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 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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132 132  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.
133 133  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.
134 134  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.
135 135  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.
136 136  11. Adding Images, first drag the image icon from the Elements Menu and place it where you want an image to be placed.
137 137  111. A pop-up window will open with a library of images already added.
... ... @@ -138,18 +138,38 @@
138 138  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.
139 139  111. After uploading an image file, select the image from the image library list on the right hand side.
140 140  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]]
141 141  111. To add Questions/Fields drag the questions you have selected during Phase 2, “Add Demographics”, from the “Demographics” section of the Elements menu.
142 142  1111. It is recommended to place each Question in individual Grid Templates (single or multiple column).
143 -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.
144 144  
145 145  \\
146 146  
147 147  TEMPLATES MENU
148 148  
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 +
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:
162 +\\
152 152  
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 +
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"]]
227 +[[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  
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 +
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.
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.
231 231  
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 +
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
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.)
238 238  
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 +
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:
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244 244  
245 245  The default values in the Thank you page are populated from the Config Manager.
246 246  
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 +
247 247  \\
248 248  
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 +
249 249  \\
250 250  
295 +\\
296 +
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 +77496392
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/77496392/Copy of New Form Builder