Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 7.1
edited by rijo
on 2022/08/23 14:37
Change comment: Videos: add Images, youtube video, bg color
To version 16.1
edited by rijo
on 2022/12/07 07:21
Change comment: introduced heading for the Extra Script/Style sample code; introduced sample code for hidding options in form

Summary

Details

Page properties
Content
... ... @@ -38,19 +38,32 @@
38 38  
39 39  \\
40 40  
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 -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 -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 -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 -1. Select a submission option ~*~*~*~*~*~*~*~*~*~**
47 -1. Show only relevant products ~*~*~*~*~*~*~*~**
48 -1. Enter the text/message to be displayed if an email already exists.
49 -1. Body markers that may be used in the text are as follows:
41 +**Required:** First, 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 +
43 +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.
44 +
45 +**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.
46 +
47 +If choosing popup as the 'Form Type', for best viewing experiences, please ensure that the minimum width and height used are 350-400.
48 +
49 +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.
50 +
51 +Select a submission option. Submission Option is a feature that allows ONEcount to require a user to subscribe to a product or package in order to submit the form. There are three settings:
52 +
53 +[[image:attach:selection-required.png||height="216"]]
54 +
55 +The first option allows the user to submit the form without subscribing to a product, but a message is displayed telling the user that they did not subscribe to a product before hitting submit. The second option allows the user to submit the form without any warning. The third option is effective in cases where the forms are pre-populated, and users might be tempted to hit "Submit" without subscribing to anything. This option issues a warning and forces the user to return to the form and subscribe to a product.
56 +
57 +Show only relevant products ~*~*~*~*~*~*~*~**
58 +
59 +Enter the text/message to be displayed if an email already exists.
60 +
61 +Body markers that may be used in the text are as follows:
50 50  %%TEXT%% – will link to Sign in page%%
51 51  ~#~#TEXT - will be linked to Password Reset page~#~#
52 -1. STATUS: Activate the Form for user access or disable the form.
53 53  
65 +STATUS: Activate the Form for user access or disable the form.
66 +
54 54  \\
55 55  
56 56  \\
... ... @@ -111,6 +111,8 @@
111 111  
112 112  PHASE D: Designing the Form
113 113  
127 +This is an example of a form built using the form builder.
128 +
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.
... ... @@ -123,6 +123,82 @@
123 123  
124 124  \\
125 125  
141 +BUILD FORMS FROM SCRATCH
142 +
143 +Form Building is a multi-step process. 
144 +
145 +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,
146 +
147 +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.
148 +1. The canvas can be populated by dragging-and-dropping elements/components from the right-hand panel.  
149 +11. Simply select your choice of component from the options in the right-hand panel with your mouse
150 +11. Drag it over to the spot on the canvas, as you prefer
151 +
152 +\\
153 +
154 +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.
155 +
156 +Below is a screen-shot where the 'Grid Templates' expands on beings selected, and the 'three column' grid is chosen
157 +
158 +[[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
159 +
160 +\\
161 +
162 +1. First, let's expand the 'Grid Templates' option by selecting it.
163 +1. From there, select the preferred column type, then drag it to the canvas, as shown below (three-column grid selected)
164 +
165 +(% style="margin-left: 40.0px;" %)
166 +[[image:attach:formbuilder-drag-a-grid-onto-canvas.png||height="250"]]
167 +
168 +(% style="margin-left: 40.0px;" %)
169 +\\
170 +
171 +(% style="margin-left: 40.0px;" %)
172 +3. To populate the columns, let's choose from the 'Demographics' option.
173 +
174 +1.
175 +11. 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.
176 +
177 +(% style="margin-left: 40.0px;" %)
178 +[[image:attach:formbuilder-drag-fields-from-toolbar-onto-canvasAug23.png||height="250"]]
179 +
180 +\\
181 +
182 +(% style="margin-left: 40.0px;" %)
183 +4. The three-column grid will look as follows:
184 +
185 +(% style="margin-left: 40.0px;" %)
186 +[[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
187 +
188 +(% style="margin-left: 40.0px;" %)
189 +5. To add Captcha to the form:
190 +
191 +1.
192 +11. Select 'Form' from the right-hand panel[[image:attach:Screen Shot 2022-08-23 at 4.52.47 PM.png||thumbnail="true" width="150"]]
193 +11. Select Captcha and drag it over to the spot on the canvas.  In this case, we choose below the 3-column grid
194 +
195 +(% style="margin-left: 40.0px;" %)
196 +[[image:attach:formbuilder-add-captchaAug23.png||height="250"]]
197 +
198 +(% style="margin-left: 40.0px;" %)
199 +6. To add a 'Submit' button:
200 +
201 +1.
202 +11. Select it from the 'Form' option and,
203 +11. Drag it to the spot you prefer on the canvas,
204 +11. Eventually this position will impact how your final form is displayed)
205 +
206 +(% style="margin-left: 40.0px;" %)
207 +7. Below is what the final form/pop-up will look like after the additions/modifications described in steps 1-7.
208 +
209 +(% style="margin-left: 40.0px;" %)
210 +[[image:attach:formbuilder-completed-formAug23.png||height="250"]]
211 +
212 +(% style="margin-left: 40.0px;" %)
213 +\\
214 +
215 +\\
216 +
126 126  ELEMENTS MENU
127 127  
128 128  \\
... ... @@ -143,14 +143,22 @@
143 143  111. To add Questions/Fields drag the questions you have selected during Phase 2, “Add Demographics”, from the “Demographics” section of the Elements menu.
144 144  1111. It is recommended to place each Question in individual Grid Templates (single or multiple column).
145 145  1111. To add additional questions, return to Phase 2 “Add Demographics”.
237 +
238 +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.
239 +
146 146  1. URL links can be added to components that use the 'Link' feature. 
147 147  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.
148 148  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.
243 +11. Please [[click here>>attach:formbuilder-R-GearsURL-Aug23.mp4]] to view a video showing how to create a URL link.
150 150  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.
245 +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 edited.
153 153  
247 +(% style="margin-left: 80.0px;" %)
248 +[[image:attach:formbuilder-edit-object-propertiesAug23.png||height="400"]]
249 +
250 +(% style="margin-left: 80.0px;" %)
251 +b. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
252 +
154 154  \\
155 155  
156 156  TEMPLATES MENU
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284 284  
285 285  \\
286 286  
287 -Here is a video showing how to select and delete a 'Thank you page design'
386 +Please [[click here>>attach:formBuilder-TYSelectDelete-Rayaan-OC2201.mp4]] to view video showing how to select and delete a 'Thankyou Page Design.'
288 288  
289 -
290 -
291 -{{view-file att--filename="formBuilder-TYSelectDelete-Rayaan-OC2201.mp4" height="250"/}}
292 -
293 293  \\
294 294  
295 295  \\
... ... @@ -405,10 +405,16 @@
405 405  
406 406  One use for these boxes is to add Javascript code to your form that will change the questions and/or question responses based on a user’s response to a question on the form.
407 407  
408 -**Code for altering responses based on select type demographics:**
503 += ADVANCED FORM TECHNIQUES: =
409 409  
505 +With Extra Scripts/Extra Styles, you can add features to your form or popup to enhance its look-and-feel as well as features.  Following are examples of how this can be achieved.
506 +
410 410  \\
411 411  
509 +**Example 1: Code for altering responses based on select type demographics:**
510 +
511 +\\
512 +
412 412  **Example:** If a form contains a question which ask whether the user is a doctor or a patient. If the user selects doctor the demographic fields which are related to doctor will appear (type of specialty, NPI #, medical degree achieved, etc.). Otherwise, demographic fields for a patient will appear on the form. This modifications helps to show user only those demographic fields which are related to their previous answers.
413 413  
414 414  \\
... ... @@ -480,4 +480,79 @@
480 480  * removeInitial is assigned only once at the beginning of the script.
481 481  * All the code must be included in form extra script area.
482 482  
584 +**Example 2: Code for removing an option from the form**
585 +
483 483  \\
587 +
588 +**Example:** A form contains a collection of questions.  If the need to get rid of a question or option, you may want to have it removed.  You can make this field invisible without changing anything else about the form, using the Extra Script option.  Without re-designing the form, we are able to remove the unwanted option by using the sample code below. 
589 +
590 +\\
591 +
592 +**Example Sample Code:**
593 +
594 +(% class="p1" style="" %)
595 +var removeId = document.getElementsByClassName("labelId");
596 +
597 +(% class="p1" style="" %)
598 +for(var i = 0; i < removeId.length; i++){
599 +
600 +(% class="p1" style="" %)
601 +if(removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder"){
602 +
603 +(% class="p1" style="" %)
604 +removeId[i].parentNode.style.display="none";
605 +
606 +(% class="p1" style="" %)
607 +}
608 +
609 +(% class="p1" style="" %)
610 +}~/~/end of for loop
611 +
612 +\\
613 +
614 +**Steps:**
615 +
616 +* Initialize a variable to grab all the instances of the id from the form you want hidden. 
617 +** var removeId = document.getElementsByClassName("labelId");
618 +** removeId: name of variable (you can choose a name of your choice, but remember to be consistent with the use through the code)
619 +** labelId: replace this with the id of the field you want checked/removed
620 +** getElementsByClassName: property of javascript that allows you to get elements by the class name property
621 +* Traverse through the array of the gathered instances (of removeId), and check for the corresponding text by comparing the innerText property to  "RemoveMePlaceHolder"
622 +** removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder" (check for matches)
623 +** RemoveMePlaceHolder: replace this with the text you want hidden
624 +* If a match is found, then grab its parentNode
625 +** removeId[i].parentNode
626 +** i is the index of the array where the match was found
627 +* Change the style of the parentNode to display it as none.  This keeps the field hidden in your forms.
628 +** removeId[i].parentNode.style.display="none";
629 +
630 +\\
631 +
632 +**Note:**
633 +
634 +* All the code must be included in form extra script area.
635 +* The code is to be inserted in the forms in which the value need not been shown or hidden
636 +
637 += DYNAMIC/PROGRESSIVE LOOK-UP: =
638 +
639 +This is a feature provided by ONECount.
640 +
641 +A check is performed after two pieces of data is entered in the form.
642 +
643 +This check looks-up the database till a match is found.  Once it does, the user is asked to confirm.
644 +
645 +The user can choose to log in by clicking on the 'Lookup' link.
646 +
647 +[[image:attach:VerifyBox-LookupOption1.png||height="150"]]
648 +
649 +If the Lookup is clicked, the user is taken to the Lookup/Sign-in page, that may appear as shown below:
650 +
651 +[[image:attach:Sign in:Lookup page.png||height="150"]]
652 +
653 +This is similar to the Verification Box that pops up if the 'Email Exists' tag is selected when adding Demographic 'Email'.  A similar pop-up as shown below appears:
654 +
655 +[[image:attach:VerifyEmailExists-2.png||height="150"]]
656 +
657 +The Lookup link takes you to the login/sign-in page.
658 +
659 +\\
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -77496392
1 +77496616
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/77496392/Copy of New Form Builder
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496616/Copy of New Form Builder