Last modified by steven@one-count_com on 2018/07/10 16:45
From version 4.1
edited by melanie@one-count_com
on 2016/12/07 17:03
Change comment: There is no comment for this version
To version 7.1
edited by melanie@one-count_com
on 2016/12/07 17:37
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
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1 1  {{layout}}
2 2  {{layout-section ac:type="two_right_sidebar"}}
3 3  {{layout-cell}}
4 +
4 4  
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5 5  
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11 +
6 6  {{id name="Start ScreenSteps Content"/}}
7 7   A question-related tasks, which include creating new questions and response values are completed using the Questions tool. Once questions are created, they are available to be placed on forms using the drag and drop form builder.
8 8  
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54 54  
55 55  The **Form Name** is the name of the form. It displays in large, bold letters at the top of the form.
56 56  
57 -The **Header Text** field is displayed at the top of the form, under the Form Name. This is the text the user will see with instructions on what to do, e.g. "Complete the form below to receive a one-year subscription to our weekly newsletter." This text can be styled to include text colors, bold/underline/italic, links, images, special characters.
63 +The **Form Description** field is displayed at the top of the form, under the Form Name. This is the text the user will see with instructions on what to do, e.g. "Complete the form below to receive a one-year subscription to our weekly newsletter." This text can be styled to include text colors, bold/underline/italic, links, images, special characters.
58 58  
65 +**Custom Header – **If this field is populated, it will override a Brand, if one is set. You can enter html/css in this field to display the header in the look and feel defined in the html without some of the issues that can be associated with using a brand (see [[ONEcount SSL and non-SSL Brand Pages)>>doc:ONEcount SSL and non-SSL Client Brand Pages]] and without having to append a brand code to the form.
66 +
67 +**Custom Footer - **If this field is populated, it will override a Brand, if one is set. You can enter html/css in this field to display the footer in the look and feel defined in the html without some of the issues that can be associated with using a brand (see [[ONEcount SSL and non-SSL Brand Pages)>>doc:ONEcount SSL and non-SSL Client Brand Pages]] and without having to append a brand code to the form.
68 +
59 59  **Source Codes** are used to track the source of a name/transaction, ie the source of the user/name in the ONEcount database.* When assigned to a form, a source code can be used as a selection when generating lists and reports, to track what form a user/subscriber completed , to track what list a user came from when importing users, or to show which e-mail campaign a user came from . (A source code tag can be appended to form links in a newsletter campaign to override the default source code assigned to a form, which allows you to identify that a user was directed to a form and came into the system from a link in that campaign.) Source Codes are created using the Source Codes tool in the INVENTORY module.
60 60  
61 61  *For audited publications, source codes that identify the source of user names in accordance with cagetories in Paragraph 3b reports should be created. Forms and imported lists should be assigned the appropriate source code for the source of the name. For example:
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70 70  
71 71  **Submission Option** allows you to select from three options: Product Selection Required, Product Selection Not Required - Display Warning, and Product Selecton Not Required - No Warning.
72 72  
83 +**Form Section Header** allows you to create a custom header for the section of the form where demographic questions are displayed, e.g. "Name and Address" or any descriptive/instructional text. You can add html here to style the text and/or background of the header.
84 +
85 +**Subscription Section Header **allows you to create a custom header for the section of the form where your products/packages are displayed for selection, e.g. "Subscription Term", "Select Your Package" or any descriptive/instructional text. You can add html here to style the text and/or background of the header.
86 +
87 +**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..
88 +
73 73  **Customized Acknowledgement Emails** will be sent to a user upon completing a form or after subscribing to a product on the form. Creating these customized emails is optional, as default acknowledgement emails are configured within your system.
74 74  
75 75  **Rows/Columns** is where you add rows to the form and set the number of columns for each row.
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114 114  * Do not create any display text or value longer than 255 characters. The full text will not be saved.
115 115  * The order of questions can be changed by clicking on the gray "move" icon and dragging the question to the desired position.
116 116  * The order of responses can be changed in checkbox list, select, and radio button types of responses by clicking on the gray icon to the left of "Text:" and dragging the row to the desired position.
117 - (% style="text-decoration: underline;" %)**Forms**
133 +\\ (% style="text-decoration: underline;" %)**Forms**
118 118  
119 119  * When working with forms, it's important to note that there are two types of questions: standard (generic questions that come with the ONEcount system~-~-e.g first name, last name, email) and user-created. User-created questions are those that you create and are specific to your forms, i.e. the user information you wish to gather from your forms. Many of your questions will be user-created.
120 120  * (% style="color: rgb(0,0,0);" %)Changes made to Auto Populate and Validations will NOT universally change forms – these changes will be applied only to the form you are working on.
Confluence.Code.ConfluencePageClass[0]
id
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1 -66823
1 +66828
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66823/Quick Start Guide - Questions and Forms (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66828/Quick Start Guide - Questions and Forms (v12.x)