Changes for page Form Builder

Last modified by Sachin Patil on 2024/08/30 07:28
From version 8.1
edited by rijo
on 2022/08/23 13:40
Change comment: Added select/delete Thank you template Video as link instead of a thumbnail
To version 10.1
edited by rijo
on 2022/08/23 16:01
Change comment: steps for form building

Summary

Details

Page properties
Content
... ... @@ -111,6 +111,8 @@
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.
... ... @@ -123,6 +123,50 @@
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  \\
... ... @@ -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”.
192 +
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 +
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.
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.
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.
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.
153 153  
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 +
154 154  \\
155 155  
156 156  TEMPLATES MENU
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -77496394
1 +77496408
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/77496394/Copy of New Form Builder
1 +https://info.onecount.net//wiki/spaces/OD/pages/77496408/Copy of New Form Builder