Forms Wizard

Forms Wizard

        

Forms Wizard is designed to allow you to step through a process to create your needed form, manage workflow, and even the finalized integration or document creation. Our advice would be to analyze the form you want carefully, and count how many fields you will need, and specifically what type of fields should be presented. For an example, forms are typically made up of text boxes (like when entering your name), dates (when we ask the user to select a date), to upload files (should you need to collect files or photos from your users), and maybe even the user's signature (to sign off on something). 

There are a series of steps in order to create your form. You can go back at any time in the wizard, except the the last step (when you save it).

Step 1:

This is the forms set up step

• Name of Your Form? This is the Title of the form.
• Field Padding? This is the standard padding to be used for all fields in the form.
• How Many Pages? This is the number of pages in your form.
• Do you want TABLE or DIV setup? This is how the form fields will be displayed. Table does not suggest a table row for each field, it set up using a table for each row with set widths.
• Default Width of all Fields? This is the default width that will populate the width textboxes in Step 3.
• Spacing between multiple fields This is the width of the Empty Field items in Step 4.

Step 2:

This step will go page by page and ask you how many of each particular field you want.

Step 3:

This step will go page by page and ask for a name or a label and other attributes that the CpScripts require to function properly. There are also checkboxes for 'Include in Email' and 'Add in Module'. Names and label must be unique in these steps for ALL pages. Name cannot have spaces, just like in CpScripts. I would suggest prefixing field items. For instance, if you have a name text box and a large text that is called name, please give the textbox a name like txtName. This can apply to all fields. Such as:

• TextBoxes txtName
• Date Fields dtName
• Drop Downs ddlName
• Checkboxes chkName
• File Uploads fuName
• Taxonomy Selectors taxName

Step 4:

This step is a three part process for each page.

Step 1

• How many rows for this page? This is the number of rows for the page.

Step 2

Looking at your form as a grid, how many columns do you need for each row.

Step 3

This is where you have drop downs for that page that you can either choose a for field, or an empty to create space for your form. If form items are chosen that have been chosen in another drop down, the other drop down will switch to an empty field value

Step 5

This is the preview page where you can see what your fields will look like on the form and what fields will be in the email bodies.

Step 6

• Do you want this to be saved in the Forms Results? This is the same attribute as in the Forns module
• Would you like to include these fields and the data collected into a Module? If you answer yes you will be given these options:
  • Which fields do you want in the Title? This is the name of fields you want as the title for the module records.
  • Please select your Module Here you will be given all the modules in Centralpoint. When you choose one, an XML link will appear. Please right-click and choose 'Save Link As...' in order to get your new module configuration.
• Confirmation Email? This will give you the fields from the forms module to fill out. The email form body will be populated with the value from Step 3.
• Approval Email? This will give you the fields from the forms module to fill out. The email form bodies will be populated with the value from Step 3. The from is a drop down list of all the fields from the form to use as the email from.