Wiki source code of Copy of New Form Builder

Version 20.1 by Admin on 2023/08/03 13:35
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1
2 The Forms tool allows you to create, edit, delete, and manage forms and questions. Creating a form is as simple as defining basic form information, choosing which questions/fields will be included on the form, selecting which products and/or packages, designing the look and feel, and dragging in questions and other elements onto the Form’s webpage using an easy to use WYSIWYG editor. When a user completes and submits a form, all of the demographic and transaction information from the form is saved in the ONEcount database.
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8 When a user completes and submits a form, all of the information gathered from the form is entered into the ONEcount database. Plan forms carefully to ensure that you include questions and possible responses that will provide you with all the data you wish to collect from subscribers/purchasers.
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13
14 **Questions are shared among ALL forms, so any changes made to question type, text, responses, alias, report header (See Question Builder - Create and Manage Questions for more detail) will change ALL forms, not just the form you are working on. Deleting a question will remove that question from ALL forms as well. **
15 **Changes made to form information, form layout, order of questions, and optional validations will NOT universally change forms – these changes will be applied only to the form you are working on.**
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19 Form-related tasks include:
20
21 * creating database fields/questions available for placement in online forms; (See __[[Questions - Create and Manage Questions>>url:http://docs.onecount.net:8090/display/OD/Questions+-+Create+and+Manage+Questions||shape="rect"]]__ for more detail.)
22 * creating new forms;
23 * managing existing forms;
24 * creating source codes that are used to track the source of a name/transaction;
25 * and creating individually branded, designed forms.
26
27 \\
28
29 The first task listed above – creating questions is accomplished using the Question Builder tool. The next two tasks – creating new forms and managing existing forms – are carried out using the Form Builder tool under INVENTORY. Creating source codes is handled under __[[Source Codes>>url:http://docs.onecount.net:8090/display/OD/Source+Codes+-+How+to+Create+and+Manage+Source+Codes||shape="rect"]]__ and creating branded forms is handled under __[[Brands>>url:http://docs.onecount.net:8090/display/OD/Brand+-+How+to+Create+and+Manage+Brands||shape="rect"]]__. All of these tools are found under INVENTORY.
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31 [[image:attach:Form-builder-nav.png||height="250"]]
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34
35 __PHASE A: Defining the Form__
36
37 __[[image:attach:FormDefinitionAug22.png||height="250"]]__
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40
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"]]
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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.
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47 If choosing popup as the 'Form Type', for best viewing experiences, please ensure that the minimum width and height used are 350-400.
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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.
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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:
62 %%TEXT%% – will link to Sign in page%%
63 ~#~#TEXT - will be linked to Password Reset page~#~#
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65 STATUS: Activate the Form for user access or disable the form.
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70
71 PHASE B: Adding Demographic Questions.
72
73 [[image:attach:AddingDemoQuesAuf22.png||height="400"]]
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76
77 1. Start by adding your first demographic question. In the first dropdown box all ONEcount questions that are in your question inventory will appear in the dropdown menu list.  You may also type the question name or number into the dropdown box to find a question to add.
78 1. VALIDATIONS: If needed, select validation(s) to require a specific format for responses to this question. Validations include alphanumeric, date, email, or is a required field. In email match (email address matches the email in the “email” question/field), or is a number. Multiple validations can be added to each question.
79 1. AUTO POPULATE: You may choose to have fields auto populated for identified users by setting the auto populate switch to yes.
80 1. To add additional questions, click the “Add” button in the top right hand corner.
81 1. To remove a question click the “X” at the end of the respective row.
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83 \\
84
85 PHASE C: Add Products and Packages.
86
87 [[image:attach:form-builder-products-Aug22.png||height="400"]]
88
89 In this phase, you can add a single product or package, or a combination of multiple products and packages.
90
91 **PRODUCTS: **Add a single product resource, like a e-newsletter, webinar, whitepaper or single issue magazine purchase. Optional: to have a product automatically selected, choose which option to have selected using the “Pre-Selection” dropdown.
92
93 **~ **
94
95 1. Choose a template for how you want product options displayed. Examples of template types are in the images below. ~*~*~*~*~*~*~*~*
96 1. Select the first product you would like to include on the form. All the products created within ONEcount will appear in the product drop down. To search for a specific product, you can type the product name or ID number into the field.
97 1. Preselection ~*~*~*~*~*~*~*~*
98 1. To add additional products- click the add product button in the right hand corner.
99 1. To remove a product, click an X
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102
103 **PACKAGES:** Add a group of products, like a digital and print subscription, multiple issue magazine subscription, a magazine subscription and e-newsletter, digital access or other bundled resources with a term duration (expiration date) or access limit. Optional: to have a package automatically selected, choose which option to have selected using the “Pre-Selection” dropdown.
104
105 1. Choose a template for how you want Package options displayed. Examples of template types are in the images below. ~*~*~*~*~*~*~*~*
106 1. Select the first package you would like to include on the form. All the packages created within ONEcount will appear in the product drop down. To search for a specific product, you can type the package name or ID number into the field.
107 1. Preselection ~*~*~*~*~*~*~*~* Term/Type
108 1. To add additional packages- click the add product button in the right hand corner.
109 1. To remove a package, click the X
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112
113 **Pre-selection of Products and Packages with query string **
114
115 In order to preselect the terms via the query string, a comma-separated value of term ids can be passed as a query string on parameter name "terms". The respective packages for the given term ids should be present on the created form. The term ids can be appended on the URL as:
116 \\&terms=991,1002
117 \\Similarly, to preselect the products via the query string, a comma-separated value of product ids can be passed as well on parameter name "prods". The given product id should be present on the created form. The product ids can be appended on the URL as:
118
119 &prods=10001,20001
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124
125 PHASE D: Designing the Form
126
127 This is an example of a form built using the form builder.
128
129 [[image:attach:Editori-main-menu copy.png||height="250"]]
130
131 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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134
135 To create additional content areas, start by adding a “Grid Template” from the Elements menu.
136
137 [[image:attach:FB Grid Template.png||height="250"]]
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139 \\
140
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
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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.
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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"]]
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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"]]
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212 (% style="margin-left: 40.0px;" %)
213 \\
214
215 \\
216
217 ELEMENTS MENU
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219 \\
220
221 To add elements, like titles, text blocks, images/logos, products/packages, or questions/fields use the Elements menu (image).
222
223 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.
224 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.
225 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.
226 11. Click [[here>>attach:formbuilder-R-YTVideo-Aug23.mp4]] to view how you can add a Youtube video to your form.
227 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.
228 11. Adding Images, first drag the image icon from the Elements Menu and place it where you want an image to be placed.
229 111. A pop-up window will open with a library of images already added.
230 111. 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.
231 111. After uploading an image file, select the image from the image library list on the right hand side.
232 111. After selecting your image, click the “X” button to close the image library. Your image will be placed in the image content block.
233 111. Here is a video showing how to select images to your canvas: [[How to upload image video>>attach:formbuilder-AddImage-R-Aug23.mp4]]
234 111. To add Questions/Fields drag the questions you have selected during Phase 2, “Add Demographics”, from the “Demographics” section of the Elements menu.
235 1111. It is recommended to place each Question in individual Grid Templates (single or multiple column).
236 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
240 1. URL links can be added to components that use the 'Link' feature. 
241 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.
242 11. You can add URL to the 'Href' field, which will then link the selected component to the URL specified in this field.
243 11. Please [[click here>>attach:formbuilder-R-GearsURL-Aug23.mp4]] to view a video showing how to create a URL link.
244 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.). 
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.
246
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
253 (% style="margin-left: 80.0px;" %)
254 \\
255
256 (% style="margin-left: 80.0px;" %)
257 \\
258
259 ===
260 ===
261
262 {{id name="click-thru-button"/}}
263
264 ===
265 ===
266
267 {{id name="click-thru-button"/}}
268
269 === Click-Thru Button ===
270
271 Often users will want to create a pop-up or landing page that has a button that clicks through to another site or page. The specific use-case could be clicking to a partner site to download a digital edition, clicking to a non-ONEcount form, or clicking off-site to a thid-party application.
272
273 To create a click-thru button, click in the cell or grid where you want the button to appear, and from the tool-bar on the right, select Form Options, and then Submit. ONEcount will place a button on your form.
274
275 [[image:attach:submit-button-tool.png||thumbnail="true" height="250"]]
276
277 \\
278
279 Now click on the button, and click on the gear icon above the tool bar.
280
281 [[image:attach:click-thru-button.png||height="250"]]
282
283 Click on the Action Pull-down and select Clickthrough. In the box for Label, add whatever text you would like to appear on the button. In the URL box, put the full URL where you would like the user to be sent when they click on the button. Please note that this URL will open in a new window, leaving the pop-up on the screen. The user will need to close the pop-up.
284
285 A future version of ONEcount will track these click-throughs as "completions" in both the form and segment analytics, giving you insights into how many people are clicking through to the URL.
286
287 \\
288
289 === TEMPLATES MENU ===
290
291 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.
292
293 [[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
294
295 \\
296
297 To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
298
299 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.
300
301 [[image:attach:Drag-n-DropTemplate.png||height="250"]]
302
303 \\
304
305 The various types of templates include:
306
307 1. Three-column with graphic
308 1. Two-column with graphic
309 1. One column/graphic on top
310 1. One-column graphic click-through
311
312 The Demographic components and other features can be added to the forms per the designated space provided in the chosen template.
313
314 The templates are designed to be responsive, that is moldable to the various screen-sizes.  These can be used for either 'Forms' or 'popups.'
315
316 Please Note: For ease of use, please ensure the canvas is empty before the drag-n-drop.
317
318 \\
319
320 STYLE MENU
321
322 To customize the design or CSS styles like dimensions, typography and colors use the CSS editor ().
323
324 [[image:attach:object-tools.png||height="250"]]
325
326 1. First, select which element you would like to modify. Elements can be designed at the Grid Template, Content Block, Product/Package, or Question level. Then click on the paint-brush tool on the upper-right nav bar of the form builder.
327 1. Elements sharing common “classes” will be globally changed when edited. To edit the appearance of just a single content block either remove classes or select the element individually.
328 1. DIMENSION: Edit the margin and padding size of content blocks or Grid Templates. Adjustments can be made by using either pixel or percentage.
329 11. Click on the “px” or “%” to switch units.
330 11. TYPOGRAPHY: Edit fonts, font sizing, font color, alignment, and other typographical styling.
331 11. DECORATIONS: Edit background colors, borders of content blocks or individual elements.
332 111. Make sure the Opacity Slider is set above 10% for color edits to be visible. It is recommended to move the Opacity Slider all the way to the right.
333
334 \\
335
336 To alter the text of a button (like a submit, etc) select the button and click on the gear icon on the upper-right:
337
338 [[image:attach:editor-object-settings.png||height="250"]]
339
340 \\
341
342 To preview, click the Preview link at the top.
343
344 Elements Menu: (add the four square image). The Component Manager
345
346 ADDING LINKS TO FORMS
347
348 1. Select the text that you would like to hyperlink. Then click the hyperlink button () that appears last on the black edit bar.
349 1. Next, deselect the content block.
350 1. Now, click the linked text.
351 1. Open the component settings by clicking the gear icon at the top. ()
352 1. Paste or type the url destination for the link into the “Href” field. You may also add a title and specify a target for the link.
353
354 \\
355
356 PHASE E: EMAIL CONFIRMATION
357
358 The Email Confirmation tab is used to fill out details of the confirmation email.
359
360 [[image:attach:form-builder-EmailConfirmationTabAug23.png||height="250"]]
361
362 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.
363 11. **a.     Enter Acknowledgement Email Information. (See Items b-c below.)**
364 11. This is where you can create customized acknowledgement emails specific to the form/product attached to the form. Creating these customized emails is optional, as default acknowledgement emails not specific to any form and/or product are configured in the Configuration Manager.
365 11. Enter the subject of the email in "New Thank You Email Subject" field.
366 Enter the content of the email in "New Thank You Email" field. 
367 Body markers that may be used in the text are as follows:
368 %%USERNAME%% – will replace the body marker %%USERNAME%% with the subscriber's username.
369 %%PASSWORD%% – will replace the body marker %%PASSWORD%% with the subscriber's password.
370 %%ONECOUNTID%% – will replace the body marker %%ONECOUNTID%% with the subscribers account number/ONEcount ID.
371 %%RECEIPTDISPLAY%% – will replace the body marker %%RECEIPTDISPLAY%% with a receipt for purchase amount, if any.
372 11. Enter the content of the email in the "Update Thank You Email" field.
373 Enter the subject of the email in the "Update Thank You Email Subject" field.
374 Enter the email address for BCC in the "Email Confirmation BCC" field.
375
376 \\
377
378 PHASE F: DESIGNING THANK YOU PAGE
379
380 The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
381
382 Below is a screen-shot of the default Thank you page template, that is automatically populated in the 'Thank you Page Design' tab.
383
384 [[image:attach:TYPageDesign-Aug22.png||height="400"]]
385
386 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.
387
388 [[image:attach:TYClosePanelAug23.png||height="250"]]
389
390 These templates can be further customized using the components from the form builder, such as the Submit button, Captcha, Demographics components, and such.
391
392 So, we now have three ways for designating a Thank you page:
393
394 ~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.)
395
396 [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
397
398 \\
399
400 2. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
401
402 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).
403
404 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
405
406 The templates provided in the 'Thank you page Design' tab are responsive.
407
408 The default Thank you page looks as shown below:
409
410 [[image:attach:DefaultTY-Aug22.png||height="250"]]
411
412 The default values in the Thank you page are populated from the Config Manager.
413
414 To delete a template from the canvas, click on the 'trash can' icon found on the above toolbar.
415
416 [[image:attach:TYDeleteIconAug23.png||height="250"]]
417
418 \\
419
420 Please [[click here>>attach:formBuilder-TYSelectDelete-Rayaan-OC2201.mp4]] to view video showing how to select and delete a 'Thankyou Page Design.'
421
422 \\
423
424 \\
425
426 TO DUPLICATE A FORM
427
428 1. From the “Manage Forms” page click the copy icon at the end of the row for the form you wish to copy. ()
429
430 \\
431
432 TO EDIT A FORM
433
434 \\
435
436 1. Click the Pencil Icon () towards the end of the row of the Form that you wish to edit. ()
437
438 DELETING A FORM
439
440 1. Click on the Trash Icon () towards the end of the row of the Form that you wish to delete. ()
441
442 \\
443
444 **~ **
445
446 (% style="margin-left: 0.0px;" %)
447 (((
448 (% class="pagetitle with-breadcrumbs" %)
449 (((
450 (% class="with-breadcrumbs" %)
451 = New Form Builder Notes: =
452 )))
453 )))
454
455 (% class="page view" %)
456 (((
457 (% class="wiki-content" %)
458 (((
459 == Along with customization and new product templates it does: ==
460
461 * Registration
462 * Subscription, Unsub and Renew
463 * Login, Lookup
464 * Progressive lookup
465 * Smartlink login
466 * Redirect to landing and sending email after form submission
467 * Payment
468 )))
469 )))
470
471 = CREATE LANDING PAGE FOR FORM: =
472
473 To create landing page for form, select template type as Landing Page in form-builder Add Product & Package tab as shown in image below:
474
475 [[image:attach:image2020-10-9_14-8-52.png||height="250"]]
476
477 \\
478
479 After selecting template type as landing page select redirect form from the drop down. Drag and Drop the package or product from blocks to the canvas from design tab. Below is the image of landing page design.
480
481 [[image:attach:image2020-10-9_14-9-30.png||height="250"]]
482
483 \\
484
485 The images on the design is from the URL present to that package or product as shown in image below.
486
487 [[image:attach:image2020-10-9_14-9-51.png||height="250"]]
488
489 \\
490
491 = ADDING BRAND HEADER AND FOOTER TO FORMS: =
492
493 There are two ways to add brand header and footer to form builder forms.
494
495 * You can add brand id at the end of Form URL to automatically apply brand header and footer for the form.
496
497 Ex: [[https:~~/~~/client.onecount.net/>>url:https://client.onecount.net/||shape="rect"]] /onecount/form/display.php?id=53464b88-c391-479f-82cf-e1cd19a870cd&brand=brandid
498
499 * By selecting a brand from the dropdown present in tab definition tab.
500
501 \\
502
503 Once brand is selected you can drag brand header and footer from design tab and edit them. Editing brand header and footer gives flexibility to remove or change design or text for the particular form.
504
505 \\
506
507 = CREATING POPUPS USING FORM BUILDER: =
508
509 These popups are used in action manager for targeting and for gating products. Below are the steps to create form which behaves as popup.
510
511 * Select the type of form from the dropdown in Form Definition tab.
512 * If form type is popup then popup config fields are displayed. Below are the fields which define behavior of popup.
513 ** Popup Width - It define width of a popup.
514 ** Popup Height – It define height of a popup.
515 ** Popup Horizontal Position - It define the horizontal position of popup on screen.
516 ** Popup Vertical Position – It define the vertical position of popup on screen.
517 ** Popup Slide Position – It define from which side popup should slide before appearing on position.
518 ** Popup Delay – It define how much time popup should take to appear on screen.
519
520 ===== Prerequisite: As these forms appear as popup on the client site, you will need to add a CNAME record in your domain's DNS so that the pop-up and form code can be loaded from our servers into your domain. So if your domain is abc.com, you will need to add a CNAME record mapping oc.abc.com to <client>-[[reg.onecount.net>>url:http://reg.onecount.net||shape="rect"]]. Then this is done, any request going to oc.abc.com will actually to go your registration server at <client>-reg.onecount.net for loading the pop-up code and setting cookies. =====
521
522 ===== ·      Popup setup for gating: Once popup is created you need to create the Packages/Products for gated content. While creating the Package/product you need to select “Form” as “Primary Form or Landing Url” option. Then select the popup form created in the previous step. A text box will be displayed as below =====
523
524 ===== You can use this to ensure CNAME set up is done correctly. This box will be auto filled with <client>-[[reg.onecount.net>>url:http://reg.onecount.net||shape="rect"]] but If you need to gate a page or section on site [[abc.com>>url:http://abc.com||shape="rect"]] then enter oc.[[abc.com>>url:http://abc.com||shape="rect"]] in text box (because popup will appear on [[abc.com>>url:http://abc.com||shape="rect"]], This step is just for CNAME setup validation). If CNAME setup is not done, then it will throw warning while saving Product/Package. Also, the pop-up won't work on your site. =====
525
526 ===== ·      Popup setup for targeting: Once popup is created you need to create the action in action manager. While creating the action manager select popup form created. If popup should appear on site [[abc.com>>url:http://abc.com||shape="rect"]] then enter oc.[[abc.com>>url:http://abc.com||shape="rect"]] in Target Domain. We will check if CNAME set up is done correctly, if not error will be warning. =====
527
528 **Extra Scripts/Extra Styles:
529 **These boxes allow you to add additional Javascript code or CSS to your forms to alter the appearance or function of the form.
530
531 [[image:attach:image2020-10-9_14-10-26.png||height="250"]]
532
533 \\
534
535 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.
536
537 = ADVANCED FORM TECHNIQUES: =
538
539 With Extra Scripts/Extra Styles, you can add features to your form or popup to enhance its look-and-feel as well as operations.  Following are examples of how this can be achieved.
540
541 \\
542
543 **Example 1: Code for altering responses based on select type demographics:**
544
545 \\
546
547 **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.
548
549 \\
550
551 **Example Sample Code:**
552
553 \\
554
555 removeInitial = [1043,859,659,683,699,707,723,731,747,771,779,787,795,867,915,739,763,1059,1075,1083,1091,755];
556
557 \\
558
559 var hcpObj = {
560
561 "dropDownId" : 1051,
562
563 "whenSelcectedItem" : [{
564
565 "Yes" : [659],
566
567 "No" : [683],
568
569 }],
570
571 "itemsDisplayWhenSelected" : [659,683,699,707,723,859,731,915,867,747,787,1043,779,771,795,739,763,1059,1075,1083,1091,755]
572
573 };
574
575 document.getElementById("q_id_1051").onchange = function(){autoDropDown(hcpObj)};
576
577 \\
578
579 var hcpNoObj = {
580
581 "dropDownId" : 683,
582
583 "whenSelcectedItem" : [{
584
585 "Patient Role" : [1059,1211],
586
587 }],
588
589 "itemsDisplayWhenSelected" : [659,699,707,723,859,731,915,867,747,787,1043,779,771,795,739,763,1059,1075,1083,1091,755]
590
591 };
592
593 document.getElementById("q_id_683").onchange = function(){autoDropDown(hcpNoObj)};
594
595 \\
596
597 \\
598
599 **Steps:**
600
601 * Initialize removeInitial variable and pass an array of demographics ids which you want to hide when form is loaded.
602 * Create an object with any name and this object should contain 3 elements
603
604 1. dropDownId – You need to pass an id of select type whose action must be taken.
605 1. whenSelectedItem – You need an array of object this will be the response for the each select type from the dropdown. Key will be the response type and value will be the array of demographics id which should appear when this key is selected.
606 1. ItemsDisplayWhenSelected – This is array of demographics id, ids which are hidden before selecting the action for the demographic select type.
607
608 * getElementById("q_id_1051") – 1051 will be the demographics id which will be same as dropDownId.
609 * autoDropDown(hcpNoObj) – autoDropDown() function is called and object which is created above will be passed as a parameter this function implements the response base altering the demographics.
610
611 \\
612
613 **Note:**
614
615 * removeInitial is assigned only once at the beginning of the script.
616 * All the code must be included in form extra script area.
617
618 **Example 2: Code for removing an option from the form**
619
620 \\
621
622 **Example:** A form contains a collection of questions.  The client decides that a question/option needs to be done away with, but without disturbing the rest of the form. You want to have it removed or hidden.  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. 
623
624 \\
625
626 **Example Sample Code:**
627
628 (% class="p1" %)
629 var removeId = document.getElementsByClassName("labelId");
630
631 (% class="p1" %)
632 for(var i = 0; i < removeId.length; i++){
633
634 (% class="p1" %)
635 if(removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder"){
636
637 (% class="p1" %)
638 removeId[i].parentNode.style.display="none";
639
640 (% class="p1" %)
641 }
642
643 (% class="p1" %)
644 }~/~/end of for loop
645
646 \\
647
648 **Steps:**
649
650 * Initialize a variable to grab all the instances of the id from the form you want hidden. 
651 ** var removeId = document.getElementsByClassName("labelId"); //(notice the semi-color)//
652 ** removeId: name of variable (//you can choose a name of your choice, but remember to be consistent with the use through the code//)
653 ** labelId: replace this with the id of the field you want checked/removed
654 ** getElementsByClassName: property of javascript that allows you to get elements by the class name property
655 * Traverse through the array of the gathered instances (of removeId), and check for the corresponding text by comparing the innerText property to  "RemoveMePlaceHolder"
656 ** removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder" (//check for matches//)
657 ** RemoveMePlaceHolder: replace this with the text you want hidden
658 * If a match is found, then grab its parentNode
659 ** removeId[i].parentNode
660 ** [i] is the index of the array where the match was found, during traversal
661 * Change the style of the parentNode to display it as none.  This keeps the field hidden in your forms.
662 ** removeId[i].parentNode.style.display="none"; (//notice the semi-color//)
663
664 \\
665
666 **Note:**
667
668 * All the code must be included in the form Extra Script field.
669 * The code is to be inserted in the forms in which the value need not been shown or hidden
670
671 = DYNAMIC/PROGRESSIVE LOOK-UP: =
672
673 This is a feature provided by ONECount.
674
675 A check is performed after two pieces of data is entered in the form.
676
677 This check looks-up the database till a match is found.  Once it does, the user is asked to confirm.
678
679 The user can choose to log in by clicking on the 'Lookup' link.
680
681 [[image:attach:VerifyBox-LookupOption1.png||height="150"]]
682
683 If the Lookup is clicked, the user is taken to the Lookup/Sign-in page, that may appear as shown below:
684
685 [[image:attach:Sign in:Lookup page.png||height="150"]]
686
687 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:
688
689 [[image:attach:VerifyEmailExists-2.png||height="150"]]
690
691 The Lookup link takes you to the login/sign-in page.
692
693 \\