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 4.1
edited by rijo
on 2022/08/22 14:57
Change comment: Thank you Page Design; templates menu, popup min width/height; body markers

Summary

Details

Page properties
Content
... ... @@ -146,22 +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 -\\
151 +To use a template, drag-n-drop the preferred 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
... ... @@ -215,7 +215,7 @@
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"]]
206 +[[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.)**
... ... @@ -237,30 +237,17 @@
237 237  
238 238  The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
239 239  
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 -
242 242  [[image:attach:TYPageDesign-Aug22.png||height="400"]]
243 243  
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.
230 +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.
245 245  
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 -
250 250  So, we now have three ways for designating a Thank you page:
251 251  
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.)
234 +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.)
235 +1. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
236 +1. 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).
237 +1. The older forms that did not have the 'Thank you Page Design' feature, will now include this feature so that the thank you are now customizable
253 253  
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 -
264 264  The templates provided in the 'Thank you page Design' tab are responsive.
265 265  
266 266  The default Thank you page looks as shown below:
... ... @@ -269,22 +269,10 @@
269 269  
270 270  The default values in the Thank you page are populated from the Config Manager.
271 271  
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 -
276 276  \\
277 277  
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 -
284 284  \\
285 285  
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 +77496374
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/77496390/Copy of New Form Builder
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496374/Copy of New Form Builder