Changes for page Form Builder

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Page properties

Content

...	...	@@ -111,6 +111,8 @@
111	111
112	112	PHASE D: Designing the Form
113	113
	114	+This is an example of a form built using the form builder.
	115	+
114	114	[[image:attach:Editori-main-menu copy.png||height="250"]]
115	115
116	116	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.
...	...	@@ -123,6 +123,50 @@
123	123
124	124	\\
125	125
	128	+Form Building is a multi-step process.
	129	+
	130	+Form can be built from scratch.  It requires, at the very minimum, a Captcha and Submit button, if building from scratch.  If choosing to do so,
	131	+
	132	+1. Navigate to the 'Form Design' tab, after you have filled out the basic information as required by the 'Form Definition,' 'Add Demographics,' and 'Add Products/Packages' tabs.
	133	+1. The canvas can be populated by dragging-and-dropping elements/components from the right-hand panel.
	134	+11. Simply select your choice of component from the options in the right-hand panel with your mouse
	135	+11. Drag it over to the spot on the canvas, as you prefer
	136	+
	137	+\\
	138	+
	139	+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.
	140	+
	141	+Below is a screen-shot where the 'Grid Templates' expands on beings selected, and the 'three column' grid is chosen
	142	+
	143	+[[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
	144	+
	145	+1. First, let's expand the 'Grid Templates' option by selecting it.
	146	+1. Select the preferred column type, then drag it to the canvas, as shown below (three-column grid selected)
	147	+
	148	+(% style="margin-left: 40.0px;" %)
	149	+[[image:attach:formbuilder-drag-a-grid-onto-canvas.png||height="250"]]
	150	+
	151	+(% style="margin-left: 40.0px;" %)
	152	+3. To populate the columns, let's choose from the 'Demographics' option.
	153	+
	154	+(% style="margin-left: 40.0px;" %)
	155	+4. Select First Name and drag it to the left-most cell, followed by Last Name to the middle cell, next email to the last one.
	156	+
	157	+(% style="margin-left: 40.0px;" %)
	158	+[[image:attach:formbuilder-drag-fields-from-toolbar-onto-canvasAug23.png||height="250"]]
	159	+
	160	+1. The three-column grid will look as follows:
	161	+1. [[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
	162	+1. To add Captcha to the form, select 'Form' from the right-hand panel[[image:attach:Screen Shot 2022-08-23 at 4.52.47 PM.png||thumbnail="true" width="150"]]
	163	+1. Select Captcha and drag it over to the spot on the canvas.  In this case, we choose below the 3-column grid
	164	+1. [[image:attach:formbuilder-add-captchaAug23.png||height="250"]]
	165	+1. To add a 'Submit' button, select it from the 'Form' option and drag it to the spot you prefer on the canvas, eventually this position will impact how your final form is displayed)
	166	+1. Below is what the final form/pop-up will look like after the additions/modifications described in steps 1-4
	167	+
	168	+[[image:attach:formbuilder-completed-formAug23.png||height="250"]]
	169	+
	170	+\\
	171	+
126	126	ELEMENTS MENU
127	127
128	128	\\
...	...	@@ -132,6 +132,7 @@
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.
	181	+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.
...	...	@@ -138,10 +138,26 @@
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.
	188	+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”.
	191	+1111. To add additional questions, return to Phase 2 “Add Demographics”.
144	144
	193	+Once created, we can edit the added elements to the canvas.  Let us see how URL links can be added and how to the 'paint brush' icon can be used.
	194	+
	195	+1. URL links can be added to components that use the 'Link' feature.
	196	+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.
	197	+11. You can add URL to the 'Href' field, which will then link the selected component to the URL specified in this field.
	198	+11. Please [[click here>>url:http://bos-jira01-cl01.onecount.net:8080/secure/attachment/15323/Aug-23-2022%2012-23-41.mp4||shape="rect"]] to view a video showing how to create a URL link.
	199	+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.).
	200	+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"]].  In the screen shot below, the image on the right is selected and editted.
	201	+
	202	+(% style="margin-left: 80.0px;" %)
	203	+[[image:attach:formbuilder-edit-object-propertiesAug23.png||height="400"]]
	204	+
	205	+(% style="margin-left: 80.0px;" %)
	206	+b. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
	207	+
145	145	\\
146	146
147	147	TEMPLATES MENU
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152	152
153	153	\\
154	154
155		-To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.  The various types of templates include:
	218	+To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
156	156
	220	+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.
	221	+
	222	+[[image:attach:Drag-n-DropTemplate.png||height="250"]]
	223	+
	224	+\\
	225	+
	226	+The various types of templates include:
	227	+
157	157	1. Three-column with graphic
158	158	1. Two-column with graphic
159	159	1. One column/graphic on top
...	...	@@ -229,10 +229,16 @@
229	229
230	230	The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
231	231
	303	+Below is a screen-shot of the default Thank you page template, that is automatically populated in the 'Thank you Page Design' tab.
	304	+
232	232	[[image:attach:TYPageDesign-Aug22.png||height="400"]]
233	233
234		-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.
	307	+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.
235	235
	309	+[[image:attach:TYClosePanelAug23.png||height="250"]]
	310	+
	311	+These templates can be further customized using the components from the form builder, such as the Submit button, Captcha, Demographics components, and such.
	312	+
236	236	So, we now have three ways for designating a Thank you page:
237	237
238	238	~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.)
...	...	@@ -255,10 +255,18 @@
255	255
256	256	The default values in the Thank you page are populated from the Config Manager.
257	257
	335	+To delete a template from the canvas, click on the 'trash can' icon found on the above toolbar.
	336	+
	337	+[[image:attach:TYDeleteIconAug23.png||height="250"]]
	338	+
258	258	\\
259	259
	341	+Please [[click here>>attach:formBuilder-TYSelectDelete-Rayaan-OC2201.mp4]] to view video showing how to select and delete a 'Thankyou Page Design.'
	342	+
260	260	\\
261	261
	345	+\\
	346	+
262	262	TO DUPLICATE A FORM
263	263
264	264	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		-77496381
	1	+77496408

url

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1		-https://info.onecount.net//wiki/spaces/OD/pages/77496381/Copy of New Form Builder
	1	+https://info.onecount.net//wiki/spaces/OD/pages/77496408/Copy of New Form Builder