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From version 6.1
edited by melanie@one-count_com
on 2016/12/08 11:23
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To version 12.1
edited by Admin User
on 2026/01/26 11:51
Change comment: There is no comment for this version

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1 -Forms - How to Manage Forms (v12.x)
1 +Forms - How to Manage Forms
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1 +Create and Manage Your Inventory
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1 -XWiki.melanie@one-count_com
1 +XWiki.admin
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1 1  {{layout}}
2 2  {{layout-section ac:type="two_right_sidebar"}}
3 3  {{layout-cell}}
4 -
5 -
6 6  {{id name="Start ScreenSteps Content"/}}
7 - This lesson will describe how to use the Forms functionality to manage forms. This includes previewing a form; obtaining URL links to a form; viewing products that are available for subscription/purchase on a form; creating a QR code for a form; editing, copying, and deleting a form; and attaching products to a form.
5 +This lesson will describe how to use the Forms functionality to manage forms. This includes previewing a form; obtaining URL links to a form; viewing products that are available for subscription/purchase on a form; creating a QR code for a form; editing, copying, and deleting a form; and attaching products to a form.
8 8  
9 9  Please refer to the Quick Start Guide - Forms for information on basic concepts and rules relating to forms.
10 10  
11 -=== OPENING THE "MANAGE FORMS" WINDOW ===
9 +=== OPEN THE "MANAGE FORMS" WINDOW ===
12 12  
13 -=== Select INVENTORY from the main menu. ===
11 +=== Select SETUP from the main menu. ===
14 14  
15 -[[image:attach:media_1432922166043.png||align="center"]]
13 +[[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]]
16 16  
17 17  === Select "Forms" from the sub-menu. ===
18 18  
19 -[[image:attach:media_1432922185581.png||align="center"]]
17 +[[image:attach:Screen Shot 2021-09-24 at 3.05.47 PM 1(2).png||thumbnail="true" height="250"]]
20 20  
21 21  This will bring you to Manage Forms, displaying an alphabetical list of all forms with the option to create a new form and/or perform other functions on existing forms. (See below.)
22 22  
23 23  To quickly find a form, use the Search functionality at the top of the page or use the page-through to move from page to page. (See below.)
24 24  
25 -[[image:attach:media_1432923104796.png||align="center"]]
23 +[[image:attach:media_1432923104796.png||style="vertical-align:middle"]]
26 26  
27 27  To create a new form, click "Create Form" and follow directions in Forms - How to Create a Form (v. 11.x).
28 - See below for more detail on managing forms.
26 +See below for more detail on managing forms.
29 29  
30 30  === MANAGING FORMS ===
31 31  
32 32  === Expanded View / Attach Product(s) ===
33 33  
34 -[[image:attach:media_1432923471947.png||align="center"]]
32 +[[image:attach:media_1432923471947.png||style="vertical-align:middle"]]
35 35  
36 36  When the form view is expanded (by clicking on the down arrow to the right of the form name, you'll see the products attached to the form and have the options of changing the order of products and/or attaching or removing additional products.
37 37  
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43 43  
44 44  Select "Attach New Product" to attach a new product to the form. (See detail below.)
45 45  
46 -[[image:attach:media_1432924529884.png||align="center"]]
44 +[[image:attach:media_1432924529884.png||style="vertical-align:middle"]]
47 47  
48 48  When you click on "Attach New Product", a blank field will appear. Clicking inside the field will bring up a drop-down list of products to choose from. Alternatively, you can begin typing in the name of the product to find it more quickly.
49 49  
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51 51  
52 52  === Preview: To preview a form (see what it will look like to the user on the front end), click on the "preview" icon. ===
53 53  
54 -[[image:attach:media_1432924994095.png||align="center"]]
52 +[[image:attach:media_1432924994095.png||style="vertical-align:middle"]]
55 55  
56 56  === Get Links: To view various links to the form, including links that can be used on your website or in a newsletter/email blast, click the "get links" icon. ===
57 57  
58 -[[image:attach:media_1432925017044.png||align="center"]]
56 +[[image:attach:media_1432925017044.png||style="vertical-align:middle"]]
59 59  
60 60  A new window will open, showing various links to the form. See details on the links below. (Note important information on "Form Linkout" and "Renewal Link".)
61 61  
62 -[[image:attach:media_1404765596606.png||align="center"]]
60 +[[image:attach:media_1404765596606.png||style="vertical-align:middle"]]
63 63  
64 64  In all of the above links, replace the DOMAIN_NAME variable with the domain name you want to link to. For example, if you want to link to a renewal form on gcnmedia.com, the link would be [[http:~~/~~/ocreg.gcnmedia.com/onecount/reg/registerForm.cgi?form=70&renewal=true>>url:http://ocreg.gcnmedia.com/onecount/reg/registerForm.cgi?form=70&renewal=true||rel="nofollow" shape="rect" class="external-link"]].
65 65  
66 66  //**These links may be used on your website and/or in a newsletter or email blast to direct users to your form.**//
67 - (% style="text-decoration: underline;" %)**Types of Links**(%%)**:**
65 +(% style="text-decoration:underline" %)**Types of Links**(%%)**:**
68 68  **Form Linkout:** This is the URL of the form. If a user/subscriber's information is in the ONEcount database (and he/she is logged on to the site where the form is located) and this linkout is used, ALL fields/question responses (regardless of whether the question is designated to auto populate when creating or editing the form) for which there is data will be pre-populated. (See How to Create a Form for more information on designating questions to Auto Populate.)
69 69  
70 70  //Example~:// Form #999 has the question "email" designated to auto populate but not the question "street address". If the Form Linkout is used and user/subscriber information is in the ONEcount database (and the user is logged on to the site where the form is located), then both "email" and "street address" will be pre-populated (even though "street address" was not designated to auto populate) when the user accesses the form.
71 71  
72 -**Renewal Link:** This is the same link construction as the Form Linkout described above but has "&renewal=true" appended to the end. (% style="color: rgb(0,0,0);" %)Per audit rules, you cannot pre-populate certain demographics, even if the information is in your database. (%%)Use the Renewal Link construction if you want only those fields/questions you designated to auto populate when creating or editing the form to be pre-populated. ~*~* If user's/subscriber's information is in the ONEcount database (and he/she is logged on to the site where the form is located), this URL will bring him/her to the form with only those fields designated to auto populate when creating or editing the form pre-populated. (See How to Create a Form for more information on designating questions to Auto Populate.) (% style="color: rgb(0,0,0);" %)Use this link construction in conjunction with the "Auto Populate" feature when creating/editing forms to be sure you are following BPA and/or other audit bureau reporting rules on what fields can be pre-populated in a form.
70 +**Renewal Link:** This is the same link construction as the Form Linkout described above but has "&renewal=true" appended to the end. (% style="color:#000000" %)Per audit rules, you cannot pre-populate certain demographics, even if the information is in your database. (%%)Use the Renewal Link construction if you want only those fields/questions you designated to auto populate when creating or editing the form to be pre-populated. ~*~* If user's/subscriber's information is in the ONEcount database (and he/she is logged on to the site where the form is located), this URL will bring him/her to the form with only those fields designated to auto populate when creating or editing the form pre-populated. (See How to Create a Form for more information on designating questions to Auto Populate.) (% style="color:#000000" %)Use this link construction in conjunction with the "Auto Populate" feature when creating/editing forms to be sure you are following BPA and/or other audit bureau reporting rules on what fields can be pre-populated in a form.
73 73  
74 74  //Example~:// Form #999 has the question "email" designated to auto populate but not the question "street address". If the Renewal Link is used and user/subscriber information is in the ONEcount database (and the user is logged on to the site where the form is located), then only "email" will be pre-populated and not "street address".
75 75  
76 -(% style="text-decoration: underline; color: rgb(0, 0, 0)" %)//**Email Engine Links: You can place these smartlinks* anywhere in your newsletter/email message sent out through the ONEcount Email Engine to direct users to a personal renewal and/or personal edit profile/unsubscribe form.**//(%%)
77 - **Personal Renewal Link**: The system will automatically replace OCVALIDATE with each user's email and ONEcount id when the message is sent out via email so that if a user clicks on the link, he/she will be automatically logged in and brought to his/her current account information to renew.
74 +(% style="color:#000000; text-decoration:underline" %)//**Email Engine Links: You can place these smartlinks* anywhere in your newsletter/email message sent out through the ONEcount Email Engine to direct users to a personal renewal and/or personal edit profile/unsubscribe form.**//(%%)
75 +**Personal Renewal Link**: The system will automatically replace OCVALIDATE with each user's email and ONEcount id when the message is sent out via email so that if a user clicks on the link, he/she will be automatically logged in and brought to his/her current account information to renew.
78 78  
79 79  **Edit Profile/Unsubscribe Link**: The system will automatically replace OCVALIDATE with each user's email and ONEcount id when the message is sent out via email so that if a user clicks on the link, he/she will be automatically logged in and brought to his/her current account information to either edit or unsubscribe.
80 80  
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81 81  *A smartlink is any link that has parameters for identifying the user appended to the end of the URL. These parameters vary based on the email marketing platform you use (e.g. ONEcount's integrated Email Engine, Real Magnet/Magnet Mail, Silverpop, etc.) Uponclicking on a smartlink, two things will happen: 1) the user will be authenticated automatically for access-controlled content; and 2) the user will be identified in the system as a ONEcount user and a cookie will be set, allowing you to track as a Known user all activities across your online properties.
82 82  
83 83  **Appending a Source Code to a Link**
84 - Overriding the source code of a form can be useful for tracking users from specific email/newsletter blasts.
85 - //To do this~://
86 - 1) Create a new source code for the email/newsletter blast using the Source Codes tool under INVENTORY.
87 - 2) Once the code is created, copy the Code ID which is found to the left of the Code name. (Get back to Manage Source Codes window by clicking the "back" button on your browser twice.)
88 - 3) Retrieve the URL of the form you wish to attach the code to as described above in Get Links > Form Linkout.
89 - 4) Attach the new source code by appending the following text to the end of the URL: &src_code=X . X is the Code ID. (e.g. &src_code=8)
82 +Overriding the source code of a form can be useful for tracking users from specific email/newsletter blasts.
83 +//To do this~://
84 +1) Create a new source code for the email/newsletter blast using the Source Codes tool under INVENTORY.
85 +2) Once the code is created, copy the Code ID which is found to the left of the Code name. (Get back to Manage Source Codes window by clicking the "back" button on your browser twice.)
86 +3) Retrieve the URL of the form you wish to attach the code to as described above in Get Links > Form Linkout.
87 +4) Attach the new source code by appending the following text to the end of the URL: &src_code=X . X is the Code ID. (e.g. &src_code=8)
90 90  
91 -**Example URL with source code:** (% style="text-decoration: underline; color: rgb(0, 0, 128)" %)[[http:~~/~~/www.gcnmedia.com/ONEcount/reg/registerForm.cgi?pid=21&src_code=8>>url:http://www.gcnmedia.com/ONEcount/reg/registerForm.cgi?pid=21&src_code=8||rel="nofollow" shape="rect" class="external-link"]]
89 +**Example URL with source code:** (% style="color:#000080; text-decoration:underline" %)[[http:~~/~~/www.gcnmedia.com/ONEcount/reg/registerForm.cgi?pid=21&src_code=8>>url:http://www.gcnmedia.com/ONEcount/reg/registerForm.cgi?pid=21&src_code=8||rel="nofollow" shape="rect" class="external-link"]]
92 92  
93 93  === Get QR Code: Click the "QR CODE" icon to create a QR Code that will store the URL of the form. ===
94 94  
95 -[[image:attach:media_1432925092448.png||align="center"]]
93 +[[image:attach:media_1432925092448.png||style="vertical-align:middle"]]
96 96  
97 97  Mobile devices can capture the QR Code, which stores the URL of the form and, when read by the mobile device, brings the user directly to the form on your web site.
98 98  
99 99  === Edit: Click the "edit" icon to edit the form. ===
100 100  
101 -[[image:attach:media_1432925131781.png||align="center"]]
99 +[[image:attach:media_1432925131781.png||style="vertical-align:middle"]]
102 102  
103 103  Editing the form will bring you to the same screen used when you created the form, with the header "Edit Form" where you can then change the form (e.g. change the form name, header text, change or add a source code, change the order of questions, set questions as required or auto-populated, change the question text, edit the Response Type and/or possible responses, duplicate questions, create/change question aliases, create/change report headers, and/or add new questions as described in How to Create a Form).
104 104  
105 105  === Copy: Click the "copy" icon to copy a form. ===
106 106  
107 -[[image:attach:media_1432925141998.png||align="center"]]
105 +[[image:attach:media_1432925141998.png||style="vertical-align:middle"]]
108 108  
109 109  Copying a form DOES NOT create duplicate data fields/questions. It only creates an identical form using the same data fields/questions from the pool of data fields/questions, in the same order, with the same settings as the original form.
110 110  
111 111  After clicking the "copy" icon the Form Builder window will appear, as shown below. You will know it is a copied form by addition of "(copy)" in the Form Builder header and in the Form Name.
112 112  
113 -[[image:attach:media_1432925247320.png||align="center"]]
111 +[[image:attach:media_1432925247320.png||style="vertical-align:middle"]]
114 114  
115 115  Here you can give the form a new Form Name, Description, Source Code, etc. and edit any of the questions, and/or add new questions. (See How to Create a Form for more detail.)
116 116  
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118 118  
119 119  === Delete: To delete a form, click the "delete" link. (See explanation and warning below.) ===
120 120  
121 -[[image:attach:media_1432925398933.png||align="center"]]
119 +[[image:attach:media_1432925398933.png||style="vertical-align:middle"]]
122 122  
123 123  A confirmation window will appear as shown below.
124 124  
125 -[[image:attach:media_1432925447026.png||align="center"]]
123 +[[image:attach:media_1432925447026.png||style="vertical-align:middle"]]
126 126  
127 127  Select "OK" to delete or "Cancel" to cancel the operation.
128 128  
129 129  **Delete** will delete the form but will not delete the questions or, if the form has been in use, user information in the ONEcount database that has already been collected by the form.
130 130  
131 -(% style="color: rgb(255,0,0);" %)**Warning: Be sure that the form is not being used by any products before deleting it. If you delete the form and it is attached to a product/is being used to subscribe to a product, the form will not be available for users to subscribe.**
129 +(% style="color:#ff0000" %)**Warning: Be sure that the form is not being used by any products before deleting it. If you delete the form and it is attached to a product/is being used to subscribe to a product, the form will not be available for users to subscribe.**
132 132  
133 133  
134 134  
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136 136  {{/layout-cell}}
137 137  
138 138  {{layout-cell}}
139 -**Search all Documentation:**
137 +{{panel title="Here is a video that outlines how to make a form:"}}
138 +[[Form Building Example>>https://cloud.onecount.net/index.php/s/ZdxHa4m9HcaSsLc]]
139 +{{/panel}}
140 140  
141 +{{panel title=""}}{{/panel}}
141 141  
142 -
143 -{{livesearch/}}
144 -
145 -
146 -
147 -**Search INVENTORY Documentation:**
148 -
149 -
150 -
151 -{{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
152 -
153 -
154 -
155 -
156 -
157 -{{expand title="More INVENTORY Documentation"}}
143 +{{panel title="More INVENTORY Documentation:"}}
144 +{{expand title="Click here to expand..."}}
158 158  (% style="margin-left: 30.0px;" %)
159 159  [[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
160 160  
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177 177  [[Quick Start Guide - Questions and Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66310||shape="rect"]]
178 178  
179 179  (% style="margin-left: 30.0px;" %)
180 -[[Question Builder - Create and Manage Questions>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66312||style="text-decoration: underline;" shape="rect"]]
167 +[[Question Builder - Create and Manage Questions>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66312||shape="rect" style="text-decoration: underline;"]]
181 181  
182 182  (% style="margin-left: 30.0px;" %)
183 183  [[Forms - How to Create a Form>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66345||shape="rect"]]
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206 206  (% style="margin-left: 30.0px;" %)
207 207  [[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]]
208 208  {{/expand}}
196 +{{/panel}}
197 +
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205 +
209 209  {{/layout-cell}}
210 210  {{/layout-section}}
211 211  {{/layout}}
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1 +https://info.onecount.net//wiki/spaces/OD/pages/66370/Forms - How to Manage Forms