Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 6.1
edited by rijo
on 2022/08/23 12:52
Change comment: Added text, screenshots to Thankyou and Form Templates, video TY
To version 10.1
edited by rijo
on 2022/08/23 16:01
Change comment: steps for form building

Summary

Details

Page properties
Content
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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.
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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  \\
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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.
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.
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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.
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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275 275  
276 276  \\
277 277  
278 -Here is a video showing how to select and delete a 'Thank you page design'
341 +Please [[click here>>attach:formBuilder-TYSelectDelete-Rayaan-OC2201.mp4]] to view video showing how to select and delete a 'Thankyou Page Design.'
279 279  
280 -
281 -
282 -{{view-file att--filename="formBuilder-TYSelectDelete-Rayaan-OC2201.mp4" height="250"/}}
283 -
284 284  \\
285 285  
286 286  \\
Confluence.Code.ConfluencePageClass[0]
id
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1 -77496390
1 +77496408
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/77496390/Copy of New Form Builder
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496408/Copy of New Form Builder