The Forms Management module allows administrators to create and manage single- or multi-page forms that capture data within the CentralPoint database (to specific modules), third-party databases, within emails or in all three -- depending on the administrator's choice. Whichever choice administrators adopt, they can manage email notifications both to the form submitter and web site administrators. Additionally, this module can be used to manage workflow for content that web site users submit.
Managing data insertion and sharing Data insertion into a CentralPoint module
Data insertion into a third-party database
Creation of a user/member profile
Data submission to web requet/response page
* We don't support dash inside of the Group parameter.
Creating Forms
To begin a new form, locate the Forms Management link in the console and click it. The system will automatically send you to the grid view of the Forms module. Click the "New" button in the upper left- hand corner of the grid view to create a new form.
Within the Forms module, the "General" tab allows administrators to build the form to their specifications. This tab contains the following fields: System Title, System Caption, Publish Start Date, Publish End Date, Results, CpSCript, Manage Form Buttons, Submit Button, Cancel Button, PRevious Button, Next Button, Number of Pages, Page 1 through Page 10, Completed, Thank You Message, Prevent Multiple Submissions, Display Status and Audiences.
The "System Title" field is used for console purposes only, but should contain a label that administrators can recognize.
Likewise, the "System Caption" field is used within the console only. Administrators can insert a 512-charactrequireder description for the form's function within this field.
Administrators can set the date range in which the form is available for display on the front end by altering the "Publish Start Date" and "Publish End Date" fields. Take note, too, that you can begin and end the form's display at a precise moment in time by using the hour, minute, second fields.
The "Results" field provides administrators with a link to their form's submission results. This link is also displayed on the module's grid view.
The form that administrators build is referenced through the "CpScript" field. Administrators can copy the contents of this field and place it within a page (or any other RTF field that supports CPscripting) to display the form. A "copy link" feature is also available in the grid view of the Forms module.
"Manage Form Buttons" is a switch (Yes/No) that allows administrators to insert their own custom image buttons that will display as part of the form. Choosing "No" means that CentralPoint's default buttons will display. Choosing "Yes" allows administrators to upload a button for the following actions: "Submit", "Cancel", "Previous Page", "Next Page".
Administrators can define the number of pages a form will contain by choosing the appropriate number from the "Number of Pages" radio button array. Choosing more than one page will trigger the console to display a new RTF editor that corresponds to that page number. The front-end display will always default to the "Page 1" information, and users can toggle from page to page using the "Previous Page" and "Next Page" buttons. Administrators can require users to enter form item values to move from one page to the next. More about that in the "validators" section below.
The "Page [n]" RTF field is where administrators build the form elements. CentralPoint currently supports these form elements:
Text box - [cp:literal:scripting key='FormTextBox' id='Name of Item' /]
Multi-line Text box - [cp:literal:scripting key='FormtextBox' id='Name of Item' TextMode='MultiLine' Rows='5' style='width:250px;' /]
File Upload - [cp:literal:scripting key='FormUpload' id='Name of Item' /]
Radio buttons - [cp:literal:scripting key='FormRadioButtonList' id='Name of Item' AddListItems='<listItem value="Item1" index="1">Item2</listItem><listItem value="Item2" index="2">Item2</listItem><listItem value="Item3" index="3">Item3</listItem><listItem value="Item4" index="4">Item4</listItem>'/]
Check boxes - [cp:literal:scripting key='FormRadioButtonList' id='Name of Item' SelectionMode='Multiple' AddListItems='<listItem value="Item1" index="1">Item2</listItem><listItem value="Item2" index="2">Item2</listItem><listItem value="Item3" index="3">Item3</listItem><listItem value="Item4" index="4">Item4</listItem>'/]
Drop-down menu - [cp:literal:scripting key='FormListBox' id='Name of Item' AddListItems='<listItem value="Item1" index="1">Item1</listItem><listItem value="Item2" index="2">Item2</listItem><listItem value="Item3" index="3">Item3</listItem>'/]
CAPTCHA validation - [cp:literal:scripting key='FormCaptcha' id='Captcha' /]
U.S. State list drop-down: [cp:literal:scripting key='FormListBox' id='States' SystemType='KeywordList' SystemName='StatesCodes' defaultValue='' PleaseSelect='Please select state...'/]
Country list drop-down: [cp:literal:scripting key='FormListBox' id='Country' SystemType='KeywordList' SystemName='CountryCodes' defaultValue='' PleaseSelect='Please select country ...'/]
Months of the year drop-down: [cp:literal:scripting key='FormListBox' id='Months' SystemType='KeywordList' SystemName='Months' defaultValue='' PleaseSelect='Please select month ...'/]
The form element attributes id is the name of the form field. Underscores are valid, however dashes may not be used as part of the id.
The form element attribute selection and its value determines whether a radio button array displays or a check box array displays. Selection='Multiple' displays a check box array. The default is a radio button, or administrators can input Selection='Single' for a radio button array.
The listitem element attribute index determines where in the drop-down, check box or radio button array the item appears. Index="1" displays the item first.
The listitem element attribute value is the value of the list item and is equivalent to the <option value=""> attribute in HTML.
A full list of attributes and their values can be found in the Scripting help file. There are also a number of built-in jquery elements referenced in the Scripting help file that can help you extend the functionality within your form. In that scripting help file, search for any of the following terms: ExtAutoComplete, ExtDatePicker, ExtPasswordStrength, ExtMaskFormInput, ExtWaterMark.
The "Completed" field allows administrators to determine the action upon form submission. Choosing "Thank You Message" allows administrators to display the contents of the RTF "Thank You Message" field. Upon submission, the "Thank You Message" field will appear in place of the form itself. The "Thank You Message" RTF field is required if the value of "Completed" is "Thank You Message".
Alternatively, administrators can redirect their form submitters to a specific page by choosing the "Redirect" option. The value of the "Redirect URL" field governs where the form submitter will be redirected to. The "Redirect to URL" field is required if the value of "Completed" is "Redirect".
To prevent more than one submission of a form by the same person in a one-year period, choose the "Yes" option on the "Prevent Multiple Submissions" field. The "Yes" option sets a cookie on the form submitters browser that will prevent that submitter from sending in more than one form in the time frame that you choose in the "Intervals" and "Interval Values" fields. To limit a user to one form submission per day, choose "Days" in the "Interval" option, and insert a numeral 1 in the "Interval Values" field.
Choose "No" to allow any number of forms submissions from the same person.
The display status option allows administrators to toggle on and off the display of the form on the front end. Choosing "Hold" will not allow the form to display on the front end. Choosing "Release" displays the form on the front end.
The Audiences multi-select field is used for console filtration only, meaning that administrators can limit the display of the form within the console to only certain administrators by audience. This value doesn't affect the front-end display of the form.
Validating Form Fields
Many forms require specific fields to be validated before the form itself can be submitted. Below are the types of form validations CentralPoint supports.
Required Field Validator
You can use this controls to make sure that the user has entered something in a form field.
[cp:literal:scripting key='FormRequiredFieldValidator' id='IDofTheValidator' itemToValidate='NameOfTheFormField' defaultValue='* Error Message'/]
| Property |
Description |
| id |
The id of the form validator. This required property allows the form state to uniquely identify this validator within the group. |
| itemToValidate |
The id of the form element to validate. |
| defaultValue |
Error Message the user will see if no value was entered. |
| errorColor |
Optional property. Can contain Color HEX value(Example: FF0000 or FFFF00) or Color Names (Example: red or yellow) |
| ItemToEnable |
Optional property. Enter Id of the control which will enable or disable this validator. Works together with ItemToEnableOnValue property. |
| ItemToEnableOnValue |
Optional property. Enter the value based on which the validator will get enabled or disabled. Works together with ItemToEnableOnValue property. |
Field Length Validator
You can use this control to ensure the user has entered the appropriate number of characters in a field. A practical example of this is to validate username or password lengths.
[cp:literal:scripting key='FormLengthValidator' id='IDofTheValidator' minimumLength='3' maximumLength='6' itemToValidate='NameOfTheFormField' defaultValue='* Error Message'/]
| Property |
Description |
| id |
The id of the form validator. This required property allows the form state to uniquely identify this validator within the group. |
| itemToValidate |
The id of the form element to validate. |
| defaultValue |
Error Message the user will see if no value was entered. |
| errorColor |
Optional property. Can contain Color HEX value(Example: FF0000 or FFFF00) or Color Names (Example: red or yellow) |
| ItemToEnable |
Optional property. Enter Id of the control which will enable or disable this validator. Works together with ItemToEnableOnValue property. |
| ItemToEnableOnValue |
Optional property. Enter the value based on which the validator will get enabled or disabled. Works together with ItemToEnableOnValue property. |
Unique Field Validator
Use this control to ensure that the user has entered unique value in a form field.
Example:
Validate this username does not already exist within the Members module.
[cp:literal:scripting key='FormUniqueFieldValidator' id='IDofTheValidator' itemToValidate='NameOfTheFormField' table='DatabaseTableName' itemToCompare='DatabaseFieldName' defaultValue='* Error message' /]
| Property |
Description |
| id |
The id of the form validator. This required property allows the form state to uniquely identify this validator within the group. |
| itemToValidate |
The id of the form element to validate. |
| table |
Table in the database you want to validate form input |
| itemToCompare |
Field in the database you want to compare with the submitted form value. |
| defaultValue |
Error Message the user will see if submitted value is not unique. |
| errorColor |
Optional property. Can contain Color HEX value(Example: FF0000 or FFFF00) or Color Names (Example: red or yellow) |
| ItemToEnable |
Optional property. Enter Id of the control which will enable or disable this validator. Works together with ItemToEnableOnValue property. |
| ItemToEnableOnValue |
Optional property. Enter the value based on which the validator will get enabled or disabled. Works together with ItemToEnableOnValue property. |
Unique Fields Validator
Use this control to ensure that the user has entered 2 value between 2 controls are Unique.
Example:
Validate that Procedural Manual Title and Manual Number are does not already exist within the ProceduralManuals module.
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[cp:literal:scripting key='FormUniqueFieldsValidator' id='IDofTheValidator' itemToValidate='NameOfTheFormField' itemToCompare='DatabaseFieldName' itemToValidate2='NameOfTheFormField2' itemToCompare2='DatabaseFieldName2' table='DatabaseTableName' defaultValue='* Error message' /]
| Property |
Description |
| id |
The id of the form validator. This required property allows the form state to uniquely identify this validator within the group. |
| table |
Table in the database you want to validate form input |
| itemToValidate |
The id of the form element to validate. |
| itemToCompare |
Field in the database you want to compare with the submitted form value. |
| itemToValidate2 |
Second id of the form element to validate. |
| itemToCompare2 |
Second Field in the database you want to compare with the submitted form value. |
| defaultValue |
Error Message the user will see if submitted value is not unique. |
| errorColor |
Optional property. Can contain Color HEX value(Example: FF0000 or FFFF00) or Color Names (Example: red or yellow) |
| ItemToEnable |
Optional property. Enter Id of the control which will enable or disable this validator. Works together with ItemToEnableOnValue property. |
| ItemToEnableOnValue |
Optional property. Enter the value based on which the validator will get enabled or disabled. Works together with ItemToEnableOnValue property. |
Compare Field Validator
The CompareValidator control is used to compare the value of one input control to the value of another input control.
[cp:literal:scripting key='FormCompareValidator' id='IDofTheValidator' itemToValidate='FormField1' itemToCompare='FormField1' type='String' operator='Equal' defaultValue='* Error message' /]
| Property |
Description |
| AttributeToValidate |
Used to validate the value of a records attribute instead of a form field. It should be set to the system name of an attribute and will only work when ItemToValidate contains the id of a form field which will return the DataId of the record you wish to validate. |
| DefaultValue |
Error Message the user will see if submitted value does not pass the compared requirements. |
| ErrorColor |
Optional property. Can contain Color HEX value(Example: FF0000 or FFFF00) or Color Names (Example: red or yellow) |
| Id |
The id of the form validator. This required property allows the form state to uniquely identify this validator within the group. |
| ItemToCompare |
The id of the form element with which to compare. |
| ItemToEnable |
Optional property. Enter Id of the control which will enable or disable this validator. Works together with ItemToEnableOnValue property. |
| ItemToEnableOnValue |
Optional property. Enter the value based on which the validator will get enabled or disabled. Works together with ItemToEnableOnValue property. |
| ItemToValidate |
The id of the form element to validate. |
| Operator |
Equal
GreaterThan
GreaterThanEqual
LessThan
LessThanEqual
NotEqual
DataTypeCheck
|
| Type |
String (Supported Operators: Equalor NotEqual)
Integer (Supported Operators: All)
Date (itemToCompare and Operator will be ignored.)
|
| ValueToCompare |
A static value which will be compared. It only works when ItemToCompare is left empty. |
Range Field Validator
Use this control to ensure the user has entered a specific number of characters into the textbox or ensure those characters are of a specific type (Number, Date, String).
[cp:literal:scripting key='FormRangeValidator' id='IDofTheValidator' itemToValidate='NameOfTheFormField' type='Integer' minimumValue='3' maximumValue='9' defaultValue='* Error message' /]
| Property |
Description |
| id |
The id of the form validator. This required property allows the form state to uniquely identify this validator within the group. |
| itemToValidate |
The id of the form element to validate. |
| type |
Integer - minimum and maximum
String - minimum and maximum characters
Decimal or Currency- minimum and maximum
Date - any valid date in .NET help file
|
| minimumLength |
The minimum number of the characters the field must have. |
| maximumLength |
The maximum number of the characters the field can have. |
| minimumValue |
The minimum integer of your range.
|
| maximumValue |
The maximum integer of your range.
|
| defaultValue |
The Error Message user will see if the submitted value does not pass the required validation. |
| errorColor |
Optional property. Can contain Color HEX value(Example: FF0000 or FFFF00) or Color Names (Example: red or yellow) |
| ItemToEnable |
Optional property.
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