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 13:52
Change comment: Added text, screenshots to Thankyou and Form Templates, video TY
To version 3.1
edited by rijo
on 2022/08/22 15:23
Change comment: Images: PHASE A, B, C, D; Email exists Text; Templates Menu; Thankyoupage URL, Email Confirmation tab;

Summary

Details

Page properties
Content
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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 ~*~*~*~*~*~*~*~**
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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.
156 -
157 -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.
158 -
159 -[[image:attach:Drag-n-DropTemplate.png||height="250"]]
160 -
161 -\\
162 -
163 -The various types of templates include:
164 -
165 165  1. Three-column with graphic
166 166  1. Two-column with graphic
167 167  1. One column/graphic on top
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169 169  
170 170  The Demographic components and other features can be added to the forms per the designated space provided in the chosen template.
171 171  
172 -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.
173 173  
174 -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.
175 175  
176 176  \\
177 177  
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211 211  
212 212  \\
213 213  
214 -PHASE E: EMAIL CONFIRMATION
201 +EMAIL CONFIRMATION
215 215  
216 216  The Email Confirmation tab is used to fill out details of the confirmation email.
217 217  
218 -[[image:attach:form-builder-EmailConfirmationTabAug23.png||height="250"]]
205 +[[image:attach:EmailConfirmationTab.png||height="250"]]
219 219  
220 220  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.
221 221  11. **a.     Enter Acknowledgement Email Information. (See Items b-c below.)**
... ... @@ -233,58 +233,8 @@
233 233  
234 234  \\
235 235  
236 -PHASE F: DESIGNING THANK YOU PAGE
223 +ThankYou Page Design
237 237  
238 -The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
239 -
240 -Below is a screen-shot of the default Thank you page template, that is automatically populated in the 'Thank you Page Design' tab.
241 -
242 -[[image:attach:TYPageDesign-Aug22.png||height="400"]]
243 -
244 -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.
245 -
246 -[[image:attach:TYClosePanelAug23.png||height="250"]]
247 -
248 -These templates can be further customized using the components from the form builder, such as the Submit button, Captcha, Demographics components, and such.
249 -
250 -So, we now have three ways for designating a Thank you page:
251 -
252 -~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.)
253 -
254 - [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
255 -
256 -\\
257 -
258 -2. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
259 -
260 -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).
261 -
262 -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
263 -
264 -The templates provided in the 'Thank you page Design' tab are responsive.
265 -
266 -The default Thank you page looks as shown below:
267 -
268 -[[image:attach:DefaultTY-Aug22.png||height="250"]]
269 -
270 -The default values in the Thank you page are populated from the Config Manager.
271 -
272 -To delete a template from the canvas, click on the 'trash can' icon found on the above toolbar.
273 -
274 -[[image:attach:TYDeleteIconAug23.png||height="250"]]
275 -
276 -\\
277 -
278 -Here is a video showing how to select and delete a 'Thank you page design'
279 -
280 -
281 -
282 -{{view-file att--filename="formBuilder-TYSelectDelete-Rayaan-OC2201.mp4" height="250"/}}
283 -
284 -\\
285 -
286 -\\
287 -
288 288  TO DUPLICATE A FORM
289 289  
290 290  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 -77496390
1 +77496369
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/77496369/Copy of New Form Builder