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 6.1
edited by rijo
on 2022/08/23 12:52
Change comment: Added text, screenshots to Thankyou and Form Templates, video TY

Summary

Details

Page properties
Content
... ... @@ -146,10 +146,22 @@
146 146  
147 147  TEMPLATES MENU
148 148  
149 +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.
150 +
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:
153 +\\
152 152  
155 +To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
156 +
157 +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.
158 +
159 +[[image:attach:Drag-n-DropTemplate.png||height="250"]]
160 +
161 +\\
162 +
163 +The various types of templates include:
164 +
153 153  1. Three-column with graphic
154 154  1. Two-column with graphic
155 155  1. One column/graphic on top
... ... @@ -203,7 +203,7 @@
203 203  
204 204  The Email Confirmation tab is used to fill out details of the confirmation email.
205 205  
206 -[[image:attach:EmailConfirmationTab.png||height="250"]]
218 +[[image:attach:form-builder-EmailConfirmationTabAug23.png||height="250"]]
207 207  
208 208  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.
209 209  11. **a.     Enter Acknowledgement Email Information. (See Items b-c below.)**
... ... @@ -225,17 +225,30 @@
225 225  
226 226  The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
227 227  
240 +Below is a screen-shot of the default Thank you page template, that is automatically populated in the 'Thank you Page Design' tab.
241 +
228 228  [[image:attach:TYPageDesign-Aug22.png||height="400"]]
229 229  
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.
244 +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.
231 231  
246 +[[image:attach:TYClosePanelAug23.png||height="250"]]
247 +
248 +These templates can be further customized using the components from the form builder, such as the Submit button, Captcha, Demographics components, and such.
249 +
232 232  So, we now have three ways for designating a Thank you page:
233 233  
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
252 +~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.)
238 238  
254 + [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
255 +
256 +\\
257 +
258 +2. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
259 +
260 +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).
261 +
262 +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
263 +
239 239  The templates provided in the 'Thank you page Design' tab are responsive.
240 240  
241 241  The default Thank you page looks as shown below:
... ... @@ -244,10 +244,22 @@
244 244  
245 245  The default values in the Thank you page are populated from the Config Manager.
246 246  
272 +To delete a template from the canvas, click on the 'trash can' icon found on the above toolbar.
273 +
274 +[[image:attach:TYDeleteIconAug23.png||height="250"]]
275 +
247 247  \\
248 248  
278 +Here is a video showing how to select and delete a 'Thank you page design'
279 +
280 +
281 +
282 +{{view-file att--filename="formBuilder-TYSelectDelete-Rayaan-OC2201.mp4" height="250"/}}
283 +
249 249  \\
250 250  
286 +\\
287 +
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
... ... @@ -1,1 +1,1 @@
1 -77496374
1 +77496390
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/77496374/Copy of New Form Builder
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496390/Copy of New Form Builder