Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 5.1
edited by rijo
on 2022/08/23 12:34
Change comment: There is no comment for this version
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
... ... @@ -41,7 +41,6 @@
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 ~*~*~*~*~*~*~*~**
... ... @@ -146,14 +146,10 @@
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 -
151 151  [[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
152 152  
153 -\\
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:
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:
156 -
157 157  1. Three-column with graphic
158 158  1. Two-column with graphic
159 159  1. One column/graphic on top
... ... @@ -161,9 +161,9 @@
161 161  
162 162  The Demographic components and other features can be added to the forms per the designated space provided in the chosen template.
163 163  
164 -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.
165 165  
166 -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.
167 167  
168 168  \\
169 169  
... ... @@ -203,11 +203,11 @@
203 203  
204 204  \\
205 205  
206 -PHASE E: EMAIL CONFIRMATION
201 +EMAIL CONFIRMATION
207 207  
208 208  The Email Confirmation tab is used to fill out details of the confirmation email.
209 209  
210 -[[image:attach:form-builder-EmailConfirmationTabAug23.png||height="250"]]
205 +[[image:attach:EmailConfirmationTab.png||height="250"]]
211 211  
212 212  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.
213 213  11. **a.     Enter Acknowledgement Email Information. (See Items b-c below.)**
... ... @@ -225,40 +225,8 @@
225 225  
226 226  \\
227 227  
228 -PHASE F: DESIGNING THANK YOU PAGE
223 +ThankYou Page Design
229 229  
230 -The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
231 -
232 -[[image:attach:TYPageDesign-Aug22.png||height="400"]]
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.
235 -
236 -So, we now have three ways for designating a Thank you page:
237 -
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.)
239 -
240 - [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
241 -
242 -\\
243 -
244 -2. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
245 -
246 -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).
247 -
248 -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
249 -
250 -The templates provided in the 'Thank you page Design' tab are responsive.
251 -
252 -The default Thank you page looks as shown below:
253 -
254 -[[image:attach:DefaultTY-Aug22.png||height="250"]]
255 -
256 -The default values in the Thank you page are populated from the Config Manager.
257 -
258 -\\
259 -
260 -\\
261 -
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
... ... @@ -1,1 +1,1 @@
1 -77496381
1 +77496369
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/77496381/Copy of New Form Builder
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496369/Copy of New Form Builder