the 'Thank you page Design' tab are responsive.
240 -
241 -The default Thank you page looks as shown below:
242 -
243 -[[image:attach:DefaultTY-Aug22.png||height="250"]]
244 -
245 -The default values in the Thank you page are populated from the Config Manager.
246 -
247 -\\
248 -
249 -\\
250 -
251 251  TO DUPLICATE A FORM
252 252  
253 253  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 -77496374
1 +77496369
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/77496374/Copy of New Form Builder
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496369/Copy of New Form Builder