Wiki source code of Form Builder

Version 21.3 by Sachin Patil on 2024/08/30 05:32
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1 The Form Builder tool allows you to create, edit, delete, and manage forms and pop-ups in a WYSIWYG way. 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 you want included in the form, and then designing the look and feel. You can also add a thank-you e-mail and message to your form.  When a user completes and submits a form, all of the demographic and transaction information from the form is saved in the ONEcount database, and any transactions that are captured by the form are immediately stored in the ONEcount database.
2
3 What is unique about the ONEcount Form Builder is that questions, products and packages are not defined in the form, but elsewhere in the ONEcount system. This allows your organization to have some level of control over the information and data collected by the forms, while allowing any qualified user to build and edit forms. The presentation layer–the form–is separated from the data layer, meaning your web designer can't change field options or the business logic behind your products and packages.
4
5 **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. **
6
7 **Changes made to form information, form layout, order of questions, and optional validations are form-specific and will NOT universally change forms; these changes will be applied only to the form you are working on.**
8
9
10 Form-related tasks include:
11
12 * 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.)
13 * creating new forms;
14 * managing existing forms;
15 * creating source codes that are used to track the source of a name/transaction;
16 * and creating individually branded, designed forms.
17
18
19 The first task listed above – creating questions is accomplished by clicking the Demographics tab under SETUP on the left-hand men. The next two tasks – creating new forms and managing existing forms – are carried out using the Form Builder tool under SETUP 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 SETUP
20
21 [[image:attach:Form-builder-nav.png||height="250"]]
22
23
24 **STEP 1: Defining the Form**
25
26 The first screen you'll see in the Form Builder is where you define the basics of the form. For this panel, the only required options are a Title and a Source Code. You will then get to pick between two different presentations: a "Form" presentation, which is a web-page, and a pop-up, which appears over the page that the user is looking at. The Form format is typically used for landing pages, gating, data collection and subscriptions since it can not be closed. A pop-up can be used for data collection and subscriptions, but since it can be closed by clicking the X in the upper right corner, it's not effective for gating.
27
28 __[[image:attach:FormDefinitionAug22.png||width="800"]]__
29
30 //A Form landing page above.//
31
32 __[[image:attach:form-builder-pop-up.png||width="800"]]__
33
34 //A pop-up landing page above.//
35
36
37 You may 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.
38
39 **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.
40
41 If choosing popup as the 'Form Type', for best viewing experiences, please ensure that the minimum width and height used are 350-400. You have several options for a pop-up, including:
42
43 * **Width and Height:** choose dimensions that work well for desktop and mobile
44 * **Horizontal Position:** where it appears horizontally on the user's screen
45 * **Vertical Position:** Where the pop-up appears vertically on the page. This is relative to the entire web page. Be careful if your site has long pages or uses infinite scroll, because the pop-up may render "below" the user's screen causing some confusion.
46 * **Slide Positon:** This describes what part of the screen the pop-up will appear from (ie., enter stage-left)
47 * **Pop-Up Delay:** This allows you to program a slight delay into the pop-up so that it doesn't appear immediately on the screen.
48 * **Pop-up Definition :**
49 ** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt" %)**Pop-up Shadow : **This will add the shadow to the pop-up box .
50 ** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt" %)**Pop-up Radius : This will change the shape of your pop-up and we can make pop-up round or ellipse.**
51 ** (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Pop-up border width & Pop-up border Color : This will add the extra border width to the popup also you can change the width color.**
52 * (((
53 **Pop-up Close Button Definition :*** (((
54 (% class="western" style="text-align:left" %)
55 (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Color & Close Button Text Color: This will change the close button color also the text used in the close button :**
56 )))
57 * (((
58 (% class="western" style="text-align:left" %)
59 (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Text : This can change the text of close button like X, close , end whatever you want**
60 )))
61 * (((
62 (% class="western" style="text-align:left" %)
63 (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Position : This can align the close button left or right. you can change the position of close button**
64 )))
65 * (((
66 (% class="western" style="text-align:left" %)
67 (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Shape : **(% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt" %)**This will change the shape of your close button and we can make pop-up round,ellipse or rectangle  **
68 )))
69 * (((
70 (% class="western" style="text-align:left" %)
71 (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Font Size : This will change help to change the text size of close button**
72 )))
73 * (((
74 (% class="western" style="text-align:left" %)
75 (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Close Button Height  & Close Button Width : This will help to change the height and width of the close button**
76 )))
77 * (((
78 (% class="western" style="text-align:left" %)
79 (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Vertical Position : This will help to move the close button vertical if you want to move the close button outside the popup**
80 )))
81 )))
82 * (((
83 (% class="western" style="text-align:left" %)
84 **Pop-up Background Light-Box :**
85
86 *
87
88 (% class="western" style="text-align:left" %)
89 (% style="line-height: 100%; font-family: Liberation Sans, sans-serif; font-size: 10pt; font-variant: normal; color: rgb(51, 51, 51); font-style: normal" %)**Pop-up Background Color & Pop-up Background Opacity : This will change the pop-up background you can change the color and the opacity of the color.**
90 )))
91
92 If you want to direct users to a specific page after the form is submitted, you can place the url into the "Thank you page URL" field.
93
94 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. An example of where this might be used is when you e-mail a link to a subscription form for requalification of a controlled circulation product. Very often users will see their information pre-populated in the form, but won't check the box subscribing (or renewing) them to the product. This option allows you to either force the user to to subscribe to a product in order to submit the form, remind the user that he or she has not subscribed but allow them to continue anyway, or just accept the day with no warning and no subscription requirement.
95
96
97 [[image:attach:selection-required.png||height="216"]]
98
99
100
101 Step 2: Define your demographic questions.
102
103 [[image:attach:AddingDemoQuesAuf22.png||height="400"]]
104
105
106 1. Start by adding your first demographic questionin the Demo column. 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.
107 1. VALIDATIONS: If needed, select validation(s) to require a specific format for responses to this question. Allowed validations are: alphanumeric, date, email, email-match, or required field. Be careful with alphanumeric because it does not include any punctuation, meaning you could not enter (305) 555-1212. For the email validation, ONEcount only checks that the e-mail address matches an appropriate format; it does not validate that the e-mail address really exists. Email match presents two e-mail boxes to the user and requires that both entries match. This is a way to reduce data entry errors from people entering the wrong e-mail addresses in your forms. Multiple validations can be added to each question.
108 1. AUTO POPULATE: You may choose to have fields auto populated for identified users by setting the auto populate switch to yes. This is the default. If your publication is audited and the rules of your audit require the user to enter a field manually, you can turn Auto Populate off for that specific field.
109 1. To add additional questions, click the “Add” button in the top right hand corner.
110 1. To remove a question click the “X” at the end of the respective row.
111 1. You can not edit a row once it had been created; if you find an error, you must delete it
112 1. The order of the questions on this page is not important.
113
114
115 PHASE C: Add Products and Packages.
116
117 [[image:attach:form-builder-products-Aug22.png||height="400"]]
118
119 In this phase, you can add a single product or package, or a combination of multiple products and packages.
120
121 **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.
122
123 **~ **
124
125 1. Choose a template for how you want product options displayed. Examples of template types are in the images below. ~*~*~*~*~*~*~*~*
126 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.
127 1. Preselection ~*~*~*~*~*~*~*~*
128 1. To add additional products- click the add product button in the right hand corner.
129 1. To remove a product, click an X
130
131
132 **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.
133
134 1. Choose a template for how you want Package options displayed. Examples of template types are in the images below. ~*~*~*~*~*~*~*~*
135 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.
136 1. Preselection ~*~*~*~*~*~*~*~* Term/Type
137 1. To add additional packages- click the add product button in the right hand corner.
138 1. To remove a package, click the X
139
140
141 **Pre-selection of Products and Packages with query string **
142
143 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:
144 \\&terms=991,1002
145 \\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:
146
147 &prods=10001,20001
148
149
150
151 PHASE D: Designing the Form
152
153 This is an example of a form built using the form builder.
154
155 [[image:attach:Editori-main-menu copy.png||height="250"]]
156
157 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.
158
159
160 To create additional content areas, start by adding a “Grid Template” from the Elements menu.
161
162 [[image:attach:FB Grid Template.png||height="250"]]
163
164
165 BUILD FORMS FROM SCRATCH
166
167 Form Building is a multi-step process. 
168
169 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,
170
171 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.
172 1. The canvas can be populated by dragging-and-dropping elements/components from the right-hand panel.  
173 11. Simply select your choice of component from the options in the right-hand panel with your mouse
174 11. Drag it over to the spot on the canvas, as you prefer
175
176
177 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.
178
179 Below is a screen-shot where the 'Grid Templates' expands on beings selected, and the 'three column' grid is chosen
180
181 [[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
182
183
184 1. First, let's expand the 'Grid Templates' option by selecting it.
185 1. From there, select the preferred column type, then drag it to the canvas, as shown below (three-column grid selected)
186
187 (% style="margin-left: 40.0px;" %)
188 [[image:attach:formbuilder-drag-a-grid-onto-canvas.png||height="250"]]
189
190
191 (% style="margin-left: 40.0px;" %)
192 3. To populate the columns, let's choose from the 'Demographics' option.
193
194 1.
195 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.
196
197 (% style="margin-left: 40.0px;" %)
198 [[image:attach:formbuilder-drag-fields-from-toolbar-onto-canvasAug23.png||height="250"]]
199
200
201 (% style="margin-left: 40.0px;" %)
202 4. The three-column grid will look as follows:
203
204 (% style="margin-left: 40.0px;" %)
205 [[image:attach:formbuilder-three-column-demosAug23.png||height="250"]]
206
207 (% style="margin-left: 40.0px;" %)
208 5. To add Captcha to the form:
209
210 1.
211 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"]]
212 11. Select Captcha and drag it over to the spot on the canvas.  In this case, we choose below the 3-column grid
213
214 (% style="margin-left: 40.0px;" %)
215 [[image:attach:formbuilder-add-captchaAug23.png||height="250"]]
216
217 (% style="margin-left: 40.0px;" %)
218 6. To add a 'Submit' button:
219
220 1.
221 11. Select it from the 'Form' option and,
222 11. Drag it to the spot you prefer on the canvas,
223 11. Eventually this position will impact how your final form is displayed)
224
225 (% style="margin-left: 40.0px;" %)
226 7. Below is what the final form/pop-up will look like after the additions/modifications described in steps 1-7.
227
228 (% style="margin-left: 40.0px;" %)
229 [[image:attach:formbuilder-completed-formAug23.png||height="250"]]
230
231
232
233 ELEMENTS MENU
234
235
236 To add elements, like titles, text blocks, images/logos, products/packages, or questions/fields use the Elements menu (image).
237
238 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.
239 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.
240 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.
241 11. Click [[here>>attach:formbuilder-R-YTVideo-Aug23.mp4]] to view how you can add a Youtube video to your form.
242 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.
243 11. Adding Images, first drag the image icon from the Elements Menu and place it where you want an image to be placed.
244 111. A pop-up window will open with a library of images already added.
245 111. 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.
246 111. After uploading an image file, select the image from the image library list on the right hand side.
247 111. After selecting your image, click the “X” button to close the image library. Your image will be placed in the image content block.
248 111. Here is a video showing how to select images to your canvas: [[How to upload image video>>attach:formbuilder-AddImage-R-Aug23.mp4]]
249 111. To add Questions/Fields drag the questions you have selected during Phase 2, “Add Demographics”, from the “Demographics” section of the Elements menu.
250 1111. It is recommended to place each Question in individual Grid Templates (single or multiple column).
251 1111. To add additional questions, return to Phase 2 “Add Demographics”.
252
253 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.
254
255 1. URL links can be added to components that use the 'Link' feature. 
256 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.
257 11. You can add URL to the 'Href' field, which will then link the selected component to the URL specified in this field.
258 11. Please [[click here>>attach:formbuilder-R-GearsURL-Aug23.mp4]] to view a video showing how to create a URL link.
259 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.). 
260 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.
261
262 (% style="margin-left: 80.0px;" %)
263 [[image:attach:formbuilder-edit-object-propertiesAug23.png||height="400"]]
264
265 (% style="margin-left: 80.0px;" %)
266 b. Please [[click here>>attach:formbuilder-R-PaintBrush-Aug23.mp4]] to view a video showing how a button's background color was changed.
267
268
269
270 === ===
271
272 === ===
273
274 {{id name="click-thru-button"/}}
275
276 === ===
277
278 === ===
279
280 {{id name="click-thru-button"/}}
281
282 === Click-Thru Button ===
283
284 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.
285
286 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.
287
288 [[image:attach:submit-button-tool.png||thumbnail="true" height="250"]]
289
290
291 Now click on the button, and click on the gear icon above the tool bar.
292
293 [[image:attach:click-thru-button.png||height="250"]]
294
295 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.
296
297 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.
298
299
300 === TEMPLATES MENU ===
301
302 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.
303
304 [[image:attach:TEMPLATES menu Aug22.png||thumbnail="true" height="250"]]
305
306
307 To use a template, drag-n-drop the preferred template from the right-hand panel to the canvas.
308
309 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.
310
311 [[image:attach:Drag-n-DropTemplate.png||height="250"]]
312
313
314 The various types of templates include:
315
316 1. Three-column with graphic
317 1. Two-column with graphic
318 1. One column/graphic on top
319 1. One-column graphic click-through
320
321 The Demographic components and other features can be added to the forms per the designated space provided in the chosen template.
322
323 The templates are designed to be responsive, that is moldable to the various screen-sizes.  These can be used for either 'Forms' or 'popups.'
324
325 Please Note: For ease of use, please ensure the canvas is empty before the drag-n-drop.
326
327
328 STYLE MENU
329
330 To customize the design or CSS styles like dimensions, typography and colors use the CSS editor ().
331
332 [[image:attach:object-tools.png||height="250"]]
333
334 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.
335 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.
336 1. DIMENSION: Edit the margin and padding size of content blocks or Grid Templates. Adjustments can be made by using either pixel or percentage.
337 11. Click on the “px” or “%” to switch units.
338 11. TYPOGRAPHY: Edit fonts, font sizing, font color, alignment, and other typographical styling.
339 11. DECORATIONS: Edit background colors, borders of content blocks or individual elements.
340 111. 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.
341
342
343 To alter the text of a button (like a submit, etc) select the button and click on the gear icon on the upper-right:
344
345 [[image:attach:editor-object-settings.png||height="250"]]
346
347
348 To preview, click the Preview link at the top.
349
350 Elements Menu: (add the four square image). The Component Manager
351
352 ADDING LINKS TO FORMS
353
354 1. Select the text that you would like to hyperlink. Then click the hyperlink button () that appears last on the black edit bar.
355 1. Next, deselect the content block.
356 1. Now, click the linked text.
357 1. Open the component settings by clicking the gear icon at the top. ()
358 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.
359
360
361 PHASE E: EMAIL CONFIRMATION
362
363 The Email Confirmation tab is used to fill out details of the confirmation email.
364
365 [[image:attach:form-builder-EmailConfirmationTabAug23.png||height="250"]]
366
367 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.
368 11. **a.     Enter Acknowledgement Email Information. (See Items b-c below.)**
369 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.
370 11. Enter the subject of the email in "New Thank You Email Subject" field.
371 Enter the content of the email in "New Thank You Email" field. 
372 Body markers that may be used in the text are as follows:
373 %%USERNAME%% – will replace the body marker %%USERNAME%% with the subscriber's username.
374 %%PASSWORD%% – will replace the body marker %%PASSWORD%% with the subscriber's password.
375 %%ONECOUNTID%% – will replace the body marker %%ONECOUNTID%% with the subscribers account number/ONEcount ID.
376 %%RECEIPTDISPLAY%% – will replace the body marker %%RECEIPTDISPLAY%% with a receipt for purchase amount, if any.
377 11. Enter the content of the email in the "Update Thank You Email" field.
378 Enter the subject of the email in the "Update Thank You Email Subject" field.
379 Enter the email address for BCC in the "Email Confirmation BCC" field.
380
381
382 PHASE F: DESIGNING THANK YOU PAGE
383
384 The 'ThankYou Page Design' tab helps in designing a thank you page after form has been submitted.
385
386 Below is a screen-shot of the default Thank you page template, that is automatically populated in the 'Thank you Page Design' tab.
387
388 [[image:attach:TYPageDesign-Aug22.png||height="400"]]
389
390 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.
391
392 [[image:attach:TYClosePanelAug23.png||height="250"]]
393
394 These templates can be further customized using the components from the form builder, such as the Submit button, Captcha, Demographics components, and such.
395
396 So, we now have three ways for designating a Thank you page:
397
398 ~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.)
399
400 [[image:attach:FormDefn-TYURLAug23.png||height="250"]]
401
402
403 2. Choose a preferred template from the 'Thank you Page Design' tab.  If step 1. is not provided, step 2. takes priority, if provided.
404
405 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).
406
407 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
408
409 The templates provided in the 'Thank you page Design' tab are responsive.
410
411 The default Thank you page looks as shown below:
412
413 [[image:attach:DefaultTY-Aug22.png||height="250"]]
414
415 The default values in the Thank you page are populated from the Config Manager.
416
417 To delete a template from the canvas, click on the 'trash can' icon found on the above toolbar.
418
419 [[image:attach:TYDeleteIconAug23.png||height="250"]]
420
421
422 Please [[click here>>attach:formBuilder-TYSelectDelete-Rayaan-OC2201.mp4]] to view video showing how to select and delete a 'Thankyou Page Design.'
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 TO EDIT A FORM
432
433
434 1. Click the Pencil Icon () towards the end of the row of the Form that you wish to edit. ()
435
436 DELETING A FORM
437
438 1. Click on the Trash Icon () towards the end of the row of the Form that you wish to delete. ()
439
440
441 **~ **
442
443 (% style="margin-left: 0.0px;" %)
444 (((
445 (% class="pagetitle with-breadcrumbs" %)
446 (((
447 (% id="HNewFormBuilderNotes:" class="with-breadcrumbs" %)
448 = New Form Builder Notes: =
449 )))
450 )))
451
452 (% class="page view" %)
453 (((
454 (% class="wiki-content" %)
455 (((
456 == Along with customization and new product templates it does: ==
457
458 * Registration
459 * Subscription, Unsub and Renew
460 * Login, Lookup
461 * Progressive lookup
462 * Smartlink login
463 * Redirect to landing and sending email after form submission
464 * Payment
465 )))
466 )))
467
468 = CREATE LANDING PAGE FOR FORM: =
469
470 To create landing page for form, select template type as Landing Page in form-builder Add Product & Package tab as shown in image below:
471
472 [[image:attach:image2020-10-9_14-8-52.png||height="250"]]
473
474
475 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.
476
477 [[image:attach:image2020-10-9_14-9-30.png||height="250"]]
478
479
480 The images on the design is from the URL present to that package or product as shown in image below.
481
482 [[image:attach:image2020-10-9_14-9-51.png||height="250"]]
483
484
485 = ADDING BRAND HEADER AND FOOTER TO FORMS: =
486
487 There are two ways to add brand header and footer to form builder forms.
488
489 * You can add brand id at the end of Form URL to automatically apply brand header and footer for the form.
490
491 Ex: [[https:~~/~~/client.onecount.net/>>url:https://client.onecount.net/||shape="rect"]] /onecount/form/display.php?id=53464b88-c391-479f-82cf-e1cd19a870cd&brand=brandid
492
493 * By selecting a brand from the dropdown present in tab definition tab.
494
495
496 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.
497
498
499 = CREATING POPUPS USING FORM BUILDER: =
500
501 These popups are used in action manager for targeting and for gating products. Below are the steps to create form which behaves as popup.
502
503 * Select the type of form from the dropdown in Form Definition tab.
504 * If form type is popup then popup config fields are displayed. Below are the fields which define behavior of popup.
505 ** Popup Width - It define width of a popup.
506 ** Popup Height – It define height of a popup.
507 ** Popup Horizontal Position - It define the horizontal position of popup on screen.
508 ** Popup Vertical Position – It define the vertical position of popup on screen.
509 ** Popup Slide Position – It define from which side popup should slide before appearing on position.
510 ** Popup Delay – It define how much time popup should take to appear on screen.
511
512 ===== 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. =====
513
514 ===== ·      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 =====
515
516 ===== 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. =====
517
518 ===== ·      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. =====
519
520 **Extra Scripts/Extra Styles:**
521 These boxes allow you to add additional Javascript code or CSS to your forms to alter the appearance or function of the form.
522
523 [[image:attach:image2020-10-9_14-10-26.png||height="250"]]
524
525
526 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.
527
528 = ADVANCED FORM TECHNIQUES: =
529
530 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.
531
532
533 **Example 1: Code for altering responses based on select type demographics:**
534
535
536 **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.
537
538
539 **Example Sample Code:**
540
541
542 removeInitial = [1043,859,659,683,699,707,723,731,747,771,779,787,795,867,915,739,763,1059,1075,1083,1091,755];
543
544
545 var hcpObj = {
546
547 "dropDownId" : 1051,
548
549 "whenSelcectedItem" : [{
550
551 "Yes" : [659],
552
553 "No" : [683],
554
555 }],
556
557 "itemsDisplayWhenSelected" : [659,683,699,707,723,859,731,915,867,747,787,1043,779,771,795,739,763,1059,1075,1083,1091,755]
558
559 };
560
561 document.getElementById("q_id_1051").onchange = function(){autoDropDown(hcpObj)};
562
563
564 var hcpNoObj = {
565
566 "dropDownId" : 683,
567
568 "whenSelcectedItem" : [{
569
570 "Patient Role" : [1059,1211],
571
572 }],
573
574 "itemsDisplayWhenSelected" : [659,699,707,723,859,731,915,867,747,787,1043,779,771,795,739,763,1059,1075,1083,1091,755]
575
576 };
577
578 document.getElementById("q_id_683").onchange = function(){autoDropDown(hcpNoObj)};
579
580
581
582 **Steps:**
583
584 * Initialize removeInitial variable and pass an array of demographics ids which you want to hide when form is loaded.
585 * Create an object with any name and this object should contain 3 elements
586
587 1. dropDownId – You need to pass an id of select type whose action must be taken.
588 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.
589 1. ItemsDisplayWhenSelected – This is array of demographics id, ids which are hidden before selecting the action for the demographic select type.
590
591 * getElementById("q_id_1051") – 1051 will be the demographics id which will be same as dropDownId.
592 * 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.
593
594
595 **Note:**
596
597 * removeInitial is assigned only once at the beginning of the script.
598 * All the code must be included in form extra script area.
599
600 **Example 2: Code for removing an option from the form**
601
602
603 **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.  
604
605
606 **Example Sample Code:**
607
608 (% class="p1" %)
609 var removeId = document.getElementsByClassName("labelId");
610
611 (% class="p1" %)
612 for(var i = 0; i < removeId.length; i++){
613
614 (% class="p1" %)
615 if(removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder"){
616
617 (% class="p1" %)
618 removeId[i].parentNode.style.display="none";
619
620 (% class="p1" %)
621 }
622
623 (% class="p1" %)
624 }~/~/end of for loop
625
626
627 **Steps:**
628
629 * Initialize a variable to grab all the instances of the id from the form you want hidden. 
630 ** var removeId = document.getElementsByClassName("labelId"); //(notice the semi-color)//
631 ** removeId: name of variable (//you can choose a name of your choice, but remember to be consistent with the use through the code//)
632 ** labelId: replace this with the id of the field you want checked/removed
633 ** getElementsByClassName: property of javascript that allows you to get elements by the class name property
634 * Traverse through the array of the gathered instances (of removeId), and check for the corresponding text by comparing the innerText property to  "RemoveMePlaceHolder"
635 ** removeId[i].innerText(% class="apple-converted-space" %)  (%%)== "RemoveMePlaceHolder" (//check for matches//)
636 ** RemoveMePlaceHolder: replace this with the text you want hidden
637 * If a match is found, then grab its parentNode
638 ** removeId[i].parentNode
639 ** [i] is the index of the array where the match was found, during traversal
640 * Change the style of the parentNode to display it as none.  This keeps the field hidden in your forms.
641 ** removeId[i].parentNode.style.display="none"; (//notice the semi-color//)
642
643
644 **Note:**
645
646 * All the code must be included in the form Extra Script field.
647 * The code is to be inserted in the forms in which the value need not been shown or hidden
648
649 = DYNAMIC/PROGRESSIVE LOOK-UP: =
650
651 This is a feature provided by ONECount.
652
653 A check is performed after two pieces of data is entered in the form.
654
655 This check looks-up the database till a match is found.  Once it does, the user is asked to confirm.
656
657 The user can choose to log in by clicking on the 'Lookup' link.
658
659 [[image:attach:VerifyBox-LookupOption1.png||height="150"]]
660
661 If the Lookup is clicked, the user is taken to the Lookup/Sign-in page, that may appear as shown below:
662
663 [[image:attach:Sign in:Lookup page.png||height="150"]]
664
665 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:
666
667 [[image:attach:VerifyEmailExists-2.png||height="150"]]
668
669 The Lookup link takes you to the login/sign-in page.
670
671