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 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.
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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  
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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:
164 +To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
156 156  
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 +
157 157  1. Three-column with graphic
158 158  1. Two-column with graphic
159 159  1. One column/graphic on top
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229 229  
230 230  The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
231 231  
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 +
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.
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.
235 235  
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 +
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.)
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255 255  
256 256  The default values in the Thank you page are populated from the Config Manager.
257 257  
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 +
258 258  \\
259 259  
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 +
260 260  \\
261 261  
295 +\\
296 +
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 +77496392
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/77496392/Copy of New Form Builder